This document discusses effective personalization strategies. It begins with an overview of personalization, noting that it involves tailoring content based on rules engines and user data. A delivery process is outlined involving strategists, tech leads, and content strategists. A personalization matrix lists different data sources that can be used to trigger rules. Scenarios are presented to demonstrate how plans could be implemented, along with examples for a client marketing bariatric surgery. The document also discusses using personas, with examples of topical, cognitive, and criteria "pattern cards" to categorize users.
During this workshop we will show you most common mistakes in Facebook Advertising and how to avoid them. We see from clients all over the World that Facebook Advertising could be powerful performance channel with great ROI but there are few basic mistakes where even experienced marketers are loosing money.
e Info Solutions is proud to present CloudMondo Intelligent CRM. This system uses our proprietary Artificial Intelligence algorithms to predict sales patterns and lead+lead conversions.
the talk Big Ideas to Scale SME & StartupsSatheesh Kumar
the talk Big Ideas to scale SME & Startups on 25th Feb at Feathers, Chennai from 9' o clock onwards.
Limited seats only. Register now at http://www.thetalk.in/book-ticket.php
10% off on all registrations till 23rd Feb.
Hurry! Block your seat now.
During this workshop we will show you most common mistakes in Facebook Advertising and how to avoid them. We see from clients all over the World that Facebook Advertising could be powerful performance channel with great ROI but there are few basic mistakes where even experienced marketers are loosing money.
e Info Solutions is proud to present CloudMondo Intelligent CRM. This system uses our proprietary Artificial Intelligence algorithms to predict sales patterns and lead+lead conversions.
the talk Big Ideas to Scale SME & StartupsSatheesh Kumar
the talk Big Ideas to scale SME & Startups on 25th Feb at Feathers, Chennai from 9' o clock onwards.
Limited seats only. Register now at http://www.thetalk.in/book-ticket.php
10% off on all registrations till 23rd Feb.
Hurry! Block your seat now.
As valuable assets in development of company. Rekind consistenly conduct continous employee development program :
• Competency Based Development Program (COMBAD PRO)
• Scholarship program certification Program
• Certification Program
• Knowledge Management System
• Coaching & Mentoring
In 2013, Rekind have successfully launched Human Capital Management System as a communication platform to manage employee personal data base for their career enhancement, performance management, and future development.
Presented to the 2013 cohort of Velocity startup incubator, this presentation goes through the basics of branding and marketing for early-stage businesses looking to bootstrap their customer acquisition.
Slide deck from the BrightGen Summer 14 Salesforce Release Highlights Webinar. A recording of this is available at : http://www.brightgen.com/BlogArticleBG?id=kA213000000P8cUCAS
Putting the Person into Personalization: Identifying audiences and their reac...Optimizely
Before you personalize any given digital experience, you obviously need to know who you’re personalizing it for. Effective personalization means defining, creating and developing the right kinds of audience groups. The ultimate goal? Providing the feel of a genuine one-to-one experience.
Join our webinar to discover the ingredients of a good audience. How to identify and reach them with relevant experiences. And why experimentation is the key to optimizing every different experience for each separate group.
What you’ll learn:
- Why you should only focus on ‘actionable’ audiences with high reach - and what that actually means.
- Key personalization use cases to target audiences across verticals.
- How experimentation helps to provide the best possible personalized experiences.
Learn more about creating impactful digital experiences in the Power of Personalization: https://www.optimizely.com/optimindset-personalization
Therefore Consulting and Solutions Pvt. Ltd. (TC&S) is a technology enabled marketing research and analytical solution provider
Our pioneering research and analytic methods help business measure equity, perception and position a brand appropriately among its target audience
Our analytic are designed to help a business understand the efficiency of the marketing & communication plan
In a nutshell, we provide an integrated platform in order to arrive at an informed decision
Designing Outcomes For Usability Nycupa Hurst FinalWIKOLO
MarkoHurst.com :: My topic of discussion at the Feb 17 2009 NYC UPA.
Even as the pace of society, business, and the Internet continue to increase, many budgets and time lines continue to decrease. To compound this issue, there is a serious disconnect between business goals, user goals, and what visitors actually do on your site. UX practitioners need a simple and efficient way to reconcile these diverse needs while taking action on their data. Join us to learn about a new method for incorporating quantitative data such as web analytics and business intelligence into your qualitative user experience deliverables: personas, wireframes, and more. This presentation will include discussions of online business models, feedback loops for ensuring cross-discipline collaboration, and ongoing revisions.
Engagement strategies for law firms to compete in the age of the customeredynamic
Today’s business relationships can be initiated online using personalized thought leadership content to attract prospects to your firm, engage with your attorneys, and transport them along a buying journey to becoming a client. Your digital platform is now the tool that builds trust and relationships with your clients.
[Webinar] The Scalable Way: Unlocking Data To Drive Great Customer Experience...VWO
Watch this webinar to understand how some of the leading Fortune 2000 organizations have built a robust and scalable process to turn data into insights, and to use insights to elevate their CX leading to drastically higher conversions and in turn Revenue/ROI.
As valuable assets in development of company. Rekind consistenly conduct continous employee development program :
• Competency Based Development Program (COMBAD PRO)
• Scholarship program certification Program
• Certification Program
• Knowledge Management System
• Coaching & Mentoring
In 2013, Rekind have successfully launched Human Capital Management System as a communication platform to manage employee personal data base for their career enhancement, performance management, and future development.
Presented to the 2013 cohort of Velocity startup incubator, this presentation goes through the basics of branding and marketing for early-stage businesses looking to bootstrap their customer acquisition.
Slide deck from the BrightGen Summer 14 Salesforce Release Highlights Webinar. A recording of this is available at : http://www.brightgen.com/BlogArticleBG?id=kA213000000P8cUCAS
Putting the Person into Personalization: Identifying audiences and their reac...Optimizely
Before you personalize any given digital experience, you obviously need to know who you’re personalizing it for. Effective personalization means defining, creating and developing the right kinds of audience groups. The ultimate goal? Providing the feel of a genuine one-to-one experience.
Join our webinar to discover the ingredients of a good audience. How to identify and reach them with relevant experiences. And why experimentation is the key to optimizing every different experience for each separate group.
What you’ll learn:
- Why you should only focus on ‘actionable’ audiences with high reach - and what that actually means.
- Key personalization use cases to target audiences across verticals.
- How experimentation helps to provide the best possible personalized experiences.
Learn more about creating impactful digital experiences in the Power of Personalization: https://www.optimizely.com/optimindset-personalization
Therefore Consulting and Solutions Pvt. Ltd. (TC&S) is a technology enabled marketing research and analytical solution provider
Our pioneering research and analytic methods help business measure equity, perception and position a brand appropriately among its target audience
Our analytic are designed to help a business understand the efficiency of the marketing & communication plan
In a nutshell, we provide an integrated platform in order to arrive at an informed decision
Designing Outcomes For Usability Nycupa Hurst FinalWIKOLO
MarkoHurst.com :: My topic of discussion at the Feb 17 2009 NYC UPA.
Even as the pace of society, business, and the Internet continue to increase, many budgets and time lines continue to decrease. To compound this issue, there is a serious disconnect between business goals, user goals, and what visitors actually do on your site. UX practitioners need a simple and efficient way to reconcile these diverse needs while taking action on their data. Join us to learn about a new method for incorporating quantitative data such as web analytics and business intelligence into your qualitative user experience deliverables: personas, wireframes, and more. This presentation will include discussions of online business models, feedback loops for ensuring cross-discipline collaboration, and ongoing revisions.
Engagement strategies for law firms to compete in the age of the customeredynamic
Today’s business relationships can be initiated online using personalized thought leadership content to attract prospects to your firm, engage with your attorneys, and transport them along a buying journey to becoming a client. Your digital platform is now the tool that builds trust and relationships with your clients.
[Webinar] The Scalable Way: Unlocking Data To Drive Great Customer Experience...VWO
Watch this webinar to understand how some of the leading Fortune 2000 organizations have built a robust and scalable process to turn data into insights, and to use insights to elevate their CX leading to drastically higher conversions and in turn Revenue/ROI.
The Scalable Way: Unlocking Data To Drive Great Customer Experience and Conve...VWO
Watch this webinar to understand how some of the leading Fortune 2000 organizations have built a robust and scalable process to turn data into insights, and to use insights to elevate their CX leading to drastically higher conversions and in turn Revenue/ROI.
The business value of consumer analytics and big data is not just about what you can discover or infer about the consumer, but how you can use this insight promptly and effectively across multiple touchpoints (including e-Commerce systems and CRM) to create a powerful and truly personalized consumer experience.
For most organizations, mobilizing this kind of intelligence raises organizational challenges as well as technical ones.
This presentation reveals how some leading companies are starting to address these challenges, and describes the vital role of enterprise architecture in supporting such initiatives.
For those companies looking to improve personalization, success depends upon both technology and technique. Enterprise personalization done well will be a key differentiator in this age of the consumer, but given the overwhelming volumes of digital data flowing into your organization, it is not easy. Learn the three key ingredients needed to drive personalization and ultimately increase customer engagement.
This presentation was given by Susan Connors, Quaero's EVP of Consumer Solutions, at NEDMA's 2014 Marketing Technology Summit.
We've added infographics and presentation examples to our arsenal! Still included are campaign analysis dashboards, media audits, membership analysis, and mapping with data.
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Empowering the Data Analytics Ecosystem: A Laser Focus on Value
The data analytics ecosystem thrives when every component functions at its peak, unlocking the true potential of data. Here's a laser focus on key areas for an empowered ecosystem:
1. Democratize Access, Not Data:
Granular Access Controls: Provide users with self-service tools tailored to their specific needs, preventing data overload and misuse.
Data Catalogs: Implement robust data catalogs for easy discovery and understanding of available data sources.
2. Foster Collaboration with Clear Roles:
Data Mesh Architecture: Break down data silos by creating a distributed data ownership model with clear ownership and responsibilities.
Collaborative Workspaces: Utilize interactive platforms where data scientists, analysts, and domain experts can work seamlessly together.
3. Leverage Advanced Analytics Strategically:
AI-powered Automation: Automate repetitive tasks like data cleaning and feature engineering, freeing up data talent for higher-level analysis.
Right-Tool Selection: Strategically choose the most effective advanced analytics techniques (e.g., AI, ML) based on specific business problems.
4. Prioritize Data Quality with Automation:
Automated Data Validation: Implement automated data quality checks to identify and rectify errors at the source, minimizing downstream issues.
Data Lineage Tracking: Track the flow of data throughout the ecosystem, ensuring transparency and facilitating root cause analysis for errors.
5. Cultivate a Data-Driven Mindset:
Metrics-Driven Performance Management: Align KPIs and performance metrics with data-driven insights to ensure actionable decision making.
Data Storytelling Workshops: Equip stakeholders with the skills to translate complex data findings into compelling narratives that drive action.
Benefits of a Precise Ecosystem:
Sharpened Focus: Precise access and clear roles ensure everyone works with the most relevant data, maximizing efficiency.
Actionable Insights: Strategic analytics and automated quality checks lead to more reliable and actionable data insights.
Continuous Improvement: Data-driven performance management fosters a culture of learning and continuous improvement.
Sustainable Growth: Empowered by data, organizations can make informed decisions to drive sustainable growth and innovation.
By focusing on these precise actions, organizations can create an empowered data analytics ecosystem that delivers real value by driving data-driven decisions and maximizing the return on their data investment.
Chatty Kathy - UNC Bootcamp Final Project Presentation - Final Version - 5.23...John Andrews
SlideShare Description for "Chatty Kathy - UNC Bootcamp Final Project Presentation"
Title: Chatty Kathy: Enhancing Physical Activity Among Older Adults
Description:
Discover how Chatty Kathy, an innovative project developed at the UNC Bootcamp, aims to tackle the challenge of low physical activity among older adults. Our AI-driven solution uses peer interaction to boost and sustain exercise levels, significantly improving health outcomes. This presentation covers our problem statement, the rationale behind Chatty Kathy, synthetic data and persona creation, model performance metrics, a visual demonstration of the project, and potential future developments. Join us for an insightful Q&A session to explore the potential of this groundbreaking project.
Project Team: Jay Requarth, Jana Avery, John Andrews, Dr. Dick Davis II, Nee Buntoum, Nam Yeongjin & Mat Nicholas
2. In this presentation
Personalization Overview
Personalization Delivery Process
Personalization Data Matrix
Usage Scenarios
Persona Behavioral Keys & Patterns
3. Personalization Overview
A means of personalizing content based on a robust rules
engine
Can be applied as simple rules (if this then that), multi-
phase engagement plans, or predictive personalization
using personas
Criteria for triggering rules can be sourced from user data
(IP address), user behaviors (pages visited), CMS generated
data (engagement value), or imported from a CRM tool
(like Salesforce).
Most clients do not understand the differences nor do they
know what they need upfront
Personalization requires it’s own track during project
discovery to understand where the client is on the
Customer Experience Maturity Model and then recommend
a custom solution based on their capabilities.
6. Personalization Delivery
Process
Lead Strategist:
Lead personalization discovery process: audit data sources,
business goals, internal resources & workflows (Note: Recommend
all discoveries include personas regardless of personalization
needs)
Create personalization options with metrics for client to choose
from
Mock up process maps and page tables showing when and how
content changes
Multiple check-ins with tech throughout to ensure feasibility
Implement personalization components in Sitecore
Training and documentation of personalization plan
Produce reports with metrics showing progress towards business
goals
7. Personalization Delivery
Process
Tech Lead:
Install CMS, grant proper access to strategist / marketer
Deploy to staging, production
Create custom controls / functionality if needed
Review engagement plans before client presentations
Content Strategist:
Consult with Lead Strategist on target audiences and
desired actions
Create content plan that aligns with selected
personalization plan
Oversee production of personalized content
8. Creating A Personalization
Plan
Almost endless options for how we can customize
personalization
Where to start?
Need to start simple first, then get more complex as
client grows in digital maturity
9. Personalization Conditions Matrix
Self-Select User Data User Behavior CRM Import
Company X X
Language X X X
Referral Source X
Device X X
Location X X X
Page Visited X
Time On Site X
New vs. Returning X
Site Search KW2 X
Campaign X X
Form Submits X X
Portal Login X X
Engagement Plan X X
Persona Pattern X X
Email Integration X X
Adaptive Print X X
Complexity
10. Personalization Conditions Matrix
Self-Select User Data User Behavior CRM Import
Company X X
Language X X X
Referral Source X
Device X X
Location X X X
Page Visited X
Time On Site X
New vs. Returning X
Site Search KW X
Campaign X X
Form Submits X X
Portal Login X X
Engagement Plan X X
Persona Pattern X X
Email Integration X X
Adaptive Print X X
Easy Wins
Robust
Solutions
11. Personalization Scenario
Self-Select User Data User
Behavior
CRM Import
Company X X
Language X X X
Referral
Source
X
Device X X
Location X X X
Page Visited X
Time On Site X
New vs.
Returning
X
Site Search
KW
X
Campaign X X
Form Submits X X
Portal Login X X
Engagement
Plan
X X
Persona
Pattern
X X
Email
Integration
X X
Adaptive Print X X
Client is marketing new
bariatric surgical
treatment to their region.
They are targeting obese
adults within a 100 mile
radius. Their campaign
includes PPC, social and
print. What should their
personalization plan look
like?
12. Personalization Scenario
Self-Select User Data User
Behavior
CRM Import
Company X X
Language X X X
Referral
Source
X
Device X X
Location X X X
Page Visited X
Time On Site X
New vs.
Returning
X
Site Search
KW
X
Campaign X X
Form Submits X X
Portal Login X X
Engagement
Plan
X X
Persona
Pattern
X X
Email
Integration
X X
Adaptive Print X X
Client is marketing new
bariatric surgical
treatment to their region.
They are targeting obese
adults within a 100 mile
radius. Their campaign
includes PPC, social and
print. What should their
personalization plan look
like?
Phase 1
Phase 2
Phase 3
13. Persona Behavioral Keys
Personalization with personas uses keys to assign a
visitor to a particular state based on their behaviors
Keys should align to understood behavioral patterns
that indicate:
o What a visitor is interested in: Topical
o How they make decisions: Cognitive
o What makes a difference for them: Criteria
15. Cognitive Factors In Decision
Making
Rational vs. Emotional: This is what we’re most familiar
with. Do you decide using a rational system like a checklist,
a list of pros and cons, through careful logic? Or do you
decide using gut instinct, relying on anecdotes, and going
with what feels right?
Maximizer vs. Satisficer: A maximizer is a person who
cannot make a decision until they feel like they have
weighed all available alternatives, whereas a satisficer is
someone who will make a decision once they reach the first
option that satisfies all their criteria.
Authority Bias vs. Individual Bias: Those with authority
bias are most likely to trust an expert (in this case, a
physician) whereas those with individual bias will weigh
their own research and experiences more than the advice
of an expert.
17. Choice Criteria In Medical
Decisions
Cost: The bottom line is all that matters and they need
the cheapest care possible
Outcome: They are after a specific outcome and
nothing else matters
Experience: They want to be treated well above all
else
Convenience: Ease of access is paramount for them