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Thriving 
in 
Today’s 
Customer 
Driven 
World 
> 
Let’s 
Get 
Personal
Dear 
Loren, 
The 
rest 
of 
this 
email 
is 
generic 
… 
@LorenMcDonald
Inserting 
Dear 
%%FNAME%% 
is 
NOT 
how 
you 
personalise 
emails. 
@LorenMcDonald
Personalisation 
is 
about 
providing 
a 
superior 
customer 
experience 
that 
also 
increases 
engagement 
and 
revenue.
But 
we 
usually 
take 
the 
easy 
path, 
right? 
@LorenMcDonald
Home 
Décor 
pages
Home 
Décor 
pages 
Loren 
McDonald 
shopperdude@email.com 
shopperdude@email.com
oops 
Generic Welcome Email 
Welcome! 
First email … 
“jackets”
Onboarding 
Email(s) 
Welcome! 
• Dynamic 
based 
on 
specific 
category 
items 
browsed 
• 3-­‐5 
emails 
series 
• Top 
sellers/ 
recommendations 
• Ends 
with 
“best 
offer”
So 
where 
do 
we 
… 
@LorenMcDonald
Capturing 
Data 
for 
Personalisation
Personalisation 
goes 
well 
beyond 
profile 
data 
…
But 
you 
must 
connect 
to 
everything 
Customer 
Interactions 
Events 
Mobile 
Facebook 
Twitter 
Devices+ 
Location 
Communities 
Retail 
Blogs 
SMS 
SMS 
Call 
Center 
Push 
Wearables 
Email
Which 
leads 
to 
multiple 
opportunities 
… 
Subject 
Line 
Personalization 
First 
name 
personalization 
Personalized 
Content 
Name 
and 
contact 
info 
for 
each 
customer’s 
personal 
rep 
Dynamic 
Subject 
Lines 
The 
subject 
line 
changes 
based 
on 
the 
type 
and 
duration 
of 
club 
membership 
Individualized 
Content 
Lists 
For 
any 
customer 
who 
has 
purchased 
two 
or 
more 
items 
in 
the 
last 
90 
days, 
list 
each 
purchase 
with 
review 
links 
E-­‐commerce-­‐driven 
Personalization 
Display 
totals 
and 
other 
engaging 
content 
to 
drive 
follow-­‐on 
purchases 
Website-­‐driven 
Content 
Directly 
track 
each 
customer’s 
Web 
activity 
and 
prompt 
them 
to 
visit 
new 
areas 
of 
the 
site 
Send 
Time 
Optimization 
The 
message 
arrives 
in 
each 
individual’s 
inbox 
at 
precisely 
the 
time 
that 
individual 
is 
most 
likely 
to 
check 
email 
Data-­‐driven 
Dynamic 
Image 
Image 
is 
selected 
based 
on 
demographic 
and 
profile 
info 
Score-­‐driven 
Dynamic 
Offer 
Discounts/prices 
vary 
by 
social 
influence 
and 
time 
since 
last 
purchase 
1 3 
4 
5 
6 
8 
2 
9 
7 
1 
2 
3 
4 
5 
6 
7 
8 
9
The 
challenge 
then, 
with 
personalisation 
… 
is 
of 
course 
the 
data. 
@LorenMcDonald
Who 
is 
the 
subscriber? 
What 
actions 
have 
they 
taken 
/ 
not 
taken? 
Relationship 
and 
value? 
What 
date/time 
is 
it?
Personalisation 
Data 
Sources 
Customer 
Profile 
Customer 
Behavior 
Personas
What 
data 
do 
you 
need 
to 
… 
Drive 
engagement? 
Create 
behavior? 
Drive 
increased 
results?
What 
is 
your 
“must 
have 
data” 
Proximity 
to 
physical 
stores 
Loyalty 
membership 
Value/quality 
vs 
convenience/cost
Personalisation 
in 
Action
Personalisation 
Data 
Sources 
Customer 
Profile 
Customer 
Behavior 
Personas
“one 
and 
done” 
data 
collection 
“everything 
but 
your 
first 
born” 
data 
collection
Use 
Progressive 
Web 
Forms 
Reduce 
form 
abandonment 
and 
build 
out 
a 
contact’s 
profile 
over 
time 
with 
progressive 
Web 
forms.
Take 
it 
easy…Progressive 
Profiling 
43% 
Abandon 
-­‐ 
Complete 
4 
fields 
-­‐ 
Watch 
a 
video 
20% 
Abandon
26 
Customer-­‐Driven 
Marketing
Store 
the 
Data 
• PPP1_ADD 
• PPP2_ODD 
• PPP3_SchoolDiscipline 
• PPP4_Drinking 
Drugs 
• PPP5_Angry 
Outbursts 
• PPP6_Disrespectful 
• PPP7_Violent 
• PPP8-­‐_Consequences
28 
Design 
the 
Nurture 
PPP_Violent 
PPP_Disrespectful 
PPP_Consequences
29 
Selected 
Program 
Tracks
Customizing 
the 
Nurture
Data 
Driven 
Nurture 
Results 
Increased 
Capture 
on 
Website 
by 
400% 
62% 
Avg 
Open 
Rate 
for 
Personal 
Parenting 
Plan 
Emails 
(vs. 
avg. 
22% 
for 
newsletter) 
260% 
lift 
in 
Total 
Transformation 
Sales 
over 
other 
Welcome 
Campaign
Personalisation 
Data 
Sources 
Customer 
Profile 
Customer 
Behavior 
Personas
To 
know 
a 
person 
… 
watch 
what 
they 
do, 
not 
what 
they 
say. 
Danny 
Santagato
PaperStyle 
– 
Custom 
Invitations 
-­‐ Sending 
batch 
and 
blast 
-­‐ No 
targeting 
-­‐ Response 
rates 
declined 
Agency 
Whereoware 
-­‐ Analyzed 
site 
behavior 
-­‐ Purchase 
patterns 
-­‐ Wedding 
process 
-­‐ Created 
wedding 
timeline
Purchased wedding 
products 
Wedding nurturing 
Wedding 
essentials 
Wedding favors 
Bridal party 
gifts 
Thank you 
cards 
Your 
wedding? 
Friend’s wedding 
nurturing 
Bridal shower 
invites 
Shower 
tableware 
Bach. invites 
Bach. tableware 
Wedding gifts 
Clicked on wedding 
link 
Yes 
No 
7 days 
6 weeks 
3 weeks 
7 days 
7 days 
7 days 
7 days 
7 days 
7 days 
BRIDAL 
SEGMENT 
Nurture 
Program
Web 
site 
or 
email 
click 
behavior 
drops 
you 
into 
Your 
Wedding 
or 
Friend’s 
Wedding 
nurture
Your 
Wedding 
Track
Friend’s 
Wedding 
Track 
Results 
– 
Avgs 
Across 
Both 
Programs 
-­‐ Open 
Rate 
Increased 
-­‐ 
244 
% 
-­‐ CTR 
Increased 
-­‐ 
161 
% 
-­‐ Revenue 
Per 
Mailing 
Increased 
-­‐ 
330 
%
Personalisation 
Data 
Sources 
Customer 
Profile 
Customer 
Behavior 
Personas
Let’s 
build 
a 
Master 
Database 
RV 
Owned 
Fleetwood 
Expedition 
Thor 
Motor 
Coach 
Persona 
Show 
Visits 
Age 
of 
RV 
Last 
Dealer 
Visit 
Tailgater 
Family 
Camper 
Livin’ 
Large 
San 
Francisco 
Michigan 
Miami 
Hampton 
6/1/2005 
2 
Years 
5 
Years 
6 
months 
The 
richer 
your 
Master 
Database 
the 
more 
powerful, 
relevant 
and 
personal 
you’ll 
be. 
Carey 
Smith 
1000 
Gateway 
Drive 
San 
Francisco, 
CA 
93820 
Shawn 
DeWitt 
4992 
Michigan 
Ave, 
Chicago, 
IL 
09030 
Sheila 
Jones 
4022 
Peachtree 
Rd 
Atlanta, 
GA 
30003 
Steve 
Jones 
888 
Madison 
Ave, 
New 
York 
NY 
10022 
Silver 
Explorer 
9/5/2012 
6/1/2005 
2/1/2013 
10 
Years 
Keystone 
Vantage 
Coachman 
Freedom 
BuyerPersona.com
Personas: 
The 
Key 
to 
Relevant 
Marketing 
Caregiver 
of 
Child 
(5-­‐12) 
PKU 
Caregiver 
of 
Young 
Child 
(1-­‐4) 
PKU 
Caregiver 
of 
Infant 
PKU 
(0-­‐1) 
HCP 
Teen 
(13-­‐17) 
PKU 
Non-­‐PKU 
Other/Unknown
Non-­‐PKU 
PKU 
Child 
PKU 
Adult
All 
Emails 
Reflect 
Selected 
Persona/Condition 
in 
Every 
Way 
Possible! 
Images 
change 
Free 
samples 
change
In 
summary, 
Personalization 
… 
@LorenMcDonald
…can 
be 
deployed 
in 
multiple 
ways.
… 
increases 
customer 
satisfaction 
and 
brand 
affinity.
… 
helps 
take 
your 
marketing 
to 
a 
higher 
level
Let’s 
do 
this 
personalisation 
thing!
silverpop.com 
silverpop.com/marketing-­‐resources 
www.slideshare.net/silverpop 
Twitter.com/silverpop 
Facebook.com/silverpop 
The 
Silverpop 
Digital 
Marketing 
Platform

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Personalisation silverpop festival of marketing

  • 1. Thriving in Today’s Customer Driven World > Let’s Get Personal
  • 2. Dear Loren, The rest of this email is generic … @LorenMcDonald
  • 3. Inserting Dear %%FNAME%% is NOT how you personalise emails. @LorenMcDonald
  • 4. Personalisation is about providing a superior customer experience that also increases engagement and revenue.
  • 5. But we usually take the easy path, right? @LorenMcDonald
  • 6.
  • 8. Home Décor pages Loren McDonald shopperdude@email.com shopperdude@email.com
  • 9. oops Generic Welcome Email Welcome! First email … “jackets”
  • 10. Onboarding Email(s) Welcome! • Dynamic based on specific category items browsed • 3-­‐5 emails series • Top sellers/ recommendations • Ends with “best offer”
  • 11. So where do we … @LorenMcDonald
  • 12. Capturing Data for Personalisation
  • 13. Personalisation goes well beyond profile data …
  • 14. But you must connect to everything Customer Interactions Events Mobile Facebook Twitter Devices+ Location Communities Retail Blogs SMS SMS Call Center Push Wearables Email
  • 15. Which leads to multiple opportunities … Subject Line Personalization First name personalization Personalized Content Name and contact info for each customer’s personal rep Dynamic Subject Lines The subject line changes based on the type and duration of club membership Individualized Content Lists For any customer who has purchased two or more items in the last 90 days, list each purchase with review links E-­‐commerce-­‐driven Personalization Display totals and other engaging content to drive follow-­‐on purchases Website-­‐driven Content Directly track each customer’s Web activity and prompt them to visit new areas of the site Send Time Optimization The message arrives in each individual’s inbox at precisely the time that individual is most likely to check email Data-­‐driven Dynamic Image Image is selected based on demographic and profile info Score-­‐driven Dynamic Offer Discounts/prices vary by social influence and time since last purchase 1 3 4 5 6 8 2 9 7 1 2 3 4 5 6 7 8 9
  • 16. The challenge then, with personalisation … is of course the data. @LorenMcDonald
  • 17. Who is the subscriber? What actions have they taken / not taken? Relationship and value? What date/time is it?
  • 18. Personalisation Data Sources Customer Profile Customer Behavior Personas
  • 19. What data do you need to … Drive engagement? Create behavior? Drive increased results?
  • 20. What is your “must have data” Proximity to physical stores Loyalty membership Value/quality vs convenience/cost
  • 22. Personalisation Data Sources Customer Profile Customer Behavior Personas
  • 23. “one and done” data collection “everything but your first born” data collection
  • 24. Use Progressive Web Forms Reduce form abandonment and build out a contact’s profile over time with progressive Web forms.
  • 25. Take it easy…Progressive Profiling 43% Abandon -­‐ Complete 4 fields -­‐ Watch a video 20% Abandon
  • 27. Store the Data • PPP1_ADD • PPP2_ODD • PPP3_SchoolDiscipline • PPP4_Drinking Drugs • PPP5_Angry Outbursts • PPP6_Disrespectful • PPP7_Violent • PPP8-­‐_Consequences
  • 28. 28 Design the Nurture PPP_Violent PPP_Disrespectful PPP_Consequences
  • 31. Data Driven Nurture Results Increased Capture on Website by 400% 62% Avg Open Rate for Personal Parenting Plan Emails (vs. avg. 22% for newsletter) 260% lift in Total Transformation Sales over other Welcome Campaign
  • 32. Personalisation Data Sources Customer Profile Customer Behavior Personas
  • 33. To know a person … watch what they do, not what they say. Danny Santagato
  • 34. PaperStyle – Custom Invitations -­‐ Sending batch and blast -­‐ No targeting -­‐ Response rates declined Agency Whereoware -­‐ Analyzed site behavior -­‐ Purchase patterns -­‐ Wedding process -­‐ Created wedding timeline
  • 35. Purchased wedding products Wedding nurturing Wedding essentials Wedding favors Bridal party gifts Thank you cards Your wedding? Friend’s wedding nurturing Bridal shower invites Shower tableware Bach. invites Bach. tableware Wedding gifts Clicked on wedding link Yes No 7 days 6 weeks 3 weeks 7 days 7 days 7 days 7 days 7 days 7 days BRIDAL SEGMENT Nurture Program
  • 36. Web site or email click behavior drops you into Your Wedding or Friend’s Wedding nurture
  • 38. Friend’s Wedding Track Results – Avgs Across Both Programs -­‐ Open Rate Increased -­‐ 244 % -­‐ CTR Increased -­‐ 161 % -­‐ Revenue Per Mailing Increased -­‐ 330 %
  • 39. Personalisation Data Sources Customer Profile Customer Behavior Personas
  • 40. Let’s build a Master Database RV Owned Fleetwood Expedition Thor Motor Coach Persona Show Visits Age of RV Last Dealer Visit Tailgater Family Camper Livin’ Large San Francisco Michigan Miami Hampton 6/1/2005 2 Years 5 Years 6 months The richer your Master Database the more powerful, relevant and personal you’ll be. Carey Smith 1000 Gateway Drive San Francisco, CA 93820 Shawn DeWitt 4992 Michigan Ave, Chicago, IL 09030 Sheila Jones 4022 Peachtree Rd Atlanta, GA 30003 Steve Jones 888 Madison Ave, New York NY 10022 Silver Explorer 9/5/2012 6/1/2005 2/1/2013 10 Years Keystone Vantage Coachman Freedom BuyerPersona.com
  • 41.
  • 42. Personas: The Key to Relevant Marketing Caregiver of Child (5-­‐12) PKU Caregiver of Young Child (1-­‐4) PKU Caregiver of Infant PKU (0-­‐1) HCP Teen (13-­‐17) PKU Non-­‐PKU Other/Unknown
  • 43.
  • 44.
  • 46. All Emails Reflect Selected Persona/Condition in Every Way Possible! Images change Free samples change
  • 47. In summary, Personalization … @LorenMcDonald
  • 48. …can be deployed in multiple ways.
  • 49. … increases customer satisfaction and brand affinity.
  • 50. … helps take your marketing to a higher level
  • 51. Let’s do this personalisation thing!
  • 52. silverpop.com silverpop.com/marketing-­‐resources www.slideshare.net/silverpop Twitter.com/silverpop Facebook.com/silverpop The Silverpop Digital Marketing Platform