Dialog Insider Blog

3 steps to take advantage of personalization without going crazy

  • Share   

3 steps to take advantage of personalization without going crazy

1021 749 Dialog Insight

“Personalization is too difficult!” This is certainly something you have heard many times. But is it really that complicated? In truth, it all depends of what you already have and what you want to do.

It’s no surprise that everybody talks about personalization… as it has been shown that personalized emails have a conversion rate 6 times higher than non personalized messages[i].

See, in 3 steps, how you can improve your results with personalization.

Step 1 – Set your goal

Undertaking a project always starts with identifying its goal. What do you want to improve?

  • the click rate
  • sales
  • the number of visitors on your website
  • pages viewed

Once you have defined your goal, determine what you consider to be a success. What is the percentage you are aiming at? For example, if you best campaign got a click rate of 23%, you could use this rate as a basis to validate the success of your actions. If you don’t reach your goal, change your strategy.

Step 2 – Identify your target audience

Before considering the possibility of tailoring each email for each contact, it is better to start with segmenting your audience. This way, you’ll be certain to create offers that trigger the most interest for each segment.

Here are a few basic segments to consider:

Segment A Segment B Condition
Client Prospect Has made a purchase
Student Worker Age
New subscriber Old subscriber Date contact was added
Man Woman Gender

Choose your most important segments and send them a personalized message. And don’t forget – personalization pays off only if used well. So do not invest hours to create a message that won’t be profitable, or for a segment that targets only 100 contacts, unless, of course, these are your VIP clients.

Step 3 – Analyze, test and segment again!

EUREKA! You’ve completed the segmentation step. You are now ready for dynamic personalization! Well, not quite yet…

Personalization using dynamic content requires a database well structured with contact information available and update, always. But meanwhile, you have some other aspects you can work on to make your personalization efforts evolve. Now that you have created your segments, improved your results, how can you go further?

Very simply…test with other segments.

A study conducted by Marketing Sherpa shows a interesting case. Why not try to reproduce this case and potentially increase your revenues of 71% as well?

Identify your best results and analyze them. What are the topics getting more attention? Who are your readers? What interests them? What links make them click?

Move away from your habits and experiment with new communication possibilities.

Here are other examples for you to test:

Segment A Segment B Condition
New Buyer Old buyer Date of purchase
Product A Product B Has clicked on the product
Member Non member Has a reward card
Web buyer In-store buyer Online purchase

Like any personalization project, you are only limited by the information you have. Start small, collect more information and gradually improve your results. Most importantly, do not stop once you have reached your goal, but try to improve your results each time.

What then?

You have completed your basic personalization efforts, have increased your results, but now, you want more? Here are a few ideas:

  • Dynamic content
  • Sending frequency
  • Automated scenario following a purchase (up-sell, cross-sell)
  • Real-time notion
  • Predictive content


[i] http://marketingland.com/study-70-brands-personalizing-emails-missing-higher-transaction-rates-revenue-73241

Leave a Comment

Débutant

Vous êtes nouveau sur Dialog Insight ?

Cette formation vous apprendra les notions de base afin de pouvoir lancer vos premières campagnes et être efficace rapidement.

Contenu de la formation DÉBUTANT
Débuter avec Dialog Insight Éditer des courriels
Optimiser la livraison de courriels          Segmenter et cibler des contacts (1 de 2)
Gérer les données clients Analyser les résultats d'une campagne
Préparer une campagne  

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

Campagnes

Vous êtes responsable des campagnes ?

Ce parcours marketing vous aide à peaufiner vos envois et à optimiser vos résultats.

Contenu de la formation CAMPAGNES
Optimiser la livraison de courriels Personnaliser les contenus
Préparer une campagne Utiliser le marketing social
Gérer une librairie d’images Utiliser les tests A/X
Éditer des courriels Inspecter le rendu et les variantes du message
Envoyer des SMS et notifications mobiles      Analyser les résultats d'une campagne
Segmenter et cibler des contacts (1 de 2)  

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

1 à 1

Les stratégies de personnalisation vous attirent ?

Découvrez les étapes de mise en place d’un marketing personnalisé et ciblé ainsi que son utilisation en temps réel.

Contenu de la formation 1-à-1
Créer une libraire de contenus Personnaliser selon le cycle d’achat
Développer des campagnes automatisées Segmenter et cibler des contacts (1 de 2)
Créer des scénarios déclenchés par des actions en temps réel (triggers) Segmenter et cibler des contacts (2 de 2)
Personnaliser les contenus Inspecter le rendu et les variantes d'un message
Dynamiser le contenu (ex : recommandations de produits)  

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

Analytique

Vous cherchez à comprendre vos résultats ?

Apprenez à analyser vos résultats, à connaître vos clients et à utiliser l’intelligence d’affaires pour offrir des contenus pertinents.

Contenu de la formation ANALYTIQUE
Identifier les meilleures sources d'acquisition Évaluer le rendement
Suivre les visiteurs sur un site web Sonder la clientèle
Explorer le cycle et les intérêts de la clientèle Utiliser les tests A/X
Définir des règles de scoring et des personas Analyser les résultats d’une campagne

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

E-Commerce

Vous avez une boutique en ligne ?

Ce parcours vous aide à offrir une expérience client enrichissante à vos acheteurs et à augmenter vos revenus de ventes.

Contenu de la formation E-COMMERCE
Combiner marketing et E-Commerce Évaluer le rendement
Développer des campagnes automatisées Ajouter des données au profil du client
Personnaliser selon le cycle d’achat Créer une librairie de contenus
Dynamiser le contenu (ex. : recommandations de produits)  

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

Génération de prospects

La génération de prospects qualifiés est un défi pour vous ?

Utilisez des stratégies web performantes pour acquérir de nouveaux prospects et augmenter vos taux de conversion.

Contenu de la formation GÉNÉRATION DE PROSPECTS
Développer des pages de destination Créer des processus d’affaires intelligents
Faire l’acquisition et la mise à jour de contacts Sonder la clientèle
Ajouter des options interactives aux formulaires Identifier les meilleures sources d’acquisition

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

Admin

Vous êtes responsable de l’implantation ?

Ce parcours vous apprendra à configurer la plateforme, à gérer les utilisateurs et à synchroniser vos données.

Contenu de la formation ADMIN
Débuter avec Dialog Insight Personnaliser l’expérience utilisateur
Configurer Courriel, SMS et notifications mobiles Gérer les données clients
Développer un marketing distribué Optimiser la livraison de courriels
Définir les règles de sécurité et d’accès Ajouter des données au profil du client
Synchroniser les systèmes  

Durée : 2,5h
Lieu : en ligne ou en entreprise

M'inscrire à cette formation

Beginner

You are a new Dialog Insight user?

This training course will show you all the basics to get you going quickly and send your first campaigns.

BEGINNER – Training outline
Get started with Dialog Insight Edit emails
Optimize email delivery Segment and target contacts (1 of 2)
Manage client data Analyze campaign results
Prepare a campaign  

Duration: 2.5h
Location: Online or onsite

Enroll me

Campaigns

You are in charge of campaigns?

This training course will help you polish your messages and optimize your results.

CAMPAIGNS – Training outline
Optimize email delivery Personalize content
Prepare a campaign Take advantage of social marketing
Manage an image library Use A/X testing
Edit emails Validate message previews and variants
Send SMS and push notifications Analyze campaign results
Segment and target contacts (1 of 2)  

Duration: 2.5h
Location : Online or onsite

Enroll me

1 to 1

You want to know all there is about personalization?

Discover how to implement a personalized and targeted marketing campaign, and how to use it real-time.

1 TO 1 – Training outline
Create a content library Personalize content based on buying cycle
Develop automated campaigns Segment and target contacts (1 of 2)
Trigger scenarios based on actions Segment and target contacts (2 of 2)
Personalize content Validate message previews and variants
Add dynamic content (such as product recommendations)  

Duration: 2.5h
Location : Online or onsite

Enroll me

Analytics

You are looking for answers in your results?

Learn how to properly analyze your results and better understand your clients in order to offer more appropriate content.

ANALYTICS – Training outline
Find the best acquisition sources Estimate ROI
Track website visitors Get client feedback
Explore client cycles and interests Use A/X testing
Define personas and scoring rules Analyze campaign results

Duration: 2.5h
Location : Online or onsite

Enroll me

E-Commerce

You have an online store?

This training course will help you offer buyers the best possible client experience, as well as increase your sales revenue.

E-COMMERCE – Training outline
Combine marketing and E-Commerce Estimate ROI
Develop automated campaigns Add data to client profiles
Personalize content based on buying cycle Create a content library
Add dynamic content (such as product recommendations)  

Duration: 2.5h
Location: Online or onsite

Enroll me

Lead Gen

Generating qualified leads is your everyday challenge?

Use efficient web strategies to acquire new leads and increase your conversion rate.

LEAD GENERATION – Training outline
Develop landing pages Create intelligent business workflows
Acquire and update contacts Get client feedback
Add interactive options to forms Find the best acquisition sources

Duration: 2.5h
Location: Online or onsite

Enroll me

Admin

You are responsible for implementation?

This training course will teach you how to configure the platform, manage users and synchronize data.

ADMIN – Training outline
Get started with Dialog Insight Personalize user experience
Configure emails, SMS and push notifications Manage client data
Develop distributed marketing Optimize email delivery
Define access and security rules Add data to client profiles
Synchronize systems  

Duration: 2.5h
Location: Online or onsite

Enroll me