Personalization

Strategic Objectives

We begin by thoroughly understanding your business. This workshop focuses on aligning overall strategic objectives to shape marketing strategies and KPIs. We establish your brand’s "Strategic Theme" and develop a comprehensive roadmap, creating a top-down strategy rather than reactive, bottom-up thinking.

Outcome: A tangible, strategic roadmap for personalization you can use as the initial springboard.

What's an action worth?

Next, we need to know how much actions on your website are “worth”. What's the most important thing a person could do on your website? What about the least important? Together, we'll build an Engagement Value Scale to implement and track. With these values in place, the platform can start collecting actionable engagement data, aligning personalization with your business goals.

Outcome: A scoring system that allows us to both measure & optimize for each person visiting your site.

Who is our user?

Personas are the archetypes of our users; profiles define the characteristics that make them unique. In this workshop, we create Sitecore Profiles, detailing who your visitors are and what they seek from their interactions. By defining these profiles, we can accurately target visitors using all data tracked by Sitecore, delivering personalized content and experiences at every stage of their journey.

Outcome: Characteristic sets the describe personas in an actionable way.

How do we deliver the content they want?

With the groundwork laid, we move on to implementing personalization. In this workshop, we identify areas primed for personalization to ensure the best possible experience for returning visitors. Once the personalization opportunities are established, we’re set for quick, impactful wins.

Outcome: Identified website components and elements to be personalized in the implementation phase.