Part 2: Our Top Takeaways from Click Summit 2018

Last week, we shared the first of many takeaways from Click Summit 2018, our annual conference for professionals in digital experimentation and personalization. This week, we’re back with more insights from each impactful conversation, inspired by this year’s edition of Clickaways. 1. Manage the three P’s of scaling your testing program: people, process, prioritization. Many companies […]

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Last week, we shared the first of many takeaways from Click Summit 2018, our annual conference for professionals in digital experimentation and personalization. This week, we’re back with more insights from each impactful conversation, inspired by this year’s edition of Clickaways.

1. Manage the three P’s of scaling your testing program: people, process, prioritization.

Many companies have found it more effective to establish a dedicated optimization team rather than having these duties dispersed across the organization. However, if that’s not possible for you, let your Center of Excellence take the lead on defining key processes, training and developing a maturity model to determine when each team is ready to start testing.

Develop a formal process for submitting, presenting, prioritizing and executing new testing ideas. Using various automation technologies can further simplify these steps.

Additionally, agree to one source of truth for your test results across multiple platforms. Companies that have various groups looking at different data sources struggle to establish the necessary credibility to scale their programs. This is one area where a knowledge platform that houses testing results, insights and ideas (like Brooks Bell’s Illuminate platform, or Optimizely’s Program Management) can help.

Finally, growing your experimentation program comes with the expectation of more tests, executed faster. When determining your velocity goals, be sure to consider quality over quantity. Always prioritize running a few, quality tests over many, low-impact tests.

2. Personalization and optimization teams should remain separate functions with connected but distinct goals.

Personalization is a worthwhile investment for any online industry, but it has to be adopted as a company-wide strategy in order to ensure you’re delivering a consistent customer experience.

To get the most out of your investment, establish a separate personalization team to run your program rather than looking to your existing experimentation team. Here are a few reasons for this: First, personalization is a longer-term strategy and “wins” occur at a much slower rate. Additionally, while there are similarities between A/B testing and personalization technologies, the questions you ask and the answers you get are very different.

Finally, running split tests is inherently easier and faster than implementing personalization. So long as your team is overseeing both functions, they’re likely to focus more on testing than personalization.

3. Focus on organizational outputs and customer insights, not just test outcomes.



Oftentimes, experimentation professionals find themselves nearest to the customer. Sure, you may not speak with them directly, but your work can have a direct effect on your customers’ experience and brand perception. That’s a lot of power, but also a lot of opportunity.

So here’s the challenge: Go beyond simple tests like button color or check out features and consider the bigger picture. Use testing to seek out insights that would be useful for other departments within your organization.

Here at Brooks Bell, we have our own framework for doing this (and we’d be happy to tell you about it). In lieu of our services, we’d encourage you to take a step back from test outcomes, spot trends and use these to develop testable customer theories.

Developing a customer theory requires you to conduct a deeper interpretation of your results–so don’t do it alone. Look to your working team to brainstorm customer theories and additional tests to validate or invalidate those. Bring in additional data sources like NPS, VOC or qualitative research to paint a more detailed picture of your customers.

Doing this can have huge implications for your customers, your experimentation program and your brand overall.

4. Build a program that strikes the perfect balance of innovation and ROI.

In order for creativity to flourish within your experimentation program, you have to establish clear goals. These are used as a framework within which your team can look for opportunities to innovate.

Develop a process for brainstorming test ideas that encourages participation and creative thinking, like using Post-It notes.



Finally, demonstrate a willingness to take calculated risks in order to make room for creativity in your optimization strategy. There is always something to be learned from negative or flat results.

Like the information in this post? Download this year’s Clickaways to access more tips, tricks and ideas from Click Summit 2018.

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Part 1: Our Top Takeaways from Click Summit 2018

Another year, another epically productive Click Summit. In the weeks since Click Summit 2018, we’ve spent some time reflecting on the event and even our heads are still reeling from the depth and quality of each conversation. This event isn’t your run-of-the-mill marketing conference. We strive to create an intimate and super-productive experience in our […]

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Another year, another epically productive Click Summit. In the weeks since Click Summit 2018, we’ve spent some time reflecting on the event and even our heads are still reeling from the depth and quality of each conversation.

This event isn’t your run-of-the-mill marketing conference. We strive to create an intimate and super-productive experience in our small group conversations. Of course, the true credit goes to our attendees and moderators for their candid participation. It takes a certain level of vulnerability to look to others for feedback and direction. Those types of conversations are where the true insights come to light.

Had to sit out Click Summit this year? You’re in luck. We’ve compiled the key takeaways from each of the 22 thought-provoking conversations into an easy-to-read, downloadable resource.

Here’s our summary of some of the insights you’ll find in this year’s Clickaways

1. Relationships are key to creating buy-in for experimentation. Get to the right meetings and make the right connections. Target influential leaders to gain traction and credibility for your program. Build working partnerships with other teams, taking time to understand their goals. Work with them to make testing and personalization part of the solution.



Finally, know that proving people wrong doesn’t create buy-in. Rather, invite other departments to participate in your program and frame your tests as an opportunity to learn together. Hold monthly or bi-weekly meetings with direct and indirect stakeholders to review test wins, brainstorm new tests and discuss any resulting customer insights.

2. Instill testing in your company culture through establishing a credible team and program. Trust is easily lost, so you really need to take steps to ensure your team is positioned as a source of truth for the business, rather than one that’s encroaching on other departments. Your team should not only be experts in optimization and behavioral economics, but also experts in your customers–know their behaviors online, what motivates them and what truly makes them tick.

Hold training sessions on best practices for testing, personalization and customer insights. Regularly communicate test results and any subsequent insights to the entire company. And when sharing results, consider your audience. It may be worth creating different reporting formats for different stakeholders

3. If you want to build an army of optimization evangelists, you’ve gotta get everyone on the same page first. So long as end-to-end optimization requires working across multiple teams, it’s important that you establish clear processes and governance. Develop a common language for testing terminology; abandon jargon in favor of words that are easy to understand and don’t have multiple contexts.

Set clear rules of engagement and expectations between all teams involved in optimization. This includes engineering, IT, analytics, marketing, creative and others. Make sure communication and reporting processes are defined and any associated technologies are being used consistently.Finally, take into account how success is measured for all these other stakeholders. Not all teams are incentivized with revenue targets or conversion goals. Connect your test strategy to their objectives to ensure a unified vision.

Like the information in this post? Stay tuned for part two next week. Until then, download this year’s Clickaways to access more tips, tricks and ideas from Click Summit 2018.

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6 Questions to Ask Before Selecting a Personalization Vendor

Your team has explored all options for improving conversion optimization. You’ve identified that a website personalization tool is the best option for streamlining your customers’ digital experiences. But how do you choose a personalization vendor that will help you get the impact you are planning for? We’ve put together a list of questions to ask […]

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Your team has explored all options for improving conversion optimization. You’ve identified that a website personalization tool is the best option for streamlining your customers’ digital experiences. But how do you choose a personalization vendor that will help you get the impact you are planning for?

We’ve put together a list of questions to ask your website personalization vendors to evaluate how well they fit with your strategy.

Does this vendor specialize in my industry?

Sure, every vendor wants to help you, but are they really built to? There are a few ways specialization benefits you: the tool with have the right set of features, the team will have the right set of experience, and the ecosystem (data options, tech connections, agency relationships, etc.) will fit your needs. If your industry does not fall within a vendor’s specialization, evaluate how much of their time and attention they will spend to learn your needs and act on them.

How does the solution personalize for first-time visitors?

This is a big one! Log into your website analytics platform right now. Look at your first-time vs repeat visitors. Which number is bigger? A good personalization vendor has both the data and the methodology to identify anonymous visitors. Listen closely to the attributes they list (hint: it should go beyond geography, industry, or account) and the approach they take for identifying as much of your anonymous audience as possible.

What is the vendor’s approach to personalization?

Let’s face it: you’re not looking into personalization for the sake of personalizing…or at least you shouldn’t be. We recommend looking for vendors that take an outcome-based approach. For example, you might be looking to grow traffic to targeted sections of your website, increase form submissions, or boost inbound contact requests. Have your goal in mind and ask how your vendor plans to support you in reaching it. Remember, strategy comes from people, not platforms.

What is the total cost of investing in this solution?

Vendors differ by what they include in the quoted price. Here is the laundry list of items to consider: platform access, data connections, technical support, initial implementation, training, strategy development, reporting, ongoing management, and ongoing strategy optimization. Be sure to ask about the scope, limits and in-house availability of these items.

How does this solution fit with the rest of our tech stack?

No technology is an island. Understand the flow of information and actions between this vendor and the rest of your stack. You are not looking for a vendor that connects with everything, just with the things that are necessary to meet your goal. If a vendor doesn’t connect with a technology you think is relevant, talk with the vendor about why you think this connection is relevant to your goal and ask if there are other ways to meet this need.

How long does it take to get started?

This question is fairly straightforward; however, make sure to clarify what “get started” means. Does it include time to configure the software, set a strategy, launch a campaign, and report on results? For example, with Bound, you could turn on your first campaign in less than 15 minutes. But do you really want to start fiddling with your number one marketing asset without an informed strategy? We didn’t think so.

We hope you find these questions and considerations for choosing a personalization vendor to be useful. If Bound isn’t already on your personalization vendor shortlist, please request a consultation to see if we are a fit.

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Who’s Hiring in May?

Interested in optimization, personalization and testing?  There are a variety of positions to choose from, whether you have coding experience or love analyzing everything in this world! Here are our picks: QA Engineer/Senior QA Engineer – American Express is looking for a “QA Engineer to work on mobile applications that will be used by tens of millions […]

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Interested in optimization, personalization and testing?  There are a variety of positions to choose from, whether you have coding experience or love analyzing everything in this world!

Here are our picks:

QA Engineer/Senior QA Engineer – American Express is looking for a “QA Engineer to work on mobile applications that will be used by tens of millions of cardholders around the world” in New York.

Manager of Testing and Optimization – Join GoDaddy’s teams in Kirkland, Washington or Tempe, Arizona in “translating performance and customer data into insights and ultimately business strategy, working with business teams to find data-driven optimization opportunities and being a driving force in developing a playbook for test driven business improvement.”

Ultra Mobile is looking for an a number of amazing people to join their ecommerce team in Costa Mesa California!
Ecommerce Analyst – Contribute to “ecommerce analysis and optimization efforts by finding and sharing insights in web data.”
Senior Software Engineer, Ecommerce – Looking for someone with front-end and back-end development skills to “contribute to software design and delivery for current and future products.”
Software Engineer, Ecommerce – Working in a dynamic start-up environment in front-end and back-end development.
CRO Developer – Seeking a candidate to “work within Ultra Mobile’s testing tool to develop winning customer experiences and tests that matches customer experience goals and provides a best-practice online experience.”

Software Developer, Experimentation Platform – Hulu’s Experimentation Services and Platform team is seeking a “Software Developer who will contribute to building internal products that enable and promote test driven product development” in Seattle, Washington.

Analyst, User Experience – UX Designer – MasterCard is “seeking a UX designer to join their Experience Design team” in New York. “Working with fellow designers, you’ll design, improve, and develop products and experiences for desktop and mobile devices.”

Digital & eCommerce Insights Manager – Join Autodesk in San Francisco as part of the Digital and eCommerce Analytics team, being “responsible for reporting, analytics and insights for the Digital and eCommerce (DEC) organization at Autodesk to help connect the dots across the various digital customer touch points.”

Web Personalization Manager – Help Bed, Bath & Beyond “drive their personalization efforts in the areas of product recommendations, content and offer personalization and be the subject matter expert for personalization on all company sites” in Union, New Jersey.

Have a job opening in the optimization space?  Get in touch and we’ll post it next month!

The Brooks Bell Team

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How to Use Personalization to Enhance Your Existing Optimization Program

We know an A/B test can lead to powerful insights. However, the information gained from traditional A/B tests tends to be focused on what’s best for the majority of users – not every individual user. That’s where personalization comes in. Personalization enables you to leverage the specific wants and needs of each individual user on […]

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We know an A/B test can lead to powerful insights. However, the information gained from traditional A/B tests tends to be focused on what’s best for the majority of users – not every individual user. That’s where personalization comes in.

Personalization enables you to leverage the specific wants and needs of each individual user on your site. This can lead to even more substantial results–higher conversion rates, deeper engagement with your site, and increased revenue.

Many of the traditional testing tools–Adobe Target, Optimizely and Maxymiser–have personalization capabilities available. There has also been an emergence of companies like Dynamic Yield and Evergage, which offer personalization technology as their core focus.

As technology in this space improves, personalization has become a major focus for many Brooks Bell clients. However, the question we’re often asked is not whether to implement personalization alongside existing optimization efforts – rather, its how to do this.

Luckily, there are many ways to do just that. For the purposes of this blog post, we’ve outlined two relatively simple strategies for implementing personalization alongside your existing optimization program.

Strategy 1: Rule-based targeting

Rule based targeting is a personalization technique that’s available on most A/B testing platforms. Instead of targeting all users, you select a specific segment of users to target an experience to: new or returning users; mobile or desktop users; or users in a specific location.

Because these different types of users are interacting with your site differently, you’ll likely see higher returns by personalizing your content to each group.

You can also apply rule-based targeting after running a traditional A/B test, by breaking down your results by those specific user segments. In doing so, you may find that a “winning” homepage experience performed very well among new users, but was flat for returning users.

Though pushing the winning variation live to all users would increase revenue, you might see a bigger increase if you were to push it live to new users only. This gives way to additional opportunities to test different strategies for returning visitors.

Strategy 2: Predictive personalization

Many testing platforms now offer predictive personalization, which works in real time to learn which experiences are ideal for certain types of users.

A predictive personalization “test” runs indefinitely – and adjusts as users’ preferences change over time, showing the optimal experience to each user.

Predictive targeting technology is exciting for many reasons. It accounts for the fact that a winner from a year ago might not be the best option for your users now.  

The technology also makes it easier to figure out the best option for short term website changes, like a holiday promotion–for which A/B testing is not a viable option due to time constraints.

Additionally, having the ability to step back and leave the analysis to the computer – instead of spending the time analyzing data yourself – is a huge benefit to experimentation professionals and the companies they work for.  

There are, of course, potential pitfalls to this form of personalization.

When you run a traditional A/B test with a clear winner across all users, it’s easy to make the decision to build the winning code into your site. However, with predictive personalization, you may have many different versions of a page for different segments of users, and continue relying on the testing tool to deliver the code, never building it into your site.

This can be risky for a few reasons: it can increase load time; and if, over time, other updates are made to your site, those updates could break the experience.

Additionally, you’ll also want to make sure you trust that the machine learning algorithms are actually making the best decisions for your users. To that end, many platforms offer a control experience which segments users randomly. You can then compare metrics from the control against the personalized segments to ensure the algorithm is working optimally.

Personalization offers the opportunity to gain new insights about your users and deliver the most valuable content for each individual. Incorporating personalization into your testing program is certainly worth the investment, with the potential for huge rewards.

At Brooks Bell, our Personalization Jumpstart program enables enterprise optimization teams to incorporate and scale personalization strategies into their existing optimization programs. To learn more about our services, contact us today.

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Delivering a Winning Customer Experience Through 1-to-1 Personalization

As most online retailers today recognize, a personalized shopping experience is a must-have. Nearly nine out of 10 marketers (88%) say their customers expect individualized experiences. And according to Gartner, by the end of this year, organizations that have fully invested in online personalization will outsell those that haven’t by more than 30%. Yet even […]

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As most online retailers today recognize, a personalized shopping experience is a must-have. Nearly nine out of 10 marketers (88%) say their customers expect individualized experiences. And according to Gartner, by the end of this year, organizations that have fully invested in online personalization will outsell those that haven’t by more than 30%.

Yet even though personalization is becoming the norm, particularly in e-commerce, we’ve all had those obnoxious experiences where a brand that should “know” us completely misses the mark. Your favorite retailer may email you about a big sale in a category you’ve never shown interest in (e.g., baby clothes if you’re not a parent, or lawn care if you live in a high-rise apartment). In your work life, you’ve likely gone to a company’s website, only to be hit with a promotion for a report you’ve already downloaded.

In the past, shoppers might not have batted an eye at these lackluster experiences, because all of their experiences looked like that. But that’s not the case today. With a wide array of options, consumers today can (and do!) take their business to places where they feel recognized, appreciated and valued as an individual.

So retailers have to do better.

Moving Up the Personalization Maturity Curve

Applying personalization across all relevant channels – so shoppers are recognized and can pick up where they left off –  should be the goal. To do so, companies need to be able to: 1) track an individual’s behavior across different channels; 2) merge that information with pertinent customer data from other systems; 3) automatically interpret the data to determine affinities and intent; 4) house everything in a central place – creating a single, unified profile for each person; and 5) act on all of the data in real time.

But no company will be able to do all of this from the start. It’s important to crawl before you walk, and walk before you run.  

The most important element – and an essential part of all five steps – is, of course, data. You can’t personalize an experience for an individual if you don’t know her. Get started by leveraging a next-generation personalization platform to start bringing in deep, contextual, real-time, accurate behavioral data from one digital channel, like your website. You can use this data to start ensuring that your shopping experiences in that channel are truly individualized.

Then, you can begin incorporating more data sources like in-store purchase data. And, tie in other digital channels like email and mobile. And, when you have the strategy, process and technology in place, move ahead to personalizing your call-center and in-store interactions.

Machine Learning Powers 1-to-1 Experiences

At Click Summit 2018, I’m looking forward to discussing the nuances of a winning personalization strategy — particularly when it comes to using machine learning to provide a unique experience for every shopper. It’s a topic I am passionate about; in fact, I devoted my new book to exploring this topic in detail.

When we discuss machine learning in the context of personalization, it means using computers to process vast amounts of data, in milliseconds, to make the best decision about what to show each person. Machine learning puts the vision of “The One to One Future,” which renowned customer experience experts Don Peppers and Martha Rogers, Ph.D., predicted in 1993, truly (and finally!) within reach – accessible to businesses of all sizes and across industries.

This is not something reserved solely for advanced personalizers. It can be a part of your crawl/walk/run strategy.

E-commerce marketers should already recognize the value of algorithms for product recommendations. Today, many retailers recommend products based on what other shoppers viewed or purchased. This may be helpful, but it is not individualized. These same retailers are accumulating a ton of information about each of their shoppers all the time.

By observing what a shopper is viewing and how she is engaging with pages on your site, you can infer her favorite brands or categories, her preferred price points, the colors that tend to grab her attention the most, and more. Machine learning can take all of this information, interpret it, and use it to determine the most relevant product recommendations for her specifically — not anyone else.

But machine learning can be used for more than just product recommendations on PDPs. Search results, category pages, site navigation and more can all be powered with machine-learning algorithms.

And with the right platform, algorithms can be created, customized and managed by marketers and other business users – no need to cede control to a “black box,” and create a large, time-consuming IT project.

Click Summit

I look forward to discussing 1-to-1 personalization and machine learning more at Click Summit 2018 in the session, “Goals, Use Cases, Techniques: How Personalization Changes Things.” In this session, you’ll learn about the nuances of a winning personalization strategy, and how to put it into practice with a group exercise on a sample website.

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Walmart is the Latest Retailer to Offer a Personalized Online Shopping Experience

Big news for Walmart – and no, it doesn’t have anything to do with yodeling. Last week, the retail giant announced a major redesign of their website. The new Walmart.com, which is slated to roll out in early May, will feature a cleaner, more modern design, a new color palette, icons, fonts and many other […]

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Big news for Walmart – and no, it doesn’t have anything to do with yodeling.

Last week, the retail giant announced a major redesign of their website. The new Walmart.com, which is slated to roll out in early May, will feature a cleaner, more modern design, a new color palette, icons, fonts and many other visual changes.

However, the most significant change comes from within: Walmart’s new site will offer a more personalized shopping experience for its customers.

Personalization is the practice of optimizing your online experience based on a customer’s individual behaviors, needs, likes and dislikes. It requires applying behavioral psychology, statistical models and machine learning to thousands of data points. Thanks to new personalization technologies like Dynamic Yield and Evergage (among others), more and more enterprise companies are looking to personalization to increase conversions and drive a better brand experience.

For Walmart, the new site will recommend new, best selling or seasonal products based on the categories a customer has been buying or browsing. It’ll use geo-targeting to show items that are trending in a user’s location. Additionally, customers will be able to see what services or special promotions are available in their specific location.

In rolling out this new experience, Walmart joins the ranks of other online retailers using personalization to drive sales—among them Amazon.com, and niche players like Stitch Fix, Wayfair and Best Buy.

But personalization is not just for retail. In fact, for any enterprise company facing plateauing-results despite already optimizing their digital experiences, personalization can offer a means of winning more business by delivering a hyper-targeted customer experience.

At Brooks Bell, we’re helping enterprise-level companies (including Barnes and Noble, Chick-fil-A, Microsoft and more) improve the performance of their website, and deepen their understanding of their customers.

Our Personalization Jumpstart program enables our clients to build and scale their own personalization strategies, using a unique process that can be implemented in its entirety or a la carte. 

5 Steps to a Personalized Web Experience with Brooks Bell

  1. Align: Brooks Bell’s consultants evaluate the objectives of your users in the context of your company’s goals, success metrics, structure and existing technologies. Then, we develop customized growth plan with advice for execution and implementation.
  2. Discover: Our team of analysts reviews your data resources and identifies gaps in how you collect, store, merge and surface information. Then we develop statistical models, either in-house or by utilizing the tools and technologies you already have.
  3. Build: Personalized experiences built from statistical models only work if they target the right type of customer–and avoid the wrong ones. Once we identify your optimal users and their needs, we work to profile their attributes to gain a true understanding of the people behind your data, and build strategies based on those insights.
  4. Validate: At this stage, we bring in our full-service optimization team to ideate, build, launch, analyze your personalization experience. Our company is rooted in experimentation and our ability to validate our work— whether they are experiences, algorithms or a combination of both—is second to none.
  5. Launch: Finally, we work to scale your personalization efforts, measuring the impact of each test to confirm that as an experience changes, so does the desired outcome from that user interaction.  By doing so, we identify the most simplistic and manageable set of experiences that optimize your return on investment.

If you’re interested in learning more about Personalization Jumpstart or any other Brooks Bell service, contact us today.

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Who’s Hiring in April?

Here’s some of our picks: Personalization, Testing and Optimization Manager – Webster Bank in Waterbury, Connecticut is looking for someone to join as “a member of the Digital Marketing Team to lead the strategy, design and implementation of personalization and testing that will drive new account growth and deepening of existing relationships.” Full stack Web Development […]

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Careers in Testing image

Here’s some of our picks:

Personalization, Testing and Optimization Manager – Webster Bank in Waterbury, Connecticut is looking for someone to join as “a member of the Digital Marketing Team to lead the strategy, design and implementation of personalization and testing that will drive new account growth and deepening of existing relationships.”

Full stack Web Development Engineer – Join American Express in Phoenix, Arizona and “play a key role in the understanding of product owner strategy and collaborate with his/her peers, technology partners, and product owners to translate complex user stories into successful product releases.”

Web Personalization Manager – Located in Union, New Jersey, Bed Bath & Beyond is looking for “a talented and experienced manager who can contribute to the success of our web analytics initiatives.”

JavaScript Developer – Brooks Bell is looking for a JavaScript Developer to work closely with the execution and consulting teams in Raleigh, North Carolina.  You will be responsible for efficiently coding test variations on complex sites along with interacting directly with clients.

Sr. Website Optimization Manager / Analytics Engineer Testing & Optimization – LuckyVitamin is looking for a “senior manager will utilize their 10+ years of e-commerce and site analytics experience to craft testing and optimization plans that target the most impactful website KPIs, in Conshohocken, Pennsylvania.

Data Scientist – Advanced Auto Parts is looking for a candidate to analyze data sources and transaction to help improve business goals.  Responsibilities include finding interpreting information and building predictive models to help identify actionable insights and customer behavior.

Senior Manager, Digital Analytics and Optimization – Per Kohl’s, “Own the methodology, strategy, and execution for digital data collection, analysis and site testing. Lead team that provides data driven recommendations that solve for key pain points and experience optimization.”

Manager, Marketing & Web Analytics – New York & Company is looking for a candidate in New York to “understand customer behavior to influence business decisions and support business strategies.  This includes analyzing the health of the customer file, identifying customer segments to target with specific content or offers, understanding email performance, and uncovering data driven insights overall in an effort to better retain and reactivate buyers.”

Manager of Digital Testing & Optimization, Analytics – In Reynoldsburg, Ohio, L Brands is looking for a someone to “champion the advancement of their testing and optimization capabilities and be viewed as the optimization evangelist for their different brand partners.”

Have a job opening in the optimization space?  Get in touch and we’ll post it next month!

The Brooks Bell Team

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The Fundamentals of Website Personalization Strategy [Part 6 of 6]

Welcome to our six-part series on building a successful website personalization strategy. This is the final post in the series. Want the full picture? Start from the beginning! In the last post, we discussed tactics, the final planning stage of your personalization strategy. In this post, we talk about the testing, measuring, and learning necessary […]

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Welcome to our six-part series on building a successful website personalization strategy. This is the final post in the series. Want the full picture? Start from the beginning!

In the last post, we discussed tactics, the final planning stage of your personalization strategy. In this post, we talk about the testing, measuring, and learning necessary to optimize a website personalization strategy.

Personalization is in the website optimization category for a reason: optimization is a process—it’s never done. If you think about it, all of marketing is a process. How often marketers revisit each element varies, but nothing we do—from updating nurture series to account prioritization—is every really done. In reality, website personalization, like marketing, is an iterative process requiring constant optimization towards a success metric.

How often should you optimize web personalization? We encourage customers to think of two main types of personalization programs: always-on and conversion-based.

Always-on personalization programs are the strategic messaging for your website. For example, a marketer might choose to personalize their homepage hero for target industries or company sizes. Because always-on personalization plays might not point directly to a point of conversion, we encourage marketers to measure success based on website engagement metrics like bounce rate, time on site, and click-through rate. After some initial testing and calibration, the customer might choose to revisit these messages only as often as they update personas, campaign themes, or positioning. On average, customers choose to update strategic messaging on an annual basis.

Conversion-based personalization programs support a specific marketing program. For example, a marketer might choose to serve a fly-in promoting a whitepaper to target prospects who have not yet viewed that asset. Much like marketers use channels like paid media, social, email, and direct mail to support a program, conversion-based website personalization should be used to support specific marketing goals like event registrations, resource downloads, contact us requests, or cross-sell inquiries. On average, customers choose to update conversion-based personalization plans every three months, which tends to align with quarterly marketing goals and planning cycles.

Be warned! Most marketers want to do everything at once. Our customers find the most success getting up-and-running quickly with one to two conversion-based programs while they take more time to build out always-on personalization programs. Over time, our most advanced customers are able to successfully run multiple conversion-based programs at a time.

What solution are you optimizing towards? Understanding your audience? Increasing conversions? Expanding accounts? With the goal in mind, execute on steps one through four of the website personalization strategy and then iterate. Below are the steps to maximize and optimize web personalization strategy.

Optimize Web Personalization to Results

  • Review audience insights – Have the target personas changed? What’s the biggest segment of the website audience that is not getting personalization?
  • Review conversion-based program success – Did the stated programs meet their goals in the given time period? How much success was attributable to personalization programs?
  • Review audience health – What percent of each target audience converted? Did engagement metrics improve, hold steady, or decline?
  • Review content feedback – What is the most popular content topic by audience? What content type performed best?
  • Review organizational goals – Did what are the upcoming marketing goals? Do your personalization programs need to chance to support them?

website personalization strategy optimization

Web personalization, like marketing, is a process. It takes a plan, discipline, and dedication to optimize. It takes technology, data, and expertise to be successful. The personalization experts at Bound partner with innovative marketing organizations to guide strategy and optimize web personalization to meet their marketing goals.

If you’re interested in seeing if website personalization is right for you, request a personalization consultation today.

Download the eBook The Fundamentals of a Successful Website Personalization Strategy: The Focus Required to Earn Results to learn more!

The post The Fundamentals of Website Personalization Strategy [Part 6 of 6] appeared first on Bound.

The Fundamentals of Website Personalization Strategy [Part 5 of 6]

Welcome to our six-part series on building a successful website personalization strategy. We will publish a new post each week. Sign up for our newsletter to get updates! In the last post, we determined which data sources feed personalization plays. Next, we’ll describe how to develop personalization tactics that best engage your prospects. Personalization tactics are simply […]

The post The Fundamentals of Website Personalization Strategy [Part 5 of 6] appeared first on Bound.

Welcome to our six-part series on building a successful website personalization strategy. We will publish a new post each week. Sign up for our newsletter to get updates!

In the last post, we determined which data sources feed personalization plays. Next, we’ll describe how to develop personalization tactics that best engage your prospects.

Personalization tactics are simply the delivery vehicles for your personalization messages. The three main categories of tactics are embedded, overlay, and redirect.

Embedded tactics are the subtlest delivery of personalization. These tactics, including text modification and graphic replacement, present your webpage with more tailored text or relevant images. Personalization with embedded tactics will feel most natural to your visitor – like your product or service was built for them.

Overlay tactics are the most attention-getting delivery of personalization. These tactics, including fly-ins, banners, and modals, are served on top of the webpage, in addition to on-page messaging. Personalization with overlay tactics is most effective for prompting action from a visitor.

Redirects are the most assertive delivery of personalization. This tactic confidently declares, “We know who you are and what you need.” Personalization with redirects is excellent for directing visitors to account hubs, microsites, and webpages for well-defined lines of business.

How will you deliver the perfect message when your target audience visits your site?

Personalization Tactics

  • Text modification – Tailor text on your website including copy, headlines, and buttons. For example, show a light CTA for a first-time visitor and a more aggressive CTA for a repeat visitor.
  • Graphic replacement – Swap out one or more graphics on a page to help engage a visitor. For example, change the hero image to a factory when manufacturing visitors arrive on the homepage.
  • Fly-ins – Slide in a small content block with an image, text and/or CTA. For example, serve a link to the next piece of content in that buyer’s journey.
  • Banners – Drop down a full-page-width bar with informative or time-sensitive text. For example, remind webinar registrants of the upcoming webinar.
  • Modals – Interrupt a visitor with centralized window that requires an action or acknowledgement before continuing. For example, deliver an important product alert only to product users.
  • Redirect – Simply redirect the web visitor to a more relevant webpage. For example, redirect automotive homepage visitors to your existing automotive solutions page.
  • Triggered Live Chat – An interactive chat session triggered for a specific audience with a tailored message. For example, “Would you like to speak with our Healthcare IT experts?”

Congratulations, you’ve finally built a personalization strategy! Are you ready to begin executing? Hang on. There’s one final step in evaluating your results and iterating towards success which we’ll address in the next post!

Tactics for website personalization

About the personalization strategy series

In this multi-part blog series, we’ll break down each of these five critical elements to building a website personalization strategy. In the next post, we’ll talk through determining which personalization tactics are right for your business challenges.

Download the eBook The Fundamentals of a Successful Website Personalization Strategy: The Focus Required to Earn Results to learn more!

The post The Fundamentals of Website Personalization Strategy [Part 5 of 6] appeared first on Bound.