It’s chock-full of strategies, definitions, actionable insights, and insider expertise, so you can hit the ground running and crush your goals for optimization.

Step 1

How to Define Your Personalization Roadmap

Step 2

How to Build a Compelling Customer Experience

Step 3

How to Measure Your Program's Impact

PERSONALIZATION

How to Define Your Personalization Roadmap

Step 1

Step 2

Step 3

1

Define Your

Personalization Roadmap

What are your goals?

What are your metrics for success?

Who are your segments?

Planning your personalization roadmap begins with

deciding who you are personalizing for, and why.

A good roadmap enhances your business all around by enabling you to

Increase conversions

BOOST TRANSACTIONs

ENHANCE AOV

BUILD A COMPELLING CUSTOMER EXPERIENCE

There are three main categories of elementsyou can personalize.

Brand-level and

category-level offers

IMPROVE
USER EXPERIENCE

MERCHANDISING,

ASSORTMENT, AND PRODUCT 
RECOMMENDATIONS

Customer experiences usually combine these elements, which work together to entice people further down the funnel. Different sectors utilize different trends, customer behavior, and KPIs. Personalize each element with the specifics of your industry.

2

3

MEASURE YOUR PROGRAMS IMPACT

We’ve gone over the benefits of personalizing—but what about the advantages of testing? Many brands want to do both but believe they’re mutually exclusive. This isn’t true!

Testing and personalizing are separate actions, but one typically informs the other—and both are more powerful when both are performed. Testing enables good personalization, and knowing how you want to personalize focuses testing.

With a high-quality technology solution, companies can both personalize and test fast and efficiently.

WHAT'S
NEXT?

Make an impact in customers’ liveswith fine-tuned, personalized experiences. Discover our three key

insights for great personalization in the full version of our playbook.

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