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From Visitors to Customers	

Moving Beyond Counting Website Visitors to
Engaging with Customers

John Lovett, Senior Partner
@JohnLovett
Insights from Web Analytics Demystified
www.webanalyticsdemystified.com
We are the change…




           “Change will not come if we wait for some other person or
           some other time.We are the ones we’ve been waiting for.We
           are the change that we seek.”	

                                  Barak Obama’s “Yes, We Can Change” January 2008, Nashua NH	

                                  Visualization: Wordle.net
Become a Catalyst for Change
              Change

 Status Quo              Transform
 Broadcast                Dialogue
 Counting                Interacting
  Generic                  Relevant
 Reactive                 Proactive
   Visitor               Customer
Agenda

•  Understanding Changing Visitors

•  Getting to Know Your Customers

•  Acting in the “Analytical Instant”




                                        4	
  
Who are your visitors?
•  Multichannel –
   –  40% of Internet users watch TV and surf he web simultaneously
•  Addicted –
   –  48% of Internet users check social media when they wake up1
•  Deliberate –
   –  Between 80 to 90% research online prior to purchasing offline
•  Opportunistic –
   –  43% of consumers purchased from a different retailer than where
       they researched
•  Not Listening –
   –  “Although buyers are not listening when you talk, paradoxically
       they have become more information hungry than ever…”
                          Source: 1. http://mashable.com/2010/03/17/social-media-usage-stats/	

                                                                                                   5	
  
Understand Visitor Behavior




 Exposure	

            Dialogue	

   Interaction	




               @johnlovett
Practice Relationship Marketing
                                              ROI Starts Here	





 Exposure	

            Dialogue	

   Interaction	




               @johnlovett
Relationship Marketing Doesn’t Stop
with Interaction…

                            Advocacy	




                                          Innovation	




                            Support	





           @johnlovett
These Are Your New Measurement
Objectives

   Exposure	

                      Dialogue	

   Interaction	





   Innovation	

                    Advocacy	

    Support	




                   @johnlovett	

                                  9	
  
Know Your Customers To Know Your
Effectiveness

   Exposure	

                      Dialogue	

   Interaction	





                                      ?	

   Innovation	

                    Advocacy	

    Support	




                   @johnlovett	

                                  10	
  
Agenda

•  Understanding Changing Visitors

•  Getting to Know Your Customers

•  Acting in the “Analytical Instant”




                 @johnlovett	

         11	
  
A Day in the Life…




Catalog	

           Web	

          Call Ctr	

         Apps	

          Store	

   Name	

         IP Address	

       Name	

           (Name)	

       Zip Code	

  Address	

          Visits	

      Account #	

       Download	

      Purchases	

 Zip Code	

          Views	

          Issue	

         Device	

      (Account #)	

  Gender	

         Browsing	

      Resolution	

     Geography	

     Credit Card	

 Purchases	

       Referral	

        Profile	

       Interaction	

Preferences	

     Frequency	

      Satisfaction	

   Engagement	

   Profile	

     Inferred Prefs	



                                                                                  12	
  
What is the True Profile?



 The True Profile is a solution that offers a
 contemporary understanding of customers by
 managing data from interactions across
 multiple channels.




              @johnlovett	

                    13	
  
True Profiles Span Channels




  Print      Web   Wiki   Facebook   iPad


          Customer Experience	


                                            14	
  
True Profiles Offer “Memory”

                   True Customer Profile	


                   Obfuscated data	

                   Preferences	

                   History	

                   Profitability	





                                             15	
  
Integrate Data Streams




                         16	
  
Capturing Data True Profile

   Customer Data
    Warehouse	

                      CRM profile	





     Web Data	

                      Web profile	

      True profile	





     Social Data	

                      Social profile
Leveraging Customer Profiles &
Segments




 True profile	





                                 18
True Profile Segments




           @johnlovett	

   19	
  
Agenda

•  Understanding Changing Visitors

•  Getting to Know Your Customers

•  Acting in the “Analytical Instant”




                 @johnlovett	

         20	
  
A Contemporary Interpretation
The “Analytical Instant”	

              Customer Experience	





                             Intelligent
    Data	

                             Marketing	





  Marketing improves with access to data.	

   21	
  
Take ACTION!




               22	
  
Use Customer Profiles within WCM

  janesmith@gmail.com	





•  Analyze behavior against scoring models
•  Determine customer value
•  Jane Smith is likely to become a valuable
    customer
•  Target with intelligent marketing

                                               23	
  
Turn Profile Insights Into Marketing
Actions	


Phase 1:
                  Phase 2:         Phase 3:            Phase 4:          Phase 5:
  True            Segment          Automate             Trigger          Learn &
Customer         Customers         Biz Rules           Marketing         Optimize
 Pro le




   Use web           Roll-Up        Determine           Automate        Readily accept
 analytics to    individual data   propensity for        content,          feedback
drill down to          into          action and         emails, etc.         across
  individual       meaningful          assign          with dynamic      channels and
  behaviors	

      segments	

    business rules	

     response 	

       improve
Moving Beyond Counting Visitors to
            Engaging Customers
                            Jose Santa Ana
                  Product Marketing Director
Agenda


• Who is Alterian

• WCM Maturity Model

• Levels of Content Targeting

• The Alterian Solution

• Q&A
To change the face of marketing from mass
marketing to engagement with the individual
Alterian Web Engagement Maturity Model


INFORMATION                          MANAGEMENT                            INTERACTION                          ENGAGEMENT

                           Level 1




                                                                 Level 2




                                                                                                      Level 3




                                                                                                                                             Level 4
Brochure-ware                        CMS-enabled                           Consolidated                         Cross-channel
websites                             websites to                           visitor-centric sites;               content
                                     manage & re-use                       decentralized                        management
                                     content                               management                           driven by analytical
                                                                                                                insight

• IT or Agency managed &             • LOB sponsored                       •Exec level sponsored,               •Exec level sponsored,
  driven                               IT managed                           Business Ops                         Business Ops
• Static Publishing                  • Dynamic publishing                   administered,                        administered,
                                     • Separation of content &              IT supported                         IT supported
                                       presentation                        •Part of a Multi-channel             •Part of a Cross-channel
                                     • Web based content entry              communication strategy               engagement strategy
                                     • Multisite management                •Taxonomy support                    •A/B, Split run and Multi-
                                     • Serial workflows                    •Multilingual sites and               variate testing
                                     • Image & graphic                      automated translation               •Content targeting &
                                       management                           workflows
                                                                                                                 Recommendations
                                     • Audit trails                        •Personalized content
                                                                                                                •Integration with CRM
                                                                           •A/B, Split-run Content
                                                                            Optimization                        •Social Media
                                                                                                                 Monitoring & outreach
                                                                           •Interactive media
                                                                            management
                                                                           •User generated content
                                                                           •Content retention &
                                                                            archiving
If you’re not using content targeting, your competitor might be…




                                                Web Content Management is Alive
                                                and Well in 2011 Thanks to Online
                                                Customer Experience, Forrester
                                                Research, Inc., March 17, 2011
Why you might want to consider Content Targeting

• To improve customer engagement and grow conversions
• To surface relevant content that a visitor would otherwise
  not know to look for
• To identify high-value customers and make them more
  profitable
• To partially or fully automate more effective marketing to
  audience segments
Content Targeting can be based on any or all of the following:

• For known visitors/customers:
   – Visitors' profiles and preferences: everything they’ve told you about
     themselves
   – Their history with you: all past interactions with them – what they’ve
     done on your site, their communications with you, etc

• For unidentified visitors:
   – How they got there: what did they search on? did they click on an ad?
     was the URL that they clicked on tagged?
   – What are they doing: their behavior in the current session (navigation
     paths, site searches, etc).
   – Other contextual data: what time of day, day of the week is it? where
     are they? what do you want to promote?
Levels of Content Targeting




                                                         Implicit Personalization
                                                         Based on Behavior

                                  Explicit Personalization
                                  Based on Provided Likes/Wants



                                                                  Testing
          Simple                                                  A/B MVT
          Name, Title, Greeting
Levels of Content Targeting: Explicit Personalization


• User provides info
  on his/her
  interests
• Business rules to
  display specific
  content items
• Based on
  likes/wants
  provided by a
  registered user
Levels of Content Targeting: Implicit Personalization


• Extend web analytics beyond
  counting visitors, pages and clicks
• Generate user profiles based on
  individual web behavior
• Track behavior at the asset-level
  instead of page-level to address truly
  dynamic web environments
• Bridge anonymous visitors and
  known users to truly understand
  audience behavior
Levels of Content Targeting: Implicit Personalization


• Define vocabularies
  and taxonomies
• Assign metadata to
  content
• Generate content
  profiles
Dynamic Content Targeting: A Framework

                                                 Batch Process
      Data Collection and Preparation                                         Profile Generation

                      Content Processing                          •   Feature Clustering
                      •   Keyword Tagging                         •   Content Profile Derivation
                      •   Correlation Analysis
                      •   Feature Extraction
                      •   Build Taxonomies
   Site Content


                                                                  Content Profiles                   Usage Profiles           Other customer data
                      Behavior Preprocessing                                                                                  volunteered or
                      •   Data cleansing                                                                                      from other channels
                      •   Sessionizing
                      •   Page / Asset Views                                                  •    Transaction Clustering
   Web Activity       •   Event Tracking                                                      •    Usage Profile Derivation




                     Online Process

                                                 Recommendation
                                                     Engine



                                                                      Test

                                                                                Recommendations
                  Active Session

                                                   WCM Server
Alterian Solution


                                   Multi-channel Execution
                                  Web, Mobile, Social Media, Email




                                                                        Social Intelligence
        Web Analytics




                                                          Social
                         Email         Content            Media
                        Manager        Textual, Rich
                                      Media, Creative,   Publisher
                                          Design


                                    Testing: A/B, MVT




                                               Campaign
                                  Data, Targeting, Persona Refinement
With Content Targeting, you now have the ability to:


• Improve customer engagement and grow
  conversions
• Deliver consistent messaging dynamically
  across multiple channels
• Create more effective geo-targeted
  campaigns / promotions
• Tune your website based on visitor behavior
• Display recommendations based on
  personas
• Tag, segment, and display right content for
  the right audience
Take Action!


•   Identify your segments and personas
•   Determine content opportunities for personalization
•   Create a rule
•   Test it
•   Go live
•   Analyze the results
•   Tweak
•   Repeat
Alterian Overview


                    Growth                        Revenue
                            40

                            30




                       £m
                            20

                            10

                             0
                                 FY06 FY07 FY08 FY09 FY10
Alterian Customer Engagement Solutions




                                    Alterian (LSE: ALN)
                                    enables organizations
                                    to create relevant,
                                    effective and engaging
                                    experiences with their
                                    customers and
                                    prospects through
                                    social, digital, and
                                    traditional marketing
                                    channels.
Alterian: Focused on Customer Engagement

 Software for Marketers by Marketers
 Engaging the Individual Across Multiple Channels
 Analytically-Driven Throughout
 Best Practice Consultancy and Support
 Global Partner Ecosystem
 Software as a Service or On-Premise Deployment


More than 1,500 marketing
organizations across 26
countries rely on Alterian
solutions every day.
THANK YOU!
                John Lovett
                Senior Partner, Web Analytics Demystified
                John.Lovett@webanalyticsdemystified.com
                +1 603 262-5636 or @johnlovett



                Jose Santa Ana
                Product Marketing Director, Alterian
                Jose.SantaAna@alterian.com
                +1 415 516 4252


UK/EU: +44 (0) 117 970 3200 | NA: +1 312 704 1700 | Asia/Pac: +61 (2) 9968 2449
    Web: www.alterian.com | Blog: www.engagingtimes.com | Twitter: Alterian

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Content Targeting Moving From Visitors to Customers

  • 1. From Visitors to Customers Moving Beyond Counting Website Visitors to Engaging with Customers John Lovett, Senior Partner @JohnLovett Insights from Web Analytics Demystified www.webanalyticsdemystified.com
  • 2. We are the change… “Change will not come if we wait for some other person or some other time.We are the ones we’ve been waiting for.We are the change that we seek.” Barak Obama’s “Yes, We Can Change” January 2008, Nashua NH Visualization: Wordle.net
  • 3. Become a Catalyst for Change Change Status Quo Transform Broadcast Dialogue Counting Interacting Generic Relevant Reactive Proactive Visitor Customer
  • 4. Agenda •  Understanding Changing Visitors •  Getting to Know Your Customers •  Acting in the “Analytical Instant” 4  
  • 5. Who are your visitors? •  Multichannel – –  40% of Internet users watch TV and surf he web simultaneously •  Addicted – –  48% of Internet users check social media when they wake up1 •  Deliberate – –  Between 80 to 90% research online prior to purchasing offline •  Opportunistic – –  43% of consumers purchased from a different retailer than where they researched •  Not Listening – –  “Although buyers are not listening when you talk, paradoxically they have become more information hungry than ever…” Source: 1. http://mashable.com/2010/03/17/social-media-usage-stats/ 5  
  • 6. Understand Visitor Behavior Exposure Dialogue Interaction @johnlovett
  • 7. Practice Relationship Marketing ROI Starts Here Exposure Dialogue Interaction @johnlovett
  • 8. Relationship Marketing Doesn’t Stop with Interaction… Advocacy Innovation Support @johnlovett
  • 9. These Are Your New Measurement Objectives Exposure Dialogue Interaction Innovation Advocacy Support @johnlovett 9  
  • 10. Know Your Customers To Know Your Effectiveness Exposure Dialogue Interaction ? Innovation Advocacy Support @johnlovett 10  
  • 11. Agenda •  Understanding Changing Visitors •  Getting to Know Your Customers •  Acting in the “Analytical Instant” @johnlovett 11  
  • 12. A Day in the Life… Catalog Web Call Ctr Apps Store Name IP Address Name (Name) Zip Code Address Visits Account # Download Purchases Zip Code Views Issue Device (Account #) Gender Browsing Resolution Geography Credit Card Purchases Referral Profile Interaction Preferences Frequency Satisfaction Engagement Profile Inferred Prefs 12  
  • 13. What is the True Profile? The True Profile is a solution that offers a contemporary understanding of customers by managing data from interactions across multiple channels. @johnlovett 13  
  • 14. True Profiles Span Channels Print Web Wiki Facebook iPad Customer Experience 14  
  • 15. True Profiles Offer “Memory” True Customer Profile Obfuscated data Preferences History Profitability 15  
  • 17. Capturing Data True Profile Customer Data Warehouse CRM profile Web Data Web profile True profile Social Data Social profile
  • 18. Leveraging Customer Profiles & Segments True profile 18
  • 19. True Profile Segments @johnlovett 19  
  • 20. Agenda •  Understanding Changing Visitors •  Getting to Know Your Customers •  Acting in the “Analytical Instant” @johnlovett 20  
  • 21. A Contemporary Interpretation The “Analytical Instant” Customer Experience Intelligent Data Marketing Marketing improves with access to data. 21  
  • 22. Take ACTION! 22  
  • 23. Use Customer Profiles within WCM janesmith@gmail.com •  Analyze behavior against scoring models •  Determine customer value •  Jane Smith is likely to become a valuable customer •  Target with intelligent marketing 23  
  • 24. Turn Profile Insights Into Marketing Actions Phase 1: Phase 2: Phase 3: Phase 4: Phase 5: True Segment Automate Trigger Learn & Customer Customers Biz Rules Marketing Optimize Pro le Use web Roll-Up Determine Automate Readily accept analytics to individual data propensity for content, feedback drill down to into action and emails, etc. across individual meaningful assign with dynamic channels and behaviors segments business rules response improve
  • 25. Moving Beyond Counting Visitors to Engaging Customers Jose Santa Ana Product Marketing Director
  • 26. Agenda • Who is Alterian • WCM Maturity Model • Levels of Content Targeting • The Alterian Solution • Q&A
  • 27. To change the face of marketing from mass marketing to engagement with the individual
  • 28. Alterian Web Engagement Maturity Model INFORMATION MANAGEMENT INTERACTION ENGAGEMENT Level 1 Level 2 Level 3 Level 4 Brochure-ware CMS-enabled Consolidated Cross-channel websites websites to visitor-centric sites; content manage & re-use decentralized management content management driven by analytical insight • IT or Agency managed & • LOB sponsored •Exec level sponsored, •Exec level sponsored, driven IT managed Business Ops Business Ops • Static Publishing • Dynamic publishing administered, administered, • Separation of content & IT supported IT supported presentation •Part of a Multi-channel •Part of a Cross-channel • Web based content entry communication strategy engagement strategy • Multisite management •Taxonomy support •A/B, Split run and Multi- • Serial workflows •Multilingual sites and variate testing • Image & graphic automated translation •Content targeting & management workflows Recommendations • Audit trails •Personalized content •Integration with CRM •A/B, Split-run Content Optimization •Social Media Monitoring & outreach •Interactive media management •User generated content •Content retention & archiving
  • 29. If you’re not using content targeting, your competitor might be… Web Content Management is Alive and Well in 2011 Thanks to Online Customer Experience, Forrester Research, Inc., March 17, 2011
  • 30. Why you might want to consider Content Targeting • To improve customer engagement and grow conversions • To surface relevant content that a visitor would otherwise not know to look for • To identify high-value customers and make them more profitable • To partially or fully automate more effective marketing to audience segments
  • 31. Content Targeting can be based on any or all of the following: • For known visitors/customers: – Visitors' profiles and preferences: everything they’ve told you about themselves – Their history with you: all past interactions with them – what they’ve done on your site, their communications with you, etc • For unidentified visitors: – How they got there: what did they search on? did they click on an ad? was the URL that they clicked on tagged? – What are they doing: their behavior in the current session (navigation paths, site searches, etc). – Other contextual data: what time of day, day of the week is it? where are they? what do you want to promote?
  • 32. Levels of Content Targeting Implicit Personalization Based on Behavior Explicit Personalization Based on Provided Likes/Wants Testing Simple A/B MVT Name, Title, Greeting
  • 33. Levels of Content Targeting: Explicit Personalization • User provides info on his/her interests • Business rules to display specific content items • Based on likes/wants provided by a registered user
  • 34. Levels of Content Targeting: Implicit Personalization • Extend web analytics beyond counting visitors, pages and clicks • Generate user profiles based on individual web behavior • Track behavior at the asset-level instead of page-level to address truly dynamic web environments • Bridge anonymous visitors and known users to truly understand audience behavior
  • 35. Levels of Content Targeting: Implicit Personalization • Define vocabularies and taxonomies • Assign metadata to content • Generate content profiles
  • 36. Dynamic Content Targeting: A Framework Batch Process Data Collection and Preparation Profile Generation Content Processing • Feature Clustering • Keyword Tagging • Content Profile Derivation • Correlation Analysis • Feature Extraction • Build Taxonomies Site Content Content Profiles Usage Profiles Other customer data Behavior Preprocessing volunteered or • Data cleansing from other channels • Sessionizing • Page / Asset Views • Transaction Clustering Web Activity • Event Tracking • Usage Profile Derivation Online Process Recommendation Engine Test Recommendations Active Session WCM Server
  • 37. Alterian Solution Multi-channel Execution Web, Mobile, Social Media, Email Social Intelligence Web Analytics Social Email Content Media Manager Textual, Rich Media, Creative, Publisher Design Testing: A/B, MVT Campaign Data, Targeting, Persona Refinement
  • 38. With Content Targeting, you now have the ability to: • Improve customer engagement and grow conversions • Deliver consistent messaging dynamically across multiple channels • Create more effective geo-targeted campaigns / promotions • Tune your website based on visitor behavior • Display recommendations based on personas • Tag, segment, and display right content for the right audience
  • 39. Take Action! • Identify your segments and personas • Determine content opportunities for personalization • Create a rule • Test it • Go live • Analyze the results • Tweak • Repeat
  • 40. Alterian Overview Growth Revenue 40 30 £m 20 10 0 FY06 FY07 FY08 FY09 FY10
  • 41. Alterian Customer Engagement Solutions Alterian (LSE: ALN) enables organizations to create relevant, effective and engaging experiences with their customers and prospects through social, digital, and traditional marketing channels.
  • 42. Alterian: Focused on Customer Engagement Software for Marketers by Marketers Engaging the Individual Across Multiple Channels Analytically-Driven Throughout Best Practice Consultancy and Support Global Partner Ecosystem Software as a Service or On-Premise Deployment More than 1,500 marketing organizations across 26 countries rely on Alterian solutions every day.
  • 43. THANK YOU! John Lovett Senior Partner, Web Analytics Demystified John.Lovett@webanalyticsdemystified.com +1 603 262-5636 or @johnlovett Jose Santa Ana Product Marketing Director, Alterian Jose.SantaAna@alterian.com +1 415 516 4252 UK/EU: +44 (0) 117 970 3200 | NA: +1 312 704 1700 | Asia/Pac: +61 (2) 9968 2449 Web: www.alterian.com | Blog: www.engagingtimes.com | Twitter: Alterian