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VANILLA, STRAWBERRY, CHOCOLATE
3 FLAVOURS OF PERSONALISATION
Halo zusammen!
Theo Paraskevopoulos

CEO, GrowCreate

@theotron
Kasper Koslowski

Head of Development, GrowCreate

@bigkthx
2
#Umbraco Gold Partners #Oxford #Cologne


#Pipeline CRM #Personalisation
Sweet course
• Personalisation why & how?
• Pipeline story
• Vanilla - Analytics-based Segments
• Strawberry - CMS-based Segments
• Chocolate - Azure ML Recommendations
3
Why use personalisation?
• Improve conversion rates
• Prioritise content by relevance
• Better UX - reduce clutter
• Prioritise, don’t hide
• Be transparent, not creepy
4
Personalised product list
performed 30% better
GrowCreate Client
How is it done?
1. Define Segments
2. Add visitors to Segments
3. Capture content Variants
4. Map Variants to Segments
5. Dynamically adjust templates
5
Personalised content
performs 42% better
HubSpot
The Pipeline story
• Started life as experiment
• Open-source CRM package
• Platform for R&D and learning
• Pipeline Digital eXperience Suite (DXS)
6
github.com/theotron/PipelineCRM
Pipeline DXS
• Commercial proposition
• Integrated CRM
• User analytics and profiling
• Campaigns and automation
• Reporting
• Segmentation / Personalisation
7
Analytics-based Segments
• Integrated O2MC Big Data platform
• DiMML = Declarative ‘in motion’ Machine Language
• Collaboration with Marvellous.NL
• Segment based on browsing history
• Content variants with Nested Content
• Demo
8
Analytics-based Segments
9
User Dimml NoSQL DbUmbraco
Visits SLOC Record Persistence
Analytics-based Segments
10
User Dimml NoSQL DbUmbraco
Visits SLOC Record Persistence
History
Find Segment
Personalised content Match Variant
Request history
DiMML .NET wrapper
11
KUDOS:
JEROEN WIJDEVEN
MARVELOUS.NL
CRM-Profile Segments
• Post-conversion technique
• Segmentation based on user profile
• More targeted, more powerful
• Use for very small groups / “Segment of One”
• Ideal on high-value scenarios, B2B
• Demo
12
CRM-Profile Segments
13
User Pipeline DXS DatabaseUmbraco
Converts Forms integration Create Contact Persistence
CRM-Profile Segments
14
User Pipeline DXS DatabaseUmbraco
Converts Forms integration Create Contact Persistence
Visits Search Contacts
Personalised content Match Variant
Find Segment
Pipeline DXS - Find content variant
15
Azure ML Recommendations
• Content recommendation engine
• Azure Machine Learning model
• Fully-automated
• Ideal for catalogs and large data sets
16
Azure ML concepts
• Azure ML Studio
• Bayesian Networks
• Training Models
• Predictive Experiments
• RESTful API data I/O
17
Bayesian networks
18
User 1 User 2
User 3 User 4
Azure ML Recommendations
19
User Azure ML DocumentDBUmbraco
Visits Track visitor Persistence
Train Model
Azure ML Recommendations
20
User Azure ML DocumentDBUmbraco
Visits Track visitor Persistence
Find recommendation
Personalised content Render content
Get recommendation
Pipeline DXS - Order by Recommendation
21
How sweet was that?
• Personalisation overview
• Pipeline open-source / DXS
• Analytics-based Segments
• CMS-based Segments
• Azure ML Recommendation engine
22
Get involved
• Contribute to Pipeline CRM
• Use personalisation
• Pipeline DXS Partner program
• Pipeline DXS Developer program
• Talk to us!
23
Keep in touch
@theotron

@bigkthx
Cologne

growcreate.de
Oxford

growcreate.co.uk
24
#We are hiring #Pipeline DXS Partners #New projects
Thank you!
Any questions?

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