A Personalization Checklist to Keep in Your Back Pocket

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Personalization for Dummies Checklist

Personalizing your marketing strategy has become a necessity because customers are no longer okay with one-size-fits-all communications. With the ongoing digital transformation, brands have the power to collect massive amounts of data and create in-depth customer profiles for each individual user. Customers know that.

Personalization is no longer optional. Customers wonโ€™t be pleasantly surprised to find their name in a subject line, they expect it plus so much more. Now itโ€™s becoming critical for brands to be able to capture detailed informationโ€”the right informationโ€”about customers in order to fuel their personalization efforts.

Forbes compiled some hard-hitting stats regarding personalization:

  • 91% of consumers say they are more likely to shop with brands that provide offers and recommendations that are relevant to them.
  • 42% of consumers are annoyed when content isnโ€™t personalized.
  • 90% of consumers are willing to share personal behavioral data with companies for a cheaper and easier experience.

Personalizing your marketing strategy isnโ€™t as easy as flipping a switch. It requires the right combination of data and tools to achieve a custom experience for every consumer.

The Personalization for Dummies Checklist

While thereโ€™s no big red โ€œpersonalizeโ€ button you can push to suddenly create individualized customer experiences, there is a personalization checklist. Hereโ€™s the beginning to get you started:

  1. Data Unification

    Data unification is about centralizing the vast amounts of customer data from your different marketing tools. In the last 10 years, data has gone from nice-to-have information to a driving force of almost everything we do. For B2C marketers, centralizing data in one space allows for an easier path to reaching consumers in a timely, personalized, meaningful way.

  2. User Segmentation

    With access to customer data comes insight into customer behaviors, motivations, demographics, and preferences. But all this data is moot if you arenโ€™t identifying what makes each customerโ€™s experience with you unique. Be picky with your data.

  3. Lifecycle Mapping

    Knowing where customers are in their buying journeys, or even just in their relationships with your brand is a way to personalize the content they receive. Remember that customers take their own paths through your life cycle, so be prepared to meet them where they areโ€”no matter the device, channel, or stage in the journey.

And this is just half of itโ€”download the full personalization checklist below! Feel free to print, bookmark, or forward to keep these personalization pillars at the forefront of your next campaign.

Donโ€™t forget to check out the full Personalization for Dummies ebook for even more actionable next steps.

Personalization Checklist