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Who is Your Site for Anyway?

     Use Personas to Guide Your
     Customer-Centric Journey
Anyone participate in online communities or
              social networks?
The Enforcer
•Also known as your
mod team

•Stand behind the
policy of the company /
community

•Accepts members,
bans bad behavior, and
ensures community is
safe
The White Knight
•Comes to the rescue

•Always defends people / brands

•Righteous or optimistic
The Devourer
•Consumes information
in massive quantities

•Participates in many
social networking
communities

•Sporadic participation

•Recycle information
The Lurker
•Reads, listens, or
watches content
within the
community

•Never contributes

•Visits often
Your Personas Won’t Be as Stratified By One
            Feature or Attitude
Agenda
   What are Personas
   What Personas are Not
   Why Personas
   Approach to Creating Personas
   User Lifecycle
   Applications of Personas
   Persona Examples
WHAT ARE PERSONAS?
What are Personas
 Not based on one individual - but a
  conglomerate of data
 Personas are NOT real people
 However, personas ARE based on real
  information -attitudes and behaviors of real
  users
Understand Your User
•   Motivations
•   Goals
•   Needs
•   Decision Making Factors
•   People / Influencers
•   Expectations
•   Preferences
•   Demographics Information
•   Brand Attitudes
Basic Anatomy of a Persona

                                Description



    Quote
                             Needs /
                            Objectives
Web History
              Demographic
WHAT PERSONAS ARE NOT


                        13
Differences Between Market Segments and
                  Personas
         Marketing                         Personas

             Age
                                             Behaviors




Income                  Gender     Goals                 Usage



            Other
         demographics
                                             Attitudes



    Sell to people               Understand how people
                                 will actually use the site
                                                                 14
Differences Between Market Segments
             and Personas


           Offline
                                                   Web
           Target
                                                   Users
          Audience



Those who use your product offline are not always the ones using it online



                                                                             15
What Personas AREPersonas
Marketing
                    NOT



       Market Segments




                              16
Personas CAN BE
                                                                   Persona 1




                                  Segment A


                                                              Encompasses attributes of
                                                              Segments A & C


                        Segment               Segment
                           D                     C
     Persona 2

                                                         Combinations of
                                                        cross segments to
                                  Segment B               encompass all
                                                         functionality and
Encompasses attributes of
Segments D & B                                            content needs
WHY PERSONAS?


                18
Allow You to Focus on Things That Matter
Allow You to Come to Consensus
Allow You to Be More Efficient
Personas Lead to Better Decisions
                            Personas for Strategy
                            Framework for business decisions,
                            offerings, channel usage, features




              Personas for Marketing
              Framework for marketing campaigns, branding,
              messaging



Personas for Design
Information architecture, interaction design, visual design,
content development, user testing
APPROACH TO CREATING PERSONAS


                                23
Direct Methods of Gathering Data

•   Surveys
•   Intercept Studies
•   User Testing
•   Interviews with Users
•   Field Studies



                            Talk to your users.
                                            24
Indirect Methods of Gathering Data
•   Server Logs
•   Customer Service Reps
•   Support Logs
•   Web Analytics
•   2nd Hand Research



         Not as good but better than nothing.
                                          25
Qualitative vs. Quantitative
• Need Qualitative and Quantitative Data

• Quantitative = Numbers
  – Identify trends and narrow your data


• Qualitative = Focus
  – Provide anecdotes to bring your personas to life


                                                       26
Source: Molecular
Segment Personas by Priority
Segmentation by Goals
• What are different people trying to do on the
  site?
Segmentation by Behaviors and
                   Attitudes

    How do users differ based on what they do or how they think?


Behaviors:                            Attitudes:
•   Frequency of visits to the site   •   Knowledge about subject domain
•   Internet experience               •   Motivators affecting users’ likelihood
•   Use of competitors                    of converting or not
                                      •   Perception of the company/brand
USER LIFECYCLE


                 31
Example Cycle for Traveler
                                      Planning
                                     (research)


                          Post
                                                   Shopping
                       Traveling /
                                                  (compare)
                       Evangelism




                         Active                    Booking
                        Traveling                 (purchase)


                                        Post
                                     Booking /
Based on Interaction                 Pre Travel

    with Website

                                                               32
Map Needs to Cycle
• What are the User Needs at Each Cycle?
  – Website Needs
     • Content
     • Functionality
     • Social Media
  – Internal Needs
     • Goals
     • Tasks
     • Influencers

                                           33
APPLICATIONS OF PERSONAS


                           34
Features & Functionality : Brainstorming for First Time Buyer
Home Buyer’s Goals:           Possible Features and Content:   Business Objectives:
• Learn about the home-       • Introductory how-to articles   •Visit the site often
buying process
                              • Glossary of jargon             •Register for email     alerts
• Find out what   she can                                      and newsletters
afford                        • Videos and podcasts
                                                               •Subscribe to premium
• Discover what areas of      • Success stories
                                                               services
Atlanta are desirable         • Q&A with experts
                                                               •Recommend the site to
• Find a house that matches   • Message board                  others
her criteria
                              • Blogs

                              • Rent vs. own   calculator
                              • Local experts to call/meet

                              • Checklists to print

                              • Interactive quizzes

                              • Common     mistakes
                              • Animated cartoons

                              • Book    recommendations
Structure
•   Sitemap
•   User Scenarios
•   Workflows
•   Wireframe
•   Content Mapping
Structure: Sitemap
Structure: User Scenarios
Search for Houses
Level: User goal
Primary actor: Francis the First-Time Home Buyer
Preconditions: Francis arrives at home page or House Search landing page
Main success scenario:
    1. Francis enters city and state or zip code.
    2. System uses auto-completion to show options below search field as Francis
       types. System shows up to 10 matching city names in order of number of
       homes for sale in each city. Francis can click a city name to select that city.
    3. Francis selects minimum and maximum price values from drop-down menus.
    4. System validates selected values.
    5. Francis selects number of bedrooms and bathrooms from drop-down menus.
    6. Francis submits search.
    7. System validates required fields before submitting query.
Example Structure: Workflows
        Discovery Phase Deliverables
     Diagram




                  Stories




                              Work Flows
Structure: Wireframe




                       40
Content
•Articles or Product Descriptions
•Instructional Text
•Documentation and Help
•Error Messages
•Imagery
•Sound
•Video
Content Mapping by Persona




                             42
Design
•   Themes
•   Imagery
•   Color
•   Font
Professional




               44
Feminine




           45
Trendy




         46
In Summary…
Personas Should…
• Explain Key Differences Observed Among
  Users
• Be Different Enough From Each Other
• Feel Like Real People
• Be Described Quickly
• Cover All Users
• Clearly Affect Decision Making
Questions?



             48

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Who is Your Site for Anyway? Use Personas to Guide Your Customer-Centric Journey

  • 1. Who is Your Site for Anyway? Use Personas to Guide Your Customer-Centric Journey
  • 2. Anyone participate in online communities or social networks?
  • 3. The Enforcer •Also known as your mod team •Stand behind the policy of the company / community •Accepts members, bans bad behavior, and ensures community is safe
  • 4. The White Knight •Comes to the rescue •Always defends people / brands •Righteous or optimistic
  • 5. The Devourer •Consumes information in massive quantities •Participates in many social networking communities •Sporadic participation •Recycle information
  • 6. The Lurker •Reads, listens, or watches content within the community •Never contributes •Visits often
  • 7. Your Personas Won’t Be as Stratified By One Feature or Attitude
  • 8. Agenda  What are Personas  What Personas are Not  Why Personas  Approach to Creating Personas  User Lifecycle  Applications of Personas  Persona Examples
  • 10. What are Personas  Not based on one individual - but a conglomerate of data  Personas are NOT real people  However, personas ARE based on real information -attitudes and behaviors of real users
  • 11. Understand Your User • Motivations • Goals • Needs • Decision Making Factors • People / Influencers • Expectations • Preferences • Demographics Information • Brand Attitudes
  • 12. Basic Anatomy of a Persona Description Quote Needs / Objectives Web History Demographic
  • 14. Differences Between Market Segments and Personas Marketing Personas Age Behaviors Income Gender Goals Usage Other demographics Attitudes Sell to people Understand how people will actually use the site 14
  • 15. Differences Between Market Segments and Personas Offline Web Target Users Audience Those who use your product offline are not always the ones using it online 15
  • 16. What Personas AREPersonas Marketing NOT Market Segments 16
  • 17. Personas CAN BE Persona 1 Segment A Encompasses attributes of Segments A & C Segment Segment D C Persona 2 Combinations of cross segments to Segment B encompass all functionality and Encompasses attributes of Segments D & B content needs
  • 19. Allow You to Focus on Things That Matter
  • 20. Allow You to Come to Consensus
  • 21. Allow You to Be More Efficient
  • 22. Personas Lead to Better Decisions Personas for Strategy Framework for business decisions, offerings, channel usage, features Personas for Marketing Framework for marketing campaigns, branding, messaging Personas for Design Information architecture, interaction design, visual design, content development, user testing
  • 23. APPROACH TO CREATING PERSONAS 23
  • 24. Direct Methods of Gathering Data • Surveys • Intercept Studies • User Testing • Interviews with Users • Field Studies Talk to your users. 24
  • 25. Indirect Methods of Gathering Data • Server Logs • Customer Service Reps • Support Logs • Web Analytics • 2nd Hand Research Not as good but better than nothing. 25
  • 26. Qualitative vs. Quantitative • Need Qualitative and Quantitative Data • Quantitative = Numbers – Identify trends and narrow your data • Qualitative = Focus – Provide anecdotes to bring your personas to life 26
  • 29. Segmentation by Goals • What are different people trying to do on the site?
  • 30. Segmentation by Behaviors and Attitudes How do users differ based on what they do or how they think? Behaviors: Attitudes: • Frequency of visits to the site • Knowledge about subject domain • Internet experience • Motivators affecting users’ likelihood • Use of competitors of converting or not • Perception of the company/brand
  • 32. Example Cycle for Traveler Planning (research) Post Shopping Traveling / (compare) Evangelism Active Booking Traveling (purchase) Post Booking / Based on Interaction Pre Travel with Website 32
  • 33. Map Needs to Cycle • What are the User Needs at Each Cycle? – Website Needs • Content • Functionality • Social Media – Internal Needs • Goals • Tasks • Influencers 33
  • 35. Features & Functionality : Brainstorming for First Time Buyer Home Buyer’s Goals: Possible Features and Content: Business Objectives: • Learn about the home- • Introductory how-to articles •Visit the site often buying process • Glossary of jargon •Register for email alerts • Find out what she can and newsletters afford • Videos and podcasts •Subscribe to premium • Discover what areas of • Success stories services Atlanta are desirable • Q&A with experts •Recommend the site to • Find a house that matches • Message board others her criteria • Blogs • Rent vs. own calculator • Local experts to call/meet • Checklists to print • Interactive quizzes • Common mistakes • Animated cartoons • Book recommendations
  • 36. Structure • Sitemap • User Scenarios • Workflows • Wireframe • Content Mapping
  • 38. Structure: User Scenarios Search for Houses Level: User goal Primary actor: Francis the First-Time Home Buyer Preconditions: Francis arrives at home page or House Search landing page Main success scenario: 1. Francis enters city and state or zip code. 2. System uses auto-completion to show options below search field as Francis types. System shows up to 10 matching city names in order of number of homes for sale in each city. Francis can click a city name to select that city. 3. Francis selects minimum and maximum price values from drop-down menus. 4. System validates selected values. 5. Francis selects number of bedrooms and bathrooms from drop-down menus. 6. Francis submits search. 7. System validates required fields before submitting query.
  • 39. Example Structure: Workflows Discovery Phase Deliverables Diagram Stories Work Flows
  • 41. Content •Articles or Product Descriptions •Instructional Text •Documentation and Help •Error Messages •Imagery •Sound •Video
  • 42. Content Mapping by Persona 42
  • 43. Design • Themes • Imagery • Color • Font
  • 45. Feminine 45
  • 46. Trendy 46
  • 47. In Summary… Personas Should… • Explain Key Differences Observed Among Users • Be Different Enough From Each Other • Feel Like Real People • Be Described Quickly • Cover All Users • Clearly Affect Decision Making