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Episerver
How to improve Key Performance Indicators in
CMS Websites
©2017,confidential.©2018,confidential.
2
Kristine Stebbins
Managing Director
CX Strategist
HERO DIGITAL
Ascender Partner of the Year
Kristine.stebbins@herodigital.com
I am relentless in pursuit of crafting
amazing customer experiences that
create value for my clients and have
a positive impact on the world.
“
Episerver
Ed Kennedy
Senior Director, Commerce at Episerver
Over 100 Commerce platform
implementations
Responsible for product strategy &
commerce adoption at Episerver
@CommerceEd
Episerver
What we will cover
1. Vital Signs of your Digital Experience
2. What to measure?
3. Practical Examples
4. Recommendations
5. Q&A
Episerver
Vital Signs
of your
Digital
Experience
Episerver
Leads are down 10%Sessions are down 15%Time on Site is down 5%
What kind of case are you dealing with?
Episerver
Symptomatic Diagnostic
• Big picture
• Measure broad
business performance
• Points you in the right
direction
• Requires further
analysis
• Specific
• Measure stages in
customer journey
• Isolates the root
cause
• Requires analysis and
a hypothesis
Episerver
Use Diagnostic Metrics across the Customer Journey
Discover
Page
Authority
Browse
Sessions
with Search
Decide
Sessions
with
Product
Views
Buy
Sessions
with
Checkout
Use
Return
Rate
Advocate
C Sat
Scores
Sessions
Time on
Site
Average
Order Value
Conversion
Rate
Revenue
Net
Promoter
Traffic by
Source &
Device
Page Speed
Product
Comparison
Store
Locator
Call
Center
Volume
UX Surveys
Episerver
Episerver Recommendations
1. Do whatever Kristine says
2. Centralize customer profiles with Episerver Insight
3. Replicate Personas in Episerver with Visitor Groups
4. Use AI Personalization to scale beyond core-segments (Episerver Perform & Advance)
5. Use Episerver Commerce Catalog to deliver online product experiences (even purchase
isn’t possible)
©2017,confidential.©2018,confidential.
WHAT TO MEASURE / WHY TO MEASURE / HOW TO MEASURE
What to measure / Why to measure / How to measure
1 3
54
1 2 3
4 5
©2017,confidential.©2018,confidential.
Outside In:
‣ Always start with the customers wants, needs and goals
– which metrics are associated with customer needs
Design with the end in mind:
‣ Which metrics will guide you in the future to evolve the
experience?
Think Omni:
‣ Which metrics you track across multiple touch points
online and offline
Know me:
‣ Personalize/Localize the experience in a way the
competitors cannot - how to measure?
What to Measure?
©2017,confidential.©2018,confidential.
What to Measure
1. How well do you understand your customers
behaviors?
2. How do you visualize your dashboard?
3. How will you track those measurements?
4. Set measures and test
5. Establish a baseline and track from there
Episerver
Personas Help To Focus Measures
Degrees of Personalization
‣ Born out of existing marketing
segmentation
‣ Based on existing
customer insights
‣ Combined with predicted
customer behavior
Assumptive Persona:
‣ Updated with latest marketing
segmentation
‣ Refined based on client
guidance
‣ Validated through research
Researched Persona:
‣ Personalized with customer data
‣ Analyzed against customer
behavior data (CMS, CRM, etc.)
‣ Optimized experience and results
through CX Design
Dynamic Persona:
©2018,confidential.
Dri
14
Dynamic Personas Feed Personalization Drives ROI
To get to real time personalization we convert “assumptive personas”
to “dynamic personas”
Degrees of Personalization
‣ Born out of existing marketing
segmentation
‣ Based on existing
customer insights
‣ Combined with predicted
customer behavior
Assumptive Persona:
‣ Updated with latest marketing
segmentation
‣ Refined based on client
guidance
‣ Validated through research
Researched Persona:
‣ Personalized with customer data
‣ Analyzed against customer
behavior data (CMS, CRM, etc.)
‣ Optimized experience and results
through CX Design
Dynamic Persona:
©2018,confidential.
Western Digital
Find – Select - Buy
©2018,confidential.
©2018,confidential.
Happy Paths Provide a Detailed Map of What To Track
Customer Experience (CX) is
focused on the collective
experience a customer has
with the company
UX
CX
UX
UX
UX
‣ Brand Experience
‣ Messaging Hierarchy
‣ Value Propositions
‣ Customer Segments
‣ Customer Personas
‣ Customer Journeys
‣ Behaviors online and
offline
User Experience (UX) is
focused on the experience a
customer has with a product,
the website, an app, etc.
‣ Information Architecture
‣ Interaction Design
‣ Visual Design
‣ Template Design
‣ Product Design
‣ App Design
‣ Usability
©2018,confidential.
American
Standard
B2B / B2C
Episerver
Microsoft
Buy – Use – Support - Advocacy
WINDOWS	SUPPORT	PERSONA	PROFILE
TECH	SETTER Support	Advisor	To
• 61%	Friends
• 44%	Spouse/SO
• 39%	Co-workers
60% 40%
1 2 3 4 5 6 7
Internet	
Search
Online	
Forums	
Online	
Chat
Phone	
Customer	
Support
Online	
Video
Online	
Video
Online	
Video
Online	
Chat
Retail	
Store
Phone	
Customer	
Support
Email	
Customer	
Support
Support	Sequence
They	use	a	multi-platform	support	environment	
so	enabling	them	to	move	from	screen	to	screen	
easily	while	resolving	an	issue	is	key.		
Help	them	by	providing	“mobile	optimized”	self	
service	options	across	all	touchpoints	and	enable	
them	to	share	the	knowledge	they	gained	as	a	
support	advisor	to	others.	
Internet	Search	is	their	way	in	and	online	video	
content	is	what	they	are	looking	for.	However,	
they	are	open	to	drawing	support	from	a	broad	
collection	of	sources.	
Help	them	by	providing	information	about	more	
complex	technological	issues,	in	addition	to	
common	fixes,	to	enable	them	to	self-serve	more	
and	more.
Tech	Setters	are	very	engaged	and	involved	with	
technology.	They	prefer	to	solve	technology	
issues	by	themselves	and	tend	to	resort	to	
customer	support	as	the	last	option.
Help	them	by	providing	detailed	information	
using	a	variety	of	sources	that	also	explain	the	
nature	and	causes	of	the	issues	to	prevent	them	
from	happening	again.
They	are	more	willing	to	pay	for	issues	which	they	
cannot	fix	on	their	own	like	coverage	against	
hardware/parts	related	issues,	and	general	wear	
and	tear	issues	– but	a	broader	opportunity	exists	
to	sell	them	a	full	suite	of	support	services.
Help	them	understand	the	suite	of	support	
services	available	within	context	– e.g.	as	a	means	
of	solving	an	issue	they	have	not	solved	on	their	
own	or	hardware	protection	if	issue	is	hardware	
related.	
Support	Touchpoints
34%
30% 28%
• 59%	gain	satisfaction	from	
successful	self	service
• 33%	prefer	to	self	service
Support	Content
Information	Provided
Support	Mindset
• Detail	Oriented
Willingness	to	Pay
33% generally	spend	a	lot	of	time	
looking	for	solutions
42% are	frustrated	when	on	hold	
for	customer	service
13% Reoccurring	
support	charge
33% Hardware	protection
Support	SEO
Online	Videos
Online	Forums
33%
18% 18% 15% 14% 9% 8% 8%
Episerver
Data Telemetry – Optimize the Journey
©2018,confidential.
Plot the Metrics – Data Driven Decision
Making
Drive optimization by measuring key actions and map the
values
100
56
62 74
52
67 72
58
64 71
59
65 69
61
63 68
100
100
©2018,confidential.
Measurement Plan Roll Out
Measurement Rollout Program
Review Engagement Goals and Optimize
Launch Campaign and Track Goals
Configure Episerver Campaigns & Goals
Set Campaigns / Which part of
journey measured?
Identify visitor segments/Personas
Establish Measurement Goals
©2017,confidential.
24
We are a Customer
Experience Company.
delivering across the
experience channels.
Over 100+ experience
experts across 4 offices,
Engineering
Design
Strategy
Analytics
Marketing Services
©2018,confidential.

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How to Improve Key Performance Indicators in CMS Websites

  • 1. Episerver How to improve Key Performance Indicators in CMS Websites
  • 2. ©2017,confidential.©2018,confidential. 2 Kristine Stebbins Managing Director CX Strategist HERO DIGITAL Ascender Partner of the Year Kristine.stebbins@herodigital.com I am relentless in pursuit of crafting amazing customer experiences that create value for my clients and have a positive impact on the world. “
  • 3. Episerver Ed Kennedy Senior Director, Commerce at Episerver Over 100 Commerce platform implementations Responsible for product strategy & commerce adoption at Episerver @CommerceEd
  • 4. Episerver What we will cover 1. Vital Signs of your Digital Experience 2. What to measure? 3. Practical Examples 4. Recommendations 5. Q&A
  • 6. Episerver Leads are down 10%Sessions are down 15%Time on Site is down 5% What kind of case are you dealing with?
  • 7. Episerver Symptomatic Diagnostic • Big picture • Measure broad business performance • Points you in the right direction • Requires further analysis • Specific • Measure stages in customer journey • Isolates the root cause • Requires analysis and a hypothesis
  • 8. Episerver Use Diagnostic Metrics across the Customer Journey Discover Page Authority Browse Sessions with Search Decide Sessions with Product Views Buy Sessions with Checkout Use Return Rate Advocate C Sat Scores Sessions Time on Site Average Order Value Conversion Rate Revenue Net Promoter Traffic by Source & Device Page Speed Product Comparison Store Locator Call Center Volume UX Surveys
  • 9. Episerver Episerver Recommendations 1. Do whatever Kristine says 2. Centralize customer profiles with Episerver Insight 3. Replicate Personas in Episerver with Visitor Groups 4. Use AI Personalization to scale beyond core-segments (Episerver Perform & Advance) 5. Use Episerver Commerce Catalog to deliver online product experiences (even purchase isn’t possible)
  • 10. ©2017,confidential.©2018,confidential. WHAT TO MEASURE / WHY TO MEASURE / HOW TO MEASURE What to measure / Why to measure / How to measure 1 3 54 1 2 3 4 5
  • 11. ©2017,confidential.©2018,confidential. Outside In: ‣ Always start with the customers wants, needs and goals – which metrics are associated with customer needs Design with the end in mind: ‣ Which metrics will guide you in the future to evolve the experience? Think Omni: ‣ Which metrics you track across multiple touch points online and offline Know me: ‣ Personalize/Localize the experience in a way the competitors cannot - how to measure? What to Measure?
  • 12. ©2017,confidential.©2018,confidential. What to Measure 1. How well do you understand your customers behaviors? 2. How do you visualize your dashboard? 3. How will you track those measurements? 4. Set measures and test 5. Establish a baseline and track from there
  • 13. Episerver Personas Help To Focus Measures Degrees of Personalization ‣ Born out of existing marketing segmentation ‣ Based on existing customer insights ‣ Combined with predicted customer behavior Assumptive Persona: ‣ Updated with latest marketing segmentation ‣ Refined based on client guidance ‣ Validated through research Researched Persona: ‣ Personalized with customer data ‣ Analyzed against customer behavior data (CMS, CRM, etc.) ‣ Optimized experience and results through CX Design Dynamic Persona:
  • 14. ©2018,confidential. Dri 14 Dynamic Personas Feed Personalization Drives ROI To get to real time personalization we convert “assumptive personas” to “dynamic personas” Degrees of Personalization ‣ Born out of existing marketing segmentation ‣ Based on existing customer insights ‣ Combined with predicted customer behavior Assumptive Persona: ‣ Updated with latest marketing segmentation ‣ Refined based on client guidance ‣ Validated through research Researched Persona: ‣ Personalized with customer data ‣ Analyzed against customer behavior data (CMS, CRM, etc.) ‣ Optimized experience and results through CX Design Dynamic Persona:
  • 17. ©2018,confidential. Happy Paths Provide a Detailed Map of What To Track Customer Experience (CX) is focused on the collective experience a customer has with the company UX CX UX UX UX ‣ Brand Experience ‣ Messaging Hierarchy ‣ Value Propositions ‣ Customer Segments ‣ Customer Personas ‣ Customer Journeys ‣ Behaviors online and offline User Experience (UX) is focused on the experience a customer has with a product, the website, an app, etc. ‣ Information Architecture ‣ Interaction Design ‣ Visual Design ‣ Template Design ‣ Product Design ‣ App Design ‣ Usability
  • 19. Episerver Microsoft Buy – Use – Support - Advocacy
  • 20. WINDOWS SUPPORT PERSONA PROFILE TECH SETTER Support Advisor To • 61% Friends • 44% Spouse/SO • 39% Co-workers 60% 40% 1 2 3 4 5 6 7 Internet Search Online Forums Online Chat Phone Customer Support Online Video Online Video Online Video Online Chat Retail Store Phone Customer Support Email Customer Support Support Sequence They use a multi-platform support environment so enabling them to move from screen to screen easily while resolving an issue is key. Help them by providing “mobile optimized” self service options across all touchpoints and enable them to share the knowledge they gained as a support advisor to others. Internet Search is their way in and online video content is what they are looking for. However, they are open to drawing support from a broad collection of sources. Help them by providing information about more complex technological issues, in addition to common fixes, to enable them to self-serve more and more. Tech Setters are very engaged and involved with technology. They prefer to solve technology issues by themselves and tend to resort to customer support as the last option. Help them by providing detailed information using a variety of sources that also explain the nature and causes of the issues to prevent them from happening again. They are more willing to pay for issues which they cannot fix on their own like coverage against hardware/parts related issues, and general wear and tear issues – but a broader opportunity exists to sell them a full suite of support services. Help them understand the suite of support services available within context – e.g. as a means of solving an issue they have not solved on their own or hardware protection if issue is hardware related. Support Touchpoints 34% 30% 28% • 59% gain satisfaction from successful self service • 33% prefer to self service Support Content Information Provided Support Mindset • Detail Oriented Willingness to Pay 33% generally spend a lot of time looking for solutions 42% are frustrated when on hold for customer service 13% Reoccurring support charge 33% Hardware protection Support SEO Online Videos Online Forums 33% 18% 18% 15% 14% 9% 8% 8%
  • 21. Episerver Data Telemetry – Optimize the Journey
  • 22. ©2018,confidential. Plot the Metrics – Data Driven Decision Making Drive optimization by measuring key actions and map the values 100 56 62 74 52 67 72 58 64 71 59 65 69 61 63 68 100 100
  • 23. ©2018,confidential. Measurement Plan Roll Out Measurement Rollout Program Review Engagement Goals and Optimize Launch Campaign and Track Goals Configure Episerver Campaigns & Goals Set Campaigns / Which part of journey measured? Identify visitor segments/Personas Establish Measurement Goals
  • 24. ©2017,confidential. 24 We are a Customer Experience Company. delivering across the experience channels. Over 100+ experience experts across 4 offices, Engineering Design Strategy Analytics Marketing Services ©2018,confidential.