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How segmentation lets you create
targeted online experiences
Jan 21st, 2016
Optimizely
Amara Shah
Tealium
Jen Brown
Stephanie Perozo
Optimizely
Welcome to Optimizely Connect
Jen Brown
Senior Business Consultant
jen.brown@tealium.com 
Your presenters for today
Amara Shah
Sr. Tech Support Representative
teja@optimizely.com 


Stephanie Perozo
Marketing Coordinator
stephanie@optimizely.com
1.  Intro - Why target online experiences? 
2.  Tealium - How to use your cross channel & device data to
build rich audiences 
3.  Optimizely - Leveraging audiences for personalized
experiences
4.  Q&A
Our Program for today
-  Duration: 45 Minutes
-  Ask questions at any time
-  Use the question panel
-  We will answer qs at the end
-  Slides & recording will be
sent out after the webinar 
Housekeeping
Why target online
experiences?
Keep up with quickly changing consumer expectations
Consumers expect personalized
experiences…
…and business leaders want to deliver
Source: Accenture Technology Vision 2015
Most welcome communication options
Executive priorities in 2015
Segmentation is the practice of grouping different sets
of like people (customers or potential customers) based
on distinct needs and/or characteristics. 
Reading Tip:
7 Essential Customer Segments for Your E-commerce Website
1.  New vs. Returning visitors 
2.  Client vs. Non-Client 
3.  Bargain Hunters vs. Heavy Spenders
4.  Location
5.  Source-Type (Where did they come from?)
6.  Recently Purchased (Did visitor buy in the last 30 days?)
Potential Segments
Most companies today want to personalize. 
But it’s hard.
© 2016 Tealium Inc. All rights reserved.
|
Optimizely & Tealium
Audience Integration
Jen Brown, Senior Business Consultant
© 2016 Tealium Inc. All rights reserved.
|
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|
15
Segment & Engage 

Customers Everywhere
Atmospheric Marketing

•  Collect visitor interaction
data across every channel &
device

•  Act on that data in real-time
to improve engagement &
conversion rates
© 2016 Tealium Inc. All rights reserved.
|
Atmospheric
Marketing
How do you create it?
© 2015 Tealium Inc. All rights reserved.
|
16
A unified view of your
customers in a neutral, cross-
vendor platform is needed
Connect that data in real-time to
every channel in your digital
marketing stack
Enrich with new attributes,
audiences and offline data
Leverage your first-party data
© 2016 Tealium Inc. All rights reserved.
|
Fragmented Customer View
© 2015 Tealium Inc. All rights reserved.
|
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|
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Unified
Customer
View
The Best View
First-­‐party,	
  real-­‐.me,	
  cross-­‐channel	
  
© 2016 Tealium Inc. All rights reserved.
|
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|
19
The Customer Data Platform
Audience
 CDP
 Action
© 2016 Tealium Inc. All rights reserved.
|
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|
20
Customer Data
Across Every Touchpoint
On-site experience
Mobile app
Mobile push
Display ads
Re-targeting
Search ads
Social ads
Email
In-store
Call Centre

Analytics

Targeted Testing

& Personalisation
© 2016 Tealium Inc. All rights reserved.
|
© 2015 Tealium Inc. All rights reserved.
|
21
Build and enrich unified, real-
time audience segments
Tealium AudienceStream™
Manage and control your
tags and vendors
Tealium iQ™
Own all of your data to fuel
deeper customer insights
Tealium DataAccess™
Tealium Customer Data Platform
© 2016 Tealium Inc. All rights reserved.
|
© 2015 Tealium Inc. All rights reserved.
|
22
World’s Largest Enterprise
Tag Management Solution
Tealium iQ™
Solve tag management, data fragmentation
& security vulnerabilities in a single
platform.

Gain efficiencies, agility and dramatically
improved ROI across your vendor mix.
Experience Layer
Unlock the power of your data to
optimize your web and mobile
experiences
Universal Data Layer
Standardize all of your data across every
vendor, unlocking its potential
850+ Turnkey Integrations
Choose, launch, and manage every
vendor in your ecosystem
© 2016 Tealium Inc. All rights reserved.
|
© 2015 Tealium Inc. All rights reserved.
|
23
Real-Time Customer Data
in Every Channel
Tealium AudienceStream™
Create a single customer view & eliminate
technical barriers to boost conversion 

rates & retention.


Universal Identity
Stitch together visits across
touchpoints into a single view of your
customers
Real-Time Triggers
Take action immediately or
leverage time-based actions
Vendor Connectors
Power all of your
vendors with real-time
and lifetime customer
data points
Universal Data Layer
Clean data unlocked
through Tealium iQ
Build Audiences
Create living customer
segments based on
online and offline
behavior
© 2016 Tealium Inc. All rights reserved.
|
Product Walkthrough
© 2015 Tealium Inc. All rights reserved.
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25
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3. Optimizely Llleveraging audiences for
personalized experiences
•  Optimizely in a Nutshell
• Out of the box Audiences
•  Integration with AudienceStream
•  Basic Personalization Techniques
•  Example Use cases 



Optimizely, Audiences & Use Cases
Visual
Editor 
Code
Editor
Optimizely in a Nutshell
•  Optimizely in a Nutshell
• Out of the box Audiences
•  Integration with AudienceStream
•  Basic Personalization Techniques
•  Example Use cases 



Optimizely, Audiences & Use Cases
Audience Targeting
Optimizely makes testing and targeting easy
Create an audience by dragging conditions into
the box 
1
2
Select desired conditions
•  Optimizely in a Nutshell
• Out of the box Audiences
•  Integration with AudienceStream
•  Basic Personalization Techniques
•  Example Use cases 



Optimizely, Audiences & Use Cases
1
2
Turn on the
integration
and enter
your
Tealium
Account ID
Optimizely Audiences Live in Audiences Tab
1
Drag the relevant Tealium segment
into the audience builder
1
2
•  Optimizely in a Nutshell
• Out of the box Audiences
•  Integration with AudienceStream
•  Basic Personalization Techniques
•  Example Use cases 



Optimizely, Audiences & Use Cases
Default Experience
 Personalized Experience
Retail Use Case 
Audience:

High Spenders
Default Experience
 Personalized Experience
Media Use Case #1 - CBS
Audience:

visitors who
have browsed
>4 soap-related
pages
Default Experience
 Personalized Experience
Media Use Case #1 - CBS
Audience:

visitors who
have browsed
>4 soap-related
pages
Default Experience
 Personalized Experience
Media Use Case #2 
Audience:

Sports Fan
from San
Francisco
Default Experience
 Personalized Experience
Media Use Case #2
Default Experience
 Personalized Experience
Media Use Case #2
Travel Use Case
Default Experience
 Personalized Experience
Travel Use Case 
Audience:

Couples
Default Experience
 Personalized Experience
Travel Use Case 
Audience:

Family
Travellers
Default Experience
 Personalized Experience
Travel Use Case 
Audience:

Golf
Travellers
Target audiences with predictive
analytics and segmentation
Optimize every digital experience with ease
through Testing and Personalization
Understand the impact of your
optimization strategy with Analytics 
Connect the essential data from visitor
behavior, 1st-party and 3rd-party sources 
Optimizely enables you to…
4. Q&A
Sign up for our next Connect Webinar!
Date: Feb 9th
Time: 15:30 CET

Sign up here

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Optimizely Connect with Tealium: How segmentation lets you create targeted online experiences

  • 1. How segmentation lets you create targeted online experiences Jan 21st, 2016 Optimizely Amara Shah Tealium Jen Brown Stephanie Perozo Optimizely
  • 3. Jen Brown Senior Business Consultant jen.brown@tealium.com Your presenters for today Amara Shah Sr. Tech Support Representative teja@optimizely.com Stephanie Perozo Marketing Coordinator stephanie@optimizely.com
  • 4. 1.  Intro - Why target online experiences? 2.  Tealium - How to use your cross channel & device data to build rich audiences 3.  Optimizely - Leveraging audiences for personalized experiences 4.  Q&A Our Program for today
  • 5. -  Duration: 45 Minutes -  Ask questions at any time -  Use the question panel -  We will answer qs at the end -  Slides & recording will be sent out after the webinar Housekeeping
  • 7.
  • 8. Keep up with quickly changing consumer expectations Consumers expect personalized experiences… …and business leaders want to deliver Source: Accenture Technology Vision 2015 Most welcome communication options Executive priorities in 2015
  • 9.
  • 10.
  • 11. Segmentation is the practice of grouping different sets of like people (customers or potential customers) based on distinct needs and/or characteristics. Reading Tip: 7 Essential Customer Segments for Your E-commerce Website
  • 12. 1.  New vs. Returning visitors 2.  Client vs. Non-Client 3.  Bargain Hunters vs. Heavy Spenders 4.  Location 5.  Source-Type (Where did they come from?) 6.  Recently Purchased (Did visitor buy in the last 30 days?) Potential Segments
  • 13. Most companies today want to personalize. But it’s hard.
  • 14. © 2016 Tealium Inc. All rights reserved. | Optimizely & Tealium Audience Integration Jen Brown, Senior Business Consultant
  • 15. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 15 Segment & Engage 
 Customers Everywhere Atmospheric Marketing •  Collect visitor interaction data across every channel & device •  Act on that data in real-time to improve engagement & conversion rates
  • 16. © 2016 Tealium Inc. All rights reserved. | Atmospheric Marketing How do you create it? © 2015 Tealium Inc. All rights reserved. | 16 A unified view of your customers in a neutral, cross- vendor platform is needed Connect that data in real-time to every channel in your digital marketing stack Enrich with new attributes, audiences and offline data Leverage your first-party data
  • 17. © 2016 Tealium Inc. All rights reserved. | Fragmented Customer View © 2015 Tealium Inc. All rights reserved. | 17
  • 18. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 18 Unified Customer View The Best View First-­‐party,  real-­‐.me,  cross-­‐channel  
  • 19. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 19 The Customer Data Platform Audience CDP Action
  • 20. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 20 Customer Data Across Every Touchpoint On-site experience Mobile app Mobile push Display ads Re-targeting Search ads Social ads Email In-store Call Centre
 Analytics Targeted Testing
 & Personalisation
  • 21. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 21 Build and enrich unified, real- time audience segments Tealium AudienceStream™ Manage and control your tags and vendors Tealium iQ™ Own all of your data to fuel deeper customer insights Tealium DataAccess™ Tealium Customer Data Platform
  • 22. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 22 World’s Largest Enterprise Tag Management Solution Tealium iQ™ Solve tag management, data fragmentation & security vulnerabilities in a single platform. Gain efficiencies, agility and dramatically improved ROI across your vendor mix. Experience Layer Unlock the power of your data to optimize your web and mobile experiences Universal Data Layer Standardize all of your data across every vendor, unlocking its potential 850+ Turnkey Integrations Choose, launch, and manage every vendor in your ecosystem
  • 23. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 23 Real-Time Customer Data in Every Channel Tealium AudienceStream™ Create a single customer view & eliminate technical barriers to boost conversion 
 rates & retention. Universal Identity Stitch together visits across touchpoints into a single view of your customers Real-Time Triggers Take action immediately or leverage time-based actions Vendor Connectors Power all of your vendors with real-time and lifetime customer data points Universal Data Layer Clean data unlocked through Tealium iQ Build Audiences Create living customer segments based on online and offline behavior
  • 24. © 2016 Tealium Inc. All rights reserved. | Product Walkthrough © 2015 Tealium Inc. All rights reserved. | 24
  • 25. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 25
  • 26. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 26
  • 27. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 27
  • 28. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 28
  • 29. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 29
  • 30. © 2016 Tealium Inc. All rights reserved. | © 2015 Tealium Inc. All rights reserved. | 30
  • 31. 3. Optimizely Llleveraging audiences for personalized experiences
  • 32. •  Optimizely in a Nutshell • Out of the box Audiences •  Integration with AudienceStream •  Basic Personalization Techniques •  Example Use cases Optimizely, Audiences & Use Cases
  • 34. •  Optimizely in a Nutshell • Out of the box Audiences •  Integration with AudienceStream •  Basic Personalization Techniques •  Example Use cases Optimizely, Audiences & Use Cases
  • 35. Audience Targeting Optimizely makes testing and targeting easy
  • 36. Create an audience by dragging conditions into the box 1
  • 38. •  Optimizely in a Nutshell • Out of the box Audiences •  Integration with AudienceStream •  Basic Personalization Techniques •  Example Use cases Optimizely, Audiences & Use Cases
  • 39. 1 2 Turn on the integration and enter your Tealium Account ID
  • 40. Optimizely Audiences Live in Audiences Tab
  • 41. 1
  • 42. Drag the relevant Tealium segment into the audience builder 1 2
  • 43. •  Optimizely in a Nutshell • Out of the box Audiences •  Integration with AudienceStream •  Basic Personalization Techniques •  Example Use cases Optimizely, Audiences & Use Cases
  • 44. Default Experience Personalized Experience Retail Use Case Audience: High Spenders
  • 45. Default Experience Personalized Experience Media Use Case #1 - CBS Audience: visitors who have browsed >4 soap-related pages
  • 46. Default Experience Personalized Experience Media Use Case #1 - CBS Audience: visitors who have browsed >4 soap-related pages
  • 47. Default Experience Personalized Experience Media Use Case #2 Audience: Sports Fan from San Francisco
  • 48. Default Experience Personalized Experience Media Use Case #2
  • 49. Default Experience Personalized Experience Media Use Case #2
  • 51. Default Experience Personalized Experience Travel Use Case Audience: Couples
  • 52. Default Experience Personalized Experience Travel Use Case Audience: Family Travellers
  • 53. Default Experience Personalized Experience Travel Use Case Audience: Golf Travellers
  • 54. Target audiences with predictive analytics and segmentation Optimize every digital experience with ease through Testing and Personalization Understand the impact of your optimization strategy with Analytics Connect the essential data from visitor behavior, 1st-party and 3rd-party sources Optimizely enables you to…
  • 56. Sign up for our next Connect Webinar! Date: Feb 9th Time: 15:30 CET Sign up here