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Personalizing Web Pages for Instant
     Higher Conversion Rates


                David Miller, COO
          David.miller@terminalfour.com
             twitter.com/terminalfour
Terminal who?
   • Trading since 1996, product company since 2002
   • TERMINALFOUR Site Manager: our flagship Web Content
     Management (WCM) Product
   • 300+ clients;
          – Higher Education (over 110 Universities) – 4 in Canada in last 2 months!
          – Commercial / Finance / Retail
          – Public Sector
   • Recognised
          – Top 30 in Content Management Companies (Real Story Group)
          – Gartner Magic Quadrant, Butler/Ovum etc.
   • Clients in UK, Ireland, Middle East, US & Canada
   • Offices in Ireland, UK , USA & Australia
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   2
TERMINALFOUR in a nutshell

                   We make it really easy for
                  organisations to deliver and
                   manage very large, highly
                     devolved, multilingual
                    Websites, Intranets and
                           Extranets

TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   3
A selection of TERMINALFOUR clients




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   44
Combining CMS with Personalization




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   5
Topics
   • Problems you can solve with personalization
   • Look at various forms of Website Personalization
   • What works / what doesn’t!
   • Why should you look at combining Web Content
     Management & Personalization?
   • What sort of return should you expect
   • What works in Higher Education
   • Demo!


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   6
Some items to note
     • Fundamentals of personalized website are the same
       as any website
        – Clarity of content
        – Ease of Navigation / IA
        – Clarity of Message
     • Personalization can exaggerate any problems!
     • Principles apply across all WCMS products
     • Simplicity is key


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   7
Problems you can solve with personalization
                    - Home page trying to talk to too many audiences




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   8
Problems you can solve with personalization
                    - Messaging to broad




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   9
Problems you can solve with personalization
                    - Cater for International Audiences




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   10
Problems you can solve with personalization
                    - Increase Campaign Conversions




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   11
Types of Personalization
   • User Interface Customization
   • Implicit
          – Content rating
          – Clickstream analysis / Navigational / Behavioral
   • Explicit
          – Geographic (either GeoIP or set explicitly by user)
          – User selection
          – Login based
          – Campaign based
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   12
Types of Personalisation – User driven




• Driven by the end user and allows them to explicitly
  specify what they want.
• e.g. www.worthing.gov.uk (simple jquery add-ons)
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   13
Types of Personalization –
                    behavioural / campaign based




• Tie into CRM system campaign etc.
• Lots of products to assist with this
• Key is relevant content to go with the campaign
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   14
Types of Personalization –
                    geographic




                                    Commercial / Open
                                     GeoIP Databases
                                             By:
                                     PostCode, State,
                                       City, Country
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   15
Types of Personalization –
                    geographic
   • Available databases:
          – http://www.maxmind.com/app/geoip_country
          – http://www.maxmind.com/app/postalcode




          – http://www.ip2location.com/
          – Need to be careful – corporate networks etc.
          – Works well in the US..
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   16
Content driven Personalisation
   •     Personalisation is at content level and is driven by the content author.
   •     e.g. www.aerlingus.com




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   17
Content driven Personalisation
   • No longer GeoIP
   • First visit asks user for simple geographic
     information
   • Allows user to change location




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   18
Content Driven Personalisation
   •    Aer Lingus Home
        Page JSP
   •    Automatically selects
        relevant offers to
        present
   •    Offers authored
        based on current
        campaigns
   •    Very simple from an
        author perspective–
        but effective




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   19
Example: Aer Lingus




• Content Fragments by Country, Language & Function
• Set by content author
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   20
Mobile personalized experience

   • Peron


                                                                             • Single CMS driving 14
                                                                               country sites in 8 languages
                                                                             • Mobile site variants available
                                                                               per country
                                                                             • Cut down content – just
                                                                               what a mobile user needs
                                                                             • Personalization based on
                                                                               location
                                                                             • Not a specialized app


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention                     21
When should you look at combining
                    Web Content Management &
                    Personalisation?
   Don’t look at Personalisation until the following are in order:

   • WCM Check list:
          – Automated website management (broken links, accessibility)
          – Relative brand consistency
          – Be in control of your content

   • Marketing Check list:
          – Clearly segment your target audiences
          – Identify campaign targets (before and after personalisation)




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   22
When should you look at combining
                    Web Content Management &
                    Personalisation?

   Remember

   • If you have one “bad site” then setting up
     ten personalized variants will give you
     ten times the problem


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   23
Paraphrasing Scott Stratten of
                    unmarketing fame…

   If your content sucks, it will suck worse
      with social media

   .



TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   24
Paraphrasing Scott Stratten of
                    unmarketing fame…

   If your content sucks, it will suck worse
      with social media
   Or
   If your content sucks, it will suck 10 times
      more with personalized variants.


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   25
What sort of return should you
                      expect
•   Case Study: Loughborough University
•   Geographic Personalization – Out of country students
•   Personalisation directing specific countries (Japan)
•   Simple, cut down, landing page (separate small site)




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   26
What sort of return should you
                    expect
   • Case Study:
     Loughborough University
   • Geographic
     Personalization – Out of
     country students
   • Personalisation directing
     specific countries (Japan)
   • Simple, cut down, landing
     page (separate small site)


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   27
What sort of return should you
                    expect
   • Case Study:
     Loughborough University
   • Geographic
     Personalization – Out of
     country students
   • Personalisation directing
     specific countries (Japan)
   • Simple, cut down, landing
     page (separate small site)


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   28
What sort of return should you
                    expect
   • Case Study:
     Loughborough University
   • Geographic
     Personalization – Out of
     country students
   • Personalisation directing
     specific countries (Japan)
   • Simple, cut down, landing
     page (separate small site)


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   29
What sort of return should you
                    expect
   • Case Study:
     Loughborough University
   • Geographic
     Personalization – Out of
     country students
   • Personalisation directing
     specific countries (Japan)
   • Simple, cut down, landing
     page (separate small site)


TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   30
Return on investment

   • Aer Lingus
           • Significant conversion increase
           • Increase in users clicking on suggested offers
           • Increase in usage or related services (e.g. Aer
             Lingus say increased requests for car hire via
             personalized site)




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   31
Return on investment
                    - Aer Lingus
   • Our clients that have used this form of
     personalization have experienced increased
     click through on targeted promotions
     between 18 – 22%




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   32
Setting it Up…..




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   33
Product Screenshots




           View your site structure
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   34
Product Screenshots




           Edit target audiences
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   35
Product Screenshots




           Monitor analytics and tweak
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   36
For our Higher Education
                    Clients….




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   37
For our non Higher Education
                    Clients….




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   38
Targeted messaging for specific
                    audiences




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   39
For our European Clients




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   40
For our US Clients




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   41
And for our Canadian Clients




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   42
Simple personalisation to
                    create “more familiar” impact




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   43
Live Example .....
   • DEMO......




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   44
Personalization based on
                    behavioural tracking




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   45
Personalization based on
                    behavioural tracking




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   46
How it’s done..... Simple content template for
                    any user to use




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   47
Simple JavaScript to make the
                    personalization decision.
                    .... Can be complex too!




TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   48
Personalised content based on
                    login information




   • Can use Portal based approach – or portal-less portal

TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   49
Personalised content based on
                    login information




 • Can use Portal based approach – or portal-less portal

TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   50
Page based personalization based on
                    user credentials




   • ... Or any other criteria available at runtime ......
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   51
Hits & tips for delivering
                    personalization
   • Needs to be tied into just a few target audiences
          – Otherwise just setup have a new site!
   • Try to deliver that “familiar touch”
   • Needs to be subtle, not “in your face”
   • Need to keep it simple
          – Any author can add personalized content
   • Benefits can be intangible
   • Lots of tools out there to help
   • Can be implemented using any CMS
          – Though we would recommend TERMINALFOUR....
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   52
Conclusions
      • Personalization can add value to web experience
             – Drive more conversions
             – Deliver a more compelling story
             – Generally “more useful”
      • Basics still apply
             – Content / audiences / navigation / messages
             – A bad homepage will be ten times as bad with ten personalization
               variants
      • A number of techniques exist
             – Navigational
             – Content driven
             – Geographic
      • Be sure to measure against original goals
TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention   53
Thank You
         David Miller
            COO

David.miller@terminalfour.com
    Twitter: @terminalfour
        @jdavidmiller

                                54

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PSEWEB 2012: Personalizing Web Pages - David Miller, COO TERMINALFOUR

  • 1. Personalizing Web Pages for Instant Higher Conversion Rates David Miller, COO David.miller@terminalfour.com twitter.com/terminalfour
  • 2. Terminal who? • Trading since 1996, product company since 2002 • TERMINALFOUR Site Manager: our flagship Web Content Management (WCM) Product • 300+ clients; – Higher Education (over 110 Universities) – 4 in Canada in last 2 months! – Commercial / Finance / Retail – Public Sector • Recognised – Top 30 in Content Management Companies (Real Story Group) – Gartner Magic Quadrant, Butler/Ovum etc. • Clients in UK, Ireland, Middle East, US & Canada • Offices in Ireland, UK , USA & Australia TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 2
  • 3. TERMINALFOUR in a nutshell We make it really easy for organisations to deliver and manage very large, highly devolved, multilingual Websites, Intranets and Extranets TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 3
  • 4. A selection of TERMINALFOUR clients TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 44
  • 5. Combining CMS with Personalization TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 5
  • 6. Topics • Problems you can solve with personalization • Look at various forms of Website Personalization • What works / what doesn’t! • Why should you look at combining Web Content Management & Personalization? • What sort of return should you expect • What works in Higher Education • Demo! TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 6
  • 7. Some items to note • Fundamentals of personalized website are the same as any website – Clarity of content – Ease of Navigation / IA – Clarity of Message • Personalization can exaggerate any problems! • Principles apply across all WCMS products • Simplicity is key TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 7
  • 8. Problems you can solve with personalization - Home page trying to talk to too many audiences TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 8
  • 9. Problems you can solve with personalization - Messaging to broad TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 9
  • 10. Problems you can solve with personalization - Cater for International Audiences TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 10
  • 11. Problems you can solve with personalization - Increase Campaign Conversions TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 11
  • 12. Types of Personalization • User Interface Customization • Implicit – Content rating – Clickstream analysis / Navigational / Behavioral • Explicit – Geographic (either GeoIP or set explicitly by user) – User selection – Login based – Campaign based TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 12
  • 13. Types of Personalisation – User driven • Driven by the end user and allows them to explicitly specify what they want. • e.g. www.worthing.gov.uk (simple jquery add-ons) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 13
  • 14. Types of Personalization – behavioural / campaign based • Tie into CRM system campaign etc. • Lots of products to assist with this • Key is relevant content to go with the campaign TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 14
  • 15. Types of Personalization – geographic Commercial / Open GeoIP Databases By: PostCode, State, City, Country TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 15
  • 16. Types of Personalization – geographic • Available databases: – http://www.maxmind.com/app/geoip_country – http://www.maxmind.com/app/postalcode – http://www.ip2location.com/ – Need to be careful – corporate networks etc. – Works well in the US.. TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 16
  • 17. Content driven Personalisation • Personalisation is at content level and is driven by the content author. • e.g. www.aerlingus.com TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 17
  • 18. Content driven Personalisation • No longer GeoIP • First visit asks user for simple geographic information • Allows user to change location TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 18
  • 19. Content Driven Personalisation • Aer Lingus Home Page JSP • Automatically selects relevant offers to present • Offers authored based on current campaigns • Very simple from an author perspective– but effective TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 19
  • 20. Example: Aer Lingus • Content Fragments by Country, Language & Function • Set by content author TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 20
  • 21. Mobile personalized experience • Peron • Single CMS driving 14 country sites in 8 languages • Mobile site variants available per country • Cut down content – just what a mobile user needs • Personalization based on location • Not a specialized app TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 21
  • 22. When should you look at combining Web Content Management & Personalisation? Don’t look at Personalisation until the following are in order: • WCM Check list: – Automated website management (broken links, accessibility) – Relative brand consistency – Be in control of your content • Marketing Check list: – Clearly segment your target audiences – Identify campaign targets (before and after personalisation) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 22
  • 23. When should you look at combining Web Content Management & Personalisation? Remember • If you have one “bad site” then setting up ten personalized variants will give you ten times the problem TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 23
  • 24. Paraphrasing Scott Stratten of unmarketing fame… If your content sucks, it will suck worse with social media . TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 24
  • 25. Paraphrasing Scott Stratten of unmarketing fame… If your content sucks, it will suck worse with social media Or If your content sucks, it will suck 10 times more with personalized variants. TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 25
  • 26. What sort of return should you expect • Case Study: Loughborough University • Geographic Personalization – Out of country students • Personalisation directing specific countries (Japan) • Simple, cut down, landing page (separate small site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 26
  • 27. What sort of return should you expect • Case Study: Loughborough University • Geographic Personalization – Out of country students • Personalisation directing specific countries (Japan) • Simple, cut down, landing page (separate small site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 27
  • 28. What sort of return should you expect • Case Study: Loughborough University • Geographic Personalization – Out of country students • Personalisation directing specific countries (Japan) • Simple, cut down, landing page (separate small site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 28
  • 29. What sort of return should you expect • Case Study: Loughborough University • Geographic Personalization – Out of country students • Personalisation directing specific countries (Japan) • Simple, cut down, landing page (separate small site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 29
  • 30. What sort of return should you expect • Case Study: Loughborough University • Geographic Personalization – Out of country students • Personalisation directing specific countries (Japan) • Simple, cut down, landing page (separate small site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 30
  • 31. Return on investment • Aer Lingus • Significant conversion increase • Increase in users clicking on suggested offers • Increase in usage or related services (e.g. Aer Lingus say increased requests for car hire via personalized site) TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 31
  • 32. Return on investment - Aer Lingus • Our clients that have used this form of personalization have experienced increased click through on targeted promotions between 18 – 22% TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 32
  • 33. Setting it Up….. TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 33
  • 34. Product Screenshots View your site structure TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 34
  • 35. Product Screenshots Edit target audiences TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 35
  • 36. Product Screenshots Monitor analytics and tweak TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 36
  • 37. For our Higher Education Clients…. TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 37
  • 38. For our non Higher Education Clients…. TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 38
  • 39. Targeted messaging for specific audiences TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 39
  • 40. For our European Clients TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 40
  • 41. For our US Clients TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 41
  • 42. And for our Canadian Clients TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 42
  • 43. Simple personalisation to create “more familiar” impact TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 43
  • 44. Live Example ..... • DEMO...... TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 44
  • 45. Personalization based on behavioural tracking TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 45
  • 46. Personalization based on behavioural tracking TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 46
  • 47. How it’s done..... Simple content template for any user to use TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 47
  • 48. Simple JavaScript to make the personalization decision. .... Can be complex too! TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 48
  • 49. Personalised content based on login information • Can use Portal based approach – or portal-less portal TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 49
  • 50. Personalised content based on login information • Can use Portal based approach – or portal-less portal TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 50
  • 51. Page based personalization based on user credentials • ... Or any other criteria available at runtime ...... TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 51
  • 52. Hits & tips for delivering personalization • Needs to be tied into just a few target audiences – Otherwise just setup have a new site! • Try to deliver that “familiar touch” • Needs to be subtle, not “in your face” • Need to keep it simple – Any author can add personalized content • Benefits can be intangible • Lots of tools out there to help • Can be implemented using any CMS – Though we would recommend TERMINALFOUR.... TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 52
  • 53. Conclusions • Personalization can add value to web experience – Drive more conversions – Deliver a more compelling story – Generally “more useful” • Basics still apply – Content / audiences / navigation / messages – A bad homepage will be ten times as bad with ten personalization variants • A number of techniques exist – Navigational – Content driven – Geographic • Be sure to measure against original goals TERMINALFOUR- PSEWEB 2012: Personalizing Websites for better enrolement and retention 53
  • 54. Thank You David Miller COO David.miller@terminalfour.com Twitter: @terminalfour @jdavidmiller 54