Personalization in Customer Experience Strategies

Most brands drown in the process of personalizing too much. I recently worked with a brand that went super deep into this, making users create detailed customer profiles through their pop-up with specific interests. Their welcome series was completely segmented, if you clicked on "couches," you'd only see couch-related content throughout the entire sequence. Most people would think this hyper-personalized approach is “cutting edge”, and leave it alone. This left a TON of revenue on the table since it limited their brand discovery. After looking at the data, we tested a different approach right away. We featured best sellers of the brand, highlighting each of them with individual product categories underneath the existing segmentation. By keeping the personalized elements but introducing best-selling products across categories, we significantly lifted engagement and revenue metrics. It’s simple: - Customers don't always know your full product range - Limiting visibility to one category restricts discovery - Your best-sellers have proven market engagement regardless of initial interest - Site exploration leads to higher average order values The welcome series absolutely crushed it with this strategy. We also found that their original strategy worked better in the post-purchase flow. Customers are more inclined to accept other offers of the same category after they purchased a product, rather than getting bombarded with 100 different couches at the beginning. The key takeaway here is to test the balance between personalization and data. Testing will always be King. Don't always assume that extreme personalization is always the answer, sometimes a hybrid approach delivers the best results.

People value what they create 63% more. Yet most digital experiences treat customers as passive recipients instead of co-creators. This psychological principle, known as the "Ikea Effect", is shockingly underutilized in digital journeys. When someone builds a piece of Ikea furniture, they develop an emotional attachment that transcends its objective value. The same phenomenon happens in digital experiences. After optimizing digital journeys for companies like Adobe and Nike for over a decade, I've discovered this pattern consistently: 👉 Those who customize or personalize a product before purchase are dramatically more likely to convert and remain loyal. One enterprise client implemented a product configurator that increased conversions by 31% and reduced returns by 24%. Users weren't getting a different product... they were getting the same product they helped create. The psychology is simple but powerful: ↳ Customization creates psychological ownership before financial ownership ↳ The effort invested creates value attribution ↳ Co-creation builds emotional connection Three ways to implement this today: 1️⃣ Replace dropdown options with visual configurators 2️⃣ Create personalization quizzes that guide product selection 3️⃣ Allow users to save and revisit their customized selections Most importantly: shift your mindset from selling products to facilitating creation. When customers feel like co-creators rather than consumers, they don't just buy more... they become advocates. How are you letting your customers build rather than just buy?

Personalization can skyrocket your email marketing ROI, but using it the wrong way can be more harmful than helpful. I once received an email from a sneaker brand I really loved. The subject line used my name, so I opened it thinking there’d be a personalized offer inside. Instead, it was a generic promo for WOMEN’S running shoes. Not only was it completely irrelevant to me, but they had extensive purchase history that would have told them I’m a MAN who JUST PURCHASED SHOES A WEEK EARLIER. Their product is so good that I let it slide, but it definitely took them down a peg in my mind. Personalization is one of the most powerful tools in marketing, but if it’s used in the wrong way it can actually hurt your reputation, hinder conversions, and drive existing customers away. Let’s make sure that doesn’t happen to you... First things first…saying, “Hello {first.name}” is NOT personalization. You need to be using things like browsing history, past purchases, survey completions, and other data to create rich profiles for each customer or prospect. Then, you need to use that information to create highly personalized email experiences that meet each subscriber where THEY’RE at in THEIR customer journey. Just subscribed to our newsletter? Here’s some info about our product, team, and mission. Just bought your first product? Here’s some information about how to get the most out of it. Upgraded to the team plan? Here are some resources to train your co-workers up quickly. You’ll notice that each of these experiences is triggered by a specific action the customer has taken – subscribing to a newsletter, buying a product, or upgrading their plan. When it comes to email personalization, timing is everything. Trigger-based emails will outperform “email blasts” every. single. time. Why? Because, at its core, marketing is all about getting the RIGHT OFFER in front of the RIGHT PERSON at the RIGHT TIME and in the RIGHT FORMAT. Elite email marketers use personalization to do just that. They collect the data, use it to build highly customized email experiences, and lean on behavioral triggers to send those messages at exactly the right time. When done well, personalization makes your customers feel understood and valued. But when done poorly, it can push them away. Follow the steps above to make sure you get it right, and set a reminder for 90 days later to let me know how much it boosted your sales performance. I can’t wait to hear about the results!

For years, companies have been leveraging artificial intelligence (AI) and machine learning to provide personalized customer experiences. One widespread use case is showing product recommendations based on previous data. But there's so much more potential in AI that we're just scratching the surface. One of the most important things for any company is anticipating each customer's needs and delivering predictive personalization. Understanding customer intent is critical to shaping predictive personalization strategies. This involves interpreting signals from customers’ current and past behaviors to infer what they are likely to need or do next, and then dynamically surfacing that through a platform of their choice. Here’s how: 1. Customer Journey Mapping: Understanding the various stages a customer goes through, from awareness to purchase and beyond. This helps in identifying key moments where personalization can have the most impact. This doesn't have to be an exercise on a whiteboard; in fact, I would counsel against that. Journey analytics software can get you there quickly and keep journeys "alive" in real time, changing dynamically as customer needs evolve. 2. Behavioral Analysis: Examining how customers interact with your brand, including what they click on, how long they spend on certain pages, and what they search for. You will need analytical resources here, and hopefully you have them on your team. If not, find them in your organization; my experience has been that they find this type of exercise interesting and will want to help. 3. Sentiment Analysis: Using natural language processing to understand customer sentiment expressed in feedback, reviews, social media, or even case notes. This provides insights into how customers feel about your brand or products. As in journey analytics, technology and analytical resources will be important here. 4. Predictive Analytics: Employing advanced analytics to forecast future customer behavior based on current data. This can involve machine learning models that evolve and improve over time. 5. Feedback Loops: Continuously incorporate customer signals (not just survey feedback) to refine and enhance personalization strategies. Set these up through your analytics team. Predictive personalization is not just about selling more; it’s about enhancing the customer experience by making interactions more relevant, timely, and personalized. This customer-led approach leads to increased revenue and reduced cost-to-serve. How is your organization thinking about personalization in 2024? DM me if you want to talk it through. #customerexperience #artificialintelligence #ai #personalization #technology #ceo

80% of people prefer to buy from brands that personalize. Yet most businesses still send generic campaigns. Here’s how I use AI to change that 👇 Step 1: Build Your Data Foundation → Consolidate customer data from all sources → Clean and structure your data → Create unified customer profiles → Map customer journeys Step 2: Choose the Right AI Tools → Start with predictive analytics → Add dynamic content generation → Implement real-time personalization engines → Focus on tools that integrate with your stack Step 3: Create Personalization Frameworks → Segment audiences by behavior → Design content templates → Set up trigger-based workflows → Define success metrics Real examples that work: 1/ E-commerce: → AI analyzes browsing patterns → Predicts next likely purchase → Personalizes email timing ↳ Result: 40% higher conversion rates 2/ B2B Marketing: → AI scores leads in real-time → Customizes content by industry → Automates follow-up timing ↳ Result: 3x faster sales cycles 3/ Content Marketing: → AI suggests trending topics → Personalizes content recommendations → Optimizes posting schedules ↳ Result: 2x engagement rates Warning: Avoid these common mistakes: → Implementing AI without clean data → Focusing on tools over strategy → Forgetting the human element → Ignoring privacy concerns Remember: AI amplifies your marketing. It doesn't replace your strategy. Start small, measure results, scale what works. What's your biggest challenge with marketing personalization? Comment below. Sign up for my newsletter for more marketing and AI content: https://lnkd.in/gSi-nA2F Repost or follow Carolyn Healey for more like this.