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Personalization to support customer engagement and boost revenue

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Content can be personalized based on department, job level, region, country, or metadata from the user’s profile that is synchronized from the HR department’s data. Analytics can be used to detect not only whether the content is being read, but such granular issues as whether a user is more likely to read certain types of messages at a particular time of day. This enables the organization to then tailor delivery accordingly.

“Personalization can be user-initiated as well,” McKinnon pointed out. “For example, some users may opt to see a digest twice a day rather than a series of messages, or to receive them on a mobile device versus a computer.” If ratings are allowed, they may give scores or a thumbs up/thumbs down to content they receive. Or, they may choose to join certain groups that produce content that is relevant. Users may be more engaged if they participate in the personalization process.

Maturity matters and how not to fail

The level at which an organization can implement personalization depends on its maturity with respect to multiple factors, including its ability to get corporate support, form a team, and identify the necessary technology. Some maturity models for personalization describe a sequence from reactive to proactive to individualization, moving progressively toward using more data and targeting spe- cific users with dynamic content. Others suggest a continuum, from a static experience in which everyone receives the same message to the ability to automate messaging to selected recipients and ultimately to an omnichannel one-on-one dialog.

Whatever the model, through each stage, the data becomes more complex and the technology required to support personalization becomes more sophisticated. An organization needs to match its ability to manage data and process to the level of personalization it is seeking to achieve. The difficulty of implementing a full-fledged plan can easily lead to failure.

One of the most common points of failure is bad data, which may be incomplete, outdated, or inconsistent across various sources, and inconsistent presentation of data across various channels. An organization may face difficulty in integrating its enterprise applications to provide a full view of the data or in orchestrating the data flow to provide it when and where it is needed, such as serving up dynamic content from a CMS. According to “The State of Personalization 2022” report by Twilio Segment, about 40% of companies struggle to implement personalization technology, and half of them believe getting accurate data is a challenge.

“There is no shortcut to ensuring good data,” commented Seth Earley, CEO of Earley Information Sciences, a con- sulting firm specializing in information architecture. “It takes planning, careful thought, and consistent data governance for personalization to work as intended. AI-enabled tools are just as dependent on accurate data as are human users, if not more so. As AI usage expands in per- sonalization, rigorous data management processes are essential.”

When it comes to user acceptance, Gartner reported that about half of consumers would unsubscribe as a result of receiving irrelevant personalized communications, and 14% would avoid that brand in the future. Particularly annoying are actions such as making an offer that the recipient is not in fact eligible for, or repeating recommendations for already-purchased products. Finally, receiving a personalized message that is perceived to be invasive or overly personal is another turnoff. Privacy remains a significant concern. According to Twilio Segment, only about half of customers trust brands to keep their data secure and use it responsibly.

Personalization initiatives need to bal- ance privacy with outreach—people want to be understood, but not stalked. Each generation has become more willing to share personal information, and as busi- nesses become more familiar with the enabling technology, it is likely that the trend toward personalization will continue, as the preponderance of evidence shows that it increases sales, loyalty, and customer engagement.

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