People, processes, and technology to scale your personalization efforts
⬜️ Core content (module) owners
⬜️ Automation workflow owners
⬜️ Frontline content distributors
⬜️ Customer experience owners
Executing personalized customer experiences at scale requires clear roles and for teams from across the business to work together. No silos allowed. Agility is key, and scaling agile initiatives well requires experts working across the customer journey to be brought together regularly to evaluate performance and pivot as needed.
⬜️ Module creation guidelines
⬜️ Module review & sign off process
⬜️ Trigger mapping
⬜️ Performance review process
What are the behavioral events you're able to capture that will steer how and when a particular communication or offer is sent out? When starting out it's totally ok to use common sense and hypothesis for this, which you can then return to and refine based on performance data down the line. This can range from a complex centralized "brain" that automates decisions and distribution to a tool that helps frontline staff shape an offer or piece of content.
⬜️ Content creation tools
⬜️ Content automation tools
⬜️ CRM or other central customer data hub
⬜️ Performance tracking tools
You need tools that capture the data required for decisions and triggers. You also need tools to support the creation and distribution of personalized content across digital channels. The latter depends on the format and nature of the personalization you would like to do, but the wrong tools, or lack of them, is the biggest barrier to scaling the personalization of communications beyond emails and webpages, which in the B2B space is where the real value lies.
No design or coding skills are needed to configure dynamic, multi-media content in Turtl that is both modular and personalizable
Equip your frontline content distributors with the ability to assemble and personalize collateral in a matter of seconds, without having to edit the central documents
See how each individual reader interacts with your personalized documents, as well as the overall performance of your core materials
Book a demo with our lovely team to learn more
