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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld GETTING STARTED WITH ADAPTIVE CONTENT Delivering Dynamic Content Chunks to the Right Audience, on Any Device Jenny Magic & Melissa Breker @JennyLMagic @MelissaBreker @CMIContent • # CMWorld

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Page 1: Adaptivemagicbrekercmw2014 final-140901211811-phpapp01

@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

GETTING STARTED WITH ADAPTIVE CONTENT

Delivering Dynamic Content Chunks to the Right Audience, on Any Device

Jenny Magic & Melissa Breker @JennyLMagic • @Mel i ssaBreker

@CMIContent • #CMWor ld

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

I’ll answer in reverse order…

Hi! I’m Jenny. I’m a tech geek who loves words. Hi! I’m Melissa.

I’m a word nerd who loves tech.

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

THE ROADMAP

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

YOU MAY BE WONDERING:

Will this work with my technology?

What exactly is Adaptive Content?

Will there be candy?

This work, “This work, “Wondering” is a derivative of “I'll Think About It / Lichtenstein” by Tony Aceves, used under CC BY-NC 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

ADAPTIVE CONTENT DEFINED

Adaptive Content:

Content that is designed to adapt to the needs of the customer, not just cosmetically, but also in substance and in capability. - Charles Cooper, The Language of Content Strategy

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Real-time Contextual Tailored Relevant Dynamic Personalized Customer-centric

Web personalization Content Strategy Marketing Digital Experiences

And the list goes on…

ALSO KNOWN AS…

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

WHAT TO ADAPT? •  Content Mix •  Content Priority •  Navigation •  Site Architecture •  Imagery & Design

BASED ON WHAT? •  Environment: Location/

Weather/ Date/ Time/ Events

•  User Traits: Device/ Language/ Speed

•  History: Purchases, customer service

•  Intention: Traffic source, browsing history

TWO KEY DECISIONS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Vintage Highway Sign, Amazon.com

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

1.  Skyrocketing customer expectations 2.  Data explosion 3.  Technology complexity

NONE OF YOU ARE HERE BY CHOICE

60% of marketers note they struggle to personalize content in real time, yet 77 percent believe real-time personalization is crucial.

http://offers.adobe.com/en/na/marketing/landings/_46316_real_time_marketing_insights_study.html

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Marketing Technology Landscape by Scott Brinker, CC BY-NC 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

JUST TRYING TO HOLD ON

"FreeStyle" by Macliocchetti.M., CC BY-NC-SA 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Quick Wins •  Proof of concept •  No tool recommendations •  Prep for integrated solutions

ON-RAMP AT LOW SPEED

“Sign of the Times” by Finger Food, CC BY-NC 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

CONTENT +

TECHNOLOGY "Spaghetti Junction" by Highways Agency, CC BY 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Responsive Web Design

MOBILE BROUGHT US HERE

"Responsive Web Design" by Muhammad Rafizeldi, CC BY-SA 3.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  To the Screen Size –  Content priority, navigation layers, imagery

•  To the Device Capabilities –  Click to call, gestures, GPS, text-to-speech

MULTI-SCREEN REQUIRES ADAPTING

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

PRODUCT RECOMMENDATIONS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

STRATEGY LEADS TECHNOLOGY

Truth #1: Adaptive Content is possible … if you know what to ask for.

Truth #2: If you don’t ask,

the answer will always be no.

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  3 to 10 times click through and conversion rates

•  $300 Million in margins by matching messaging to buyer journey.

“Digitizing the Consumer Decision Journey” McKinsey & Company, June 2014.

LUCKILY IT’S PROFITABLE

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  23% conversion rate form submission •  41% increase in time on site •  22% increase in pages per visit •  28% bounce rate decrease •  300% increase in traffic to product page

ENGAGEMENT & REVENUE

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

SURPRISE & DELIGHT

"What a Moment of Joy!" by Molly Sabourin, CC BY-NC 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

HOW DOES IT WORK?

“Sensitive Noise/ Obvious 2” by Milos Milosevic, CC BY 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

“Training Wheels” •  $ •  Keep your CMS •  Limited •  Generalized analytics

Integrated Approach •  $$$ •  New Technology Stack •  Omni-channel •  Session-based analytics

IMPLEMENTATIONS VARY

THERE IS NO ONE-SIZE-FITS-ALL SOLUTION

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Progressive Enhancement + Personalization •  Various data sources – internal and external

–  Analytics: geography, referring site, keywords, device, time

on site, pages visited

–  Internal data: CRM, e-mail campaigns, lead nurturing

–  External data: Omnichannel browsing, aggregated

recommendation engines, social media

UNDER THE HOOD

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

1.  Segment Website Visitors 2.  Layer in Context 3.  Personalize Based on Rules

Right Content, Right User, Right Time

BASIC ADAPTIVE TECH PROCESS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  User Login •  Purchase History •  User Agent String

–  IP address –  new vs. returning –  referring URL –  Device

•  …And new stuff all the time

SEGMENT WEBSITE VISITORS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Environment/ general context •  Traffic source: SEM/ PPC/ Email campaign •  Site search •  Browsing Patterns Identifiers can be stored client-side as cookies, in URL, in Local Storage, etc.

LAYER IN CONTEXT

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Some “training wheels” examples: 1.  Welcome screen for logged in users 2.  Imagery based on browsing patterns 3.  Location-centered resources 4.  Customized product selection

Match Customers to Content

PERSONALIZE

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

WELCOME SCREEN

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

“Consumers consistently show a desire to provide more data

when companies use captured information to provide truly helpful feedback”

The Coming Era Of ‘On-demand’ Marketing, McKinsey & Company, April 2013.

PRIVACY + THE CREEPY FACTOR

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

IMAGERY

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

RESOURCES

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

PRODUCT SELECTION

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

"Wrong Way" by David Goehring, CC BY 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

“Forrester clients often ask about personalization technology solutions before having done any customer research or creating

a personalization strategy.

These organizations often end up with misaligned technology decisions or with

technology that sits on the shelf.”

“Advance To Next-Generation Personalization” Forrester. January 2014

DON’T START WITH THE TECHNOLOGY

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

http://customerexperiencematrix.blogspot.com/2013/09/customer-data-platform-guide-reviews.html

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

ADAPTIVE CONTENT STRATEGY

“Arrow” by Dana Ross Martin, CC BY-NC-ND 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

START WITH CONTENT STRATEGY

User Personas

+ Journeys

Rules Matching

Content Mix

Interface Assembly

WHO WHAT WHEN WHERE

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Persona Group (i.e. web manager) •  Fictional name •  Job titles and major responsibilities •  Demographics such as age, education, ethnicity, and family status •  The goals and tasks they are trying to complete using the site •  Their physical, social, and technological environment •  A quote that sums up what matters most to the persona as it relates

to your site •  Casual pictures representing that user group

PERSONAS MIGHT INCLUDE:

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

USER PERSONAS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

124 %

Companies that incorporated buyer personas into their content marketing strategies increased their B2B leads by 124 percent.

Marketing Sherpa Skytap Case Study

USER PERSONAS MATTER

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

NARROW YOUR FOCUS

"Lake View" by Chad Cooper, CC BY 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

RESEARCH REQUIRED

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Tasks + Content Needs

USER JOURNEYS – CONCEPT

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

USER JOURNEYS – IN PRACTICE

Mapping the Journey Experience Beyond the Screen by Adaptive Path, CC BY-NC 3.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

JOURNEY MAPS MIGHT INCLUDE: •  Buyer Stage

–  Awareness/ Interest/ Evaluation/ Commitment/ Referral

•  Tasks •  Thoughts/ Feelings/ Satisfaction level •  Touch point / Channel

–  Website/ social/ landing page/ Kiosk/ TV/ Radio/ Etc.

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

JOURNEY MAPS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  What is she doing? •  What is she thinking? •  What is distracting her? •  How could we personalize her

experience?

USER TOUCHPOINT

Adaptive Path's Guide to Experience Mapping by Adaptive Path, CC BY-NC 3.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

BUILD THE CONTEXT MIX

I made you mix tape by Jo James

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

CONTENT MIX MIGHT INCLUDE: •  Personas •  Buying Stages •  Touch points (from above) •  Formats •  Content Types •  Channels

… in every possible combination

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Persona Buying Stage Format Channel Kate Awareness Video Social

Andrew Interest Text Websites

Sheila Evaluation Podcast Email

Commitment Infographic Print

Referral Images In person

Presentation In-store displays

Tools & Calculator Mobile app

CONTENT MIX MATRIX

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

SIMPLE CONTENT MODEL

Author

Article Topic Action Items

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

S O U R C E : H T T P : / / A L I S TA PA R T. C O M / A R T I C L E / S T R AT E G I C - C O N T E N T - M A N A G E M E N T S O U R C E : H T T P : / / A L I S TA PA R T. C O M / A R T I C L E / S T R AT E G I C - C O N T E N T - M A N A G E M E N T

S O U R C E : H T T P : / / A L I S TA PA R T. C O M / A R T I C L E / S T R AT E G I C - C O N T E N T - M A N A G E M E N T

Source: http://alistapart.com/article/strategic-content-management

CONTENT MODELING

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Full Size Lego Hot Rod

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

PAGE TABLES •  Objective

•  Audience/ CTA

•  Elements

•  Adaptive Rules

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Assets/ Source Content Locations

•  Related or Sidebar Content Directory

•  Author Guidelines

•  Metadata

•  Governance

•  Technical considerations: (e.g., new locations will require map update, etc.)

•  …etc.

PAGE TABLES MIGHT INCLUDE:

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

1.  What content do users need? (Personas) 2.  What format, when? (User Journeys,

Content Mix) 3.  What do we have? (Content Modeling) 4.  What’s the workflow? (Page Tables & Rules)

SUMMARY: STEPS FOR SUCCESS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

NOW WHAT?

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

BASIC ADAPTIVE TECH PROCESS: 1.  Segment Website Visitors 2.  Layer in Context 3.  Personalize Based on Rules

Right Content, Right User, Right Time

REMEMBER THIS?

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Training wheels or a more integrated approach? •  Infrastructure •  Goals •  Budget •  Tolerance for change

SO WHERE ARE YOU?

“I Can Ride a Bike” by Tonya Staab, CC BY-NC-ND 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  What info are we already gathering? •  What can our tools do now? •  Omni-channel vs. Narrow focus? •  Manual Rules vs. Automated Learning? •  Data & Analytics Limitations

QUESTIONS TO CONSIDER

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

BUILDING YOUR CONTENT TOOL STACK

Lost? Find a Content Engineer

Content Tools Hierarchy Stack

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

ADAPTIVE CONTENT ECOSYSTEM

CMS

(CEM) CRM

Ecommerce

Marketing Automation

Analytics

Marketing Apps

Site Search

Personalization Engine

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Store structured content with semantic metadata

•  Segment personas •  Track analytics on per-session basis •  Implement rules for personalization

CENTRAL PLATFORM SHOULD:

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Resource requirements

Stop, collaborate and listen by Katie Bunker, CC BY-NC-SA 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

CHANGE MANAGEMENT

Be the Change by Feggy Art, CC BY-NC-ND 2.0

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

•  Personalization is Coming •  Content Before Technology •  Tools Must Match Strategy •  Start Small for Big Wins

KEY TAKEAWAYS

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@JennyLMagic • @MelissaBreker • @CMIContent • #CMWorld

Slides: slidesha.re/W4PdGG Resources: sitegoals.com/cmw2014

Feedback & Greetings Melissa Breker @MelissaBreker [email protected]

Keep in Touch

Jenny Magic @JennyLMagic [email protected]