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Powering Deeper
Personalization with AI
January 23, 2020
SPEAKERS
Jonathan Weber
Director of Data Platforms
Bounteous
Eric Fullerton
Sr. Product Marketing Manager
Acquia
89%
OF BUSINESSES
ARE INVESTING IN
PERSONALIZATION.
- FORRESTER
PERSONALIZATION MATURITY
CRAWL
Lower effort,
fast results
WALK
Requires more content
and data, but higher impact
RUN
More time & complexity,
highest impact potential
RIGHT BRAIN & LEFT BRAIN
Mathematics
Logic
Facts
Language
Analysis
Creative
Feelings
Art
Rhythm
Imagination
IT’S RELATIVELY EASY TO GET STARTED
CRAWL
Geolocation Marketing Campaigns Visit Frequency
Device / SystemPages ViewedBrowsing Behavior
ENTERPRISE BANK AND TRUST
New users in markets with
acquisitions
+198%
New users
+97%
Website goal completions
+309%
Contact form completion
+26%
BUT IT’S EASY TO GET STUCK FROM THERE
CRAWL
Lower effort,
fast results
WALK
Requires more content
and data, but higher impact
RUN
More time & complexity,
highest impact potential
HOW DO WE
RECOGNIZE THESE
PERSONAS?
By using data and
artificial intelligence.
PERSONALIZATION AT SCALE
Seattle
Chicago
LOCATION
Atlanta
New York
Tennis
Soccer
SPORT
Football
Baseball
Coach
Parent
ROLE
Player
Advisor
Amateur
Professional
DEGREE
Avid
Established
$90k+
INCOME
$80k+
$250k+
$150k+
PERSONALIZATION AT SCALE
Seattle
Chicago
LOCATION
Atlanta
New York
Tennis
Soccer
SPORT
Football
Baseball
Coach
Parent
ROLE
Player
Advisor
Amateur
Professional
DEGREE
Avid
Established
$90k+
INCOME
$80k+
$250k+
$150k+
PERSONALIZATION AT SCALE
Seattle
Chicago
LOCATION
Atlanta
New York
Tennis
Soccer
SPORT
Football
Baseball
Coach
Parent
ROLE
Player
Advisor
Amateur
Professional
DEGREE
Avid
Established
$90k+
INCOME
$80k+
$250k+
$150k+
NARROW AI – “ACCELERATED” INTELLIGENCE
DECISION
MAKING
PREDICTIONUNDERSTAND DATA
PERSONALIZATION MATURITY MODEL
No organization can jump from
zero to a fully-automated, machine
learning system that dynamically
determines next best actions in
the moment.
We use a maturity model to assess
your current state, understand where
you want to be, and then help build
a crawl-walk-run roadmap to get
you there.
HOW DO WE USE ARTIFICIAL INTELLIGENCE?
For exploratory analysis, to…
– inform design and focus testing
– surface and refine personas
– understand journeys and cross-channel behavior
To drive activation – segment audiences and predict behaviors to…
– provide personalized content in digital experiences
– reach new audiences and influence existing audiences through
marketing and advertising
INFORMING MEANINGFUL
CONTENT AND FEATURE
DEVELOPMENT
Key segments identified
based on web behavior
7
AI FOR EXPLORATORY ANALYSIS
Journey Analysis
– Higher education client
– How do users progress?
– When do they proceed down
the desired paths and where
do they deviate?
– What are opportunities
to intervene?
Landing Pages
Degree Programs
Homepage
Admissions
Military
Search Results
Transfer Students
Student Experience
About
Tuition
Request Info
A
B
C
AI FOR EXPLORATORY ANALYSIS
Content/Feature Importance
– Retailer of industrial parts
– What content or functionality
is most important to user
conversions?
– Where should we focus
design efforts and testing?
CONCEPT PRIORITY
Update Cart High
Get Assets High
Initiate Search Medium
Refine Search Medium
Gather Info Low
AI FOR EXPLORATORY ANALYSIS
– Exploratory analysis with AI
requires some foundation
of Measurement & Analysis
and Customer Profiles
– It further enables Integrated
Channels and helps prioritize
Optimization & Testing and
Intelligent Content
AI MODELS IN ACTION
Audience Segmentation & Lookalikes
– Calculate segments for personalization and targeted
marketing
– Lookalikes aren’t just about matching demographics —
they’re users who are likely to behave similarly
– Target lookalikes to get new users from advertising,
and use models to classify new users from other sources
as data takes shape
AI MODELS IN ACTION
Conversion Prediction & Targeting
– Compete for maximum share for high
value audiences
– Reserve branded advertising budgets and
get right to the point with personalized content
for high value audiences
AI MODELS IN ACTION
Lifetime Value + Purchase Prediction
– Clothing retailer
– Identify high, mid, and low value segments
– Shift spending on advertising in different
ways across those segments to maximize
the value of advertising
AI IN ACTION
– Requires a degree of
Integrated Channels
and capabilities for
Optimization & Testing
– Further enables building
robust Customer Profiles
with additional data
on audiences
HOW TO DO IT: ACQUIA + GOOGLE
+
+
HOW TO: DEVELOP AI MODELS
Google platform tools –
from business user to data scientist/engineer
AutoML BigQuery ML AI Platform
PERSONALIZATION AT SCALE
Seattle
Chicago
LOCATION
Atlanta
New York
Tennis
Soccer
SPORT
Football
Baseball
Coach
Parent
ROLE
Player
Advisor
Amateur
Professional
DEGREE
Avid
Established
$90k+
INCOME
$80k+
$250k+
$150k+
HOW TO: DRIVE PERSONALIZATION
Website
Lift Profile Manager
Analytics 360
BigQuery
AI Platform
PATTERN RECOGNITION
SEGMENTATION
PERSONALIZED
CONTENT
REPORTED
INTERESTS
Mobile
OBSERVED BEHAVIOR
HOW TO: COORDINATE CHANNELS
Website
Lift Profile Manager
Analytics 360
BigQuery
AI Platform
PATTERN RECOGNITION
SEGMENTATION
PERSONALIZED
CONTENT
REPORTED
INTERESTS Display & Video 360
Mautic
TARGETED
MARKETING & ADVERTISING
Mobile CRM In Store
OBSERVED BEHAVIOR
Introducing Acquia Lift
3
2
1
Personalized Content
Deliver personalized content to both known and
unknown visitors in real time
Campaign Management
Easily track and manage all your campaigns from a
single UI
Segment Builder
Segment your visitors based on a variety of criteria in order
to deliver targeted campaigns
4
Campaign Builder
Quickly create and schedule A/B/n tests and targeted
personalization campaigns
5
Lift Analytics
Make data-driven decisions based on visitor behavior
Improve
customer
engagement by
delivering a
personalized
experience
What Makes Acquia Lift Different (And Better?)
✹ Create personalization in three simple steps
✹ A/B testing and targeting with no code
✹ Scheduling capability enables small teams
✹ Superior multi-lingual personalization
✹ Optimized for Drupal
✹ 6 Open APIs for integration
How Lift Optimizes the Customer Experience
PROFILE DATA
MANAGEMENT
CONTENT
SYNDICATION
PERSONALIZATION
ACQUIA
Profile ManagerContent Hub Experience Builder
Which Personalization Solution Should I Choose?
CONTENT REPOSITORY
WEBSITE USER TRACKING
PERSONALIZATION ENGINE
ACQUIA
ACQUIRES
AGILONE
AgilOne Joins Acquia’s
DXP Product Suite
– Harnesses the power of customer
data
– Delivers the ML and AI marketers
need to make informed decisions
– Provides a single view of the
customer
– Helps marketers deliver immediate
value through personal
experiences across every channel
– Provides a unified data
intelligence layer for the Acquia
Marketing Cloud
WRAP UP
– Use what you have, but plan ahead
to build future capabilities
– AI builds on and helps scale from
rule-based personalization
– Tools for AI range from business user
to data scientist
– Personalization should be extended
across channels
THANK YOU!
QUESTIONS?
Powering Deeper Personalization with AI

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Powering Deeper Personalization with AI

  • 2. SPEAKERS Jonathan Weber Director of Data Platforms Bounteous Eric Fullerton Sr. Product Marketing Manager Acquia
  • 3. 89% OF BUSINESSES ARE INVESTING IN PERSONALIZATION. - FORRESTER
  • 4. PERSONALIZATION MATURITY CRAWL Lower effort, fast results WALK Requires more content and data, but higher impact RUN More time & complexity, highest impact potential
  • 5. RIGHT BRAIN & LEFT BRAIN Mathematics Logic Facts Language Analysis Creative Feelings Art Rhythm Imagination
  • 6. IT’S RELATIVELY EASY TO GET STARTED CRAWL Geolocation Marketing Campaigns Visit Frequency Device / SystemPages ViewedBrowsing Behavior
  • 7. ENTERPRISE BANK AND TRUST New users in markets with acquisitions +198% New users +97% Website goal completions +309% Contact form completion +26%
  • 8. BUT IT’S EASY TO GET STUCK FROM THERE CRAWL Lower effort, fast results WALK Requires more content and data, but higher impact RUN More time & complexity, highest impact potential
  • 9. HOW DO WE RECOGNIZE THESE PERSONAS? By using data and artificial intelligence.
  • 10. PERSONALIZATION AT SCALE Seattle Chicago LOCATION Atlanta New York Tennis Soccer SPORT Football Baseball Coach Parent ROLE Player Advisor Amateur Professional DEGREE Avid Established $90k+ INCOME $80k+ $250k+ $150k+
  • 11. PERSONALIZATION AT SCALE Seattle Chicago LOCATION Atlanta New York Tennis Soccer SPORT Football Baseball Coach Parent ROLE Player Advisor Amateur Professional DEGREE Avid Established $90k+ INCOME $80k+ $250k+ $150k+
  • 12. PERSONALIZATION AT SCALE Seattle Chicago LOCATION Atlanta New York Tennis Soccer SPORT Football Baseball Coach Parent ROLE Player Advisor Amateur Professional DEGREE Avid Established $90k+ INCOME $80k+ $250k+ $150k+
  • 13. NARROW AI – “ACCELERATED” INTELLIGENCE DECISION MAKING PREDICTIONUNDERSTAND DATA
  • 14. PERSONALIZATION MATURITY MODEL No organization can jump from zero to a fully-automated, machine learning system that dynamically determines next best actions in the moment. We use a maturity model to assess your current state, understand where you want to be, and then help build a crawl-walk-run roadmap to get you there.
  • 15. HOW DO WE USE ARTIFICIAL INTELLIGENCE? For exploratory analysis, to… – inform design and focus testing – surface and refine personas – understand journeys and cross-channel behavior To drive activation – segment audiences and predict behaviors to… – provide personalized content in digital experiences – reach new audiences and influence existing audiences through marketing and advertising
  • 16. INFORMING MEANINGFUL CONTENT AND FEATURE DEVELOPMENT Key segments identified based on web behavior 7
  • 17. AI FOR EXPLORATORY ANALYSIS Journey Analysis – Higher education client – How do users progress? – When do they proceed down the desired paths and where do they deviate? – What are opportunities to intervene? Landing Pages Degree Programs Homepage Admissions Military Search Results Transfer Students Student Experience About Tuition Request Info A B C
  • 18. AI FOR EXPLORATORY ANALYSIS Content/Feature Importance – Retailer of industrial parts – What content or functionality is most important to user conversions? – Where should we focus design efforts and testing? CONCEPT PRIORITY Update Cart High Get Assets High Initiate Search Medium Refine Search Medium Gather Info Low
  • 19. AI FOR EXPLORATORY ANALYSIS – Exploratory analysis with AI requires some foundation of Measurement & Analysis and Customer Profiles – It further enables Integrated Channels and helps prioritize Optimization & Testing and Intelligent Content
  • 20. AI MODELS IN ACTION Audience Segmentation & Lookalikes – Calculate segments for personalization and targeted marketing – Lookalikes aren’t just about matching demographics — they’re users who are likely to behave similarly – Target lookalikes to get new users from advertising, and use models to classify new users from other sources as data takes shape
  • 21. AI MODELS IN ACTION Conversion Prediction & Targeting – Compete for maximum share for high value audiences – Reserve branded advertising budgets and get right to the point with personalized content for high value audiences
  • 22. AI MODELS IN ACTION Lifetime Value + Purchase Prediction – Clothing retailer – Identify high, mid, and low value segments – Shift spending on advertising in different ways across those segments to maximize the value of advertising
  • 23. AI IN ACTION – Requires a degree of Integrated Channels and capabilities for Optimization & Testing – Further enables building robust Customer Profiles with additional data on audiences
  • 24. HOW TO DO IT: ACQUIA + GOOGLE + +
  • 25. HOW TO: DEVELOP AI MODELS Google platform tools – from business user to data scientist/engineer AutoML BigQuery ML AI Platform
  • 26. PERSONALIZATION AT SCALE Seattle Chicago LOCATION Atlanta New York Tennis Soccer SPORT Football Baseball Coach Parent ROLE Player Advisor Amateur Professional DEGREE Avid Established $90k+ INCOME $80k+ $250k+ $150k+
  • 27. HOW TO: DRIVE PERSONALIZATION Website Lift Profile Manager Analytics 360 BigQuery AI Platform PATTERN RECOGNITION SEGMENTATION PERSONALIZED CONTENT REPORTED INTERESTS Mobile OBSERVED BEHAVIOR
  • 28. HOW TO: COORDINATE CHANNELS Website Lift Profile Manager Analytics 360 BigQuery AI Platform PATTERN RECOGNITION SEGMENTATION PERSONALIZED CONTENT REPORTED INTERESTS Display & Video 360 Mautic TARGETED MARKETING & ADVERTISING Mobile CRM In Store OBSERVED BEHAVIOR
  • 29. Introducing Acquia Lift 3 2 1 Personalized Content Deliver personalized content to both known and unknown visitors in real time Campaign Management Easily track and manage all your campaigns from a single UI Segment Builder Segment your visitors based on a variety of criteria in order to deliver targeted campaigns 4 Campaign Builder Quickly create and schedule A/B/n tests and targeted personalization campaigns 5 Lift Analytics Make data-driven decisions based on visitor behavior Improve customer engagement by delivering a personalized experience
  • 30. What Makes Acquia Lift Different (And Better?) ✹ Create personalization in three simple steps ✹ A/B testing and targeting with no code ✹ Scheduling capability enables small teams ✹ Superior multi-lingual personalization ✹ Optimized for Drupal ✹ 6 Open APIs for integration
  • 31. How Lift Optimizes the Customer Experience PROFILE DATA MANAGEMENT CONTENT SYNDICATION PERSONALIZATION ACQUIA Profile ManagerContent Hub Experience Builder
  • 32. Which Personalization Solution Should I Choose? CONTENT REPOSITORY WEBSITE USER TRACKING PERSONALIZATION ENGINE
  • 33. ACQUIA ACQUIRES AGILONE AgilOne Joins Acquia’s DXP Product Suite – Harnesses the power of customer data – Delivers the ML and AI marketers need to make informed decisions – Provides a single view of the customer – Helps marketers deliver immediate value through personal experiences across every channel – Provides a unified data intelligence layer for the Acquia Marketing Cloud
  • 34.
  • 35. WRAP UP – Use what you have, but plan ahead to build future capabilities – AI builds on and helps scale from rule-based personalization – Tools for AI range from business user to data scientist – Personalization should be extended across channels