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InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
PERSONALIZATION:
KEY OF CONVERSION
Step by step professional guide
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Hi Slovenia!
I´m Ricardo
Some of my CRO clients worldwide:
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
STEP 1:
KNOW YOUR
CUSTOMER
Turning data into information
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
We are so used to descriptive analysis, just looking our
data in our tools, with our graphics and charts, just
playing with data and how we represent them in any
canvas to tell something.
Comparing metrics, periods of time, KPIs… what’s the
meaning of all these huge amount of data?
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
We need botch quantitative and qualitative data if we
want to really understand what’s happening in our
digital assets.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
STEP 2:
RESEARCH
The Why
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
We always begin trying to find any fail in a huge
amount of quantitative data, but we don’t have any
context. We cannot answer the question “what is
happening here?”
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
As we need context information in order to understand
what’s happening in our digital assets we have several
techniques to use to gather these kind of qualitative
data.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
0
51,7
0
14
100
72,5 64
100
Score Likert
Current web F
Prototype C+
Final design B
Master AW / Ricardo Tayar: Optimización y analítica web
www.Kschool.com
Master AW / Ricardo Tayar: Optimización y analítica web
www.Kschool.com
Master AW / Ricardo Tayar: Optimización y analítica web
www.Kschool.com
Master AW / Ricardo Tayar: Optimización y analítica web
www.Kschool.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Launching and redesign of the new Pronovias eCommerce.
User testing is integrated as part of the natural redesign
process, going through 3 test cycles according to the stages of
the project: Current Web, Prototypes and Designs.
The needs of this project are focused on detecting those
aspects to be corrected in the successive iterations and
validating the design proposals that are made to make the
website more usable.
Dispositivos:
MOBILE Y DESKTOPWeb testing data
Focus: Redesign
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Product Tested: Tests were carried out on the interactive
prototypes of the new website that was to be launched
internationally.
3 test cycles: For this type of project it is recommended to carry
out at least 3 test cycles, one for each phase of the redesign.
User Test
Prototyping and user
test
Final design and user
test
MUESTRA
6 USUARIOS
MUESTRA
6 USUARIOS
MUESTRA
8 USUARIOS
Spain
Italy
USA
International testing made in
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
15%
55%
40%
33%
44%
29%
12%
6 %
14%
18%
44%
2%
30%
W P Diseños W P Diseños W P Diseños W P Diseños
"Bien, muy bien. Se ve claro, los vestidos se ven muy bien" // "I like it, it´s very user friendly. I liked a lot
because there is not a lot of color and the dress spotlight"
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
As part of the requirements of this project, the tests
were complemented with international tests.
The most representative countries were chosen for the
target audience of our client.
The tests were carried out from Flat 101 using different
tools that we have for conducting live and moderated
tests with clients from these countries.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
70
Pronovias
website
C
88,13
Wireframe
prototype
A+
0
51,7
0
14
100
72,5 64
100
Puntuación Percentil
86,56
Final
design
A+
0
51,7
0
14
100
72,5 64
100
Puntuación Percentil
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
All this qualitative data give us the key for testing and
improving performance of any digital asset, because
now we understand what is happening.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
STEP 3:
LET´S TEST
Test to find your best business option
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
With the what and the why in your hand now you can
start testing in your digital assets to validate with are
the best options for a concrete period of time (bayesian
approach).
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
STEP 4:
EVOLUTION TO
PERSONALIZATION
Each client deserves a personalized
experience
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
With the data provided by the tests its time to start the
analysis that leads to the conclusion that we have
found clear models, patterns and drivers that allow us
to define not only a test, but a specific personalization
experience for users of a certain segment. It is no longer
a test, but a specific assignment of contents,
functionalities and messages especially oriented to an
audience.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
The set of personalized experiences for this banking
client has resulted in a 26% increase over the account
opening estimate.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
41
Si un usuario ha visitado regularmente una experiencia en concreto, se le
mostrará un Pop-up, Tooltip o Alert creado ad-hoc con el copy “Últimas
entradas disponible para la {{nombre_experiencia}} o similar.
Acelerador:
Objetivos:
Mejorar el ratio de visitas a experiencias provocando una sensación de
urgencia (se acaban las entradas) en el usuario.
KPI’s
1.Accesos a la experiencia.
Triggers:
• Cuando un usuario haya visitado más de una vez la mismas experienciab.
Sección: 
•CTA de la experiencia
Target:
•Los usuarios que hayan
visitado más de 2 veces la
misma experiencia.
Dispositivos:
• Todos
User Case 5: “Últimas plazas para la experiencia”
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Ejemplo trigger e GTM
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Cookie setup for personalization
1
1
2
3
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
GTM Personalization configuration
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
Personalization vs NON personalization:
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
SAME WEB FOR ALL IS
DEAD
Each client cluster deserves a personalized
experience
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
TOOLS
What´s my budget?
What kind of experience I’m going to
develop?
What’s my CMS or programming language?
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
THE BEST TOOL
Use your data to care about your
customers. Understand their needs. Design
for them.
InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
THANK YOU!
Any question?
Ricardo Tayar
@rtayar
ricardo@flat101.com

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In Orbit 2020: Personalization in digital products, key of conversion

  • 1. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com PERSONALIZATION: KEY OF CONVERSION Step by step professional guide
  • 2. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Hi Slovenia! I´m Ricardo Some of my CRO clients worldwide:
  • 3. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 4. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 5. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 6. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 7. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com STEP 1: KNOW YOUR CUSTOMER Turning data into information
  • 8. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com We are so used to descriptive analysis, just looking our data in our tools, with our graphics and charts, just playing with data and how we represent them in any canvas to tell something. Comparing metrics, periods of time, KPIs… what’s the meaning of all these huge amount of data?
  • 9. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 10. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 11. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com We need botch quantitative and qualitative data if we want to really understand what’s happening in our digital assets.
  • 12. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com STEP 2: RESEARCH The Why
  • 13. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com We always begin trying to find any fail in a huge amount of quantitative data, but we don’t have any context. We cannot answer the question “what is happening here?”
  • 14. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com As we need context information in order to understand what’s happening in our digital assets we have several techniques to use to gather these kind of qualitative data.
  • 15. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 16. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com 0 51,7 0 14 100 72,5 64 100 Score Likert Current web F Prototype C+ Final design B
  • 17. Master AW / Ricardo Tayar: Optimización y analítica web www.Kschool.com
  • 18. Master AW / Ricardo Tayar: Optimización y analítica web www.Kschool.com
  • 19. Master AW / Ricardo Tayar: Optimización y analítica web www.Kschool.com
  • 20. Master AW / Ricardo Tayar: Optimización y analítica web www.Kschool.com
  • 21. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Launching and redesign of the new Pronovias eCommerce. User testing is integrated as part of the natural redesign process, going through 3 test cycles according to the stages of the project: Current Web, Prototypes and Designs. The needs of this project are focused on detecting those aspects to be corrected in the successive iterations and validating the design proposals that are made to make the website more usable. Dispositivos: MOBILE Y DESKTOPWeb testing data Focus: Redesign
  • 22. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Product Tested: Tests were carried out on the interactive prototypes of the new website that was to be launched internationally. 3 test cycles: For this type of project it is recommended to carry out at least 3 test cycles, one for each phase of the redesign. User Test Prototyping and user test Final design and user test MUESTRA 6 USUARIOS MUESTRA 6 USUARIOS MUESTRA 8 USUARIOS Spain Italy USA International testing made in
  • 23. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com 15% 55% 40% 33% 44% 29% 12% 6 % 14% 18% 44% 2% 30% W P Diseños W P Diseños W P Diseños W P Diseños "Bien, muy bien. Se ve claro, los vestidos se ven muy bien" // "I like it, it´s very user friendly. I liked a lot because there is not a lot of color and the dress spotlight"
  • 24. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com As part of the requirements of this project, the tests were complemented with international tests. The most representative countries were chosen for the target audience of our client. The tests were carried out from Flat 101 using different tools that we have for conducting live and moderated tests with clients from these countries.
  • 25. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com 70 Pronovias website C 88,13 Wireframe prototype A+ 0 51,7 0 14 100 72,5 64 100 Puntuación Percentil 86,56 Final design A+ 0 51,7 0 14 100 72,5 64 100 Puntuación Percentil
  • 26. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com All this qualitative data give us the key for testing and improving performance of any digital asset, because now we understand what is happening.
  • 27. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com STEP 3: LET´S TEST Test to find your best business option
  • 28. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com With the what and the why in your hand now you can start testing in your digital assets to validate with are the best options for a concrete period of time (bayesian approach).
  • 29. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 30. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 31. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com STEP 4: EVOLUTION TO PERSONALIZATION Each client deserves a personalized experience
  • 32. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com With the data provided by the tests its time to start the analysis that leads to the conclusion that we have found clear models, patterns and drivers that allow us to define not only a test, but a specific personalization experience for users of a certain segment. It is no longer a test, but a specific assignment of contents, functionalities and messages especially oriented to an audience.
  • 33. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 34. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 35. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 36. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com The set of personalized experiences for this banking client has resulted in a 26% increase over the account opening estimate.
  • 37. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 38. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 39. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 40. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 41. 41 Si un usuario ha visitado regularmente una experiencia en concreto, se le mostrará un Pop-up, Tooltip o Alert creado ad-hoc con el copy “Últimas entradas disponible para la {{nombre_experiencia}} o similar. Acelerador: Objetivos: Mejorar el ratio de visitas a experiencias provocando una sensación de urgencia (se acaban las entradas) en el usuario. KPI’s 1.Accesos a la experiencia. Triggers: • Cuando un usuario haya visitado más de una vez la mismas experienciab. Sección:  •CTA de la experiencia Target: •Los usuarios que hayan visitado más de 2 veces la misma experiencia. Dispositivos: • Todos User Case 5: “Últimas plazas para la experiencia”
  • 42. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Ejemplo trigger e GTM
  • 43. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Cookie setup for personalization 1 1 2 3
  • 44. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com GTM Personalization configuration
  • 45. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com Personalization vs NON personalization:
  • 46. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com SAME WEB FOR ALL IS DEAD Each client cluster deserves a personalized experience
  • 47. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com TOOLS What´s my budget? What kind of experience I’m going to develop? What’s my CMS or programming language?
  • 48. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 49. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 50. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 51. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 52. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 53. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 54. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com
  • 55. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com THE BEST TOOL Use your data to care about your customers. Understand their needs. Design for them.
  • 56. InOrbit20 | Ricardo Tayar | @rtayar | ricardo@flat101.com THANK YOU! Any question? Ricardo Tayar @rtayar ricardo@flat101.com