Personalization Pyramid: A Framework for Designing with User Data

As a UX skilled in today’s data-driven landscape, it’s extremely likely that you’ve been asked to design a personal digital experience, whether it’s a common website, user portal, or local application. Despite there still be a lot of marketing hype surrounding personalization systems, there are still very some standardized methods for implementing personalized UX.

That’s where we come in. We set ourselves the challenge of developing a holistic personalization platform especially for UX practitioners after finishing dozens of personalization tasks over the past few years. The Personalization Pyramid is a designer-centric model for standing up human-centered personalisation programs, spanning information, classification, content delivery, and general goals. By using this strategy, you will be able to understand the core elements of a modern, UX-driven personalization system ( or at the very least understand enough to get started ).

Getting Started

For the sake of this article, we’ll suppose you’re already familiar with the basics of online personalization. A nice guide can be found these: Website Personalization Planning. Although Graphic projects in this field can take a variety of forms, they frequently start from the same place.

Popular circumstances for launching a personalization task:

Your business or client made a purchase to support personalization of a content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
The CMO, CDO, or CIO has identified personalisation as a target
User data is disjointed or confusing
You are conducting some sporadic targeting or A/B assessment.
On the personalisation method, parties of contention
Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

A powerful personalization plan will need the same fundamental components regardless of where you begin. We’ve captured these as the “levels” on the tower. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

From top to bottom, the amounts include:

Objectives: What are the specific, tangible benefits of the system?
Touchpoints: Where will the personalized experience become served?
Contexts and Campaigns: What personalization information does the person view?
User Segments: What constitutes a special, suitable market?
What trustworthy and credible information does our professional platform collect to enable personalization?
Natural Data: What wider set of data is potentially available ( now in our environment ) allowing you to optimize?

We’ll go through each of these amounts sequentially. An accompanying deck of cards was created to highlight specific illustrations from each stage to make this more meaningful. We’ve found them useful in brainstorming about personalization, so we’ll provide examples for you here.

Starting at the top

The elements of the pyramid are as follows:

North Star

Overall, you want a North Star in your personalization program, whether big or small. The North Star identifies the (one ) overall goal of the personalization program. What do you wish to accomplish? North Stars cast a shadow. The bigger the star, the bigger the shadow. Example of North Starts might include:

Feature: Self-contained personalization componentry. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
Experience: Personalized user experiences across multiple interactions and user flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
Product: Highly differentiating personalized product experiences. Examples: Standalone, branded experiences with personalization at their core, like the “algotorial” playlists by Spotify such as Discover Weekly.

North star cards. These can assist in guiding your team toward a common objective that personalization will support. They also can help describe the overall goal of the team’s current personalization effort.

Goals

As in any good UX design, personalization can help accelerate designing with customer intentions. The goals are the tactical and measurable indicators that will support the success of the entire program. Start with your current analytics and measurement program, as well as metrics you can benchmark against. In some cases, new goals may be appropriate. The most important thing to keep in mind is that personalization is not a desired outcome. It is a means to an end. Common goals include:

Conversion
Time on task
Net promoter score ( NPS)
Customer satisfaction

Goal cards. Examples of concrete and measurable personalization KPIs that are common.

Touchpoints

The personalization takes place at touchpoints. As a UX designer, this will be one of your largest areas of responsibility. The touchpoints you have will depend on how your personalization and the associated technology are configured, and they should be based on enhancing a user’s experience at a specific point in the journey. Touchpoints can be multi-device ( mobile, in-store, website ) but also more granular ( web banner, web pop-up etc. ). Here are some examples:

Channel-level Touchpoints

Email: Role
Email: Time of open
In-store display ( JSON endpoint )
Native app
Search

Wireframe-level Touchpoints

Web overlay
Web alert bar
Web banner
Web content block
Web menu

Touchpoint cards. Examples of common personalization touchpoints: these can vary from narrow ( e. g., email ) to broad ( e. g., in-store ).

If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. Based on our next step, context, and campaigns, the content for these can be presented programmatically in touchpoints.

Targeted Zones: Examples of Kibo personalized “zones” on page-level wireframes that occur at various stages of the user journey ( the engagement phase is at right and the purchase phase is at right ).

Source:” Essential Guide to End-to-End Personaliztion” by Kibo.

Contexts and Campaigns

Once you’ve outlined some touchpoints, you can consider the actual personalized content a user will receive. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will be displayed programmatically to specific user segments, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content model. The context helps you consider the user’s level of engagement at the personalization moment, such as when they are casually browsing information or deep-dive. Think of it in terms of behavior in information retrieval. The content model can then guide you in deciding what kind of personalization to use in the context ( for instance, an” Enrich” campaign that features related articles might be a good substitute for extant content ).

Personalization Context Model:

Browse
Skim
Nudge
Feast

Personalization Content Model:

Alert
Make Easier
Cross-Sell
Enrich

We’ve written a lot more in depth about each of these models elsewhere, so be sure to check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

Campaign and context cards: This level of the pyramid can assist your team in focusing on the uses for end-users and the types of personalization they can expect.

User Segments

Based on user research, user segments can be created prescriptively or adaptively ( for example, using rules and logic tied to user behavior, or through A/B testing ). You will need to think about how to treat the logged-in visitor, the guest or returning visitor for whom you may have a stateful cookie ( or another post-cookie identifier ), or the authenticated visitor who is logged in at the very least. Here are a few illustrations from the personalization pyramid:

Unknown
Guest
Authenticated
Default
Referred
Role
Cohort
Unique ID

Segment cards. Examples of common personalization segments: at a minimum, you will need to consider the anonymous, guest, and logged in user types. Segmentation can become incredibly complicated from there.

Actionable Data

Every business has access to data, regardless of its digital presence. It’s a matter of examining what user data you can ethically collect, its inherent reliability and value, and how you can use it ( sometimes referred to as “data activation” ). Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

First-party data represents multiple advantages on the UX front, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. Therefore, determining which method of data collection is best for your audiences should be a crucial component of your UX strategy. Here are some examples:

When it comes to recognizing and making decisions about various audiences and their signals, there is a trend of profiling. As user data volume and time and confidence increase, it varies more granularly to more precise constructs about ever-smaller cohorts of users.

Although having some combination of implicit and explicit data is typically required for any implementation ( more commonly known as first-party and third-party data ), ML efforts are typically not cost-effective right away. This is because optimization requires a strong content repository and data backbone. These approaches, however, should be taken into account as part of the overall plan and may in fact help to speed up the organization’s progress overall. At this point, you will typically work with important stakeholders and product owners to create a profiling model. The profiling model includes a defined process for setting up profiles, profile keys, profile cards, and pattern cards. A multi-faceted approach to profiling which makes it scalable.

Pulling it Together

The cards serve as the foundation for an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the kind of personalization activities you aspire to deliver, but they are more valuable when grouped together.

One can begin to chart the entire course of a card’s “hand” from leadership focus to tactical and tactical execution. It serves as the foundation for the workshops that both co-authors have conducted to build a program backlog, which would make a good article topic.

In the meantime, it is important to note that each colored class of cards is helpful in understanding the range of options that you might have, as well as making informed choices about who, where, when, and how, will be made these choices.

Lay Down Your Cards

Any sustainable personalization strategy must consider near, mid and long-term goals. There is simply no “easy button” where a personalization program can be installed and run without waiting for any meaningful results, even with the market leader CMS platforms like Sitecore and Adobe or the most innovative composable CMS DXP available today. That said, there is a common grammar to all personalization activities, just like every sentence has nouns and verbs. These cards attempt to map that territory.