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 advertising 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 systematic personalization framework 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 project:

Your business or client made a purchase to personalize their 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 strategies or A/B assessment.
On the personalisation method, stakeholders disagree.
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 drive 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. To make this more bearable, we created a deck of cards that accompany it to show particular examples from each stage. We’ve found them useful in brainstorming about personalisation, so we’ll provide examples for you here.

Beginning at the Top

The elements of the pyramids are as follows:

North Star

What overall goal do you have with your personalization software ( big or small ) is a northern star. The North Star identifies the personalization program’s (one ) overall goal. What do you wish to perform? North Stars cast a ghost. The bigger the sun, the bigger the dark. Example of North Starts may incorporate:

Feature: Self-contained customisation componentry. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
Experience: Personal user experiences across many interactions and consumer flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
Solution: Highly differentiating customized product experiences. Example: Standalone, branded experience with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

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

Goals

As in any great UX style, personalization may help promote designing with client intentions. The goals are the military and measurable indicators that will support the success of the entire program. A good place to begin is with your existing analytics and calculation software and metrics you can standard against. In some cases, fresh targets may be ideal. The most important thing to keep in mind is that personalisation is not a desired outcome. Common targets include:

Conversion
Time on work
Net promoter score ( NPS)
Client satisfaction

Focus cards. Cases of some frequently used and quantifiable personalisation KPIs.

Touchpoints

Personalization takes place at connections. As a UX artist, this will be one of your largest areas of responsibility. The touchpoints you have will depend on how your personalization and the related technologies are implemented, and they should be based on enhancing a person’s encounter 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: Period of empty
In-store display ( JSON endpoint )
Native game
Search

Wireframe-level Touchpoints

Web overlay
Web call club
Web symbol
Web content wall
Web list

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

If you’re designing for online interface, for instance, you will likely need to include personal “zones” in your wireframes. Based on our next stage, settings, and campaigns, the articles for these can be presented dynamically in touchpoints.

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

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

Contexts and Campaigns

After you’ve outlined some touchpoints, you may consider the actual personal information a user may acquire. 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 automatically to specific customer segments at specific touchpoints, as defined by user data. At this stage, we find it helpful to contemplate two distinct concepts: a framework design and a willing design. The framework helps you acquire the user’s level of engagement at the personalization moment, such as when they are lightly browsing information or deep-dive. Think of it in conditions of activities for data recovery. 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 different personalization options that end users can choose and the use-cases where they will encounter it.

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 consider 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 at the least. Using the personalization pyramid, here are some examples:

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 with a digital presence has information. It’s important to inquire about how to use the data you can ethically collect on users, its inherent reliability and value, and what is the term for “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, profiling has evolved. As time and confidence and data volume increase, it varies to more granular constructs about smaller and smaller cohorts of users.

Although 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. However, these approaches ought to be taken into account as part of the larger plan and may in fact help to speed up the organization’s progress overall. You’ll typically work together to create a profiling model with key stakeholders and product owners. The profiling model includes a defining approach to 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 a 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 stood up and immediately see meaningful results, even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there. 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.