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© 2002 - 2015 Jahia Solutions Group SA
Marketing Factory
Clément EGGER. Senior VP Product Marketing
@theklem
© 2002 - 2015 Jahia Solutions Group SA
Did you know
 First usage of analytics is reporting (38%) far before insights (22%) and
recommendations (12%)
 Personalization used by 40% of big/mid-size companies
 Content profiling used by 26%
 Marketing automation by 22%
 IP lookup by only 11%
 73% of companies use visits to measure success
 Only 44% use leads generated as a success measure
 Only 7% use KPI about user journey
 77% use multiple tools, often not connected together
 Predictive analytics and big data is a big thing but it requires specific skills and,
by the way, marketers already know their customers
© 2002 - 2015 Jahia Solutions Group SA
OM technologies scope
Site and mobile analytics
Sentiments analytics
Brand reputation
Social medias
Email automation
Campaigns managements
Forms and all derivates
UX testing
Implicit personalization
Explicit personalization
Rule based personalization
Progressive profiling
Geolocation tools
AB testing, AZ testing, Multi
testing
Landing pages testers
CRM
SRM
…
© 2002 - 2015 Jahia Solutions Group SA
OM landscape
© 2002 - 2015 Jahia Solutions Group SA
Marketers are in pain
 OM tools are complex
 OM tools are (very) expensive
 OM tools need a lot of integration to obtain results
 Agility is not there
 Fragmented pieces of users profiles / data in multiple systems
 Marketing teams have not grown as fast as the new tools and capabilities would
require
© 2002 - 2015 Jahia Solutions Group SA
About context
EVERYBODY TALKS ABOUT CONTEXT
Let me tell you a story
CONTEXT IS NOT ENOUGH !!!
© 2002 - 2015 Jahia Solutions Group SA
About one to one conversation
Personalization is truly effective but it cost a lot of
money
To produce personalized content
To setup personalization
To analyze results, measure efficiency and improve
© 2002 - 2015 Jahia Solutions Group SA
Marketing Factory approach
It’s a toolbox with understandable tools for marketers
That can be used with nearly no training
With a very limited cost of integration
That provides deep, understandable and actionnable data
To engage, optimize and improve your online marketing strategy
© 2002 - 2015 Jahia Solutions Group SA
Marketing Factory approach
To collect explicitly or implicitly user data
Demographic, psychographics…
User behavior and interaction history with your brand
Have a 360° view of your users
Setup KPIs that you can follow and measure
Create personalized experiences
One to many
One to few
One to one
© 2002 - 2015 Jahia Solutions Group SA
Marketing Factory overview
ES
DF
CXS
Id cookie
A filter trap all interactions
(visits…)
DF use CXS data to
personalize
Reporting and
management
Everything stored in json
© 2002 - 2015 Jahia Solutions Group SA
Marketing Factory approach
NOT Digital Factory dependent
Can work on one or several sites at the same time
Can be used by several marketing teams with different needs
Can aggregate data from different environments
© 2002 - 2015 Jahia Solutions Group SA
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6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Goals
 Goals are the key actions you want your visitors to perform
in order to measure your performance, improve your site
efficiency and build personalized experiences.
 They are
 Easy to define
 Easy to follow
 Declared at the site level
 Declared for a campaign
© 2002 - 2015 Jahia Solutions Group SA
Types of goals
Page visit
Funnel
Landing pages
Asset Download
Video
Form
© 2002 - 2015 Jahia Solutions Group SA
Goals reporting
Global performances
Detailed analytics
One to one analytics
Quantitative: what population filled the goal
• 72% come form India
• 18% come from France
• 10% comme from USA
Qualitative: how you visitors perform
• 6% of indian visitors reach the goal
• 9% of french visitors reach the goal
• 2% of US visitors reach the goal
450 engaged  65 success  14,4% conversion
Who namely reached this goal
© 2002 - 2015 Jahia Solutions Group SA
How MF is different from analytics
Individual information, not masses
Analytics limits
Good to know that you have a 5% success rate on a form submit
But can you cross that data with all information you have collected ?
Infinite drill down
Visit context (browser, location, device…)
Profile properties (name, address, income, nationality, age…)
Visitor behavior (pas events)
© 2002 - 2015 Jahia Solutions Group SA
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6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Progressive profiling
Anonymous visitor Gender = male Weight > 100 kg
Interest food = 90
Last name = Simpson
Facebook.com/homer
Page goal = Hotdog recipe
© 2002 - 2015 Jahia Solutions Group SA
360° view on your visitors profiles
Anonymous and identified visitors
Linked as soon as the visitor identifies itself
Can be merged
Can expire
Predefined properties
Can be protected for privacy / regulation reasons
Fully extensible
On the fly (form mapping)
© 2002 - 2015 Jahia Solutions Group SA
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6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Segments
Combine as many properties as wanted
Real time calculation
Can be nested (segment A inherit segment B)
Can be joined (segment C = segment A + segment B)
Can be crossed (segment C = segment AB)
Can be modified at any time
Real time estimates of segment population when building them
© 2002 - 2015 Jahia Solutions Group SA
Interests
An interest = a concept + a weight
Captured when the visitor browse pages
Captured only once per session
No predefined tagging plans
Full control for editors / marketers
Defining the correct weight is key
See in the user profile the results and
compare to your average visitors
© 2002 - 2015 Jahia Solutions Group SA
Lists
 Simple list of users
 Static vs Segments that are dynamic
 Visitors can be assigned to a list
Manually
From his profile
Automatically
Visitor has achieved a goal
Visitor has submitted a form
Visitor came 3 times in the last 7 days
…
 Perfect for simple automation
© 2002 - 2015 Jahia Solutions Group SA
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6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Form mapping
Map form fields with visitor properties
Automatic capture on submit
Choose the correct strategy (always replace / only if empty)
Create new properties on the fly
Can be applied on the same form in multiple pages
Work on all forms even external ones
© 2002 - 2015 Jahia Solutions Group SA
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6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Simple for editors / marketers
Select an object > Personalize
Add variants
For each variant, choose the conditions to serve this content variant
Work in templates as in pages
Can use
Context information (session)
Profile attributes
Visitor history (visits, goals achieved…)
Segments
© 2002 - 2015 Jahia Solutions Group SA
Implicit (rule based) on contextual info (location, hour, keywords…)
Profile-based personalization : target content to visitors based on a
« category » in which they’ve been placed
Explicit: ability to personalize against profile attributes
Progressive profiling
Download form to access valuable content
If form has already been posted, show another one
If property X exist, ask for property Y
© 2002 - 2015 Jahia Solutions Group SA
1 2 3 4 5
6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Optimization
A/B testing - A/Z testing – Multivariate testing
Simple for editors / marketers
Select an item in the page > Optimize
Add variants
Define the test scope
Define the success (transformation) metric
Nb of visitors
© 2002 - 2015 Jahia Solutions Group SA
Optimization
Get results in context
Transformation rate for each variant
Data are crossed
Drill-down results to take the right decision
© 2002 - 2015 Jahia Solutions Group SA
1 2 3 4 5
6 7
Goals Audience Profiling tools Form mapping Personalization
Optimization Personas
© 2002 - 2015 Jahia Solutions Group SA
Personas
Archetypes of visitors
Created in Marketing Factory administration
Can be used to simulate the site behavior
Properties are editable on the fly to see you site change IRT
© 2002 - 2015 Jahia Solutions Group SA
UXP is a game of cooperation
Does it replace your Analytics Engine? NO
Does it replace your campaign management service? NO
Does it replace your CRM? NO
Does it replace your marketing platform? NO
Does it bring value to all those systems? YES
Do you have to use Marketing Factory? DEFINITELY YES
© 2002 - 2015 Jahia Solutions Group SA
Conclusion
 Create consistent and not fragmented users profils
 Engage your customers and build truly personalized
experiences
 Easily improve your online efficiency
 Do continuous improvements and optimization
© 2002 - 2015 Jahia Solutions Group SA
Wait there is more !!!
© 2002 - 2015 Jahia Solutions Group SA
Kompyte
Monitor your competitors activity
Benchmark your site against theirs
Get KPIs
Be alerted when they change something
© 2002 - 2015 Jahia Solutions Group SA
Kompyte
Each MF user will benefit from a Kompyte Advanced Plan
We will cross data from the competitors list and the visits on your site
to alert you when competitors are visiting your site
We want to put in-context alerts in your web pages about competitors
similar pages
© 2002 - 2015 Jahia Solutions Group SA
Thank you

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JahiaOne 2015 - Marketing Factory Live! by Clement Egger

  • 1. © 2002 - 2015 Jahia Solutions Group SA Marketing Factory Clément EGGER. Senior VP Product Marketing @theklem
  • 2. © 2002 - 2015 Jahia Solutions Group SA Did you know  First usage of analytics is reporting (38%) far before insights (22%) and recommendations (12%)  Personalization used by 40% of big/mid-size companies  Content profiling used by 26%  Marketing automation by 22%  IP lookup by only 11%  73% of companies use visits to measure success  Only 44% use leads generated as a success measure  Only 7% use KPI about user journey  77% use multiple tools, often not connected together  Predictive analytics and big data is a big thing but it requires specific skills and, by the way, marketers already know their customers
  • 3. © 2002 - 2015 Jahia Solutions Group SA OM technologies scope Site and mobile analytics Sentiments analytics Brand reputation Social medias Email automation Campaigns managements Forms and all derivates UX testing Implicit personalization Explicit personalization Rule based personalization Progressive profiling Geolocation tools AB testing, AZ testing, Multi testing Landing pages testers CRM SRM …
  • 4. © 2002 - 2015 Jahia Solutions Group SA OM landscape
  • 5. © 2002 - 2015 Jahia Solutions Group SA Marketers are in pain  OM tools are complex  OM tools are (very) expensive  OM tools need a lot of integration to obtain results  Agility is not there  Fragmented pieces of users profiles / data in multiple systems  Marketing teams have not grown as fast as the new tools and capabilities would require
  • 6. © 2002 - 2015 Jahia Solutions Group SA About context EVERYBODY TALKS ABOUT CONTEXT Let me tell you a story CONTEXT IS NOT ENOUGH !!!
  • 7. © 2002 - 2015 Jahia Solutions Group SA About one to one conversation Personalization is truly effective but it cost a lot of money To produce personalized content To setup personalization To analyze results, measure efficiency and improve
  • 8. © 2002 - 2015 Jahia Solutions Group SA Marketing Factory approach It’s a toolbox with understandable tools for marketers That can be used with nearly no training With a very limited cost of integration That provides deep, understandable and actionnable data To engage, optimize and improve your online marketing strategy
  • 9. © 2002 - 2015 Jahia Solutions Group SA Marketing Factory approach To collect explicitly or implicitly user data Demographic, psychographics… User behavior and interaction history with your brand Have a 360° view of your users Setup KPIs that you can follow and measure Create personalized experiences One to many One to few One to one
  • 10. © 2002 - 2015 Jahia Solutions Group SA Marketing Factory overview ES DF CXS Id cookie A filter trap all interactions (visits…) DF use CXS data to personalize Reporting and management Everything stored in json
  • 11. © 2002 - 2015 Jahia Solutions Group SA Marketing Factory approach NOT Digital Factory dependent Can work on one or several sites at the same time Can be used by several marketing teams with different needs Can aggregate data from different environments
  • 12. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 13. © 2002 - 2015 Jahia Solutions Group SA Goals  Goals are the key actions you want your visitors to perform in order to measure your performance, improve your site efficiency and build personalized experiences.  They are  Easy to define  Easy to follow  Declared at the site level  Declared for a campaign
  • 14. © 2002 - 2015 Jahia Solutions Group SA Types of goals Page visit Funnel Landing pages Asset Download Video Form
  • 15. © 2002 - 2015 Jahia Solutions Group SA Goals reporting Global performances Detailed analytics One to one analytics Quantitative: what population filled the goal • 72% come form India • 18% come from France • 10% comme from USA Qualitative: how you visitors perform • 6% of indian visitors reach the goal • 9% of french visitors reach the goal • 2% of US visitors reach the goal 450 engaged  65 success  14,4% conversion Who namely reached this goal
  • 16. © 2002 - 2015 Jahia Solutions Group SA How MF is different from analytics Individual information, not masses Analytics limits Good to know that you have a 5% success rate on a form submit But can you cross that data with all information you have collected ? Infinite drill down Visit context (browser, location, device…) Profile properties (name, address, income, nationality, age…) Visitor behavior (pas events)
  • 17. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 18. © 2002 - 2015 Jahia Solutions Group SA Progressive profiling Anonymous visitor Gender = male Weight > 100 kg Interest food = 90 Last name = Simpson Facebook.com/homer Page goal = Hotdog recipe
  • 19. © 2002 - 2015 Jahia Solutions Group SA 360° view on your visitors profiles Anonymous and identified visitors Linked as soon as the visitor identifies itself Can be merged Can expire Predefined properties Can be protected for privacy / regulation reasons Fully extensible On the fly (form mapping)
  • 20. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 21. © 2002 - 2015 Jahia Solutions Group SA Segments Combine as many properties as wanted Real time calculation Can be nested (segment A inherit segment B) Can be joined (segment C = segment A + segment B) Can be crossed (segment C = segment AB) Can be modified at any time Real time estimates of segment population when building them
  • 22. © 2002 - 2015 Jahia Solutions Group SA Interests An interest = a concept + a weight Captured when the visitor browse pages Captured only once per session No predefined tagging plans Full control for editors / marketers Defining the correct weight is key See in the user profile the results and compare to your average visitors
  • 23. © 2002 - 2015 Jahia Solutions Group SA Lists  Simple list of users  Static vs Segments that are dynamic  Visitors can be assigned to a list Manually From his profile Automatically Visitor has achieved a goal Visitor has submitted a form Visitor came 3 times in the last 7 days …  Perfect for simple automation
  • 24. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 25. © 2002 - 2015 Jahia Solutions Group SA Form mapping Map form fields with visitor properties Automatic capture on submit Choose the correct strategy (always replace / only if empty) Create new properties on the fly Can be applied on the same form in multiple pages Work on all forms even external ones
  • 26. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 27. © 2002 - 2015 Jahia Solutions Group SA Simple for editors / marketers Select an object > Personalize Add variants For each variant, choose the conditions to serve this content variant Work in templates as in pages Can use Context information (session) Profile attributes Visitor history (visits, goals achieved…) Segments
  • 28. © 2002 - 2015 Jahia Solutions Group SA Implicit (rule based) on contextual info (location, hour, keywords…) Profile-based personalization : target content to visitors based on a « category » in which they’ve been placed Explicit: ability to personalize against profile attributes Progressive profiling Download form to access valuable content If form has already been posted, show another one If property X exist, ask for property Y
  • 29. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 30. © 2002 - 2015 Jahia Solutions Group SA Optimization A/B testing - A/Z testing – Multivariate testing Simple for editors / marketers Select an item in the page > Optimize Add variants Define the test scope Define the success (transformation) metric Nb of visitors
  • 31. © 2002 - 2015 Jahia Solutions Group SA Optimization Get results in context Transformation rate for each variant Data are crossed Drill-down results to take the right decision
  • 32. © 2002 - 2015 Jahia Solutions Group SA 1 2 3 4 5 6 7 Goals Audience Profiling tools Form mapping Personalization Optimization Personas
  • 33. © 2002 - 2015 Jahia Solutions Group SA Personas Archetypes of visitors Created in Marketing Factory administration Can be used to simulate the site behavior Properties are editable on the fly to see you site change IRT
  • 34. © 2002 - 2015 Jahia Solutions Group SA UXP is a game of cooperation Does it replace your Analytics Engine? NO Does it replace your campaign management service? NO Does it replace your CRM? NO Does it replace your marketing platform? NO Does it bring value to all those systems? YES Do you have to use Marketing Factory? DEFINITELY YES
  • 35. © 2002 - 2015 Jahia Solutions Group SA Conclusion  Create consistent and not fragmented users profils  Engage your customers and build truly personalized experiences  Easily improve your online efficiency  Do continuous improvements and optimization
  • 36. © 2002 - 2015 Jahia Solutions Group SA Wait there is more !!!
  • 37. © 2002 - 2015 Jahia Solutions Group SA Kompyte Monitor your competitors activity Benchmark your site against theirs Get KPIs Be alerted when they change something
  • 38. © 2002 - 2015 Jahia Solutions Group SA Kompyte Each MF user will benefit from a Kompyte Advanced Plan We will cross data from the competitors list and the visits on your site to alert you when competitors are visiting your site We want to put in-context alerts in your web pages about competitors similar pages
  • 39. © 2002 - 2015 Jahia Solutions Group SA Thank you