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Optimizing for Multiple Personas
How a recent test “broke the rules” of optimization and
drove a 331% conversion lift
Today’s Team
Jon Powell
Senior Manager
Research and Strategy
MECLABS
@jonpowell31 Market research practitioner with 6+ years of hands-on discovery gained through

managing hundreds of A/B and multivariate tests for e-commerce, healthcare, financial,
and education Research Partners.

#WebClinic
An Experiment
Background
Experiment ID: TP1560
Record Location: MECLABS Research Library
Research Partner: [Protected]
Background: An organization that offers a minimally invasive medical treatment for
people suffering from chronic pain.
Goal: To increase leads from the website.

Research Question: Which site will generate the highest lead conversion rate?
Test Design: A/B multifactorial test.

#WebClinic
Version A

#WebClinic
Version A

#WebClinic
Version B

#WebClinic
Version B

#WebClinic
Side-by-Side
Version B

Version A

#WebClinic
331% Relative Increase in Conversions
The new page template B increased lead capture rate by 330.6%

Conv. Rate

% Rel. Change

Version A

1.6%

Version B

7.0%

-330.6%

#WebClinic

Stat. Conf.
99%
Familiar Behavior Patterns
From this

To this
Protocol ID: TP1306

266%
Increase in clicks

LOGO

LOGO

Protocol ID: TP1213

78%

Increase in conversions

Protocol ID: TP2026

46%

Increase in purchases

#WebClinic
Why did the treatment win?

So what was
different in this
situation?

#WebClinic
Optimizing for Multiple Personas

F

Key Principles

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To
Converse, (4) To Nurture. The order is as important as the activity. One cannot
converse before one attracts; one should not attract before one listens.

#WebClinic
Why did the treatment win?
After examination of:
• Feedback from service reps and Sales
• A data/metrics analysis of incoming
channels and keywords
• Existing customer research
The team’s preliminary research question:
What is the effect of providing multiple
paths (CTAs) for visitors to choose based
on where they are in the process?
#WebClinic
Optimizing for Multiple Personas

F

Key Principles

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To
Converse, (4) To Nurture. The order is as important as the activity. One cannot
converse before one attracts; one should not attract before one listens.
2. To enable conversation with different customers arriving at the same intersection,
one must alter the geography of the page in a way that attracts each group into its
own conversation.

#WebClinic
Why did the treatment win?
Though equally
weighted on the
page, the content is
not equal in the
mind.

#WebClinic
Optimizing for Multiple Personas

How do I write and design for a page that serves
multiple visitor types with varying interests?

#WebClinic
Optimizing for Multiple Personas

F

Key Principles

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To
Converse, (4) To Nurture. The order is as important as the activity. One cannot
converse before one attracts; one should not attract before one listens.
2. To enable conversation with different customers arriving at the same intersection,
one must alter the geography of the page in a way that attracts each group into its
own conversation.

3. A meta-analysis of these page types has uncovered how copywriting and design can
be adjusted to maximize response from pages serving multiple customer personas.

#WebClinic
Optimizing for Multiple Personas

Today, we are going to walk through tactical
design and copy changes extracted from patterns
of customer response.

#WebClinic
Design Changes

#WebClinic
Design Changes

F

Key Principles

1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. The former is the
means to the latter.
2. Simplicity which obscures clarity is lethal to the close. This is true as it relates to the
prospect’s understanding of the marketer’s offer.

#WebClinic
Example: Simplicity vs. Clarity
Protocol ID: TP1315
Control

How would you
increase the search
volume on this page?

#WebClinic
Example: Simplicity vs. Clarity
Treatment
By giving the page a more
Google-like search
experience, our researchers
hypothesized an increase in
search volume …
The result proved that
simplicity does not always
guarantee clarity.

5.6%

Decrease in search volume

#WebClinic
Design Changes

F

Key Actions

1. To enable clarity of the offer for multiple personas, focus on these three types of
page template adjustments:
• The number of conversion paths

• The availability of subheadlines and headers for instructional guidance
• The sequence of the content

#WebClinic
From TP1499 To This …
This,
Protocol ID:
From This

#WebClinic
From This, To This …

Utilized the header to
be instructional
To This

Optimal #
of paths

25%

Increase in clicks
#WebClinic
From TP1315 To This …
This,
Protocol ID:

From This

#WebClinic
From This, To This…
To This

Optimized the
number of paths

32.4%

Increase in conversions

#WebClinic

Added a
subheadline for
explanation
From TP1460 To This …
This,
Protocol ID:
From This

#WebClinic
Utilized headers
for explanation

From This, To This …
To This

Reduced
paths via
consolidation

63%

Increase in conversions

#WebClinic
From TP17XX To This …
This,
Protocol ID:
From This

Increase in clickthrough

#WebClinic
Added a headline and
explanation subheadline

From This, To This …
To This

181%

Increase in clickthrough

Adjusted
color

#WebClinic

Adjusted
content
position
Copy Changes

#WebClinic
Copy Changes

F

Key Principles

1. “Mind is the great lever of all things; human thought is the process by which human
ends are ultimately answered.” -Daniel Webster

#WebClinic
The Great Lever in Action

#WebClinic
The Great Lever in Action
The Top 5 Reasons for
Bungee Jumping
1. Overcome a fear
2. If you go naked, it could
be free!
3. Cross an item off the
bucket list
4. Bragging rights
5. It’s safe

#WebClinic
Copy Changes

F

Key Principles

1. “Mind is the great lever of all things; human thought is the process by which human
ends are ultimately answered.” -Daniel Webster
2. We must realize that even as the lever moves in degrees, the sale moves in stages.
The marketer must match the message to the stage. We achieve this by synchronizing
geography with chronology.

#WebClinic
Customer Buying Cycle
Sample Keyword

The wide
variety of
search terms
brings light to
what customers
are trying to
achieve online.

Search Volume

Florida Car
Insurance Quote

Low

Car Insurance
Quote

Medium

Buying Process

Purchase
Intent + Shop

Car Insurance

High

Consideration
or Research

Insurance

Very High

Awareness

#WebClinic
Copy Changes

F

Key Actions

1. To enable a type of synchronization that serves multiple personas, align your copy
within each competing section closely with:
• Different stages in the buying cycle

• Relevant, distinguishable categories of interest

#WebClinic
From TP1560 To This …
This,
Protocol ID:
From This

#WebClinic
From This, To This …

To This

331%

Increase in conversions

#WebClinic

New copy focuses on relevant topics aligned
with buying cycle stage
From This, To This …

A single section was rewritten
to attract more of a given
prospect type

Then This

49.5%

Increase in clickthrough

#WebClinic
From TP1503 & TP1507 This …
This, To
Protocol ID:
From This

#WebClinic
All
Traffic

To This

20.6%

Increase in conversions

#WebClinic
Partner
Sites

Then This
As a result of this discovery, the team installed
dynamic response pages

32.4%
Increase in conversions

20.6%

Increase in conversions

#WebClinic

Google

198%

Increase in conversions
From TP1315 To This …
This,
Protocol ID:
From This

#WebClinic
From TP1315 To This …
This,
Protocol ID:

Copy written for
browsers and
deal seekers

5.8%

Increase in search volume

#WebClinic
A Final Experiment

#WebClinic
Background
Experiment ID: TP1203
Record Location: MECLABS Research Library
Research Partner: [Protected]
Background: A subscriber-only social media site designed to provide fast, easy access
expert advice for IT.
Goal: To increase subscriptions, subscription revenue.

Research Question: Which sign-up process will produce the greatest subscription rate?
Test Design: A/B multifactorial test.

#WebClinic
Background

#WebClinic
Background

#WebClinic
Control

Order Page

Pop-over

#WebClinic
Treatment

#WebClinic
Side-by-Side
Control

Treatment

#WebClinic
10.9% Relative Decrease in Revenue Per Visit

The treatment order process received 10.9% less revenue per visit than the control.

Conv. Rate % Rel. Change $$$ / Visit % Rel. Change

Control

.095%

Treatment

.098%

-1.12%

#WebClinic

$1.89

--

$1.68

-10.93%
Review

#WebClinic
Summary: Putting it all together

F

Key Points

1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. To enable clarity as it
relates to the prospect’s understanding of the marketer’s offer, focus on three types of
page template adjustments:
•
•
•

The number of conversion paths
The availability of subheadlines and headers for instructional guidance
The sequence of content

2. As the sale moves in stages, the marketer must match the message to the stage. Achieve
this by aligning copy of each competing section with:
•
•

Different stages in the buying cycle
Relevant, distinguishable categories of interest

#WebClinic
Templates for Multiple Customers
Page Templates that Work
Published July 5, 2013

http://www.marketingexperiments.com/site-optimization/page-templates-that-work.html
#WebClinic
See how you can conduct research with us…
MECLABS conducts rigorous experiments in the new science of optimization. We apply our
discoveries to help leaders optimize the financial performance of their sales and
marketing programs.
Learn more about how you may
be a fit for a MECLABS research
partnership:
• Select Research Partnership
Opportunities on the postwebinar survey
• Contact us directly
info@MECLABS.com
1-877-635-0565

x
#WebClinic
Live Optimization
EMAIL AWARDS
Winners Announced

MECLABS.com/EmailAwards
#WebClinic
Live Optimization
CVCheck
Primary Audience: Individuals and HR managers
Primary Objective: Sell background checks

http://bit.ly/1h0hl4n

#WebClinic
Live Optimization
Sherman College
Primary Audience: Sherman College students and
alumni
Primary Objective: Send visitors to proper area

http://bit.ly/16n2Wgl

#WebClinic

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Templates for Multiple Customers

  • 1. Optimizing for Multiple Personas How a recent test “broke the rules” of optimization and drove a 331% conversion lift
  • 2. Today’s Team Jon Powell Senior Manager Research and Strategy MECLABS @jonpowell31 Market research practitioner with 6+ years of hands-on discovery gained through managing hundreds of A/B and multivariate tests for e-commerce, healthcare, financial, and education Research Partners. #WebClinic
  • 4. Background Experiment ID: TP1560 Record Location: MECLABS Research Library Research Partner: [Protected] Background: An organization that offers a minimally invasive medical treatment for people suffering from chronic pain. Goal: To increase leads from the website. Research Question: Which site will generate the highest lead conversion rate? Test Design: A/B multifactorial test. #WebClinic
  • 10. 331% Relative Increase in Conversions The new page template B increased lead capture rate by 330.6% Conv. Rate % Rel. Change Version A 1.6% Version B 7.0% -330.6% #WebClinic Stat. Conf. 99%
  • 11. Familiar Behavior Patterns From this To this Protocol ID: TP1306 266% Increase in clicks LOGO LOGO Protocol ID: TP1213 78% Increase in conversions Protocol ID: TP2026 46% Increase in purchases #WebClinic
  • 12. Why did the treatment win? So what was different in this situation? #WebClinic
  • 13. Optimizing for Multiple Personas F Key Principles 1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens. #WebClinic
  • 14. Why did the treatment win? After examination of: • Feedback from service reps and Sales • A data/metrics analysis of incoming channels and keywords • Existing customer research The team’s preliminary research question: What is the effect of providing multiple paths (CTAs) for visitors to choose based on where they are in the process? #WebClinic
  • 15. Optimizing for Multiple Personas F Key Principles 1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens. 2. To enable conversation with different customers arriving at the same intersection, one must alter the geography of the page in a way that attracts each group into its own conversation. #WebClinic
  • 16. Why did the treatment win? Though equally weighted on the page, the content is not equal in the mind. #WebClinic
  • 17. Optimizing for Multiple Personas How do I write and design for a page that serves multiple visitor types with varying interests? #WebClinic
  • 18. Optimizing for Multiple Personas F Key Principles 1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens. 2. To enable conversation with different customers arriving at the same intersection, one must alter the geography of the page in a way that attracts each group into its own conversation. 3. A meta-analysis of these page types has uncovered how copywriting and design can be adjusted to maximize response from pages serving multiple customer personas. #WebClinic
  • 19. Optimizing for Multiple Personas Today, we are going to walk through tactical design and copy changes extracted from patterns of customer response. #WebClinic
  • 21. Design Changes F Key Principles 1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. The former is the means to the latter. 2. Simplicity which obscures clarity is lethal to the close. This is true as it relates to the prospect’s understanding of the marketer’s offer. #WebClinic
  • 22. Example: Simplicity vs. Clarity Protocol ID: TP1315 Control How would you increase the search volume on this page? #WebClinic
  • 23. Example: Simplicity vs. Clarity Treatment By giving the page a more Google-like search experience, our researchers hypothesized an increase in search volume … The result proved that simplicity does not always guarantee clarity. 5.6% Decrease in search volume #WebClinic
  • 24. Design Changes F Key Actions 1. To enable clarity of the offer for multiple personas, focus on these three types of page template adjustments: • The number of conversion paths • The availability of subheadlines and headers for instructional guidance • The sequence of the content #WebClinic
  • 25. From TP1499 To This … This, Protocol ID: From This #WebClinic
  • 26. From This, To This … Utilized the header to be instructional To This Optimal # of paths 25% Increase in clicks #WebClinic
  • 27. From TP1315 To This … This, Protocol ID: From This #WebClinic
  • 28. From This, To This… To This Optimized the number of paths 32.4% Increase in conversions #WebClinic Added a subheadline for explanation
  • 29. From TP1460 To This … This, Protocol ID: From This #WebClinic
  • 30. Utilized headers for explanation From This, To This … To This Reduced paths via consolidation 63% Increase in conversions #WebClinic
  • 31. From TP17XX To This … This, Protocol ID: From This Increase in clickthrough #WebClinic
  • 32. Added a headline and explanation subheadline From This, To This … To This 181% Increase in clickthrough Adjusted color #WebClinic Adjusted content position
  • 34. Copy Changes F Key Principles 1. “Mind is the great lever of all things; human thought is the process by which human ends are ultimately answered.” -Daniel Webster #WebClinic
  • 35. The Great Lever in Action #WebClinic
  • 36. The Great Lever in Action The Top 5 Reasons for Bungee Jumping 1. Overcome a fear 2. If you go naked, it could be free! 3. Cross an item off the bucket list 4. Bragging rights 5. It’s safe #WebClinic
  • 37. Copy Changes F Key Principles 1. “Mind is the great lever of all things; human thought is the process by which human ends are ultimately answered.” -Daniel Webster 2. We must realize that even as the lever moves in degrees, the sale moves in stages. The marketer must match the message to the stage. We achieve this by synchronizing geography with chronology. #WebClinic
  • 38. Customer Buying Cycle Sample Keyword The wide variety of search terms brings light to what customers are trying to achieve online. Search Volume Florida Car Insurance Quote Low Car Insurance Quote Medium Buying Process Purchase Intent + Shop Car Insurance High Consideration or Research Insurance Very High Awareness #WebClinic
  • 39. Copy Changes F Key Actions 1. To enable a type of synchronization that serves multiple personas, align your copy within each competing section closely with: • Different stages in the buying cycle • Relevant, distinguishable categories of interest #WebClinic
  • 40. From TP1560 To This … This, Protocol ID: From This #WebClinic
  • 41. From This, To This … To This 331% Increase in conversions #WebClinic New copy focuses on relevant topics aligned with buying cycle stage
  • 42. From This, To This … A single section was rewritten to attract more of a given prospect type Then This 49.5% Increase in clickthrough #WebClinic
  • 43. From TP1503 & TP1507 This … This, To Protocol ID: From This #WebClinic
  • 44. All Traffic To This 20.6% Increase in conversions #WebClinic
  • 45. Partner Sites Then This As a result of this discovery, the team installed dynamic response pages 32.4% Increase in conversions 20.6% Increase in conversions #WebClinic Google 198% Increase in conversions
  • 46. From TP1315 To This … This, Protocol ID: From This #WebClinic
  • 47. From TP1315 To This … This, Protocol ID: Copy written for browsers and deal seekers 5.8% Increase in search volume #WebClinic
  • 49. Background Experiment ID: TP1203 Record Location: MECLABS Research Library Research Partner: [Protected] Background: A subscriber-only social media site designed to provide fast, easy access expert advice for IT. Goal: To increase subscriptions, subscription revenue. Research Question: Which sign-up process will produce the greatest subscription rate? Test Design: A/B multifactorial test. #WebClinic
  • 55. 10.9% Relative Decrease in Revenue Per Visit The treatment order process received 10.9% less revenue per visit than the control. Conv. Rate % Rel. Change $$$ / Visit % Rel. Change Control .095% Treatment .098% -1.12% #WebClinic $1.89 -- $1.68 -10.93%
  • 57. Summary: Putting it all together F Key Points 1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. To enable clarity as it relates to the prospect’s understanding of the marketer’s offer, focus on three types of page template adjustments: • • • The number of conversion paths The availability of subheadlines and headers for instructional guidance The sequence of content 2. As the sale moves in stages, the marketer must match the message to the stage. Achieve this by aligning copy of each competing section with: • • Different stages in the buying cycle Relevant, distinguishable categories of interest #WebClinic
  • 58. Templates for Multiple Customers Page Templates that Work Published July 5, 2013 http://www.marketingexperiments.com/site-optimization/page-templates-that-work.html #WebClinic
  • 59. See how you can conduct research with us… MECLABS conducts rigorous experiments in the new science of optimization. We apply our discoveries to help leaders optimize the financial performance of their sales and marketing programs. Learn more about how you may be a fit for a MECLABS research partnership: • Select Research Partnership Opportunities on the postwebinar survey • Contact us directly info@MECLABS.com 1-877-635-0565 x #WebClinic
  • 62. Live Optimization CVCheck Primary Audience: Individuals and HR managers Primary Objective: Sell background checks http://bit.ly/1h0hl4n #WebClinic
  • 63. Live Optimization Sherman College Primary Audience: Sherman College students and alumni Primary Objective: Send visitors to proper area http://bit.ly/16n2Wgl #WebClinic