- North Star: What larger strategic objective is driving the personalization program?
- Goals: What are the specific, measurable outcomes of the program?
- Touchpoints: Where will the personalized experience be served?
- Contexts and Campaigns: What personalization content will the user see?
- Your organization or client purchased a content management system (CMS) or marketing automation platform (MAP) or related technology that supports personalization
- The CMO, CDO, or CIO has identified personalization as a goal
- Customer data is disjointed or ambiguous
- You are running some isolated targeting campaigns or A/B testing
- Stakeholders disagree on personalization approach
- Mandate of customer privacy rules (e.g. GDPR) requires revisiting existing user targeting practices
- North Star: What larger strategic objective is driving the personalization program?
- Goals: What are the specific, measurable outcomes of the program?
- Touchpoints: Where will the personalized experience be served?
- Contexts and Campaigns: What personalization content will the user see?
As a UX professional in today’s data-driven landscape, it’s increasingly likely that you’ve been asked to design a personalized digital experience, whether it’s a public website, user portal, or native application. Yet while there continues to be no shortage of marketing hype around personalization platforms, we still have very few standardized approaches for implementing personalized UX.
That’s where we come in. After completing dozens of personalization projects over the past few years, we gave ourselves a goal: could you create a holistic personalization framework specifically for UX practitioners? The Personalization Pyramid is a designer-centric model for standing up human-centered personalization programs, spanning data, segmentation, content delivery, and overall goals. By using this approach, you will be able to understand the core components of a contemporary, UX-driven personalization program (or at the very least know enough to get started).
Growing tools for personalization: According to a Dynamic Yield survey, 39% of respondents felt support is available on-demand when a business case is made for it (up 15% from 2020).
Source: “The State of Personalization Maturity – Q4 2021” Dynamic Yield conducted its annual maturity survey across roles and sectors in the Americas (AMER), Europe and the Middle East (EMEA), and the Asia-Pacific (APAC) regions. This marks the fourth consecutive year publishing our research, which includes more than 450 responses from individuals in the C-Suite, Marketing, Merchandising, CX, Product, and IT.
Getting Started
For the sake of this article, we’ll assume you’re already familiar with the basics of digital personalization. A good overview can be found here: Website Personalization Planning. While UX projects in this area can take on many different forms, they often stem from similar starting points.
Common scenarios for starting a personalization project:
Regardless of where you begin, a successful personalization program will require the same core building blocks. We’ve captured these as the “levels” on the pyramid. Whether you are a UX designer, researcher, or strategist, understanding the core components can help make your contribution successful.
From top to bottom, the levels include:
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