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White Paper

The Personalization Playbook

There are three critical components to building and scaling a personalization program: strategy, data and technology.

It’s complicated, so we’ve put together a playbook to help you out.

This playbook is packed full of guidelines, templates and best practices to strategize and build a successful personalization campaign, including:

  • Major considerations and things to keep in mind when developing your personalization strategy.
  • More than 30 data-driven questions about your customers to identify campaign opportunities.
  • A template for organizing and planning your personalization campaigns.
  • Guidelines for determining whether to deliver your campaigns via rule-based targeting or algorithmic targeting.

Get the playbook