customer profiling and web personas digital bootcamp may 2013
DESCRIPTION
Customer profiling and web personas presentation from Hannah Marshallsay, Mackman Group at CIM Digital Marketing Bootcamp, Chelmsford, May 2013TRANSCRIPT
Why is it important to understand the profile of your website’s target audience?
The more specific you can be about your target audiences and markets the more effective your website will be:
� Creation of interesting and engaging content
� Better messaging and calls to action
� Build better and more meaningful relationships with customers
� More likely to attract new customers who will care about products and services
What does ‘target audience’ mean?
A way of defining the group of people that buy your products and services via your website
It’s a segmentation of all potential consumers –grouping them by characteristics that identify them as being potential customers
Profiling your customers requires a good database
Customers
Consumers
Employees
Who and where Response and purchase
Values and motivations
Behavioural dataDemographic data
Attitudinal data
Webographic data – web experience, usage location, platform, frequency, social media use
B2CAge, gender, where they live, occupation, income levels
B2BPosition in business, location, size, range of products and services, tenure
Interests, lifestyles, goals and needs
Product/service type, channel, value, frequency, marketing response
Establish what customer data you already have
Contextual data
- Accounts - Transactions - Customer Feedback - Newsletter Sign-up
- Web Analytics - Social Media
DemographicSales data – data you’ve captured at
point of sale
Google Analytics – localisation and
language and audience profile
Facebook insights – details on
people that click on the Like
Facebook button. Age, gender,
location, marital status, interests
Email service provider – add fields
into newsletter sign up or Mail Chimp
SocialPro feature offers
demographics about your visitors
automaticallyGoogle Webmasters Audience Report
Establish what customer data you already have
Contextual data
DemographicLinkedIn provides demographics for individuals including Occupation, Industry, Skills and Expertise and for businesses the available insight includes Region, Industry, Company Size and Products & Services
- Accounts - Transactions - Customer Feedback - Newsletter Sign-up
- Web Analytics - Social Media
Establish what customer data you already have
Contextual data
Behaviour
Attitudinal
Webographic
Surveys
Ongoing customer feedback
Sales – online and offline via
which channel
Email – open and click through
Google Analytics
Social Media insights
Surveys
Google Analytics Dashboard
- Accounts - Transactions - Customer Feedback - Newsletter Sign-up
- Web Analytics - Social Media
Build your database including key variables
Your database should contain: name, address, email and telephone number together
with purchase history. It should also contain the contact names of people involved in the
decision making
Create web personas to complete the picture of your target audiences
A web persona is a summary
of the characteristics, needs, motivations and environment of a key type of website user
Creating web personas is a process which adds to the existing data you have on your customers – Attitudinal and Webographic
They enable you to design the best user experience for its website customers
Creating website personas First stage – collecting data
Complete the picture of your website users through a simple staff survey based on their experience and knowledge of customers
• Demographics – age, gender, type of business and size• Web technical knowledge/ability, usage location, platform, frequency, social
media site etc• Motivations to use your website, how did they find it?• Values and goals for your website, what they want to use it for, where do they go
for information?
• Obstructions/frustrations – what stops them choosing a service/product?
Your staff should think of two or three customers that they have worked with/on behalf of in the last two years and answer the questions with that person in mind
Example questions:
The questionnaire can be carried out face to face, via telephone, using a simple Word document or a more complex online survey….
More complex online questionnaire
Creating website personas First stage – collecting data
Survey Monkey questionnaire
Creating website personas Second stage – grouping customers
Survey Monkey reporting graph
Survey Monkey out-puts pie charts and graphs that summarise key data variables from your customer questionnaire
Creating website personas Second stage – grouping customers
Cross tabulation of the data on key criteria allow you to identify groups of customers with similar profiles
These groups of customers with similar profiles become your segments
Creating website personas Third stage – creating fictional characters
Start-up Sally – owner of an independent business in the arts
Corporate Christopher – CEO of financial sector company
Family Firm Frank – Manager at a family firm in manufacturing industry
Sally is has a solid business idea that is well researched and thought out. She needs a marketing partner over the long term but branding and a website to
get her started. She needs to spend her budget wisely. She found the Mackman website through a recommendation. She is concerned about price and the
possibility that her business is too trivial compared with Mackman’s larger clients.
Christopher is looking for a reliable marketing research company who will help him gain knowledge and solve a very specific problem that he needs to illuminate.
He is quite ruthless and is careful to choose an agency that he can keep coming back to if the job is done well. He references newspapers, friends and colleagues
for information and found Mackman through recommendation.
Frank has inherited a family business and needs help to bring it up to date. He is under pressure to turn the business around and prove he is worthy of leading the
organisation. He has little experience of marketing so will initially need help with his marketing strategy. He is well informed in his sector frequently reading
industry magazines. He wants to team up with ‘real people’ who share his values and have a knowledge of his sector
Creating website personas Fourth stage – applying personas to website content
Start-up Sally Case studies and examples of work for smaller clients and indication of price are crucial
Creating website personas Fourth stage – applying personas to website content
Corporate Christopher Simple browsing menus, plain speaking
information and easy to contact function are essential as he is not proficient with the internet
Creating website personas Fourth stage – applying personas to website content
Family Firm Frank Information showing the knowledge of staff and
quality of work is important. He is looking for a demonstration of multi media content as he is aspirational about making his business appear more forward thinking
Web persona summary guidelines
1. Build a number of personal attributes into personas• Demographic • Behaviour• Attitudes• Webographic
2. Remember personas are only models of characteristics and environment
• 3 or 4 usually suffice to improve general usability• Establish a primary persona
3. Involve all stakeholders in your business to create and sign off personas
• Ensure they are accurate representations
4. Ensure your personas become the language of your business• Bring them to life with pen portraits and display them
Creating website personas Fifth stage – measurement
By understanding what proportion of visits belong to which personas you can understand how well your website is catering for them
1. Keywords – identify personas by the key word they use to find your site e.g. for the Mackman website we could separate out who found us on a search for PR vs. Market Research
2. Landing pages – if someone lands on one of our ‘Marketing’ pages, they must be interested in one of our marketing services. We could separate out visitors who landed on ‘Marketing’, ‘Design’ vs. ‘Staff’ pages
3. Referring sites – may indicate a persona from the site they came from e.g. Twitter vs. Yell.com
You can build persona based segments using these dimensions and analyse them using Google Analytics Advanced Segments
Creating website personas Fifth stage – measurement
Advanced Segments let you isolate and analyse subsets of traffic
These can be applied to current and historical data - giving you greater insight into your data
You can use pre-defined segments such as ‘New Visitors’, or ‘Mobile’, or create your own. Our ‘East Anglia’ segment allows us to monitor traffic levels from Chelmsford, Colchester, Ipswich and Bury St Edmunds
Google Advanced Segments Overview Report
Using your web personas to improve the relevance of your customer communication
1.Make your website more relevant e.g. make sure that there is at least one case study on your site that will appeal to each web persona
2.Make your emails more relevant e.g. consider your web personas when devising your email content. Is there something of interest for your key web personas?
3.Make sure you are using the right social media platforms e.g. LinkedIn for B2B
4.Use your web personas to help identify priority prospects when enquiries are made
Over to you – what are your ideas?