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Personalization Jonathan Price The Communication Circle (505) 898 4912 [email protected] http://www.webwritingthatworks.com

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Page 1: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization

Jonathan Price

The Communication Circle

(505) 898 [email protected]

http://www.webwritingthatworks.com

Page 2: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Moving toward a conversation withan audience of one

• Beyond the great mass.• Beyond niches, micromarkets, subgroups, demographic

clusters.• Communicating with one person at a time.

Page 3: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

What is personalization?

• Example: Reflect.com starts with an expert system.

Page 4: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

What is personalization?Example: Reflect.com

• Interrogates you to make decisions building a recipe.

Page 5: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

What is personalization?Example: Reflect.com

• Asks you to name the product, choose a package.

Page 6: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

What is personalization?Example: Reflect.com

• Talks to you, person to person.

Page 7: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

What is personalization?Example: Reflect.com

• Remembers what you created last time.

Page 8: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization goes beyondcustomization.

• Customizing divides the mass audience into severalniches.

• Customizing puts each visitor into a particular group,which may become a silo.

• The site decides what content to deliver to the users’particular niches via multiple home pages, multiple menus,filters on content.

Page 9: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalizing addresses anaudience of one.

• Personalizing allows the individual to pick and choosecontent, format, media, and the degree of intimacy.

• Personalizing recognizes the actual situation of theparticular individual receiving the information.

• Personalizing may also mean you have to revealinformation about yourself, as an individual.

Page 10: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Benefits to the organization

1. Makes content more relevant, easier to understand.People get it.

2. Makes the site easier to use, saves customers time.3. Increases loyalty.4. Creates a reason not to switch.5. Builds a relationship.6. Builds repeat sales.

Page 11: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Envision

Manufacturing contentfor one individual at a time

Page 12: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Imagine

• Building a profile to identify the individual’s traits• Building rules and making inferences from behavior, to

serve the right content to the right person at the right time• Allowing the individual to reorganize content• Offering new information to the individual proactively• Responding to email one on one• Joining discussions with users• Managing this new process

Page 13: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• The visitor registers, or gives some information.

Page 14: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• On return, the visitor is identified by a cookie, or login.

Page 15: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• Users reveal their own situation, products, income,address.

Page 16: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• Smart sites reward their effort immediately.

Page 17: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• From the momentof registrationall contentpinpointsthe visitor’sproduct, andsituation.

Page 18: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• The Customer Relationship Management software, orunderlying database of customers, pulls up records ofprevious interactions with this individual.

Page 19: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• To expand the profile, the site asks more questions, withpopup windows, surveys, sweepstakes,special offers thatrequire answering just one more question.

Page 20: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization starts with a profile.

• The most successful sites put a user in charge of his or herown profile.

Page 21: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Rules or inferences bring individualstogether with content.

• All information in the profile must be tagged, passed tocontent management, for immediate action.

<ZIPCode>87107

</ZIPCode>

87107=Rural

Red White andBlue

RuralRed White and

Blue ==>Horse Careand Feeding

Registration CRM ContentManagement

HorseCare andFeeding

Browser

Page 22: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Rules or inferences bring individualstogether with content.

• Rules identify niche audiences, recommend specificcontent, build pages on the fly.

Product Owned ="Framis 100"

Framis 100Patch="Not

downloaded"

OfferFramis 100 Patch

orUpgrade to Framis

200

Page 23: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Rules or inferences bring individualstogether with content.

• Rules identifyniche audiences,recommendspecific content,build pageson the fly.

Page 24: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Rules or inferences bring individualstogether with content.

• Make inferences from choices, behaviors.

Developer TipsOverview of

Developer Edition

User chooses

DeveloperReference

Site offers links to

DeveloperDiscussion

Design Guidelines

SubjectAttributes:

1. DeveloperEdition

2. DevelopingDatabases

Page 25: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Rules or inferences bring individualstogether with content.

• Make inferences from choices, behaviors.

Overview ofDeveloper Edition

User chooses Site prioritizes linksto

Schematic

Specs

Developer Tips

DeveloperReference

DeveloperDiscussion

Design Guidelines

Mentors also chose

1

2

3

4

Page 26: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization pays off for visitors.

• Content• News• Direct contact

Page 27: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Pick a contentmodel.

Page 28: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Add or removecontent ontheir ownpages.

Page 29: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Move contentaround.

Page 30: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Arrange thelayout withtheir newcontent.

Page 31: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Pick and choosefrom standardcontent.

Each object is adistinct element,so we can allowthe user to reshufflethe content model.

Language Command Reference

Language Command Group

Overview of Group ofCommands

Command Description

Command Name

Functional Definition

Syntax

Parameter

Prerequisite

Processing

Messages

Status Indicators

Statistics

Results

Example

Warnings

Shortcuts

See Also

Page 32: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Set up theirown modelfor a particulartype of content.

Elevate the elementsthey use most often.

Iconize contentthey rarely need.

Editor/Color/ColorizeAssigns invisibility or colors to subclasses within the drawing.

Syntax:Color [class or subclass] [color]

ParametersClass: Name any class within the active drawing, or if you want to

affect all classes, type: allSubclass: Name any subclass within the currently active class, in the

active drawing,or if you want to affect all subclasss in thecurrently active class, type: all

Color: One of the 256 colors listed in Appendix E, "Colors," or, if youwant to hide theclass or subclass, type: invisible

ExamplesIf you wanted to color all the boxes of class SwitchA red, then youwould enter:

color SwitchA red

If you wanted to hide all the objects of the subclass PinB, within theclass Pin, you would have to make the class Pin active, then enter

color PinB invisible

Chip Design EditorReference

Processing Messages Status Statistics Results See Also Warnings

Shortcut: Control-F45, select a classor subclass, thenselect a color, andpress Enter.

Page 33: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Display the fullcontent modelfor a procedure.

Let users pick whichelements they wantincluded, excluded.

Action

Introduction

Required Tools

Prerequsites

Key Concepts

Task Definition

Optional

Optional

Optional

Optional

Optional

Name Required

1Required,max: 15

Step1 Required

AllOptional

Warning Optional

Explanation of Term Optional

Results Optional

Result Illustration Optional

Result explanation Optional

Explanations

Example Optional

Optional

What Next

Tip

Troubleshooting Optional

Optional

See AlsoOptional

Page 34: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Display the fullcontent modelfor a procedure.

Let users pick whichelements they wantincluded, excluded.

Action

Name

Step

Explanations

Warning

Explanation of Term

Example

Tip

Troubleshooting

See Also

Procedure

Page 35: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users organizecontent their way.

• Display the fullcontent modelfor a procedure.

Let users pick whichelements they wantincluded, excluded.

Action

Name

Step

Explanations

Warning

Troubleshooting

See Also

Procedure

Page 36: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization brings relevantcontent to their attention.

• Content-matchingsurfaces somerelatedmaterial theymay nothave knownabout.

Page 37: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization brings relevantcontent to their attention.

• Suggested contenthelps users avoidbrowsing andsearching—making the siteeasier to use,saving time.

Page 38: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization brings relevantcontent to their attention.

• Niche contentfocuses ontopics eachgroup mightbe interested in.

From login profilewe pick the rightcontent modelfor each group.

Engineering Content

Specs

Schematic Diagrams

What's New--Technically

Configuration Requirements

Reseller Content

Training Programs

New MarketingProgram

Pricing Levels

Executive Content

Success Stories

Executive Overview

New Features &Benefits

White Paper

RelatedArticles

Education Content

Features & Benefits

Education Pricing

What's New--Technically

ConfigurationRequirements

Page 39: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users makepersonal statements.

• Posting to your discussion boards.• Posting to their own discussion boards.• Generating buzz throughout the Net, with your support, or

without.

Page 40: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization lets users bring up topicsyou have not thought of, or covered.

• These consumers are pushy, insist on your responding tothem.

• They e-mail their problems to customer support, and youmay have to answer, personally.

• You are now responding to them, rather than publishing,and letting them look the answers up.

• They dictate the topic. You have to do your best to go alongwith their idea.

Page 41: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization bringsrelevant news.

• Email tailoredjust for me…is not spam.It brings infoI might notget, becauseI do not visitthe site veryoften.

Page 42: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization means a user gets acustomized response.

• The emailmixespersonalidentifiers,and topics,withgenericcontent aimedat the niche.

Page 43: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization means a user gets acustomized response.

• The emailmixespersonalidentifiers,and topics,withgenericcontent aimedat the niche.

Email Response

Personal opening

Generic answer

Personal close,signature

Page 44: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization means a user gets acustomized response.

• The emailmixespersonalidentifiers,and topics,withgenericcontent aimedat the niche.

Thanks for your question, Jonathan. I know howtough it can be to figure out how to set up a supplychain for a particular job, like your highwayresurfacing.

Answer: First, you need to make a decision.

If you want to avoid sole-sourcing, you willwant to develop a pool of suppliers, punishinglow quality by shifting among suppliers. How itworks.

If you just want to establish a primecontractor, with subcontractors reporting to theprime, you need to aim at finding a primecontractor. How it works.

If you would like more info, please write me [email protected]. My direct line is 505 898 4912.

--Bob Technore, Project Manager, SupplySoft

Page 45: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Personalization means newchallenges.

• Managing• Analyzing• Designing• Adopting a new style• Producing more• Redefining our relationship

Page 46: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #1: Managing aconversation.

Solutions:• Customize by group, and keep adding and refining groups.• Keep improving the personalization of content.• Ally your team with customer service, marketing, web

teams.• Hire new types—people who like to do updates, emails,

and discussions.• Evaluate by reusability, outreach, methods—not releases.

Page 47: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #2: Analyzing audiencesall day long.

Solutions:• Hire a full-time audience czar.• Invent new surveys, profile questions.• Tie content more tightly to audience characteristics.• Authorize new content for particular people, groups.• After x months, urge folks to edit, revise their choices to

avoid stale profiles.

Page 48: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #3: Designing ourarchitecture for personalization.

Solutions:• Use XML and object-orientation to expose your

architecture, allowing customers to organize forthemselves.

• Keep refining attributes to allow fine-tuning of content forindividuals.

• Invent new elements to serve niche groups or needs ofindividuals.

• Keep getting more granular.

Page 49: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #4: Encouraging bothimpersonal and personal styles.

Solutions:• Become proactive, reaching out, suggesting both types of

content, offering updates.• Respond to emails from individual customers.• Give your real e-mail address, or phone number, so they

can actually reach you.• Join discussions as part of the job.• Groom or hire a new type of writer.

Page 50: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #5: Identifying—andwriting for—several niche audiences.

Solutions:• Rewrite only text that is sensitive to audience goals and

roles (intros, overviews, features and benefits, concepts).• Identify high-priority items for each group, create versions

tailored for those groups (appropriate examples,references, goal statements, problem statements, see alsoinfo).

• Create separate menu paths for each group.

Page 51: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #6: Our idea of our audiencemust change.

• The audience is not a homogenous mass.• The individual we are talking to is a peer.• The individual is active, not passive.• The individual contributes to the content, arranges it, asksquestions, suggests topics, looks for a response from us.

Page 52: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Challenge #7: Our idea of our rolemust change.

• We alternate between being speaker and listener.• We are building a (very) small

community.• We are struggling to get beyond our

original groups, stereotypes, roles.• We are writing persona to persona.

Page 53: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

We are joining a conversation.

• The audience of one actively participates in inventingcontent, organizing content, defining the tone.

• This audience is not an imaginary crowd, or a readerexplicitly described in our text. This is a real person.

• This audience affects our own persona, as we write.• Our motivation is, in part, to join with these people, to

achieve some identification with them.

Page 54: Jonathan Price - Web Writing that Works · Jonathan Price The Communication Circle (505) 898 4912 jprice@swcp.com ... • Building a profile to identify the individual’s traits

Personalization

Let’s extend the conversation.

[email protected]://www.webwritingthatworks.com

http://www.theprices.com