There’s a curious concept in astrophysics known as the Drake Equation. Developed to quantify the potential for intelligent life in our galaxy, it raises a number of odd questions, among them: does having intelligence, in the long run, actually benefit or harm a species? In other words, will amoebas ultimately outlive humans in the face of eternity?
If you’re like me, these are the types of things you think about while listening to hold music before conference calls. But as a content strategist, I can’t help but ask the same question about something my clients suddenly seem to be clamoring for: personalized user content.
It sounds great in theory: content that is more targeted to the user can provide a richer, more precise experience. But there is also a dark side: used improperly, targeting risks invading privacy and eroding trust. As Drake supposes, true intelligent life is rare, in part because it has the potential to destroy itself.
So how might you dip into this intelligence without wrecking your content in the process? How can we approach personalized content in a way that is sustainable and respectful, not self-destructive?
For good or for evil#section3
At a basic level, personalization (aka targeting) means serving unique content to a user based on something we know about him or her—from geographic location to specific browsing history. And as you’ve likely observed, the value of personalization is largely in how you wield it. It’s helpful to us when Amazon makes recommendations based on our past viewing history. Conversely, we’ve all been bothered at some point by a creepy targeted ad—the one that either somehow knows too much about you, or is trying to sell something you don’t want.
Historically, the average UX person hasn’t played much of a role in either of these scenarios, the latter being controlled by online marketers, the former monopolized by the Amazons of the world. But the recent advent of so-called “experience management systems”—like Adobe Experience Manager, Sitecore Experience Platform, and Episerver Personalization Manager—has (somewhat precipitously) made the ability to personalize content more accessible to clients. You don’t have to look much further than the goodie bag from the last conference you attended to see that all of the big name CMSes are now aggressively marketing their own flavor of personalization software.
Do you even need it?#section4
So what do you do when your client says they want to personalize content? The good news is that the foundation of personalized content strategy is the same set of tools you know and love: a core strategy statement, a set of guiding principles, and a basic content model. You now must consider how (or if) targeting can advance these directives. For example:
Good reasons to target site content:
- Your audience can be segmented in ways that are meaningful.
- Narrowing your message provides incremental value to your users.
- Personalized content is tied to specific KPIs or business objectives.
Bad reasons to target site content:
- Because we can.
- Some variation of #1.
You may face some strong headwinds if your client just bought a shiny new EMS and can’t wait to start solving world hunger. Again, as is always the case with the technology du jour, the product demos for these things are very seductive and typically involve light shows and kittens and free ecstasy. You may have to be the voice of reason. But that’s why you went to content strategy school, right?
Partial steam ahead!#section5
Next, consider your targeting technology. As a general rule, the systems that support targeted content will be one of two things:
- Rules-based: The more manual approach, this involves setting up discrete audience segments in the system and writing rules for when and how to show them content. Example: It looks like Colin’s IP address is from Washington, DC, so let’s show him what we show everyone in that location.
- Algorithm-based: The “secret sauce” approach, this focuses less on the overall segment and more on a specific user’s behavior. Example: Colin clicks on 3.65 articles/day about soup, so let’s show him a campaign for soup.
For our purposes, we’ll take a closer look at a rules-based model, since this is more likely what you’ll be running into if your client is just starting out with personalization. You’ll first need to determine your “segments.” Similar to UX personas, segments are groups of users with some distinguishing set of traits like age, interest, or location. The difference here is that a targeted segment will be determined by real-time data, either internal or external to your site. Typically this data will be fed through some type of centralized rules engine accessed by your CMS.
Applying a personalized content framework#section6
This is all getting a bit abstract, so let’s imagine for a moment that we’re creating a new site for An Airline Apart (obviously the next logical brand extension). We want to target busy creative professionals who travel regularly for work. What online content should we create to give us an edge with this audience?
Our first bright idea is to start a content campaign that takes the stress out of business travel. Easy enough, right? But that actually makes a lot of assumptions—what does “stressful” even mean? Can we break it down by audience?
A recent study from Carlson Wagonlit Travel asked 7,400 global business people who travel regularly for work to rank how stressful business travel is to them at each stage of their trip. Here’s what they found, sorted by gender:
There are clear differences: women tend to find the pre-trip phase the most stressful, while for men this is the least stressful phase. And for some reason, at the post-trip phase, it’s the complete opposite.
It gets even more interesting. Here’s what happened when they sorted the data by role:
According to this, business travel stress changes wildly depending on company role. For example, high-level employees are least stressed before the trip, and more stressed after; for support staff, it’s the total opposite.
Now, if we were doing this properly, we would absolutely want to drive into the “why” behind this. But for the sake of our sample exercise, we have more than enough justification to pursue a segmented content approach to our campaign. We could potentially set up 12 segments across gender and role in our system; here, though, let’s limit our focus to senior execs, male and female.
Mapping segments to content#section8
From a technical point of view, personalizing content comes down to running targeted rules on individual components on a page. So let’s say we have our An Airline Apart homepage with typical content zones. If we didn’t know who you were, we would show our usual default content:
Now in theory, we could write rules to target content for all of these blocks for our users. But how do we know where to begin? This is the “substance” question in content strategy, and where we need to consider very specifically what value we are adding.
To help us think through this, our team at ICF Interactive developed a framework for the four core types of personalized content. The first two have to do with the “task at hand,” or what the user came to your site to do today. The second two have to do with the “big picture,” or what you’re trying to get people to see and feel as part of your larger brand experience. Here’s how it breaks down:
- Content that alerts. This type of targeting improves the customer experience by displaying relevant, time-sensitive information, such as a weather delay, service disruption, or other real-time issue.
- Content that makes tasks easier. The second “task at hand” category, this type makes users’ lives easier by helping them do what they came here to do—e.g., “smart” navigation, deep links to useful tools, or automatically deprioritizing unrelated content.
- Content that cross-sells. This type may make your inner designer squirm, but it will realistically be one of your most important use-cases (and likely the one most directly tied to project ROI). Whether you’re a global oil conglomerate or a non-profit that provides hugs to reindeer, this is your place to market whatever it is you need to market. Again, the trick here is to show users something relevant, not just what you want them to see. Examples: ad for a new product, announcement for your upcoming conference, call to join or donate, etc.
- Content that enriches. A close cousin to the cross-sell, content that enriches a user’s experience is supplemental to their overall brand perception. This might include blogs, articles, community features, social networks, or third-party content. Think of this as the “soft sell” versus the “hard sell.” On a standard task-oriented page, this content will typically occupy the least critical zone.
Going back to our example, here’s how we could apply this approach to the personalized content we want to show on the An Airline Apart homepage:
|Type of personalized content||What to show senior execs|
|Alert||A list of flight cancellations impacting this user in real time|
|Make easier||Some shortcuts to content for our Priority Flyers service|
|Cross-sell||An ad for our new business class upgrade|
|Enrich||Tips on pre-trip (female segment)
Tips on post-trip (male segment)
Remember our bland default page? With our rules up and running, a senior exec will instead see this (color-coded by type):
Notice we’re now showing content specific to our executives, with the added nuance that the bottom right zone (“enrich content”) differs for our female versus male audience, based on that research nugget around stressful travel.
Bear in mind that these two are looking at the same site at the same time from two different locations—the CMS is targeting the content based on what we know about them, so they effectively get a different experience (and if everything is set up correctly, a better one).
Content on crack#section9
You’re starting to see the implications, right? If we were to follow this through, instead of writing one content strategy, we now effectively need to write 12—one for each audience segment we had identified. As a content strategist, you’ve probably swallowed your content gum. The technology is there to help you accelerate that process to some extent, but this is precisely why taking a disciplined approach to personalized content is critical. Otherwise, you will be quickly overwhelmed, not only in terms of creation and execution, but also maintenance and support.
Taking the first step#section10
What’s that you say? You’re not intimidated? Great! Just a few things to keep in mind.
Have the right resources#section11
Remember that putting personalized content in the field requires not only a sound strategy, but also the resources to support it. You may still need some work if:
- You don’t have enough content to make targeting useful
- You don’t have enough staff to maintain targeted content
- Your content is not semantically rich—you need a taxonomy, metadata, etc.
- You don’t have a CMS that supports it
- You don’t have analytics and tracking in place to gain insights and adjust
There’s a whole other conversation to be had around the ethics of targeting, but suffice it to say there is a line between providing helpful personalization and invading privacy. If you find yourself trying to force content on people with your newfound power, stop. Think of Ida Aalen’s core model. Is your content truly at the intersection of user and business goals, or just business goals? Approaching targeted content strategy with respect for your users will ensure that your site lands on the right side of web personalization history.
Sound like a lot? Consider that it doesn’t have to be that complex. In fact, can you guess the number one method of personalized content in use today? That’s right, email. So chances are you’re probably already doing targeting on some level, and have an organizational starting point from which to build. With the right strategy and technology, you’re really only limited by your imagination, and your ability to adapt to mistakes along the way.
And who knows? You may discover that the web can, in fact, support intelligent life.