A Framework for Designing with Person Information – A Record Aside


As a UX skilled in immediately’s data-driven panorama, it’s more and more seemingly that you just’ve been requested to design a customized digital expertise, whether or not it’s a public web site, person portal, or native software. But whereas there continues to be no scarcity of promoting hype round personalization platforms, we nonetheless have only a few standardized approaches for implementing customized UX.

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That’s the place we are available in. After finishing dozens of personalization initiatives over the previous few years, we gave ourselves a aim: might you create a holistic personalization framework particularly for UX practitioners? The Personalization Pyramid is a designer-centric mannequin for standing up human-centered personalization applications, spanning knowledge, segmentation, content material supply, and general objectives. By utilizing this strategy, it is possible for you to to grasp the core elements of a recent, UX-driven personalization program (or on the very least know sufficient to get began). 

A chart answering the question Do you have the resources you need to run personalization in your organization? Globally, 13% don’t 33% have limited access, 39% have it (on demand), and 15% have it dedicated.

Rising instruments for personalization: In response to a Dynamic Yield survey, 39% of respondents felt assist is on the market on-demand when a enterprise case is made for it (up 15% from 2020).

Supply: “The State of Personalization Maturity – This autumn 2021” Dynamic Yield performed its annual maturity survey throughout roles and sectors within the Americas (AMER), Europe and the Center East (EMEA), and the Asia-Pacific (APAC) areas. This marks the fourth consecutive 12 months publishing our analysis, which incorporates greater than 450 responses from people within the C-Suite, Advertising, Merchandising, CX, Product, and IT.

For the sake of this text, we’ll assume you’re already acquainted with the fundamentals of digital personalization. overview might be discovered right here: Web site Personalization Planning. Whereas UX initiatives on this space can tackle many alternative varieties, they usually stem from related beginning factors.      

Widespread situations for beginning a personalization undertaking:

  • Your group or shopper bought a content material administration system (CMS) or advertising automation platform (MAP) or associated expertise that helps personalization
  • The CMO, CDO, or CIO has recognized personalization as a aim
  • Buyer knowledge is disjointed or ambiguous
  • You might be working some remoted concentrating on campaigns or A/B testing
  • Stakeholders disagree on personalization strategy
  • Mandate of buyer privateness guidelines (e.g. GDPR) requires revisiting present person concentrating on practices
Two men and a woman discussing personalization using a card deck. They are seated at a round table in a hotel conference room. The workshop leaders, two women, are at a podium in the background.
Workshopping personalization at a convention.

No matter the place you start, a profitable personalization program would require the identical core constructing blocks. We’ve captured these because the “ranges” on the pyramid. Whether or not you’re a UX designer, researcher, or strategist, understanding the core elements will help make your contribution profitable.  

The Personalization Pyramid visualized. The pyramid is stacks labeled, from the bottom, raw data (1m+), actionable data (100k+), user segments (1k+), contexts & campaigns (100s), touchpoints (dozens), goals (handful). The North Star (one) is above. An arrow for prescriptive, business driven data goes up the left side and an arrow for adaptive user-driven data goes down the right side.
From the bottom up: Soup-to-nuts personalization, with out going nuts.

From prime to backside, the degrees embrace:

  1. North Star: What bigger strategic goal is driving the personalization program? 
  2. Targets: What are the precise, measurable outcomes of this system? 
  3. Touchpoints: The place will the customized expertise be served?
  4. Contexts and Campaigns: What personalization content material will the person see?
  5. Person Segments: What constitutes a singular, usable viewers? 
  6. Actionable Information: What dependable and authoritative knowledge is captured by our technical platform to drive personalization?  
  7. Uncooked Information: What wider set of knowledge is conceivably out there (already in our setting) permitting you to personalize?

We’ll undergo every of those ranges in flip. To assist make this actionable, we created an accompanying deck of playing cards for instance particular examples from every degree. We’ve discovered them useful in personalization brainstorming classes, and can embrace examples for you right here.

A deck of personalization brainstorming cards (the size of playing cards) against a black background.
Personalization pack: Deck of playing cards to assist kickstart your personalization brainstorming.

Beginning on the Prime#section3

The elements of the pyramid are as follows:

North Star#section4

A north star is what you’re aiming for general together with your personalization program (massive or small). The North Star defines the (one) general mission of the personalization program. What do you want to accomplish? North Stars solid a shadow. The larger the star, the larger the shadow. Instance of North Begins may embrace: 

  1. Perform: Personalize based mostly on primary person inputs. Examples: “Uncooked” notifications, primary search outcomes, system person settings and configuration choices, common customization, primary optimizations
  2. Characteristic: Self-contained personalization componentry. Examples: “Cooked” notifications, superior optimizations (geolocation), primary dynamic messaging, custom-made modules, automations, recommenders
  3. Expertise: Personalised person experiences throughout a number of interactions and person flows. Examples: E mail campaigns, touchdown pages, superior messaging (i.e. C2C chat) or conversational interfaces, bigger person flows and content-intensive optimizations (localization).
  4. Product: Extremely differentiating customized product experiences. Examples: Standalone, branded experiences with personalization at their core, just like the “algotorial” playlists by Spotify akin to Uncover Weekly.


As in any good UX design, personalization will help speed up designing with buyer intentions. Targets are the tactical and measurable metrics that may show the general program is profitable. place to begin is together with your present analytics and measurement program and metrics you may benchmark towards. In some circumstances, new objectives could also be acceptable. The important thing factor to recollect is that personalization itself isn’t a aim, fairly it’s a means to an finish. Widespread objectives embrace:

  • Conversion
  • Time on activity
  • Web promoter rating (NPS)
  • Buyer satisfaction 


Touchpoints are the place the personalization occurs. As a UX designer, this will probably be one among your largest areas of accountability. The touchpoints out there to you’ll depend upon how your personalization and related expertise capabilities are instrumented, and needs to be rooted in enhancing a person’s expertise at a specific level within the journey. Touchpoints might be multi-device (cell, in-store, web site) but in addition extra granular (internet banner, internet pop-up and so on.). Listed here are some examples:

Channel-level Touchpoints

  • E mail: Function
  • E mail: Time of open
  • In-store show (JSON endpoint)
  • Native app
  • Search

Wireframe-level Touchpoints

  • Internet overlay
  • Internet alert bar
  • Internet banner
  • Internet content material block
  • Internet menu

In the event you’re designing for internet interfaces, for instance, you’ll seemingly want to incorporate customized “zones” in your wireframes. The content material for these might be introduced programmatically in touchpoints based mostly on our subsequent step, contexts and campaigns.

Contexts and Campaigns#section7

When you’ve outlined some touchpoints, you may contemplate the precise customized content material a person will obtain. Many personalization instruments will refer to those as “campaigns” (so, for instance, a marketing campaign on an internet banner for brand new guests to the web site). These will programmatically be proven at sure touchpoints to sure person segments, as outlined by person knowledge. At this stage, we discover it useful to contemplate two separate fashions: a context mannequin and a content material mannequin. The context helps you contemplate the extent of engagement of the person on the personalization second, for instance a person casually searching data vs. doing a deep-dive. Consider it by way of data retrieval behaviors. The content material mannequin can then assist you decide what kind of personalization to serve based mostly on the context (for instance, an “Enrich” marketing campaign that exhibits associated articles could also be an appropriate complement to extant content material).

Personalization Context Mannequin:

  1. Browse
  2. Skim
  3. Nudge
  4. Feast

Personalization Content material Mannequin:

  1. Alert
  2. Make Simpler
  3. Cross-Promote
  4. Enrich

We’ve written extensively about every of those fashions elsewhere, so in the event you’d wish to learn extra you may take a look at Colin’s Personalization Content material Mannequin and Jeff’s Personalization Context Mannequin

Person Segments#section8

Person segments might be created prescriptively or adaptively, based mostly on person analysis (e.g. through guidelines and logic tied to set person behaviors or through A/B testing). At a minimal you’ll seemingly want to contemplate learn how to deal with the unknown or first-time customer, the visitor or returning customer for whom you might have a stateful cookie (or equal post-cookie identifier), or the authenticated customer who’s logged in. Listed here are some examples from the personalization pyramid:

  • Unknown
  • Visitor
  • Authenticated
  • Default
  • Referred
  • Function
  • Cohort
  • Distinctive ID

Actionable Information#section9

Each group with any digital presence has knowledge. It’s a matter of asking what knowledge you may ethically acquire on customers, its inherent reliability and worth, as to how will you use it (generally generally known as “knowledge activation.”) Luckily, the tide is popping to first-party knowledge: a current research by Twilio estimates some 80% of companies are utilizing a minimum of some kind of first-party knowledge to personalize the client expertise. 

Chart that answers the question "Why is your company focusing on using first-party data for personalization?" The top answer (at 53%) is "it’s higher quality." That is followed by "It’s easier to manage" (46%), "it provides better privacy" (45%), "it’s easier to obtain" (42%), "it’s more cost-effective" (40%), "it’s more ethical" (37%), "our customers want us to" (36%), "it’s the industry norm" (27%), "it’s easier to comply with regulations" (27%), and "we are phasing out 3rd party cookies" (21%).
Supply: “The State of Personalization 2021” by Twilio. Survey respondents have been n=2,700 grownup customers who’ve bought one thing on-line prior to now 6 months, and n=300 grownup supervisor+ decision-makers at consumer-facing firms that present items and/or providers on-line. Respondents have been from america, United Kingdom, Australia, and New Zealand.Information was collected from April 8 to April 20, 2021.

First-party knowledge represents a number of benefits on the UX entrance, together with being comparatively easy to gather, extra more likely to be correct, and fewer prone to the “creep issue” of third-party knowledge. So a key a part of your UX technique needs to be to find out what one of the best type of knowledge assortment is in your audiences. Listed here are some examples:

Chart showing the impact of personalization across different phases of personalization maturity. It shows that effort is high in the early phases, but drops off quickly starting in phase 3 (machine learning) while at the same time conversion rates, AOV, and ROI increase from a relatively low level to off the chart.
Determine 1.1.2: Instance of a personalization maturity curve, displaying development from primary suggestions performance to true individualization. Credit score: https://kibocommerce.com/weblog/kibos-personalization-maturity-chart/

There’s a development of profiling on the subject of recognizing and making decisioning about completely different audiences and their alerts. It tends to maneuver in the direction of extra granular constructs about smaller and smaller cohorts of customers as time and confidence and knowledge quantity develop.

Whereas some mixture of implicit / express knowledge is usually a prerequisite for any implementation (extra generally known as first get together and third-party knowledge) ML efforts are usually not cost-effective straight out of the field. It is because a robust knowledge spine and content material repository is a prerequisite for optimization. However these approaches needs to be thought of as a part of the bigger roadmap and will certainly assist speed up the group’s general progress. Usually at this level you’ll accomplice with key stakeholders and product homeowners to design a profiling mannequin. The profiling mannequin consists of defining strategy to configuring profiles, profile keys, profile playing cards and sample playing cards. A multi-faceted strategy to profiling which makes it scalable.

Whereas the playing cards comprise the start line to a list of types (we offer blanks so that you can tailor your individual), a set of potential levers and motivations for the model of personalization actions you aspire to ship, they’re extra priceless when considered in a grouping. 

In assembling a card “hand”, one can start to hint the whole trajectory from management focus down via a strategic and tactical execution. It’s also on the coronary heart of the best way each co-authors have performed workshops in assembling a program backlog—which is a wonderful topic for an additional article.

Within the meantime, what’s vital to notice is that every coloured class of card is useful to survey in understanding the vary of selections probably at your disposal, it’s threading via and making concrete selections about for whom this decisioning will probably be made: the place, when, and the way.

Cards on a table. At the top: Function is the north star & customer satisfaction is the goal. User segment is unknown, the actionable data is a quiz, context is a nudge, campaign is to make something easier, and the touchpoint is a banner.
State of affairs A: We need to use personalization to enhance buyer satisfaction on the web site. For unknown customers, we are going to create a brief quiz to higher determine what the person has come to do. That is generally known as “badging” a person in onboarding contexts, to higher characterize their current intent and context.

Any sustainable personalization technique should contemplate close to, mid and long-term objectives. Even with the main CMS platforms like Sitecore and Adobe or essentially the most thrilling composable CMS DXP on the market, there’s merely no “straightforward button” whereby a personalization program might be stood up and instantly view significant outcomes. That stated, there’s a frequent grammar to all personalization actions, identical to each sentence has nouns and verbs. These playing cards try and map that territory.


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