The Ultimate Content Marketing Personalization Technology Checklist

personalization-technology-checklist-scaled

Times have changed, and the majority of consumers expect brands to deliver personalized content across every digital channel. And the rewards for brands who deliver on this expectation are enticing—78% say that personally relevant content increases their purchase intent for a brand’s products and services, and 50% say that they would pay more for products and services from brands who do a good job of providing personally relevant content.

To deliver on this expectation, brands have to conceive the right content strategy to attract the right audience and also define how personalization fits into their overarching content marketing program. But to bring these two facets together, you also have to consider how technology can support your content personalization efforts now and into the future.

Once you have your personalization strategy in place, the next critical step is identifying the right technology to help you execute and optimize your personalized content marketing. But with the marketing technology space being so vast, it can be challenging to figure out what you’re looking for in a content personalization platform. We’re here to help you out.

Below we cover 10 critical things every content marketing personalization solution needs and how to evaluate potential vendors.

Content marketing focus

Your content marketing strategy is designed to meet a specific goal or set of goals, whether it’s to increase brand awareness, drive traffic to your website or generate leads, for example. With each of these goals comes a different type of content marketing strategy focusing on specific audiences, leveraging different marketing channels and communicating targeted messages. And when you’re evaluating different content engagement software platforms, it’s critical to ensure the solution you choose can support your strategy. That’s why you want to make sure you have a clear understanding of the vendor’s content marketing focus.

What is the platform’s key value proposition? Does it align closely to your vision of sequentially delivering individually relevant content marketing across channels, or is its main function something else? Look at the vendor’s customer lists—is it clear they work with other leading content marketing brands and have experience with their challenges and opportunities?

Content specialty

In addition to understanding how the content marketing solution actually supports content marketing, it’s important to understand what type of content the platform specializes in. For example, some solutions function as a traditional content management system (CMS) and refer to “content” as images, buttons, and copy on the website, while others are referring to articles and white papers. Then there are solutions that support strategic distribution capabilities like content marketing automation and retargeting.

Personalization methodology

There are many different types of content personalization, but it’s important to make sure your definition and personalization strategy align with the type the technology vendor is set up to deliver. Here are the four main personalization spheres supported by marketing platforms:

  • Classic name checking: Automatically including a recipient’s name in the subject line or body of an email
  • Segment-based personalization: Delivering the same set of targeted content to a select group of contacts
  • eCommerce personalization: Retargeting ads that show the exact same product a consumer searched for on Amazon
  • Content sequencing: Using machine learning to predictively personalize content based on user behavior, context, and lookalike analysis—delivering personalized content experiences that are individually relevant to each person

During your evaluation, find out which types of personalization the vendor is using to deliver results, and if the process is manual or automated. Also investigate how personalized the platform can get and how the solution is built to do it. For example, is it using artificial intelligence and machine learning to automate personalization? And does it offer granular segmentation or true 1:1 personalization?

Data sophistication

How does the platform gather and interpret data? Get a sense of what data the system needs to make decisions and deliver results. The system may take in your own data, use third-party data or deliver its own. Make sure that you and the vendor are aligned on what data will be used to drive your personalization initiative.

Inter-platform connectivity

Think about how the personalization solution you’re evaluating fits into the other solutions you’re using to power your marketing efforts. Determine if they partner with other vendors you work with. Additionally, it will be critical to get a sense of how resource intensive or turnkey it would be to integrate with existing platforms.

Execution and maintenance

Choosing and integrating a platform is only half the battle when it comes to adopting a new solution of any kind. The second half is getting it up and running and keeping it maintained. As part of your evaluation, find out how easy the tool is to use via either a demo or references from other clients. When it comes time for maintenance, will you need to update it yourself or does it use machine learning technology to automate most of the decisioning and optimization? Also, how often does it need to be maintained, and how easy is it to make bigger changes as your strategy adjusts?

Cross-channel capabilities

To provide a truly personalized content experience, you need to be able to serve up individually relevant content across channels. This is why sophisticated cross-channel capabilities will be important in order to deliver individually relevant content marketing experiences across email, the website, paid digital media, social media, mobile and other emerging channels.

Services and support

You already have a sense of your team’s bandwidth and what you need in terms of additional services and support. Make sure the vendor can deliver on those needs. Also, what type of support does the vendor provide and how experienced is the support staff? Do they provide managed services or does the vendor require you to be more hands-on?

Implementation complexity

What will the implementation process and timeline look like? Find out what the average road map looks like for the vendor. In the world of enterprise software, this can range from minutes to months. Make sure you’re working with a vendor that has flexible implementation options and a well-worn path of least resistance to get customers live (such as making their technical implementation as simple as copying and pasting a tag into the website).

Analytics and reporting

Finally, find out how you will get updates on your content marketing personalization results and insights for optimization. A client services manager may be able to pull and interpret reports for you, or you may have access to a shared dashboard to review results yourself. Most importantly, make sure the analytics you have access to are unique, meaningful and focused on helping you become a better content marketer.

For more insight on choosing the right content personalization solution and additional tips for building out your personalization strategy, download your free copy of our personalization planning guide—The Game Changers Guide to Getting Content Personalization Done.

FooterCTA@3x

Increase the Effectiveness of Your Content Without Increasing Your Workload

Drive engagement, conversions and ROI with true 1:1 personalization. No integrations required.

We’ll show you how