Step 1

Strategic objectives framework

Introducing the strategic objectives framework

Our expert explains where to start when implementing Personalization.

Take action: strategic objectives framework

Learn to build a strategic objectives framework from strategic theme to digital goals.

Strategic objectives framework worksheet

Use this worksheet to create a strategic objectives framework perfectly crafted for your businesses needs.

Step 2

Create an Engagement Value Scale

Introducing the Engagement Value Scale

Discover the value of creating an Engagement Value Scale based on digital goals.

Take action: create an Engagement Value Scale

Learn to create an Engagement Value Scale focused on the quality of your site interactions.

Create an Engagement Value Scale worksheet

Use this worksheet when creating an Engagement Value Scale.

Step 3

Identify and prioritize segments

Introducing how to identify and prioritize segments

Discover our recommended approach for deciding which customers you are personalizing for.

Take action: identify and prioritize segments

Learn how to identify and evaluate the most important customer segments to personalize for.

Identify and prioritize segments worksheet

Use this practical worksheet to guide a group session to identify and prioritize customer segments.

Step 4

Personalization planning

Introducing Personalization planning

This video introduces the Personalization roadmap to support identifying Personalization quick wins.

Take action: Personalization planning

Find out how to establish your tactics for quick win scenarios and a high-level roadmap to success.

Personalization planning worksheet

Use this worksheet to help your team map out Personalization quick wins and future actions.

Step 5

What next?

Build your sitecore team

An information sheet which outlines the right mix of people needed to ensure the implementation of a successful Personalization strategy.

Personalization and Testing

Watch an overview of data points and analytics where our expert demonstrates personalization data points and analytics reports available in Sitecore

Analytics and Data Points Walkthrough

Watch an overview of testing and personalization where our expert explains the testing options available in Sitecore that enable personalization

Goals and EVS demo

Watch an demonstration of goals and engagement value where our expert demonstrates how to set up goals and assign engagement value in Sitecore

Profiles and Patterns demo

Watch a demonstration of profiles and pattern cards where our expert demonstrates how to use profile cads and pattern matches for Sitecore personalization

Campaigns demo

Watch a demonstration of Sitecore campaigns where our expert demonstrates how to setup and report on campaign-based personalization

Personalization demo

Watch a demonstration of personalization where our expert demonstrates how to configure personalization scenarios in Sitecore

Optimization and analyzing test results

Watch a demonstration of content testing where our expert demonstrates how to configure content testing and analyze performance in Sitecore