Table of contents

Table of contents

Step 1

Strategic objectives framework

Introducing the strategic objectives framework

Our expert explains where to start when implementing Personalization.

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Take action: strategic objectives framework

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

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Strategic objectives framework worksheet

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

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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.

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Take action: create an Engagement Value Scale

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

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Create an Engagement Value Scale worksheet

Use this worksheet when creating an Engagement Value Scale.

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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.

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Take action: identify and prioritize segments

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

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Identify and prioritize segments worksheet

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

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Step 4

Personalization planning

Introducing Personalization planning

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

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Take action: Personalization planning

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

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Personalization planning worksheet

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

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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.

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Personalization and Testing

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

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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

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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

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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

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Campaigns demo

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

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Personalization demo

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

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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

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