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CONTENT PERSONALIZATION
    IN DRUPAL
    February 5, 2013




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
INTRODUCTION




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WHO AM I

Jason Yarrington


Vice President, Professional Services
Digital Bungalow
»      Studied Psychology and Sociology
»      Did my time at web startups in Boston
»      I have been working on web based marketing solutions throughout my career.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
INTRODUCING DIGITAL BUNGALOW                                                                                                                   4




»     At Digital Bungalow, our mission is to build the most effective websites in
      the world. We leverage innovative strategies, brilliant branding,
      extraordinary user experiences, and smart technology to deliver amazing
      client results—all on well-crafted, easy to use platforms.
»     When we launch your website, we like to say that we’ve only crossed the
      starting line. Through robust digital marketing, smart enhancements, and
      responsive support, we enable our clients to delight their users and
      produce industry-leading results.
»     Our strong track record of successful client engagements includes
      leading B2C organizations Dow Jones, Hologic, Humana, National
      Amusements, Savannah College of Art & Design, School for Field
      Studies, University of Hartford, and University of Massachusetts.
»     With a team of 35 employees, we’re big enough to be full service, but
      small enough to be nimble. All services are provided in-house, so quality
      is strong and consistent.

    Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
REPRESENTATIVE CLIENTS                                                                                                                         5




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
CONTENT PERSONALIZATION


» Define the problem – making content more relevant to individuals
» Have a goal
» How do we implement this with Drupal
         › How do we make sure we do it in a ―Drupally‖ way




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
THE PROBLEM




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGING CONTENT THE PROBLEM                                                                                                                   8




  »      When looking at site traffic, most analytics are done in aggregate.
         The aggregate results show us how the ―Average User‖ engages
         with the site.
  »      However, understanding analytics and content needs in aggregate
         is no more useful then utilizing the average temperature for a year
         in deciding what clothes to wear on a given day.
  »      As a result, most websites don’t feel very smart to the user.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
CONTENT PERSONALIZATION                                                                                                                        9



The Wor




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGING CONTENT TARGETTED CONTENT                                                                                                             10


WE DESIGN FOR PERSONAS
» The products we sell are designed for specific people
         › Clothes for men, women, infants, children
         › Cars for environmentally conscious, trucks for middle age tech
           executives that wish they spent more time outdoors
» Content is designed for specific people
         › Blog articles based on interest
         › Technical articles for the computer programmer
         › Business articles for the project manager
         › Design articles for the UX person




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEB ENGAGEMENT MANAGEMENT NORDSTROM                                                                                                                         11




  Example:
Nordstrom.com
  Homepage
                                                                                                                                                Not Smart!

  Use Case:
Semi-Frequent
Male Shopper
  (cookied)

                                                                                                                                                 Smart!




 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEB ENGAGEMENT MANAGEMENT NORDSTROM                                                                                                             12




 Example:
 Nordstrom
   Email
 Marketing

                                                                                                                                      Wasted
  Use Case:                                                                                                                         Impression
Semi-Frequent                                                                                                                            =
Male Shopper                                                                                                                        Not Smart!




 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
DATA DRIVES ANYTHING AMAZON                                                                                                                    13




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
NETFLIX REAL MONEY IN THE GAME                                                                                                                 14


NETFLIX CINEMATCH
»      In 2009 Netflix ran a contest to see if developers could create algorithms that were
       better than there’s at predicting someone’s ratings based on a training data set of
       ratings.
»      The goal is to see if an algorithm can better predict whether someone will like a movie
       based on previous ratings.
»      If someone could make a 10% improvement, there was a prize




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
PERSONALIZED RECOMMENDATIONS NETFLIX                                                                                                           15




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
GETTING UNREAL                                                                                                                                 16


 When we put a site together, even if we narrow in on a segment or
 persona, there is still a lot of variety in interests for people of those ages.




But the good news is, they want to tell us their interests

 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEB ENGAGEMENT MANAGEMENT                                                                                                                      17




  The promise
  »      If we present users with content that fits their preferences will
         they be more likely to return?
  »      If the visual elements of the site respond to the user will they
         relate to the site and content more?




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
MARKETING 101




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
MARKETING BACKGROUND                                                                                                                           19



A little marketing 101 the way we think about it.
»      AWARENESS: How do I make you aware of my product
       or service.

»      ENGAGEMENT: Now that you know about my product
       and service, how do I get you to learn more.

»      CONSIDERATION: You know a lot more now, how do I
       get you nudged towards making a decision to purchase.

»      PREFERENCE: This is very close to consideration.
       But, it’s a preference for my brand over another. Do you
       want my product or service rather than my competitor.

»      CONVERSION: Time to purchase.

»      LOYALTY: Come back and purchase again.

»      ADVOCACY: Recommend our product or service to
       another person




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
MARKETING BACKGROUND                                                                                                                           20



Can we make a site more engaging?
»      AWARENESS: How do I make you aware of my product
       or service.

»      ENGAGEMENT: Now that you know about my product
       and service, how do I get you to learn more.

»      CONSIDERATION: You know a lot more now, how do I
       get you nudged towards making a decision to purchase.

»      PREFERENCE: This is very close to consideration.
       But, it’s a preference for my brand over another. Do you
       want my product or service rather than my competitor.

»      CONVERSION: Time to purchase.

»      LOYALTY: Come back and purchase again.

»      ADVOCACY: Recommend our product or service to
       another person




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
CASE STUDY                                                                                                                                     21


Realforme.com
»      Popular health and wellness site with content from over 20 bloggers.
»      But everyone sees the same content, regardless of who they are.
»      Login is just a sort of pay wall. There is no advantage to me to joining this site.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT STRATEGY

DEFAULT VIEW




    Segment Attributes:
    • Brand new visitors to the site with no click activity
    • Users who have yet to be modeled
    WEM Output: Default version of the page




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT STRATEGY

HEALTH SEGMENT




    Segment Attributes
    • Demographics: Male or Female, Under 60
    • Tracked Site Activity: Users who have predominantly clicked on health related content.
    WEM Output: Web and email featured content is weighted toward new health content.



Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT

RETIREE SEGMENT




   Segment Attributes
   • Demographics: Male or Female, Age 60+
   • Tracked Site Activity: Users who have predominantly clicked on retirement related content.
   WEM Output: Web and email featured content is weighted toward new retirement, leisure, & finance content.



Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
CASE STUDY

FAMILY SEGMENT




    Segment Attributes
    • Demographics: Female, Age 30-60
    • Tracked Site Activity: Users who have predominantly clicked on Family & Social content.
    WEM Output: Web and email featured content is weighted toward new Family & Social content.


Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT

RESULTS

• WEM has been a huge success. User engagement is up across:
        Total visits:                          36%

        Unique visitors:                                  46%

        Page views:                               72%

        Visit duration:                              74%

• Our client is thrilled!
• This project is a shining example of our ability to innovate beyond
     what we thought was possible, and to craft new technology that
     delivers on our vision.



Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ANOTHER EXAMPLE




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
MARKETING BACKGROUND                                                                                                                           28



Can we make a site more engaging?
»      AWARENESS: How do I make you aware of my product
       or service.

»      ENGAGEMENT: Now that you know about my product
       and service, how do I get you to learn more.

»      CONSIDERATION: You know a lot more now, how do I
       get you nudged towards making a decision to purchase.

»      PREFERENCE: This is very close to consideration.
       But, it’s a preference for my brand over another. Do you
       want my product or service rather than my competitor.

»      CONVERSION: Time to purchase.

»      LOYALTY: Come back and purchase again.

»      ADVOCACY: Recommend our product or service to
       another person




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
BREAST TOMO TARGET MARKETS                                                                                                                     29


In order to convey a personalized experience for each user group on the
website, we will create strong calls to action and highlight relevant content for
the primary target markets.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
BREAST TOMO WHAT IS WEM?                                                                                                                       32



»      Medical device sales require the development of highly targeted
       quality content to help purchase influencers and decision makers
       alike understand the benefits of the product.

»      Web Engagement Management (WEM) is the practice of
       customizing and personalizing website content for users to make
       the website experience more relevant and compelling. This
       encourages users to spend more time on the site and to be
       presented with more relevant content on each visit.

»      In order to do this, we determine visitor segments and set up visitor
       scoring modules, dynamic content, and analytics, in accordance
       with the user and business goals for the site.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
APPROACH




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
BREAST TOMO WEM STRATEGY                                                                                                                       34


Users to the site will be analyzed on two axis:


                       Engagement Level                                                                                     User Type

   How engaged a user is with the site                                                              Based on what content the user
   and brand measured by the quantity                                                               interacts with, we will categorize the
   and quality of their interactions                                                                user into the target segments




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
TRACKING AND SCORING                                                                                                                           35


User engagement will be a measure of all the user’s prior activities on the site.
»      User engagement will be tracked via
       pre-determined site actions.                                                                                Engagement Scoring
»      The content for these actions will have
       established values which will reflect the
       weight each action has on the user’s
       overall engagement level.
»      Upon completion of any one action, the
       point value will be added to the user’s
       overall engagement score.

    Action                       Content/Asset                     Point Value
    View…                        Page                              1
                                 Video                             20
    Download…                    PDF                               50                                                         Conversion
    Click…                       Promo Tile                        25


Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT-BASED USER PATH                                                                                                                     36



                   This is Tim.
                    When Tim…



                          …visits the website, we give him a point.


                          …downloads a white paper, we give him 10 points.


                          …watches a video, we give him 5 points.


                          …and reads articles, we give Tim even more points.


Methodology: Once Tim reaches a certain engagement score, we move him into the next
engagement tier or segment.

Result: Tim will now receive content specified for his particular engagement level.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
PERSONALIZATION USER TYPE                                                                                                                         37


Role categorization is based on the type of content the user interacts with most.


»      Individual content pieces will be tagged with one or                                                                        Radiologist
       more role types.
»      When a user accesses a piece of site content, the
       user will be given a point towards that particular role.
»      Upon reaching an initial threshold of at least one
       standard deviation from another role, they will be
       assigned a role.
»      The user will then be served content developed                                                                                   C-Suite
       specifically for their user type.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
BREAST TOMO ROLE-BASED USER PATH                                                                                                               38



                   This is Craig.
                    When Craig…



                          …reads an article tagged for radiologists


                          …downloads a white paper tagged for radiologists


                          …watches a video tagged for radiologists


                          …lands on a page tagged for radiologists, we give Craig a point towards
                          that particular user role.


Methodology: Once Craig receives 15 initial role points, we will assume, with a high degree of
confidence, that Craig is a radiologist.

Result: Craig will now be targeted with specific content for that role.



Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
BREAST TOMO WEM CONTENT PLACEMENT
The following real estate will be utilized on the homepage to personalize the
experience for the user’s role and engagement level.


                                                                                                       Role-Based Content



                                                                                                       Role-Based Content




                                                                                                      Engagement-Based Content



Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
THE CODE




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
Web Engagement Module


http://drupal.org/project/wem



Initially we did this all with
custom code.

We took the practices we did in
this project and abstracted them
into the WEM module.




  Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
PROJECT/WEM                                                                                                                                    42


KEY FEATURES


»      This module allows you to track user events as they occur throughout the site. By
       doing this, you are able to customize a user's experience to be unique.


»      The Engagement module can utilize the Google Analytics module to help track
       events. Any event that you track in this module can be sent to Google Analytics.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
ENGAGEMENT API                                                                                                                                 43


    ENGAGEMENT API

»      The Engagement module tracks a user's page views and profile updates by default. You can create custom events very
       easily in PHP and JavaScript.

»      Track custom events - In PHP:

     engagement_event_track($event_name, $event_value = NULL, $event_data = NULL, $uid = FALSE);

»      In JavaScript:

     Drupal.engagement.track(event_type, event_value, event_data);

»      In HTML:

        You can track events on any HTML element by using the data-engagement attribute.
        To streamline the process, you must use the engagement_data_attribute($event, $value, $data, $bypassQueue) function.
        <a href='#' <?php echo engagement_data_attribute(array('click'), 'submit_form', 'registration_form'); ?>></a>

        This 'a' tag will automatically be tracked on it's click event with the inserted event attributes.




    Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            44


EXAMPLES
Let's say we want to change a user's site experience based on the articles they read.
We could make a tag pool of the articles that they view.


First, let's set custom tracking based on tags. In your hook_page_build():
// Get the tags for this article.
        $n = menu_get_object();
        $tags = $n->field_tags[$n->language];
        $tag_array = array();
        foreach($tags as $tag){
                             $tag_array[] = $tag['tid'];
        }
        engagement_event_track('article_view', current_path(),
        array('tags'=>$tag_array), $user->uid);




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            45


QUERIES
The Engagement module comes with easy-to-use functions for doing common querys.
Doing a custom query is easy too because all data is stored locally.


        $events =
        engagement_get_events('article_view', NULL, NULL, $user->uid);
        $tags = 0;
        foreach($events as $event){
                             // Count tags and put in array.
                             foreach($event->data['tags'] as $tag){
                                                  $tags[$tag]++;
                             }
        }


We now have a user's total engagement for all tags in the $tags array.
We can customize content for the user with this information.


Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            46


PERSONALIZING CONTENT
We now have a user's total engagement for all tags in the $tags array.
We can customize content for the user with this information.


        if($tags['tech'] > 100){
                             // Give user the 'tech' badge or something..
        }




In JavaScript, we could track when a user hovers over a certain link:
Drupal.engagement.track('mouse_hover', 'secret_button', hover_time);


If you have the Google Analytics module enabled, these events are automagically sent as
custom Google events.




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            47


TRACK NODES




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            48


TRACKED USER ROLES




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            49


FILTER WHAT PAGES TO TRACK




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            50


REPORT ON TRACKED EVENTS




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            51


CREATE SEGMENTS




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            52


CREATE SCORING RULES ON EVENTS




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            53


COMPARISON SEGMENTS




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
WEM                                                                                                                                            54


CREATING SEGMENTS




Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com

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How to Create a Personalized Web Experience Using Drupal

  • 1. CONTENT PERSONALIZATION IN DRUPAL February 5, 2013 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 2. INTRODUCTION Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 3. WHO AM I Jason Yarrington Vice President, Professional Services Digital Bungalow » Studied Psychology and Sociology » Did my time at web startups in Boston » I have been working on web based marketing solutions throughout my career. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 4. INTRODUCING DIGITAL BUNGALOW 4 » At Digital Bungalow, our mission is to build the most effective websites in the world. We leverage innovative strategies, brilliant branding, extraordinary user experiences, and smart technology to deliver amazing client results—all on well-crafted, easy to use platforms. » When we launch your website, we like to say that we’ve only crossed the starting line. Through robust digital marketing, smart enhancements, and responsive support, we enable our clients to delight their users and produce industry-leading results. » Our strong track record of successful client engagements includes leading B2C organizations Dow Jones, Hologic, Humana, National Amusements, Savannah College of Art & Design, School for Field Studies, University of Hartford, and University of Massachusetts. » With a team of 35 employees, we’re big enough to be full service, but small enough to be nimble. All services are provided in-house, so quality is strong and consistent. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 5. REPRESENTATIVE CLIENTS 5 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 6. CONTENT PERSONALIZATION » Define the problem – making content more relevant to individuals » Have a goal » How do we implement this with Drupal › How do we make sure we do it in a ―Drupally‖ way Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 7. THE PROBLEM Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 8. ENGAGING CONTENT THE PROBLEM 8 » When looking at site traffic, most analytics are done in aggregate. The aggregate results show us how the ―Average User‖ engages with the site. » However, understanding analytics and content needs in aggregate is no more useful then utilizing the average temperature for a year in deciding what clothes to wear on a given day. » As a result, most websites don’t feel very smart to the user. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 9. CONTENT PERSONALIZATION 9 The Wor Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 10. ENGAGING CONTENT TARGETTED CONTENT 10 WE DESIGN FOR PERSONAS » The products we sell are designed for specific people › Clothes for men, women, infants, children › Cars for environmentally conscious, trucks for middle age tech executives that wish they spent more time outdoors » Content is designed for specific people › Blog articles based on interest › Technical articles for the computer programmer › Business articles for the project manager › Design articles for the UX person Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 11. WEB ENGAGEMENT MANAGEMENT NORDSTROM 11 Example: Nordstrom.com Homepage Not Smart! Use Case: Semi-Frequent Male Shopper (cookied) Smart! Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 12. WEB ENGAGEMENT MANAGEMENT NORDSTROM 12 Example: Nordstrom Email Marketing Wasted Use Case: Impression Semi-Frequent = Male Shopper Not Smart! Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 13. DATA DRIVES ANYTHING AMAZON 13 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 14. NETFLIX REAL MONEY IN THE GAME 14 NETFLIX CINEMATCH » In 2009 Netflix ran a contest to see if developers could create algorithms that were better than there’s at predicting someone’s ratings based on a training data set of ratings. » The goal is to see if an algorithm can better predict whether someone will like a movie based on previous ratings. » If someone could make a 10% improvement, there was a prize Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 15. PERSONALIZED RECOMMENDATIONS NETFLIX 15 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 16. GETTING UNREAL 16 When we put a site together, even if we narrow in on a segment or persona, there is still a lot of variety in interests for people of those ages. But the good news is, they want to tell us their interests Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 17. WEB ENGAGEMENT MANAGEMENT 17 The promise » If we present users with content that fits their preferences will they be more likely to return? » If the visual elements of the site respond to the user will they relate to the site and content more? Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 18. MARKETING 101 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 19. MARKETING BACKGROUND 19 A little marketing 101 the way we think about it. » AWARENESS: How do I make you aware of my product or service. » ENGAGEMENT: Now that you know about my product and service, how do I get you to learn more. » CONSIDERATION: You know a lot more now, how do I get you nudged towards making a decision to purchase. » PREFERENCE: This is very close to consideration. But, it’s a preference for my brand over another. Do you want my product or service rather than my competitor. » CONVERSION: Time to purchase. » LOYALTY: Come back and purchase again. » ADVOCACY: Recommend our product or service to another person Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 20. MARKETING BACKGROUND 20 Can we make a site more engaging? » AWARENESS: How do I make you aware of my product or service. » ENGAGEMENT: Now that you know about my product and service, how do I get you to learn more. » CONSIDERATION: You know a lot more now, how do I get you nudged towards making a decision to purchase. » PREFERENCE: This is very close to consideration. But, it’s a preference for my brand over another. Do you want my product or service rather than my competitor. » CONVERSION: Time to purchase. » LOYALTY: Come back and purchase again. » ADVOCACY: Recommend our product or service to another person Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 21. CASE STUDY 21 Realforme.com » Popular health and wellness site with content from over 20 bloggers. » But everyone sees the same content, regardless of who they are. » Login is just a sort of pay wall. There is no advantage to me to joining this site. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 22. ENGAGEMENT STRATEGY DEFAULT VIEW Segment Attributes: • Brand new visitors to the site with no click activity • Users who have yet to be modeled WEM Output: Default version of the page Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 23. ENGAGEMENT STRATEGY HEALTH SEGMENT Segment Attributes • Demographics: Male or Female, Under 60 • Tracked Site Activity: Users who have predominantly clicked on health related content. WEM Output: Web and email featured content is weighted toward new health content. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 24. ENGAGEMENT RETIREE SEGMENT Segment Attributes • Demographics: Male or Female, Age 60+ • Tracked Site Activity: Users who have predominantly clicked on retirement related content. WEM Output: Web and email featured content is weighted toward new retirement, leisure, & finance content. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 25. CASE STUDY FAMILY SEGMENT Segment Attributes • Demographics: Female, Age 30-60 • Tracked Site Activity: Users who have predominantly clicked on Family & Social content. WEM Output: Web and email featured content is weighted toward new Family & Social content. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 26. ENGAGEMENT RESULTS • WEM has been a huge success. User engagement is up across:  Total visits: 36%  Unique visitors: 46%  Page views: 72%  Visit duration: 74% • Our client is thrilled! • This project is a shining example of our ability to innovate beyond what we thought was possible, and to craft new technology that delivers on our vision. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 27. ANOTHER EXAMPLE Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 28. MARKETING BACKGROUND 28 Can we make a site more engaging? » AWARENESS: How do I make you aware of my product or service. » ENGAGEMENT: Now that you know about my product and service, how do I get you to learn more. » CONSIDERATION: You know a lot more now, how do I get you nudged towards making a decision to purchase. » PREFERENCE: This is very close to consideration. But, it’s a preference for my brand over another. Do you want my product or service rather than my competitor. » CONVERSION: Time to purchase. » LOYALTY: Come back and purchase again. » ADVOCACY: Recommend our product or service to another person Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 29. BREAST TOMO TARGET MARKETS 29 In order to convey a personalized experience for each user group on the website, we will create strong calls to action and highlight relevant content for the primary target markets. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 30. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 31. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 32. BREAST TOMO WHAT IS WEM? 32 » Medical device sales require the development of highly targeted quality content to help purchase influencers and decision makers alike understand the benefits of the product. » Web Engagement Management (WEM) is the practice of customizing and personalizing website content for users to make the website experience more relevant and compelling. This encourages users to spend more time on the site and to be presented with more relevant content on each visit. » In order to do this, we determine visitor segments and set up visitor scoring modules, dynamic content, and analytics, in accordance with the user and business goals for the site. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 33. APPROACH Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 34. BREAST TOMO WEM STRATEGY 34 Users to the site will be analyzed on two axis: Engagement Level User Type How engaged a user is with the site Based on what content the user and brand measured by the quantity interacts with, we will categorize the and quality of their interactions user into the target segments Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 35. TRACKING AND SCORING 35 User engagement will be a measure of all the user’s prior activities on the site. » User engagement will be tracked via pre-determined site actions. Engagement Scoring » The content for these actions will have established values which will reflect the weight each action has on the user’s overall engagement level. » Upon completion of any one action, the point value will be added to the user’s overall engagement score. Action Content/Asset Point Value View… Page 1 Video 20 Download… PDF 50 Conversion Click… Promo Tile 25 Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 36. ENGAGEMENT-BASED USER PATH 36 This is Tim. When Tim… …visits the website, we give him a point. …downloads a white paper, we give him 10 points. …watches a video, we give him 5 points. …and reads articles, we give Tim even more points. Methodology: Once Tim reaches a certain engagement score, we move him into the next engagement tier or segment. Result: Tim will now receive content specified for his particular engagement level. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 37. PERSONALIZATION USER TYPE 37 Role categorization is based on the type of content the user interacts with most. » Individual content pieces will be tagged with one or Radiologist more role types. » When a user accesses a piece of site content, the user will be given a point towards that particular role. » Upon reaching an initial threshold of at least one standard deviation from another role, they will be assigned a role. » The user will then be served content developed C-Suite specifically for their user type. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 38. BREAST TOMO ROLE-BASED USER PATH 38 This is Craig. When Craig… …reads an article tagged for radiologists …downloads a white paper tagged for radiologists …watches a video tagged for radiologists …lands on a page tagged for radiologists, we give Craig a point towards that particular user role. Methodology: Once Craig receives 15 initial role points, we will assume, with a high degree of confidence, that Craig is a radiologist. Result: Craig will now be targeted with specific content for that role. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 39. BREAST TOMO WEM CONTENT PLACEMENT The following real estate will be utilized on the homepage to personalize the experience for the user’s role and engagement level. Role-Based Content Role-Based Content Engagement-Based Content Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 40. THE CODE Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 41. Web Engagement Module http://drupal.org/project/wem Initially we did this all with custom code. We took the practices we did in this project and abstracted them into the WEM module. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 42. PROJECT/WEM 42 KEY FEATURES » This module allows you to track user events as they occur throughout the site. By doing this, you are able to customize a user's experience to be unique. » The Engagement module can utilize the Google Analytics module to help track events. Any event that you track in this module can be sent to Google Analytics. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 43. ENGAGEMENT API 43 ENGAGEMENT API » The Engagement module tracks a user's page views and profile updates by default. You can create custom events very easily in PHP and JavaScript. » Track custom events - In PHP: engagement_event_track($event_name, $event_value = NULL, $event_data = NULL, $uid = FALSE); » In JavaScript: Drupal.engagement.track(event_type, event_value, event_data); » In HTML: You can track events on any HTML element by using the data-engagement attribute. To streamline the process, you must use the engagement_data_attribute($event, $value, $data, $bypassQueue) function. <a href='#' <?php echo engagement_data_attribute(array('click'), 'submit_form', 'registration_form'); ?>></a> This 'a' tag will automatically be tracked on it's click event with the inserted event attributes. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 44. WEM 44 EXAMPLES Let's say we want to change a user's site experience based on the articles they read. We could make a tag pool of the articles that they view. First, let's set custom tracking based on tags. In your hook_page_build(): // Get the tags for this article. $n = menu_get_object(); $tags = $n->field_tags[$n->language]; $tag_array = array(); foreach($tags as $tag){ $tag_array[] = $tag['tid']; } engagement_event_track('article_view', current_path(), array('tags'=>$tag_array), $user->uid); Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 45. WEM 45 QUERIES The Engagement module comes with easy-to-use functions for doing common querys. Doing a custom query is easy too because all data is stored locally. $events = engagement_get_events('article_view', NULL, NULL, $user->uid); $tags = 0; foreach($events as $event){ // Count tags and put in array. foreach($event->data['tags'] as $tag){ $tags[$tag]++; } } We now have a user's total engagement for all tags in the $tags array. We can customize content for the user with this information. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 46. WEM 46 PERSONALIZING CONTENT We now have a user's total engagement for all tags in the $tags array. We can customize content for the user with this information. if($tags['tech'] > 100){ // Give user the 'tech' badge or something.. } In JavaScript, we could track when a user hovers over a certain link: Drupal.engagement.track('mouse_hover', 'secret_button', hover_time); If you have the Google Analytics module enabled, these events are automagically sent as custom Google events. Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 47. WEM 47 TRACK NODES Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 48. WEM 48 TRACKED USER ROLES Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 49. WEM 49 FILTER WHAT PAGES TO TRACK Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 50. WEM 50 REPORT ON TRACKED EVENTS Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 51. WEM 51 CREATE SEGMENTS Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 52. WEM 52 CREATE SCORING RULES ON EVENTS Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 53. WEM 53 COMPARISON SEGMENTS Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com
  • 54. WEM 54 CREATING SEGMENTS Jason Yarrington | www.digitalbungalow.com | http://www.linkedin.com/in/jasonyarrington | @jasonyarrington | jyarrington@digitalbungalow.com

Editor's Notes

  1. Good afternoon everyone. My name is Jason Yarrington. I am the VP of Professional Services at Digital Bungalow. I thought it might be interesting to share a couple of some what relevant facts about my background and it might shed some light on my way of thinking about Content Personalization. I have been working on Web Based marketing solutions throughout my career. My early back ground is in Psychology and Sociology, with a particular focus on statistics and demography. After my studies, I built my career helping web based startups leverage data to create better more targetted user experiences.
  2. I currently work at Digital Bungalow where I lead a team of 12 web developers. We do work for companies predmoninantly on the East Coast.
  3. Some of our clients
  4. What I want to talk to you about today is why content personalization is important and introduce some of the work we have recently released to Drupal.org to enable others to do what we are doing.
  5. To get to more meaningful information we segment the data. We know in analytics that we can get more accurate information if we can group people into common groups or segments. We aren’t all the same, but we are like a lot of other people.
  6. We use this example a lot when explaining this to people. Our CEO is a fairly fashion forward guy in his late 30s.
  7. How about this for an email. Totally appropriate to me!
  8. But some people do this well. Amazon has been the king of this. They have products for everyone. They are not targetted at any one group. But somehow, so many of us go there over and over. Marketers and brand managers thought this would never work. It works, because despite their variety, they always are figuring out how to show me stuff I am interested in. They have too many books and products for me to explore and find things.
  9. All set
  10. All set
  11. All set
  12. JasonSo, let me show you the finished product and what this looks like to the user. When you first come to the site, you are going to see the same thing any new user would see.A featured article in the hero image. This is updated weekly to keep it fresh. Sort of the traditional publishing model. And the feature blocks in the next row have content from each area of the site. The user is presented with a pretty even distirbution of content from different subject areas.
  13. JasonAfter you tell us a bit about yourself we start showing you more content relevant to your preferences.This user is in a segment of male or female under 60. The user has shown they are predominantly interested in health related content.We feature web and email content weighted towards new health content.So, one of the things I mentioned there is that we are now taking this beyond what the user told us in their profile. All the content in the site is tagged to a category. Based on the user’s engagement, we start featuring content based on their behaviour. Not just on what they told us, but on what they are actually doing.You ever notice when you buy a car, you see other people driving that car everywhere. People thought this might seem creepy, but it’s not. It’s actually what engaged web users expect. We see this throughout media and retail. If you use the music service Pandora, the channels are setup by you telling the site a song you like, it recommends content for you. When you go to Netflix streaming, the primary nav item is suggestions for you based on what you have watched and what you have rated.
  14. JasonSo, this segment is – read from slide
  15. JasonSo, this segment is – read from slide
  16. Andy –Turn over to Andy. I think our client is on the webinar today.
  17. All set
  18. All set
  19. All set
  20. All set
  21. All set – Made changes
  22. Jason to add a little more explanation.The average influencer or purchase decision maker visits a website (xx) times before being ready to consider a purchase. On average, users are 80% of the way to making a purchase before they are ready to talk to a sales person. With this many visits to the website, we should take advantage of that.
  23. Jason to review
  24. All set
  25. Jason to review
  26. All set
  27. All set
  28. Jason- Drupal had what we needed for personalization and it allowed us to extend the tools. Some of what we needed didn’t exist yet, so we had to build it. And, like good members of the community, we were excited to contribute our framework back.