Category: analytics
Shamir Duverseau

How Mature is Your Digital Experience?

According to MIT Sloan Management Review, “digital maturity goes beyond technology … it’s about how businesses are adapting in a digital environment.” Organizations must strive to make digital core to their business—in all areas of their business—in order to succeed. As a marketing leader you have a key question to answer: Are you fundamentally adapting your customer experience to compete effectively in the digital era?

Answering this charge requires an understanding of what digital maturity looks like vis a vis the experience you are providing to customers—from awareness to conversion and beyond—as well as the ability to measure where your organization falls on the spectrum of digital development. The closer you can get to a real-time, 1:1 experience with each person, the more mature your digital experience. Why? Because the more personal the experience, the more likely someone is to take action in the short term and build lifetime value for your organization in the long term. 

To illustrate the importance of the 1:1 experience, consider this example. Smart Panda Labs worked with a real estate development company offering luxury apartment rentals in metropolitan areas including New York, Chicago, and Los Angeles. As with many organizations, the homepage was one of most frequented pages on their website and featured general messages about the company and their newest properties. As we helped this brand mature their digital experiences, homepage content became more personalized. Direct visits to the site prompted location-specific content. Visitors coming to the site by way of a paid search campaign would see content related to their search query. Their behavior on the site further informed home page content, as they searched specific neighborhoods or property types. As this personalization increased, so did engagement and conversions.

Just as no child grows up overnight, no organization can become digitally mature overnight, either. The arc of digital experience growth can be summarized in four stages: Early, Developing, Maturing, and Leading.

The Early Stage

If your organization is in the early stage of digital maturation, the digital experience you are providing to consumers is not fully formed. Maybe you are still just talking about how to personalize the journey, but you have yet to put those wheels in motion. 

To progress to the next stage, you’ll need to focus on clarifying your vision, goals, and strategy and communicating that vision across the organization. What are the fundamental ways you will build awareness for your brand in the digital space? How will you get prospects to consider your products or services? What can help them make a decision and choose your brand over the competition? How can you keep them as customers? And finally, how can you transform them from loyal customers into adoring fans?

As you answer these questions, focus on how you’re building your foundation—the elements necessary to execute, measure, and learn from basic tactics. The emphasis here should be on learning, which is a critical thread that must be pulled through each stage of your organization’s growth and maturity.

The Developing Stage

In the developing stage, your organization is focused on framework—the parameters and processes that must be in place to engage in slightly more advanced digital tactics. Not only will these more robust tactics begin to drive better results, they will also begin to provide more meaningful data, and data is the gas that will fuel the personalization to which every brand aspires.

While the basics afford you the ability to gather data, a framework enables you to  gather meaningful customer data on which you can act.  

It is this kind of data that positions you to explore personalizing the experiences you are creating, if not to individuals at least to groups (audience segments).  

The Maturing Stage    

Jeff Bezos once said of Amazon: “Our success is a function of how many experiments we do per year, per month, per week, per day.” In today’s digital world, more and more companies are turning to experiments to discover how best to create or improve online experiences. A maturing stage organization is concerned about having an organizational culture that promotes experimentation, and one where learning is part of every digital tactic. 

Personalized experiences are driven by the needs and desires of your  prospects and customers. Experimentation is essential to uncovering what those needs and wants are. 

The mindset that fosters experimentation is one of trusting the process. It’s about the journey, not the destination. People’s circumstances and, therefore, preferences change constantly. Add to that the effects of the marketplace, and you quickly come to recognize that personalization is never fixed. Knowing an individual’s (or a segment’s) needs and desires requires constant testing, which can only be supported by a thriving organizational culture of experimentation. (Learn more about the importance of such a culture and how to achieve it in the Harvard Business Review article “Building a Culture of Experimentation”.)

 The Leading Stage

When you have arrived at the leading stage, you’re focused on your team. You have invested in your organization, and your team has used that investment to build you a strong foundation, a solid framework, and a pervasive culture. Now it’s time to make sure you are investing in their learning and growth.  

Remember, while data may fuel the digital experience, it is people who fuel your organization. The right team will not only enable your strategy to thrive, they will have the mindset and the skills to evolve and iterate that strategy in an ever changing world. Those iterations will necessitate changes to your foundation and framework to provide the proper support. It is your team that will lead and manage those changes. Furthermore, it is people who bring life to and maintain culture, so it will take the right people to live the culture you have built as a maturing organization.

Ultimately, the right people will bring you the greatest return on your investment.

What’s Next?

Every organization is different, varying by size, industry, and market. However, the tactics that lead to a mature digital experience are fundamentally the same. How well you execute on these tactics, across all digital experiences, is what will win you loyal customers and increase their lifetime value.

Knowing where you are in this trajectory requires asking yourself some direct questions about the digital experiences you are (and aren’t) currently providing. Understanding your baseline is essential to your growth. Ready to find out? Take this quiz.

Once you decide you’re ready to evolve your digital experiences to the next stage, you’ll need a roadmap to get there. Understanding these next steps will be the subject of a future article. 

Category: analytics
Shamir Duverseau

Humanize Data with Creative Intelligence

We hear a lot about data science these days, and well we should. It’s clear data is the new oil and the ability to gather accurate data can yield brands a great deal of power. That power can be used to fuel the Customer journey from awareness to purchase to loyalty and evangelism.

But something else has also become clear, or at least it should be. It’s not all science. It’s also an art. Science, in this context, can be defined as the systematic study of behavior through observation and experimentation. Then there’s art. Art is the expression and application of human creative skill.  And in that definition lies the key. Art is human.

Science, in a sense, removes the human part of the equation as it to move one closer to objectivity, and there’s no doubt that’s important. But it’s critical not to forget that no matter how much data we have, it’s data about people. People who are, more often than not,  subjective creatures with feelings and inclinations and needs that are hard, if not impossible, to quantify.

So, if you’re in the business of dealing with people – and if you’re in business then this means you – there is both an art and a science to this. And in that overlap, there needs to be a fine balance, a creative intelligence, that starts with the science of data but only uses it as a foundation to make things more human.

Now if this is key for any Customer experience, it becomes more key as the interaction and the decision becomes more human, as the purchase becomes more considered. Wikipedia defines a considered purchase as, “a complex buying decision with a high degree of financial and/or emotional risk and reward.”  Emotion, risk, reward. Talk about human concepts that are hard to define in aggregate, nevermind for the ever diverse individual.

Industry studies tell us that 90% of decisions are based on emotions. Personally, I think that is far closer to 100%.  We make decisions every day based on emotion and justify them later. All these decisions require some degree of creative intelligence, of both art and science. And they involve some risk, some potential for loss. However, while buying a book is one thing, buying your first home, deciding on a cancer treatment, choosing a career, booking your honeymoon…these are quite another.  And it’s not just because of financial cost. With these decisions, these considered purchases, the risks transcend financial cost. There is more emotional skin in the game, sometimes to a very serious or life-changing degree.

For example, take the considered purchase of buying a home. Data may tell you how many times a person visits a website, what keywords or ads got them there, what pages they viewed, where they live, and a multitude of other invaluable information.  The science may find patterns and correlations between specific keywords and specific content or how demographics align with the length of time between research and purchase. But now you are left with the why? Why do the data yield those results? And in leveraging the human element, you put yourself in the shoes of the first time homebuyer who is about to start a family or empty nesters looking for a place to retire.  It’s those considerations that drive you to use science to make artful decisions on what to test and how to test it that are far different than the ones driven by data alone. That’s creative intelligence at work.

Therefore, while business intelligence is critical and artificial intelligence is powerful, there’s an argument to be made that creative intelligence leads the way for optimizing the considered purchase. If you think about it, it’s the only way to be truly Customer-centric.  How so? Because it’s the only way that gives the Customer, the human, the weight they deserve in the equation.

Creative intelligence for the considered purchase. That’s what it’s about now, or at least what it should be.


Key Takeaways:

  • The power of data can be used to fuel the customer journey from awareness to purchase to loyalty and evangelism. But data isn’t the whole story.
  • No matter how much data we have about our customers, this data is about humans—people with feelings and inclinations and needs that are challenging, if not impossible, to quantify.
  • Extracting valuable customer intelligence requires creative intelligence, a process that applies meaning and understanding to existing data.
  • Creative intelligence is particularly relevant to analyzing considered purchases— complex buying decisions with a high degree of financial and/or emotional risk and reward.
Category: analytics
Shamir Duverseau

Maximize Data with Lean Thinking

Build. Measure. Learn. Those three words are at the core of Lean methodology, a way of doing business that incorporates elements from Six Sigma, agile development, design thinking, and other sources. Lean methodology is a modern application to business that has a longer history in the manufacturing industry, originating in the Toyota Production System in the 1950s. It has since been used by successful startups and large corporations alike, across industries. Lean’s continuous improvement cycle enables companies to make meaningful progress by getting the best use of customer data and intelligence.

When it comes to the digital experience, Lean thinking can be a tool of immeasurable power. From acquiring qualified traffic to converting those prospects into customers to retaining those customers to build lifetime value, a Lean viewpoint can help optimize every touchpoint of the customer journey. As this is especially the case in a considered purchase industry, Lean is now at the heart of how we at Smart Panda Labs are helping our clients drive customer lifetime value.

Here’s how.


Everyone knows that building products and services that meet customer needs is a primary goal of any business. But customer needs are varied and nuanced, requiring answers to a long list of questions. If you wait to answer all the questions at once, or worse, assume you already know the answers, you risk high costs and wasted time at best. At worst, you risk the failure of an initiative, a division, or an entire organization.

This is why the term “minimal viable product,” or MVP, has become so popular and so important. A tenet of Lean and Agile methodologies, an MVP is a product with just enough features to satisfy early customers and provide feedback for future product development.  Each iteration of this streamlined product or service is meant to answer a question or two, or meet a set of demands, but not all demands at once.

We have learned the value of MVPs for our clients’ products as well as our own. So, we build new services and processes, not as fait accomplis, but as MVPs in order to ensure that are meeting client needs.


Objectivity does not come easily to modern day organizations. While gathering unbiased data is becoming easier, there remains a persistent risk of a biased interpretation of the data.

Lean accounts for this through customer-centric experimentation and measurement, allowing customer interactions and feedback to live at the center of the story. Actionable metrics inform whether your customer is experiencing your product in the way you hypothesize, or if you need to pivot. Either way, customer data and creative intelligence are guiding your decisions, thus maximizing the results.

Our own actionable metrics include feedback from our clients. How do they feel our innovation is helping them? Is it making things easier or harder? Is it aiding them in meeting goals or communicating with teams? The answers to these questions, along with many others, will help us to know whether or not we are moving in the right direction. And these decisions can be based on real feedback, and not simply cool ideas that we fall in love with but bring no benefit to the client.


“If you cannot fail, you cannot learn.” Eric Reis, the author of The Lean Startup, makes this simple but important point. Not everything works out the way you envisioned. Lean tells us that with every failure comes a wonderful opportunity to learn and iterate. The key is to embrace the opportunity.

For example. One of our clients engaged us to run an experiment on their website. The first test we helped them run failed miserably and quickly. It was designed to be a quick win … but turned out to be far from it. However, the resulting learnings from this failure yielded another experiment that was impactful in both its effect on the business goals (adding seven figures of incremental revenue for the year) and the additional customer insights it yielded.

Failure can’t always be the primary concern. Whether or not we are learning from these failures is what matters. We use our learnings to improve products and services on behalf of our clients, and also to improve the client experience we provide. What makes us better at our jobs also makes for better relationships.

Build. Learn. Measure. This is the backbone of how we harness data and creative intelligence to help our clients drive value from their customers, and it is becoming the method by which we serve our clients, period. If you are reading this, you are more than likely someone’s client. Should you expect any less?


Key Takeaways:

  • Lean methodology is a continuous improvement approach that enables companies to make meaningful progress by getting the best use of customer data and intelligence.
  • A key tenet of Lean is the “minimum viable product,” or MVP, which encourages the release of a product with just enough features to satisfy early customers and provide feedback for future product
  • Lean also emphasizes customer-centric experimentation and measurement, so that customer data and creative intelligence are guiding decision making.
  • Lean tells us that with every failure comes a wonderful opportunity to learn and iterate. The key is to embrace the opportunity.
  • As applied to digital marketing strategy, a Lean viewpoint can help optimize every touchpoint of the digital experience—from acquiring qualified traffic to converting those prospects into customers to retaining those customers to build lifetime value,
  • Lean and its backbone of Build, Measure, and Learn is now at the heart of how we improve products and services for clients. It also informs how we improve the overall experience we provide our clients.
Category: analytics
Shamir Duverseau

3 Steps to Knowing Your Customers Better

According to, Get to Know Your Customers Day is observed annually on the third Thursday of each quarter (January, April, July, October). It’s a day intended to encourage businesses to reach out to their patrons and get to know them better.

Oh, you had no idea that today was Get to Know Your Customers Day? Me neither. Evidently, I missed National Salami Day and National Ampersand Day last month as well, but luckily, I am catching this one just in time. All joking aside, taking a day a quarter to reflect on consumer insights and personalization is more than a great idea—it’s essential to your marketing strategy.

So, in honor of this occasion, here are three basic steps we can all follow to learn more about our customers and act accordingly.

#1 Learn their preferences

The best way to collect customer preferences? Ask them! If they are a part of your email database, send an email and ask them what they would like to learn more about, what products or services they are interested in, how and when they want to hear from you.

You can also capture this information while visitors are on your site. Software tools such as Qualtrics, HotJar, and SurveyMonkey enable you to serve visitors with a simple survey while they are already engaging with your brand.

Today’s consumers expect personalization, so they will appreciate that you’re taking an interest in their preferences.

#2 Store their preferences

Now that you asked for the information, you have to put it somewhere—ideally a client relationship management (CRM) system. Because this information may be coming from various sources, a customer data platform like Tealium can help you unify and accurately connect those data points to the same person across multiple touchpoints and send that information to your CRM. This way you can build a comprehensive customer view in real time and take the next steps within the technologies you already use.

3) Use their preferences

You’ve asked the right questions and collected the right information. To make all that data valuable, you have to act on it. Your customers’ preferences should be reflected in the experiences you provide for them. You’ll be showing them that what they say matters, while simultaneously encouraging further engagement with and loyalty to your brand.

There are countless ways to leverage customer insights to further engagement and personalization. As one example, we recently built a personalization campaign for a travel client that promoted travel destinations based on data; if most New York residents who visited the site ended up booking a stay in Florida, the site would promote Florida offers for all visitors from New York. However, once that same New York person visited a specific destination page on the site, such as California, the promotional offers would shift from Florida to California. This use of customer preference data increased revenue per visit by 45%.

As marketers, we tend to make decisions based on our personal experiences and opinions. But the truth is, it’s not about us.

You may not be able to achieve 1:1 personalization or engagement—at least not across all touchpoints. Most businesses can’t. However, most brands can get a lot closer than they are today. And the closer you get—the better you get to know your customer—the better the results.

Key Takeaways

  • Today’s consumers expect personalization, so they will appreciate that you’re taking an interest in their preferences The best way to collect customer preferences? Ask them!
  • Software tools such as Qualtrics, HotJar, and SurveyMonkey enable you to serve visitors with a simple survey while they are already engaging with your brand.
  • Data about consumers needs to be stored somewhere; a customer data platform like Tealium can help you unify and accurately connect those data points to the same person across multiple touchpoints and send that information to your CRM.
  • Your customers’ preferences should be reflected in the experiences you provide for them. You’ll be showing them that what they say matters, while simultaneously encouraging further engagement with and loyalty to your brand.


Category: analytics
Alex Corzo

Salesforce is Getting (Even More) Personal

Several of my colleagues and I recently returned from the 2018 Salesforce Connections conference in Chicago — an outstanding event focused on supporting connected customer journeys. There were dozens of sessions designed to help digital marketers better understand how to how to create personalized experiences at every touchpoint, specifically in light of constantly evolving technology and the new ways in which customers interact with devices (you can read some of our takeaways here). The conference was also an exciting opportunity to learn about many of the upcoming changes for the Salesforce 2018/19 roadmap, including a partnership with Google and the introduction of Interaction Studio.

Salesforce Connections Conference

Friendly Giants

In his keynote address, Salesforce President and Chief Product Officer Bret Taylor announced data integration between two giants of the cloud — Google Analytics 360 and the Salesforce Marketing Cloud. New Google Analytics 360 integration will evolve the capabilities of marketers to ingest analytics information into their Marketing Cloud journeys, and consumer insights from both Marketing Cloud and Google Analytics 360 will be brought together into a single analytics dashboard (inside Marketing Cloud). Conversely, Marketing Cloud data will be viewable inside Google Analytics 360 for attribution analysis and also to empower Marketing Cloud information to deliver more customized web experiences.

Salesforce President and Chief Product Officer Bret Taylor announced data integration between two giants of the cloud — Google Analytics 360 and the Salesforce Marketing Cloud.

Also in the pipeline (a beta version will be available later this year) is the ability to create audience segments, such as loyalty members and abandoned browsers, in Google’s Analytics 360 before connecting with those audiences within Marketing Cloud. “For the first time ever, audiences created inside the Google Analytics 360 platform can be activated outside of Google, in the Marketing Cloud,” explained Taylor.

Relevant Experiences in Real Time

Taylor further announced the official launch of Interaction Studio, a new Marketing Cloud solution that enables companies to deliver contextually relevant experiences in real-time across their channels. The introduction of Interaction Studio will change how marketers evaluate cross-channel messages to see a holistic view of when and how customers are interacting with a brand to deliver unique messages based on key moments that matter most to customers. With Interaction Studio, marketers can now see, track, and manage consumer experiences in real time from multiple channels.

This new solution continues to evolve personalization by integrating data and platforms that were once siloed and allowing marketers to better anticipate, predict and act on customer patterns. Interaction Studio will make it easier for marketers to translate those insights into timely and relevant communications.

Bigger and better things are on the horizon with Salesforce that take customization and personalization to the next level. At Smart Panda Labs, we will be using these tools to help clients provide the personal touch and instant gratification their customers now expect.

Key Takeaways

  • New Google Analytics 360 integration will evolve the capabilities of marketers to ingest analytics information into their Marketing Cloud journeys.
  • Consumer insights from both Marketing Cloud and Google Analytics 360 will be brought together into a single analytics dashboard (inside Marketing Cloud).
  • Marketing Cloud data will be viewable inside Google Analytics 360 for attribution analysis and also to empower Marketing Cloud information to deliver more customized web experiences.
  • Also in the pipeline is the ability to create audience segments in Google’s Analytics 360 before connecting with those audiences within Marketing Cloud.
  • The introduction of Interaction Studio will change how marketers evaluate cross-channel messages to see a holistic view of when and how customers are interacting with a brand to deliver unique messages based on key moments that matter most to customers.


Category: analytics
Shamir Duverseau

10 Tips for Website “Redesigns” in 2018

It’s the start of a new year, which means everyone is making their resolutions—and already breaking them, too. To be honest, I am not a fan of resolutions. While I applaud the intent to set goals and meet them, the data shows that making one-time resolutions, for most of us, doesn’t work.

As a digital marketer, you and your team might also have resolutions for your company. The first quarter is a busy time for implementing new strategies, and for some this includes a website redesign. Some more honesty here: I’m as a big a fan of website redesigns as I am of resolutions. Not because redesigns aren’t (sometimes) warranted, but because too many companies think of a redesign as a one-time fix and not an ongoing and incremental process. It’s why only 9% of Americans meet their weight-loss resolutions—quick fixes don’t work. Creating new patterns and standards, however, do. It’s like reaching for carrot sticks instead of cookies.

If your site isn’t nimble enough to withstand incremental changes based on the data its (hopefully) collecting, then by all means, redesign it! Sometimes the only way to make a site deliver the results you want is to throw out the old and bring in the new.

Because you’ve already heard enough from me today, I asked our Smart Panda team to weigh in on website redesign, each from their own areas of expertise–from strategy and planning to database management and development. Here are 10 of their top tips for website redesigns … and for establishing new habits for a better site for years to come.

  1. Lisa Edwards (Account Management): Avoid the Big Bang. Redesigns can take months and years if you let them. Prioritize your requirements and get all of the mission critical items taken care of first, and then launch the site. After launch, implement a phase two—add the lower priority items from your wish list and fine tune the site based on testing results and user feedback. If you take too long redesigning a site, by the time you’re ready to launch it, the business goals, user needs, technology and industry best practices may have changed, leaving you with a new site that’s already lagging behind.
  2. Lauren Sanchez (Project Management): Time your launch. Consider when and how to launch your redesigned site. Put a plan in place for creating buzz and get users excited about the new site. Avoid launching during the holidays or near the start of another big promotion, so as to maximize benefit of the redesign.
  3. Lisa Martino (Search Engine Marketing): Slow your roll. If you have a highly-visited website, roll it out to a small percentage of traffic first, so you can gather insights. If users are lost, confused or not taking the actions you want, you can make improvements based on this data before rolling it out to the rest of the world. This is also a great opportunity to test different page designs, calls to action, or content, for example, to see what converts the best.
  4. Jessica Magyar (Project Management): Don’t skimp on project management. Assign proper stakeholders to each milestone along the way so everyone knows who is accountable for what. Establish a clear timeline at the beginning of the redesign to ensure proper progress is made. And document the scope of the redesign from the start, referring to this scope along to way to keep the team on track.
  5. Jessica Porges (Digital Analytics + Testing): Keep the end user in mind at all times. Understanding what users want from the site is key to improving usability. Base redesigns on a combination of historical data and voice-of-customer feedback—don’t assume you know what your users want or how they will behave on the new site. Map out the entire customer journey and make sure your team has a full understanding of the customer experience.
  6. Erich Andren (Solutions Architecture + Testing): Test, test and test some more. Make sure you clearly define KPIs up front so you know why you are testing and can make sure the tests and their results matter to your business. Once you have the winners and losers, you have both data-backed elements to use in the redesign and a meaningful list of what to avoid.
  7. Alex Corzo (Customer Relationship Management): Think about your database from the beginning. Data capture is essential for nurturing and retention purposes. First, create strong value propositions with unique content and assets or loyalty programs to drive the growth of a database of prospects and customers to keep them coming back to the site. Then, design the site with elements that can be personalized based on what you have learned about your database at every interaction.
  8. Charlene Hixon (Email Marketing): Simplify signup. Make your calls to action obvious for data capture. CTAs are the single most important element of any signup page. Make sure the sign-up form (or shopping cart) itself is as efficient and easy as possible for consumers to complete. Keep your eye on form/cart abandons and continue to remove hurdles to conversion.
  9. Ravi Chandramouli (Web Development + Engineering): Consider the tech. One mistake I see all the time is companies reskinning the site for aesthetics only, while leaving legacy technology in place. On the flip side, don’t embrace a new technology trend without understanding the long term impacts this transformation will have on user experience, database management, testing and optimization, or even simple things time to load. Know what you’re getting into.
  10. Cheryl Myers (Creative): Question your motives. To echo Shamir’s introduction, unless a redesign is absolutely necessary, don’t do it. Often a site can be improved by making adjustments incrementally rather than starting over. Your consumers are human, and humans often resist change—it’s why Google’s search page, Amazon’s header bar and Facebook’s site design have remained the same for ages. So, unless your brand has been updated, you’ve had a major product change, your user experience is beyond repair, or your site is incapable of withstanding important updates, it’s probably better to keep your changes small, continuous and based on data.

As you may have gathered, we believe the success of your strategy and planning phase will likely determine the success of your new site. Gather your data and customer feedback and let those insights inform your every step. Know your customer, understand their journey and make sure the redesign is for their sake, not just about beautification or new technology.

Whether we just talked you out of a site redesign or into one, we wish you success!

Key Takeaways

  1. Website redesign for the sake of redesign is a missed opportunity—and a waste of resources
  2. If a redesign is a must, do it for the customer. Use historical data and voice-of-customer feedback to inform every step of the new design. Otherwise it’s just “sitting pretty” and delivering no ROI.
  3. Think about your launch strategically—time it right, create a buzz and roll it out to a small segment first. This gives you the opportunity to test and improve it before rolling it out to the world.
  4. Think about your database from the very beginning. Data capture is essential for nurturing and retention purposes.
  5. Resist change—because your customers resist change, too. Don’t fix things that aren’t broken. Incremental improvements, based on data, are usually better than an overhaul.


Category: analytics
Shamir Duverseau

What We Learned from Opticon ’17 — and Office Space

My colleagues and I recently returned from Optimizely’s annual conference, Opticon 2017, in Las Vegas. The focus of this year’s event was on building and scaling a culture of experimentation across teams, channels, products and device. The three-day conference was attended by more than 1200 executives, product managers, marketers, testing novices, experimentation gurus and developers. As well as four smart pandas.

Experimentation—from simple A/B tests to rigorous analysis—is at the core of everything we do at Smart Panda Labs, and it’s how we’re able to optimize digital experiences that drive ROI and customer loyalty for our clients. Suffice it to say that we were like kids in a candy store (or, pandas in a bamboo oasis) at this year’s Opticon.

Here are our top three takeaways from the conference. And because we love drawing analogies to cult classics almost as much as we love testing, we’re waxing nostalgic for Office Space on this one.

 Don’t relegate testing to the basement

Successful experimentation doesn’t happen in isolation. It’s not Milton in the basement, alone with his red stapler. Testing requires buy-in from leadership and a team-wide understanding of its value among. Give testing a seat at the table and it can become an integral, mission critical part of an enterprise’s ability to meet goals, solve problems and make decisions. Of course, getting this level of buy-in takes time and effort. In the overwhelming majority of organizations, this means it will be a journey, not a light switch.

Call in “the Bobs”

Sometimes testing strategy and effective CRO requires the help of experts. Even the notorious consultants from Office Space have a place sometimes. Believe it or not, Optimizely supplements their own team of testing gurus with the B2B experts at FunnelEnvy to help them increase the number of tests they can run, the speed with which they can implement them and the resulting insights and iterations. The right outside experts can help companies achieve much greater ROI from their testing efforts.

Avoid printer rage

While testing may start with button colors and headline copy, it’s much more than that. As your experimentation evolves beyond simple tests, so grows its complexity. You may need to factor in elements like revenue management, inventory or pricing algorithms. Without the right tools or planning, testing can become a behemoth undertaking that never works right. It’s the always-jamming printer that you love to hate. However, with the right technology, proper implementation and continuous integration you can manage these complexities and execute tests that improve the ROI of an entire process. And you can leave your baseball bat at home. (You know you want to see that scene again.)

If you’re ready to up the ante on your company’s experimentation but could benefit from expert guidance, Smart Panda Labs can provide smart testing, thoughtful analysis, marketing technology support and strategic optimizations. Don’t hesitate to contact us. We promise we’re not at all like the Bobs.

Key Takeaways:

  1. Successful experimentation doesn’t happen in isolation. Take the time and effort to get by-in from leadership and the entire marketing team. This is how testing can become an integral part of your company’s decision making.
  2. Ask for help. Even Optimizely enlists outside consultants to help achieve the greatest possible ROI from their tests.
  3. As testing sophistication increases, so does complexity. You need the right tools and expert implementation planning to keep your tests from underperforming (or failing altogether).


Category: analytics
Jessica Porges

What Digital Marketers Can Learn from Amazon’s Purchase of Whole Foods Market

My kids are back in school, and Amazon just closed their deal to buy Whole Foods Market. What do these events have to do with one another, you ask? A lot.

As with all things Amazon, their focus is on me—the customer—and my experience. The more they know about me, the more relevant my experience with them becomes. To that end, enter Whole Foods Market.

The tech giant’s $13.7 billion purchase of Whole Foods has sent shock waves through the grocery industry and suspicions among Whole Foods loyalists who have concern about how their shopping experience—or the quality of the products they love—might change. But so far, the takeover has been all upside for consumers.

According to, Amazon spent its first day as the owner of a brick-and-mortar grocery chain cutting prices as much as 43 percent. In the coming weeks, the Whole Foods rewards program will be rolled into Amazon Prime for added savings and in-store benefits. This affords Prime a valuable new perk to attract subscribers and will encourage Whole Foods shoppers to buy more—according to a survey by Morgan Stanley, 62% already have a Prime account. And 1010data found that Prime members have deeper pockets at Whole Foods than non-members, spending an average of $306 more over a 12-month period.

Of course, as I eluded to, the strategic implications of Amazon’s purchase of Whole Foods go much deeper—the acquisition offers its buyer a lot more value than the margins on organic avocados and rotisserie chicken. I’m talking about data.

Take an (Amazon) journey with me

Amazon already knows that I’m likely a mom of young children based on the diapers I order, the shows and movies we stream, and the parenting books I buy through my Prime membership. They also know I’m busy and seek ways to make my life more efficient, e.g. the Instant Pot pressure cooker I purchased. And now, if I shop at Whole Foods and use my Prime membership to get in-store perks and discounts, they will also be able to track my offline grocery store behavior and tie it all together. With massive amounts of data from Whole Foods shoppers, Amazon will ultimately be able to tailor the grocery shopping experience—and much more—to the individual.

Let’s pretend for a moment I didn’t own that Instant Pot just yet. Maybe I had just stalked it a few times online (since everyone is talking about them). Amazon might send me one of their high-converting emails promoting the Instant Pot, maybe with same day delivery (in some areas). They might kick in some trending one-pot recipes for beginners, with a list of ingredients I could also order and have delivered to my doorstep by upgrading to AmazonFresh.

The Amazon email I received after checking out the Instant Pot.  You can easily see how it would make sense to include recipes. 

Amazon’s goal is to make it so easy for me to get my groceries from them that I continue to do so (as opposed to shopping at the other grocer to which I’ve been loyal my entire life). They can send me weekly emails with Instant Pot recipes and links to order the ingredients. Maybe they’ll even upsell me on some Instant Pot accessories, like silicone fingertip mitts and that popular glass lid.

But they’ll also be able to learn what perishables I buy each week (because we never seem to have enough yogurt drinks or string cheese for my kids), automate it for me so I don’t have to even think about writing out a long grocery list, and deliver the food to my door (or have it ready and waiting for me in a locker at Whole Foods).

Amazon is a master of the upsell, using a highly sophisticated algorithm to recommend the right products to the right customers, at just the right times. Their treasure trove of data enables them to analyze behavior from customers and use this information to recommend products to those shoppers as well as other shoppers with similar profiles. The company has integrated recommendations into nearly every part of the purchasing process from product discovery to checkout.

They also dole out recommendations through email. Did you know that Amazon’s email marketing program analyzes the success of various campaigns and drives only the highest performing emails to a customer’s inbox? Smart. And now, whether shopping on or in Whole Foods retail locations, shoppers’ unique Prime identifiers are keeping track of all their activity, adding them to specific customer segments that can trigger personalized emails, messages on the website, retargeting ads and a multitude perks and offers.

How to think like Amazon

What can marketers learn from this tech behemoth with the potential to know everything there is to know about my movie preferences, lifestyle choices, kids’ snacking habits and my grocery aisle behavior? Regardless of the industry you’re in, your customers are engaged in a journey, and it’s your job to optimize the key decision points along their route with Amazon’s ninja-like precision. Here’s how to do it.

Map it out. List the key decision points along your customer’s journey and the steps necessary to take your desired actions. In my Amazon/Instant Pot example, that could include:

  1. Getting me to add the Instant Pot to my cart—ideally with add-ons
  2. Purchasing the Instant Pot
  3. Opening an email with groceries to buy from Whole Foods to make my first Instant Pot meal
  4. Adding those groceries to my cart
  5. Purchasing those groceries (either for delivery with the upsell to AmazonFresh or pick-up at Whole Foods)
  6. Subscribing to an auto-ship or weekly auto-order to pick up at Whole Foods
  7. Referring friends/family to Amazon Prime, AmazonFresh, etc.

Think about the metrics. Use analytics tools to determine a baseline for your online and offline metrics at the conversion points currently implemented.

Implement technology. You have data and you have a lot you want to do with it. Now you need the right technology to make it happen. Most of us don’t work for a company with the resources of Amazon, with several dozen people to build and optimize internal systems to power their customer experience. But, you can do the same with the right tool at the heart of your customer experiences.

For example, let’s talk about Tealium. Tealium has a suite of tools that allows you to gather data from various online and offline sources (Tealium IQ Tag Manager), slice and dice your consumers into segmented groups, and then share that with other systems both for action and analysis (Tealium Universal Data Hub). (You can learn more about tag management in our earlier post, 3 Tag Management Systems To Make Your Life Easier.)

Tealium allows you to ingest multiple data sources, stitch them together, and then push meaningful data into other systems to trigger actions or to analyze for insights.

If I’m looking at the Instant Pot but haven’t yet pulled the trigger, I’m placed in a group that will be encouraged to make the purchase via remarketing and retargeting tactics.

If I decide to walk into Whole Foods and pick out my groceries the old-fashioned way, I’m incentivized by perks to reveal my Amazon Prime membership and, when I do, my website activity and in-store purchases become tied to the same member number and united in Tealium.

From there, I can be put into another segment of customers, which may trigger certain personalization on the website that prompts me to share my experiences, sign up for perks and more.

It’s likely I fall under a few different marketing categories: “high disposable income”, “young children”, “healthy lifestyle”, “tech gadget lover”. Because Amazon doesn’t want to flood my inbox, they will choose the most successful of the emails that are relevant to me that week, e.g. “top toys for children” or “best newly released workout videos” to increase the odds of me opening it, clicking through and potentially converting.

Applying Tealium to your customers’ journey

No matter your industry, multi-channel analytics, personalization and re-marketing are your best digital marketing tools for driving conversions. Using a tool like Tealium enables you to tie customer data together and activate next steps. Let’s look at a few examples.


If available, I tend to stay at Ritz-Carlton hotels when I travel. When I book my room online, I log into my existing account and enter my member number to earn rewards. That gives Ritz-Carlton at least two unique identifiers to analyze my behavior and market to me in a more personalized way. Using a tool like Tealium, they can tie me to the types of rooms I’ve booked or upgraded to in the past from their CRM and tailor an “upgrade now and save” message to me.

Tealium then tells their email service provider (ESP), such as Salesforce Marketing Cloud (SFMC), to send me that message as part of my confirmation email, or it tells a personalization tool like Optimizely to give me this message on the confirmation page. Or, both—it can serve up the upgrade message on the confirmation page and, if I don’t react, include it in the confirmation email. Perhaps the message comes to me before I even book the room. If Tealium sees that I didn’t choose the upgrade in the booking funnel, it could tell a tool like Yieldify to inject a targeted message in the booking process. It could also learn from the CRM that I’ve dined at their hotel restaurants and tell SFMC to send me a pre-arrival email with available dinner times during my stay.

By targeting messages at key points in the conversion process, such as after a room type is selected, you can improve the customer experience and better meet your business goals.

Real Estate is a relatively new company that buys and sells homes in a streamlined fashion– they supply a seller with a firm offer within 24 hours that the seller either accepts or rejects. After Opendoor owns the home, they make any necessary updates or renovations and then list the home in their inventory online. Anyone interested in viewing the property can gain access instructions through their mobile app.

Let’s say I’m in the market for a new home, so I download the Opendoor app and set my search criteria. I go visit a few of the homes on my list, but none of them are the perfect combination of the features I want. As I leave each home, the app detects I’m leaving the area and sends a push notification to complete a short survey providing feedback on the home, perhaps using a tool like ForeSee. ForeSee then sends that information to Tealium. Did I love it, was it missing something? Tealium sends this data to Opendoor’s recommendations engine, to help make better recommendations to me (and others like me) to view other properties. At the same time, the data could even be combined with other data and sent to Domo, to help Opendoor analyze and select the appropriate features to look for in (or add to) the subsequent homes they invest in, getting close to a “just-in-time” model within the pre-existing real estate market.


As a mom of two kids, I’m a frequenter of Urgent Care. Perhaps at my most recent visit, I opted in to receive newsletter communications from the health system. These emails may contain general tips on staying healthy, but Tealium can help connect the ESP to the CRM so that the email could also be personalized based on what the medical center knows about my previous visits (being careful to mention that I’m simply an anonymous patient ID, not a name, by simply grouping me into a segment). If I click through one of these emails to the site, perhaps to read about yoga exercises I can do at home, Tealium can connect my urgent care visit to my website visit and to the content I viewed, all in the CRM. Perhaps after reading about yoga, I read about primary care physicians before leaving the site. Tealium can now tell the ESP to personalize a section of my next email with information about choosing a PCP, maybe even including a short list of physicians near my home.

Pressure cook your personalization

It’s been estimated that more than 80 million people are Amazon Prime members. With this data, it is capable of building analytic models which can predict what these consumers will want, how much they will want, and when they will want it. Now that Amazon can collect and connect data from offline purchases as well, the power of their customer insights is unrivaled.

Ok, so we can’t all be Amazon. But every digital marketer can optimize their business’s key performance indicators by understanding the customer journey and getting ahead of questions or roadblocks at each micro-conversion point. From there, you can use a toolbox of technologies and strategies to optimize the journey from consideration to purchase, and then help them to keep coming back for more.

Remember, it’s personal. Customers care more about themselves than they care about you. Use data to make your communications as customer-centric as possible. That’s what Amazon does best and a key reason for purchasing Whole Foods. Follow their lead and make the best possible use of the data at your fingertips.

Key Takeaways:

  1. The strategic implications of Amazon’s purchase of Whole Foods is less about brick-and-mortar retail or the margins on groceries. It’s about the data.
  2. No matter what industry you’re in, every digital marketer can and should optimize their business’s key performance indicators by understanding the customer journey and getting ahead of questions or roadblocks at each micro-conversion point.
  3. Tools like Tealium can help digital marketers gather data from various online and offline sources, slice and dice consumers into segmented groups, and share that data with other systems both for action and analysis.
  4. Remember, it’s personal. Use data to make your digital experiences as customer-centric as possible.
Category: analytics
Shamir Duverseau

4 Methods for Improving Conversion Rates

Conversion rate optimization— it’s a mouthful. It’s also a science and an art … and frankly, a lot of work. But few aspects of your digital marketing strategy are more important than this cumbersome term.

Our crowd of friends at Wikipedia define conversion rate optimization (CRO) as, “a system for increasing the percentage of visitors to a website that convert into customers, or more generally, take any desired action on a webpage.”  If you just totally zoned out, or assumed this was just a fancy way of talking about split testing, we understand. At Smart Panda Labs, we define CRO a little differently—it’s a way of thinking about all the digital experiences you offer.

As with any strategy, the first step is defining a goal. Are you trying to sell more of a particular product, book more hotel rooms, register more participants, increase the number of leads or increase the quality of those leads? Once you have a clear goal in mind, you can work backwards from that destination, thinking through the various touchpoints along the route. And then the fun begins.

Here are four of our favorite methods for increasing engagement and conversion rates across your digital channels.

#1: A/B Testing

I’m sure you guessed we were going to say this—if you know anything about us, you know testing is a panda’s best friend (as we like to say, Always Be Testing). To determine the optimal experience for your consumers, you must constantly and repeatedly test every element, measuring and analyzing the results and leveraging those insights to inform your next test or segmentation. Testing should play a role in everything related to CRO.

Really, you can’t test too much. From entire web pages to a series of pages (like a checkout process) to specific sections (like the navigation) to page elements (headlines, images, and buttons), testing them against alternate versions will keep you busy …  forever. You can test one or more version against your current baseline, and you can show that test to all your visitors, a percentage of them, or even just select audiences (like consumers coming to your site straight from paid media). These tests should help you find pain points and roadblocks on your site—touchpoints where you can improve the experience, remove anxiety and influence people towards a specific action.

Tools tip: A key to testing success is to arm yourself with the proper tools. A free tool like Google Optimize is a great way to get started if you are new to this, or if you’re trying to get leaders to buy into a testing strategy. However, if you really want to do some fancy and exciting stuff, investing in an enterprise tool like Optimizely will enable you to generate insights capable of truly transforming your business.

#2: Targeted Messaging

People don’t often associate targeted messaging with CRO, but special promotions or social proof (such as a testimonial from an industry expert, or a message to the effect of “5000 people are looking at this hotel right now”) are designed to nudge people toward making a decision, right? These are tactics are intended to optimize your conversion rates.

The key here is to use the method that best aligns with your goals. For example, if your goal is to sell more products, book more rooms or generate more leads, then perhaps a cart or form-abandonment message would be best. When someone is about to leave the site without converting, try injecting a message that offers a special discount or gift for completing the process then and there.

However, if your end goal is to increase average order value, total revenue or lead quality, try testing the abandon message against showing social proof, like the number of people who bought in the last month or how many people have this item in their shopping cart at this very moment. While this may not get as many conversions as the promotion, it may be better for your bottom line. Again, it goes back to starting with your goal and working backwards.

Tools tip: A great tool for this method is Yieldify. Their platform offers a number of options, from overlays with forms to message bars with counters, and allows you to test them. You can also use tools like Optimizely to run these tests, but their experimentation platform is not designed to run targeted messaging 24/7/365.  So, if you don’t want to invest in another robust tool, use Optimizely to test what works and then a simpler tool to inject the winning messaging.

It’s also important that your tool allows you to show different messages to different audiences. While promos may work great on returning visitors, social proof may be the key for people coming via paid search. Test your messages to determine what works best for whom. Then get crazy and further target your messages. This is when the fun really begins.

#3: Personalization

The more you know about the people on your site, the more you can surface the content, products or services they most want. Remember, we live in a world of instant gratification, so the more you can reduce their effort, the more likely they are to convert.

Start by segmenting the people on your site, landing pages or mobile app into different audiences. For example, you can split users up by metropolitan area if you’re in real estate or by new vs. returning customers if you’re in the retail industry. The more information you have, the more personalization you can perform—and the more personal, the better. (As general rule, make sure your segments don’t get too small for what you’re able to manage and analyze.)

Once you have performance data for these segments, try to discern what the different drivers are for these audiences. Also be sure to review past A/B tests and parse them by those same audiences. Insights from these steps should drive your ongoing personalization campaigns.

As you continue to create and customize these campaigns, think about ways to personalize headlines, homepage messaging, navigation. And remember to Always Be Testing. Even once you know this personalization campaign works, you’ll want to continue to test against a control group to ensure you’re getting optimal results.

Tools tip: Optimizely has a specific platform designed for personalization. It can be fed data from a number of different sources, including the data it’s able to collect on its own. However, if it were up to me, I would use something like Tealium in conjunction with Optimizely for my personalization efforts. Tealium will gather mounds of data for your analytics, ad tracking, CRM, ESP, etc. It can be easily configured to send whatever data is needed to a personalization platform like Optimizely.

If you’re getting a flood of traffic and want to try personalizing to some very small audiences, Qubit is also a great tool to consider. If you’re in an industry like gaming, or you’re a large retailer, this may be a good way to go.

#4: Triggered Emails

People don’t often think of emails as an optimization tool, but they should. There are a number of industries, both B2C and B2B, in which people need time to make decisions. These decisions may involve multiple visits to your site or perhaps an online conversion that leads to an offline sales process. So how do you continue to influence your audience when they aren’t on your site or in your mobile app? Emails.

By determining proper trigger points, you can send targeted messages that help move people toward online and/or offline conversions, surfacing relevant information. Emails are a great way to remove anxiety, focusing on one singular goal with each communication. These communications start knocking down barriers at each touchpoint, giving a person the chance to make a decision and convert.

And, of course, test. Split test your messages, email designs and imagery, the points at which they trigger, frequency of the communications, subject lines, headlines and more. Remember, this is not a light switch, this is a journey. You have to help your audience in the right way, at the right time. If you were on a road trip, you care about the location of the closest gas station only when you’re low on gas. If you just filled up, a gas station is irrelevant to you. Figure out when your prospects need to fill up, and be there with the gas.

Tools tip: There are a lot of good email service providers out there that enable triggered emails, from Salesforce Marketing Cloud to Adobe Campaign. The key here is to use your ESP to do the triggering, not a third-party tool. Keep all things email-related in one place across the enterprise. You won’t believe how much easier this will make your life!

All together now

All of the above methods work great in and of themselves. But, if you really want to provide the best possible digital experience, do them all—and do them in concert with one another! Sync your A/B testing with your targeted messaging as part of a personalization campaign that includes triggered communications. Boom. Make every facet of your customers’ journey feel like it’s all about them.

To accomplish this, you need to understand who the person is—or at least which audience they are a part of—across multiple digital assets. Here again is where something like Tealium comes into play, serving as a central hub for all this information. Then, the data can be segmented and pushed to Optimizely and Yieldify and Salesforce Marketing Cloud, enabling these powerful tools to perform in harmony.

The methods above will help you provide a digital experience that removes barrier after barrier at every single touchpoint, reducing and removing one anxiety after another and significantly increasing conversions. If done properly, you won’t just have a one-time customer, you’ll have created a loyal fan who keeps coming back and brings others will them. And that is what true CRO is really about.