Minimum Viable Personalization for Leads

Your website receives visitors in different stages of the buying process, who have varying needs and priorities. You recognize this, so you’ve installed a personalization platform. Where to begin?

First, a word on what not to do. Do not get click-and-drag happy with your platform’s audience tool, and end up creating a monstrosity like “Returning visitors from Texas using Firefox on Mobile.”

Complex audience targeting rules, X'd out

These audiences are easy to target, but hard to reason about, painful to maintain, and impossible to extract value from.

Instead, start with leads.

Why leads? (And what’s a lead?)

The exact definition will depend on your customer journey, but broadly speaking a lead is any visitor who has identified themself on your website.

This might include:

  • Free trial users
  • Whitepaper downloaders
  • Webinar attendees

Put another way, leads are visitors who are neither paying customers nor anonymous.

As for why you should provide a personalized experience for them, there are three main reasons:

  1. You can. They’ve signed up, so you know something about them.
  2. They’re your second-most-valuable visitor segment. (Customers are #1, but that’s a topic for another day.)
  3. Your current website is probably dominated by top of funnel content that they’ve already seen, and no longer find valuable.

Given how important this group is, it makes sense to provide an experience that’s relevant to them. But how do you do that without rewriting your whole website?

Where to personalize

Meet your leads where they’re already spending time. Finding out the answer to this question is as simple as segmenting your analytics data by leads, then looking at top pages.

The answer is probably “the Homepage and the Pricing page” but don’t take my word for it. Let the data tell you where to focus, and what kind of reach you can achieve.

Google Analytics screenshot of top pages visited by Leads

Once you’ve identified the top pages visited by leads, you can further prioritize by focusing on the elements they see and interact with.

For example, Hotjar allows you to trigger heat and scroll maps with custom code. That means you can create a “Leads only” heat map of your home page. (If that’s too hard, just keep your focus above the fold.)

How to personalize

This step is where the magic happens. What unique questions do leads on your website have? What tasks do they prioritize? What does activation look like?

To help structure your ideas, look for chances to do three things: Educate, remove friction, and nudge.

Educate

Does your homepage hero heading tout your product’s core value proposition? That’s great, but your leads probably know it by now. Can you change it to outline an important differentiator?

Does the homepage hero CTA still say “Free Trial”? You definitely don’t need that. Does it make sense to link to your knowledge base, or a quick start guide?

Remove friction

A simple improvement you can make is to show your free trial leads a more prominent “Log in” or “Visit My Dashboard” button. There’s a good chance that’s what they came to click.

You can also disable widgets and popups focused on lead generation. Those elements, by definition, can’t provide you with a new lead in this context. All they can do is annoy an existing lead.

Nudge forward

What steps does a visitor have to take before obtaining value from your product? Configure an integration, view a dashboard, import contacts?

When they were new to the site, pushing them toward this would’ve been overwhelming. Now that they’re more familiar with your product, though, they need this guidance.

Does your chat widget still ask “New here? Got any questions?” Why not start an onboarding-related conversation instead? A simple script along the lines of “Have you imported your contacts yet?” can transform this chatbot from a nuisance to a touch point for upgrades.

Stuck for ideas? Here are a couple of suggestions for websites we at FunnelEnvy know and love.

 

What you can do today

The first step toward obtaining value from a personalization strategy is convincing yourself that it’s worth the effort. So, start there.

What is the single highest-traffic page for existing leads? How many visitors does it get each month?

What’s the single most impactful element on that page? If you’re not sure, start with the hero heading copy and CTA.

What’s the current experience for leads? Is it relevant at all? Can you think of a message that would easily be 10 times more helpful?

If so, you’re onto something.

The good news is that the technical hurdles involved in making this change are solvable in any number of ways.

Your personalization tool might support targeting based on past visits to the /dashboard page. You might convince a friendly dev to set a cookie for new signups. If you use Marketo, FunnelEnvy lets you target by Smart List.

So take your newly acquired vision for a better lead experience, share it with the team. You’ll be hard pressed to find someone willing to fight to keep redundant CTAs on the page. I doubt anyone will argue that converting leads to sales is a wasted effort.

Starting personalization with a well-defined, high value, high reach, and observably different audience segment will make the difference between real ROI and a cringe-inducing vanity metrics report. So let’s go nurture some leads!

By |2020-07-10T09:40:07-07:00July 2nd, 2020|Analytics, SaaS, B2B|0 Comments

How to Effectively Personalize your Website using Account Data for Anonymous Traffic

Unlike consumer marketers, B2B revenue teams often reason about their market at an organization or account level. That may be based on specific named accounts or company size, industry or other related firmographic attributes.

Much of the traffic coming to the website is of course, “anonymous” meaning that they haven’t shared any contact information. There are however a number of vendors that sell firmographic data that can deliver this information even for anonymous traffic. This is possible because every web request must contain the source IP address and these vendors have mapped many (though far from all!) of them to specific accounts.

Traditionally used for sales teams, some of these solutions can be integrated in real-time into the website. This opens up some interesting opportunities to improve the traditionally static experience – such highlighting industry specific offerings, enterprise plans, or even targeting customers of competitors and highlighting differences.

A word of caution is warranted here, however. This approach to personalization is an investment that goes beyond just the vendor costs and we’ve seen a lot of campaigns where the return did not materialize. So let’s go into the more effective use cases, selecting a vendor and how to integrate it into FunnelEnvy audiences and predictive campaigns.

Beware Vanity Experiences

Personalization over email is useful because it helps the recipient understand that it’s not a mass-emailing robot on the other end and that the message has been tailored to them. Website visitors have different expectations and what works over email can cross the line or be creepy on site.

Website personalization is most effective when it helps the customer by presenting them with an offer (next best action) that’s most relevant for them in their journey. That offer could be content, starting a free trial, contacting the sales team or whatever is both most relevant for them and maximizes their likelihood of conversion.

Although it may sound obvious, where we’ve seen campaigns underperform with reverse IP personalization is where it doesn’t meet these customer-centric goals. Consider the following:

  • Injecting the account name in the copy – Doesn’t the visitor already know where they work?
  • Crafting experiences based on visitor industry when there’s no industry specific features to the product or service.
  • Serving pages that are specific to individual named accounts. The volume is generally too low to make a difference and again the customer already knows where they work!

These sorts of experiences are self-serving and what we call Vanity Experiences.

Vanity experiences, including one on FunnelEnvy.com. It’s no coincidence that these companies also sell the products that let you do it!

On the other hand reducing friction and targeting a more relevant direct-response offer based on firmographic data can be very effective. In some cases you could even skip steps in the journey – such as eliminating the pricing page for enterprise visitors.

Firmographic Vendor Considerations

There is no vendor that will be able to match all of your traffic, in fact match rates are typically in the 10-30% range. A variety of factors can influence that, but probably the most important factor is who you’re selling to and the types of accounts that are visiting your site.

Large enterprises, universities and governments often secure well known blocks of IP addresses which are much easier to identify. On the other hand smaller businesses often use shared office space and Internet Service Providers (ISPs) which make identifying them much harder. If you’re primarily selling to small business it’s unlikely that you’ll match enough accounts for this to be a cost-effective strategy.

If however you do sell to larger organizations then even if you have a low overall match rate it could still be worth pursuing. The effective match rate for the larger accounts is likely to be much higher and most B2B companies generate from enterprise customers.

Aside from the match rate the actual performance (time to return a match response) is an important factor on the website. If the integration is too slow the page may render before you have an opportunity to personalize, making for a sub-optimal “content flicker” on the all important first page view.

Activating Reverse IP Data with FunnelEnvy

FunnelEnvy’s platform has out of the box support for three leading firmographic vendors – Clearbit, Demandbase and Kickfire. Once you’ve selected one of these vendors, integrating into the platform and using the data for segmentation (audiences) and directly within 1:1 predictive campaigns can be done in a few minutes and requires no IT involvement.

Data Source Setup

Each of these firmographic vendors is a Data Source in FunnelEnvy, and activating any one of them is as simple as going into the integrations, locating the appropriate data source and clicking on the activate checkbox.

Once activated and saved the data source will appear in the list of active integrations.

Since these data sources return data in the browser the FunnelEnvy javascript snippet must also be present along with the reverse IP vendor snippet. Data collection happens automatically without additional setup and can be used immediately for creating audiences and in predictive campaigns.

Audiences

In the Audiences section of FunnelEnvy you can create conditions based on the activated provider. The rule builder will include all of the individual data attributes from the provider and rules can be AND or OR’d together for flexibility.

As with any of our data sources conditions can be combined with other sources (behavioral, Marketo, etc) to create audiences defined from multiple data sources.

From the audience builder you may want to report on visitor behavior from a particular firmographic segment (e.g. SMB or Enterprise visitors). This can be accomplished within the audience through the Google Analytics integration by setting either a custom dimension and / or sending an event.

For personalization Audiences can be used within the targeting section of campaigns operating in both A/B/n or predictive mode. If an Audience is selected in the campaign targetings visitors must meet both the page and audience targeting conditions to be eligible to see a variation.

Even if you don’t create any audiences the underlying firmographic data is used in our real-time predictive campaigns.

1:1 Predictions with Firmographic Data

Firmographic data sets are excellent for our predictive campaigns because they’re generalizable and often highly correlated to experiences and outcomes. There are only so many audiences you’ll be able to create but every data point from these providers can be used by our algorithms to predict which experience is most effective on a 1:1 visitor basis.

You can see the effect of this in our campaign signal report which shows how strong the predictive signals are and how much they correlate to uplift and revenue. Individual firmographic attributes are often highly represented in successful campaigns.

A great example of this in action is a homepage campaign with different variations for the SMB or Enterprise journeys. Since reverse IP data is available even on the first page visit, our model can identify patterns in the visitor profile and serve more relevant experiences to your customers.

Getting Started

It is possible to improve upon static website experiences with reverse IP firmographic data and help your customers while at the same time increasing your conversion and revenue KPIs. If you’re a FunnelEnvy customer and want to explore firmographic personalization for anonymous traffic let us know.

If you need help selecting a vendor we can help with that too.  You can contact us here anytime: https://www.funnelenvy.com/contact/

 

Real-Time Personalization with Marketo and FunnelEnvy

For many organizations, Marketo serves as the real-time customer database for marketing. Unfortunately, for most organizations today this rich intelligence living in Marketo is not being leveraged to drive personalized user experiences across your site which is one of the most valuable opportunities with this data.

The good news is that when it comes to personalizing with Marketo, you don’t have to be limited to just personalizing your emails and Marketo forms. You can actually use all that valuable customer centric Marketo data to drive your website personalization programs.

Why might you want to do this? Instead of showing everyone the same lead capture experience, you could show prospects who have already filled it out more product content. Or show existing customers opportunities to expand. Maybe even segment your experiences and customer journey by company size or industry.

With FunnelEnvy’s Marketo integration you can use your rich Marketo data in real-time to deliver personalized experiences across your site.

Setting up the Marketo Integration in FunnelEnvy

Within the FunnelEnvy user interface you can activate and configure the Marketo integration. FunnelEnvy fetches Smart Lists periodically from Marketo and automatically keeps these updated with Marketo. Configuring the integration also lets you setup offsite goals triggered by Marketo webhooks such as Marketing Qualified Leads (MQLs).

The Data Filtering interface lets you choose which fields to import, and exclude PII or other data based on your compliance policies.

Typically these four steps are done by the Marketing Ops team that manages the Marketo instance:

  1. Activate the Marketo data source.
  2. Authorize FunnelEnvy to access Marketo
  3. (Optional) Configuring Data Filtering
  4. Selecting Smart Lists to Import

Step 1: Find and activate Marketo under the Integrations settings. You should see it as an activated Data Source.

         

Step 2: Authorize FunnelEnvy to access the Marketo REST API with API keys.

Step 3: Optionally configure data filtering rules. When fetching lists FunnelEnvy will only import lead attributes that are selected.

Step 4: Select Smart Lists for Import. Assuming your API credentials in Step 2 were correct, you should see a list of Smart Lists available for import. Note that it may take up to an hour for this list to reflect any recently added Smart Lists.

Once you’ve configured the Smart Lists for import you’re done! FunnelEnvy will refresh the lists every few hours, retrieving leads and refreshing the local copy of Marketo data, which is then available immediately for audiences, predictive campaigns and offline Marketo-triggered goals.

More details on setting up the integration can be found in our knowledge base article.

Using Marketo for Site Personalization in FunnelEnvy 

Once you’ve configured the Marketo Data source you open up a number of valuable personalization use cases. Below are three ways you can use FunnelEnvy and Marketo together to better target, personalize, and measure your personalization initiatives.

Target Experiences and Offers using Lead Attributes and  Smart Lists

Stop serving a static one size fits all website experience to all your visitors. Want to personalize your site experience only for prospects, or to specific accounts, or members of specific campaigns? 

With FunnelEnvy you can create very rich audiences that can be built off Marketo data and that can also be used as part of more advanced audience segments that combine Marketo data with firmographics and/or real-time user behavior as well.

In the condition builder interface you have access to all of the Marketo lead fields that were imported, and can define logical conditions based on them.

These conditions can also be combined with other data sources. In the audience screenshot below we’re combining a Marketo condition with a user’s behavior (but this could also be Demandbase, Clearbit or any of the sources we support). 

And just like any of the FunnelEnvy audiences, these can be used for targeting within predictive campaigns or A/B Tests:

This flexibility allows you to setup a dynamic “always on” personalization strategy that targets the right user segments in real-time based on that visitor’s stage and their relationship with you.

Personalize Experiences at a 1:1 Level with Marketo Data

While targeting is a powerful first step in executing your personalization strategy, the more powerful opportunity is to use all that rich user data to predict the best experience to serve each visitor. 

Choosing in real-time which experience to serve each user based on their full user profile truly allows for 1:1 marketing. That is where the personalization magic really happens.

FunnelEnvy uses machine learning to predict which experience will likely convert best based on all the data we see for that user, including their Marketo data and based on the history of how similar users converted over time.

And unlike A/B tests where a specific experience is randomly assigned, or rules based personalization where you fix a specific experience to an audience, FunnelEnvy allows you to take advantage of all the data you have on that user and serve the experience mostly likely to convert for that user.

This allows you to avoid the manual analytics effort of trying to identify and capitalize on all the possible experience and segment combinations that perform best. As a marketer you can stay focused on the message and offer and allow the algorithms to optimize the segment/experience matches.

As the report below shows, we are scoring/weighing the effectiveness of every attribute we see for every user by experience.

Here, Marketo audience data along with all the other behavioral and firmographics data is used to predict the best possible outcome for each and every user and experience combination.

This allows us to use all the data to our advantage and serve the right experience that will most likely result in revenue. 

The best part is that there’s no additional setup required here. Once we have the Marketo data within our profiles we’ll use it as long as the decision mode on your campaign is set to “Predictive”.

Measure and Attribute Personalization Campaigns by Revenue (not Form Fills)

With personalization, one of the bigger challenges is being able to measure the program’s contribution to revenue and business outcomes. 

It can be done, but often requires integrating data sets or pulling reports from multiple systems and generating manual reports after the fact.

WIth FunnelEnvy, once you set up your important online, MQL, and any other revenue goals you then start tracking and attributing success to each personalized experience. Below is an example where we created a MQL goal based on a Marketo List and assigned a specific MQL value to it.

To setup this, ensure that the Marketo Data Source is activated and configured and create a new individual goal. Under “API Triggering” you’ll should see an option for Marketo. Once selected, this is the URL that your Marketo instance will hit via a webhook to trigger the goal conversion. More details on setting up these webhooks is available in our knowledge base article.

Once that’s done the Marketo goal will shows in real-time in our campaign reporting dashboards.

It now becomes much easier to tell the story of how specific tests or personalized experiences are driving down funnel goals like MQLs, SQLs, opportunities, and deals won in addition to top level goals like trial signups, demo requests, or engagement.

This makes it much easier to attribute the positive impact personalization has on the organization’s revenue outcomes. Now instead of talking about form completes you can talk the language of sales which is revenue.

Getting Started

As you can see, integrating Marketo into your personalization program is very straightforward and can unlock some very valuable use cases and capabilities. The best part with this approach is that there is no custom development or IT involvement to get this up and running. You can setup the integration and be live with your first campaign on the same day.

If you’re not yet using FunnelEnvy but are interested in personalizing your website to Marketo Leads and Contacts we’d love to hear from you! You can contact us here: https://www.funnelenvy.com/contact/

The Importance of Context with Marketing Experiments

By now most marketers are familiar with the process of experimentation, identify a hypothesis, design a test that splits the population across one or more variants and select a winning variation based on a success metric. This “winner” has a heavy responsibility – we’re assuming that it confers the improvement in revenue and conversion that we measured during the experiment.

The experiments that you run have to result in better decisions, and ultimately ROI. Further down we’ll look at a situations where an external validity threat in the form of a separate campaign would have invalidated the results of a traditional A/B test. In addition, I’ll show how we were able to adjust and even exploit this external factor using a predictive optimization approach which resulted in a Customer Lifetime Value (LTV) increase of almost 70%.

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By |2020-01-28T08:41:14-08:00January 28th, 2020|Conversion Rate Optimization, B2B, Experimentation|0 Comments

Optimization Pitfalls to Avoid In 2020

The Activity Trap

Sales reps aren’t paid on the number of calls they make, and real estate agents don’t get commission on the number of showings they do. Activity does not equate to outcome, and conflating the two can have really expensive implications.

The same story applies to marketers. We seem to spend a lot of effort fostering cultures of activity rather than outcomes.

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How Not Picking an Experiment Winner Led to a 227% Increase in Revenue

By now most marketers are familiar with the process of experimentation, identify a hypothesis, design a test that splits the population across one or more variants and select a winning variation based on a success metric. This “winner” has a heavy responsibility – we’re assuming that it confers the improvement in revenue and conversion that we measured during the experiment.

Is this always the case? As marketers we’re often told to look at the scientific community as the gold standard for rigorous experimental methodology. But it’s informative to take a look at where even medical testing has come up short.

For years women have been chronically underrepresented in medical trials, which disproportionately favors males in the testing population. This selection bias in medical testing extends back to pre-clinical stages – the majority of drug development research being done on male-only lab animals.

And this testing bias has had real-world consequences. A 2001 report found that 80% of the FDA-approved drugs pulled from the market for “unacceptable health risks” were found to be more harmful to women than to men. In 2013 the FDA announced revised dosing recommendations of the sleep aid Ambien, after finding that women were susceptible to risks resulting from slower metabolism of the medication.

This is a specific example of the problem of external validity in experimentation which poses a risk even if a randomized experiment is conducted appropriately and it’s possible to infer cause and effect conclusions (internal validity.) If the sampled population does not represent the broader population, then those conclusions are likely to be compromised.

Although they’re unlikely to pose a life-or-death scenario, external validity threats are very real risks to marketing experimentation. That triple digit improvement you saw within the test likely won’t produce the expected return when implemented. Ensuring test validity can be a challenging and resource intensive process, fortunately however it’s possible to decouple your return from many of these external threats entirely.

The experiments that you run have to result in better decisions, and ultimately ROI. Further down we’ll look at a situation where an external validity threat in the form of a separate campaign would have invalidated the results of a traditional A/B test. In addition, I’ll show how we were able to adjust and even exploit this external factor using a predictive optimization approach which resulted in a Customer Lifetime Value (LTV) increase of almost 70%.

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Understanding the CMOs Data-Driven Decision Delusion

The term cobra effect describes an incentive policy that causes unintended consequences and results in the opposite effect intended. In the 1800s the colonial government of India (as the story goes), becoming increasingly concerned about the population of cobras in Delhi, offered a bounty for every dead cobra brought in.

Although it was initially successful, the cobra population increased as entrepreneurs of the day started breeding cobras to take advantage of the bounty. When the government realized the new policy wasn’t working as intended they ended the program, causing the cobra farmers to release the snakes and further exacerbating the very problem the government wanted to solve.

I recently read Chief Marketing Officers at Work, a fantastic series of interviews of CMOs from prominent companies like PayPal, Zendesk, Domo and SurveyMonkey. These marketing leaders unequivocally championed their data-driven marketing strategies, and emphasized the need for further data-driven investment and skills in their organizations.

The root cause of many cobra effect problems is the fact that as humans we tend to more easily comprehend simplistic linear systems and cause-effect relationships. Much like rewarding people for killing cobras should result in less cobras, investing in more data-driven tools should produce better decisions and outcomes!

Unfortunately, it’s very likely that the data-driven approaches being increasingly adopted by marketing organizations are producing their own cobra effect and paradoxically reducing the quality of decisions and resulting outcomes.

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By |2018-10-20T22:54:43-07:00September 24th, 2018|B2B, Digital Marketing, Strategy|0 Comments

A Culture of Optimization Eats Experimentation and Personalization for Breakfast

 

As marketers we could learn a lot from ants.

They don’t attend conferences, have multi-million dollar budgets or get pitched by the latest AI-based tech vendors. Yet over millennia they’ve figured out a radically efficient solution to an important and complex problem – how best to find food to sustain the colony.

This is no easy task. The first ant leaving the colony walks around in a random pattern. It’s likely he (foraging ants are always male) doesn’t find food, so he’ll return back to the colony exhausted. It’s not a completely wasted effort however, he (and every other ant behind him) will leave behind a pheromone trail that attracts other ants.

Over the course of time and thousands of individual ant voyages, food will (likely) be found. Ants that do find food will return immediately back to the colony. Other ants will follow this trail and, because pheromone trails evaporate over time, they’re most likely to follow the shortest, most traveled (highest density) path.

This approach ensures that the colony as a whole will find an optimal path to a food source. Pheromone evaporation also helps ensure that if the current source runs out, or a closer one is found, the colony will continue to evolve to the globally optimal solution.

It’s a classic optimization solution that maximizes a critical outcome as efficiently as possible, and one that has been studied by entomologists, computer engineers and data scientists. In the current B2B marketing environment it can illuminate where we’re spending our time and money.

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The Reason Your B2B Website is No Longer Effective

The 1907 Quakers from the University of Pennsylvania were the juggernauts of college football. Heading into a home field matchup with the Carlisle Indians they had not only won, but dominated their previous seven games by a combined score of 189-10.

Their October home game on Franklin field against Carlisle wasn’t expected to be much different. Although the Indians were also undefeated, they were a group of unheralded, undersized players that the 22,800 fans in attendance didn’t give much of a chance against their mighty Quakers.

So what happened? Carlisle demolished Penn 26-6. The most notable play of the game was fullback Pete Hauer’s 40 yard perfect spiral pass that sports historians would later call one of the “three or four signal moments in the evolution of football” and “the sporting equivalent of the Wright brothers taking off at Kitty Hawk.”

These historians attribute Carlisle’s stunning upset that Saturday to Carlisle coach Pop Warner’s exploitation of a rule change that was adopted a couple of years earlier. In order to curb the surging violence in football schools adopted a number of rules changes, most notably legalizing the forward pass.

Warner decisively capitalized on this rule change, confusing the Quakers with long passes and new formations. Penn was playing by the old rules, and caught completely unprepared for the new era of football that they had the misfortune of writing into history that day.

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By |2018-10-20T21:47:07-07:00March 7th, 2018|The Funnel, Uncategorized, Strategy, SaaS, B2B|0 Comments

If you care about B2B conversions, stop producing content

Houston, we have a problem.

As enterprise focused B2B marketers, we have a problem.

We all agree that we want to grow traffic to our website, turn the traffic into leads and convert the leads into customers.

Yet, we have all blindly trusted the theory that, producing more content, showing product options, displaying more testimonials, and creating more case studies will get you a bigger pipeline.   

Let us be the first to refute this claim: more is not better.

In fact, with every additional piece of content or white paper you are killing pipeline. Why, might ask?

Because you are simply overwhelming your customers.

Explanation please!?

To illustrate this point, let’s talk about Cognitive Load.

Cognitive load refers to the total amount of mental effort being used in the working memory.

When we put irrelevant, unnecessary and distracting information in front of people, we fill up that working memory. The result is a decreased ability to absorb information, learn and ultimately make decisions.

While it may seem that having multiple content options on your website increases the likelihood that you will connect with your visitor, it actually has the opposite effect.

When customers are given too many content options you are forcing them to make decisions that take up their mental resources, derailing your chance at a direct path to purchasing.

Can someone say cognitive overload?!

Think about it this way: the most important factor in the design of a website is making it easier for customer to find what they want. Customers crave simple and easy navigation over anything else in regard to design.

most important factors in the design of a website

Most important factors in the design of a website

If your website presents multiple decisions for the user, you filled with decisions for users to make, you are not making it easy for them to find what they want!

Let’s break it down.

Let’s take a look at some examples unintentionally cognitive overload.

Content.

As marketers, we are producing too much content that is both expensive and unnecessary.

In reality, only a small portion of your content is necessary to help the customer move down the purchase funnel and it is our job as marketers to present that one (perfect) piece of content. Sadly, we are letting our customers down by allowing them to read irrelevant content and thus, introducing cognitive load.

produce more content

Produce more content

Calls to action.

While letting visitors chose from multiple CTA’s may seem like a great way to help customers find what they want, it actually leads them to confusion. Rather, you should be putting them on a specific path that you have identified as most effective for conversions.

Calls to Action

Multiple calls to action

Product options.

If you’re selling an enterprise focused product, it is likely that your website is showcasing all of the products and services that you offer. Again, this overwhelms customers. 

We should know about our customers well enough so that we are only showing the products that we believe (based on research) they are likely to buy! Don’t give them fifty options and hope their first selection is the one best suited for them.

analytic solutions

Analytic Solution

Case studies.

A customer only works in one industry; do not show them case studies from other industries where the use cases might be completely different. This content is irrelevant, distracting and increases cognitive load.

case studies

All case studies

Industry solutions.

We are asking customers to unnecessarily identify themselves. Having to go through a selection process, like the example below, does not inspire confidence that the software is well suited for a visitor’s industry.

industry solutions

Industry Solutions

  

Pricing options.

A multitude of pricing options is a perfect example of cognitive overload. We are overwhelming our customers with pricing options to the point where they don’t know which option to choose.

Target enterprise accounts shouldn’t see basic pricing tiers. Similarly, SMB’s shouldn’t see enterprise offerings. This substandard experience increases friction and reduces conversion rates!

pricing options

pricing options

 

It is time to stop – your are overwhelming your Customers.

So, what’s the solution then? How do we make sure customers aren’t overwhelmed with cognitive overload?

It’s simple: reduce content and only show the most relevant information.

Calls to Action

Calls to Action

 

Keeping this in mind, what if instead of showing everything to all of our visitors, we only showed the most relevant and effective calls to action?

Logos and Testimonials

Logos & Testimonials

  

What if we show the logos and testimonials that were most relevant to customer needs or highlighted the testimonials that most reflected their pain points?

pricing plans

Pricing Plans

What if we focused on and only showed the pricing that was going to be relevant for the given account and the features of those plans that were going to meet their needs?

customer experience

Customer Experience

What if we only showed customers relevant experiences based on what we knew about them? 

Doing things right

Doing things right

Doing this right has real and meaningful implications. 94% of buyers in a Demand Gen survey choose the winning vendor because that company demonstrated a stronger knowledge of their needs.

In an Accenture survey, half of B2B customers already expect improved personalized product or service recommendations. In fact, 65% of business buyers are likely to switch brands if a company doesn’t make an effort to personalize communications to their business.

The takeaways.

The more options you give customers, the more cognitive load you put on them. The result is a filled-up working memory and hindered ability to make decisions toward purchasing a product. 

Instead of producing more content, focus on showing the single experience that will resonate most with your customers!

 

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