Personalized Automation 101

Hint: It doesn't have to be complicated.

Personalized automation always starts with good data.

Most people get scared when you say data and think “it’s complicated”, but it doesn’t have to be.

Personalized automation is the key to making your customers feel valued and appreciated. Start by collecting some basic information and you’re good to go.

If you’re worried about your customers not wanting to give their information to you, I have good news. Recent studies show that 83% of customers are willing to give you their information in exchange for a personalized user experience.

There are four simple things you can ask for from your customers, and I promise these four things will make a HUGE impact on your customers experience with your brand.

Ready to get started? Start with these 4 basic data points:

1. Always capture name AND email from your leads.

2. Make sure you separate out their first name from their last name on the form.

   • WHY? When you just ask for their name and you jumble them together, most systems are not smart enough to separa…