gRc402 • Personalization
& Mass-Customization

Week 3 • Winter 2021 • Ahmed Sagarwala

Pitch Guidance

  • Announcement posted on Canvas
  • Watch the video for tips
  • See course timeline to help pace your group

Industry
Overview

Level of Personalization

Level Advertising Agencies Marketing Executives
Variable address/salutation 46% 50%
+ Fixed numerical information 15% 19%
+ Dynamic text 12% 14%
+ Graphics 14% 10%
+ Variable Graphics 13% 8%

Sorce & Pellow (2003) Demand for Customized Communications by Advertising Agencies and Marketing Executives

DMA (2007)  Response Rate Trends Report

Data

5 Characteristics of Data Quality

  1. Accuracy
  2. Completeness
  3. Reliability
  4. Relevance
  5. Timeliness

Leveraging Data

  • Capturing ✅
  • Aggregating
  • Sanitizing
  • Normalizing
  • Deduping

Aggregating

  • Linking multiple sources together
  • Relational data
  • APIs (Application Programming Interfaces)
    • Social networks
    • Address validation
  • Datasets
    • Postage data = average income
    • Home + business address = commute time

Sanitizing

  • Removing invalid entries
  • Special characters
  • Repeated content in fields
  • Artifacts when merging lists
  • Hacking attempts

Normalizing

  • Address standardization
    • Zip/Postal codes
    • State & country codes
    • Address line 1 vs line 2
  • Full names to individual fields
  • Phone numbers
  • Character casing (ie. all caps)
  • Character replacement
  • Company names
  • Job titles

Deduping

Removing duplicate records

Merging multiple lists or customer repeats data entry.

  1. Normalize first
  2. Sorting the list alphanumerically (first and last name)
  3. Using COUNTIF statements on fields
  4. Check for duplicate addresses

Effort

Data Requirements

SMS Message

Unaddressed Admail

Direct Mail

Variable Image

Service Reminder

Email Newsletter

Email Drip Campaign

Banner Ad

Mail Merge

Handwritten Letter

Location-Based Ad

Storefront Signage

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Project
Mgt

Image: SmartSheet

Break it down (Individually)

  1. Course deliverables
  2. Inputs for deliverables

5 minutes, then we'll share examples

Break it down (Groups)

Estimates for each input

10 minutes, then we'll share examples

Break it down (Groups)

Timelines + Divide & Conquer

Pro tip: Share assignments evenly

10 minutes, add to your calendars

GrC402 Week 3

By Am Sagarwala

GrC402 Week 3

Data and PM considerations

  • 388