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The Do’s and Don’ts of Personalization: A Cheat Sheet

Say it with us: Personalization is not just adding your customer’s first name to an otherwise generic message.

When it comes to personalizing content to improve the customer experience — and drive ROI — there’s a right way and a wrong way to do it. In this handy cheat sheet, we’ll cover both, including plenty of examples so you know what works and what doesn’t.

What’s Inside

  • When and where to personalize throughout the customer journey
  • How to guarantee your personalization is human, not cheesy
  • The types of content you should and shouldn't personalize to boost CX
  • A quick checklist of do’s and don’ts to help you refine your strategy
  • Examples of when personalization works and when it doesn’t
The Do’s and Don’ts of Personalization

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