Marketing strategy

How to improve customer experience with personalization

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Today’s business landscape is becoming more competitive and saturated. It’s more important than ever to provide a targeted customer experience. Doing so is a key differentiator for brands striving to stand out and build lasting customer relationships. Personalizing the customer journey allows businesses to create meaningful connections with their customers. By tailoring products, services, and interactions to individual preferences, you can foster loyalty, build a strong brand reputation, and drive revenue.

What is customer experience?

Customer experience (CX) refers to the overall perception and satisfaction a customer has with a brand. It includes every touchpoint along the customer journey, such as interactions and engagements during the pre-purchase, purchase, and post-purchase phases.

To provide exceptional customer experience, companies must understand and fulfill customer needs by delivering great service through meaningful interactions. Every stage matters, and every marketing channel has an impact. Often, these interactions won’t (or shouldn’t) prioritize making a sale. Rather, the focus is on providing the customer what they need at that moment. We dive into more detail below about how to know what your customer needs at each stage of their journey. 

Here are some key touchpoints that together create a comprehensive customer experience:

  • Initial discovery – A customer’s very first exposure to your brand. This can be via ads, social media, blogs, or paid search. Everything you create could be an initial discovery, so be sure your ads and online presence set accurate expectations for the customer. Don’t over-promise just to get clicks. Instead, focus on what makes your brand unique.
  • Brand website – Once a customer becomes aware of your brand, they may visit your website. Make your site visually appealing, intuitive, and provide a seamless user experience. Learn how to make your website as frictionless as possible with clear CTAs and easy to find contact information.
  • Customer support – It should be easy to find help if a customer has a question. Focus on achieving short wait times, training knowledgeable representatives, and using multiple communication channels. Responsiveness is key. You can also make self-guided resources available so customers can resolve issues outside of business hours.
  • Product user experience – Your product should also showcase your brand. This will be unique to you. A well-designed product will have an intuitive user experience, minimal friction, and clear instructions. If you offer services, provide them in a way or an environment that reflects your brand.
  • Pricing – Making pricing clear. Customers want to know what your product will cost. Transparent pricing without hidden fees builds trust in prospects and makes it more likely customers will recommend your brand or purchase from you again.

What is personalization?

Marketing and CX personalization refers to tailored interactions, content, and offerings that meet individual customer preferences, needs, and behaviors. It uses data and technology to create experiences that resonate on a personal level, in turn enhancing customer satisfaction and engagement with your brand. Personalization allows organizations to connect with customers as individuals instead of a mass demographic. Businesses can use the following to tailor customer experiences:

  • Email – Create targeted and relevant emails to customers based on where they are in the journey: pre-purchase, post-purchase, or somewhere in between. 
  • App– Offer personalized recommendations, content, or notifications based on a customer’s purchase history.
  • Website – Dynamically present content, product recommendations, or offers.
  • Retargeting ads – Remind customers about your brand by showcasing relevant products or offers, especially when they’ve already shown interest but haven’t made a purchase.
  • Customer support – Provide tailored assistance through multiple channels such as phone, live chat, and email.
  • In-store – Offer special discounts, product recommendations, or exclusive perks for shopping in store.

We created a guide that takes a deep dive into these marketing channels. You can download it here.

What can you use to personalize the customer experience?

To connect with customers and build meaningful personalization, businesses can use the following elements:

  • Customer name – Address customers by their names in email or app notifications.
  • Customer location – Provide location-specific information and promotions.
  • Industry – Learn about the customer’s industry or company to personalize B2B communications.
  • Time of day – Adapt content to the time of day.
  • Device type – Optimize the customer experience for desktop, mobile, or tablet use.
  • Source – Identify acquisition sources (such as email, search engines, paid ads, social media, or referring sites) and target communications based on how a customer reaches your site.
  • Purchase history – Target discounts and deals based on past purchases or buying patterns.

The benefits of personalizing your customer experience

Customer experience personalization offers many benefits for organizations. Here are some common advantages:  

  • Make customers feel valued – Tailoring customer interactions makes them feel seen and valued. This enhances their satisfaction and fosters a positive emotional connection with the brand.
  • Build brand loyalty – Customers receiving personalized experiences are more likely to develop a strong affinity for the brand. The emotional connection helps increase their loyalty, making them more likely to continue choosing the brand over competitors. It can also encourage them to advocate for the brand to family and friends.
  • Boost engagement with personalized offers – Presenting relevant products, services, or promotions helps capture customer attention. This increases the likelihood of conversion.
  • Increase customer satisfaction – Customers receiving a tailored experience are more likely to feel satisfied with your brand.

How to develop a personalization strategy to improve customer experience

Developing a personalization strategy helps improve customer experience and gives you the tools to improve retention. Here’s a personalization strategy outline to get you started:

1. Identify your customers

Figure out who your customers are, what they want, and how they expect to be communicated with. Conduct market research, analyze customer data, and create buyer personas. This will help you identify characteristics, purchasing behaviors, interests, and preferences that are unique to your customers.

2. Map out your customer journey 

Determine how your customers interact with your brand. From the initial introduction to the purchase and post-purchase phases, how do your customers interact with your brand? Mapping out their journey, including after a purchase, can give insight into more opportunities for personalized recommendations and a tailored experience. 

3. Determine what data to collect

Identify which information is most valuable. This can include names, locations, purchase history, browsing behavior, preferences, and more. Gathering this data transparently can also increase engagement with your brand. If you tell a customer you’d like to tailor discounts to them or provide a better experience, they may be happy to provide information like their budget or product interests. Use this info to create promotions, product recommendations, and personalized offers.

4. Segment your audiences

Divide your customers into segments based on common characteristics, behaviors, or preferences to create different customer journeys. Location segments can help sell products and services in a specific region or across multiple locations. Creating segments based on age can help businesses target specific generations. Consider the data you’ve collected and segment customers in a way that makes sense for your business.

5. Create a plan

Once the customer base is defined, create a comprehensive plan outlining how and when in the customer journey the personalization is implemented. Identify different touchpoints, channels, and strategies to deliver these experiences.

6. React to feedback

Leverage surveys, reviews, and social listening to collect customer insights. Understanding your customer’s needs, preferences, and pain points can help determine how to adapt the personalization strategy. Analytics is an effective tool to prioritize optimization by measuring which strategies are most effective. 

7. Segment even further

Collect more data over time, then dive deep into the numbers to refine your segments. Base your divisions on behavior patterns, interests, or specific goals. You’ll be able to deliver hyper personalized experiences that resonate with each group. Keep your data around, even if it isn’t useful at first. You may be able to come back to it and find more patterns later. 

8. Continue to learn and optimize

Continually evaluate the effectiveness of the personalization efforts to refine the process. Studying customer data and feedback on an ongoing basis can reveal overlooked or better personalization opportunities. If your audience is large enough, test your segmented journeys with a current control. Optimization is an iterative process. When in doubt, rinse and repeat.

Implementing personalization is a powerful way to enhance the customer experience and drive business success. By understanding and catering to the unique needs and preferences of your customers, you can make them feel valued, build stronger relationships, and foster brand loyalty. Embracing personalization is not only a strategy for improving CX but also a pathway to differentiation, customer satisfaction, and long-term success in today’s competitive landscape.


This content is for educational purposes only and should not be construed as professional advice of any type, such as financial, legal, tax, or accounting advice. This content does not necessarily state or reflect the views of Bluevine or its partners. Please consult with an expert if you need specific advice for your business. For information about Bluevine products and services, please visit the Bluevine FAQ page.

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This content is for educational purposes only and should not be construed as professional advice of any type, such as financial, legal, tax, or accounting advice. This content does not necessarily state or reflect the views of Bluevine or its partners. Please consult with an expert if you need specific advice for your business. For information about Bluevine products and services, please visit the Bluevine FAQ page.

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