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Known Contact Personalization Playbook

We recommend working through this playbook step by step to get the most out of Personalization's capabilities.

Personalization Lite Vs. Known Contact PersonalizationLink to this section

Personalization Lite includes,

  • visitor tracking;
  • dynamic content creation;
  • simple personalization based on website visits and geolocation;
  • basic segmentation, based on visitor metrics;
  • reporting and analytics; and is
  • included with Modern Campus CMS.

Check out our guide to Personalization Lite.

Known Contact Personalization includes Personalization Lite, plus,

  • a form used to turn visitors into contacts;
  • external data import (.csv from SIS or CRM);
  • advanced segmentation, based on visitor and contact data;
  • A/B testing of dynamic content; and is
  • priced based on enrollment.

How Does Personalization Lite Work?

Personalization Lite uses a visitor's IP address, location, cookies, and other data to capture information regarding the visitor's behavior.

How Does Known Contact Personalization Work?

Known Contact Personalization requires a visitor to identify themselves (typically via a form on your website) and matches their information with your existing database.

plan your instinct campaign in four steps

Step 1: Define your website and recruiting goals

For example, enrollment is dropping due to the increase in tuition over the last five years. Gallena University wants to increase enrollment.

Step 2: Determine the needs of your target audience

Gallena University will highlight their unique financial aid offerings for high-achieving students in neighboring states. Their target audience is students in the five states surrounding their own.

Step 3: Create your content

Gallena University staff members create two versions of the image and banner on their admissions page. The default and the personalized.

Step 4: Set up and launch your campaign

Based on a visitor's geolocation and GPA, staff members create a segment for visitors in Arizona that shows a personalized image and banner.

personalized banner for arizona residents

Now, you try. Use our worksheet to get started.

Then, browse our additional resources and FAQs.

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