About the use case

Building trust and demonstrating value to potential customers is crucial for driving conversions. One effective way to achieve this is by showcasing relevant case studies or testimonials that resonate with the user’s industry or use case. By dynamically displaying testimonials tailored to the user's industry, you can provide a personalized experience that builds trust and highlights the app's value. This use case focuses on creating personalized experiences that display industry-specific testimonials to users.

Benefits

• Increased trust. Showcasing relevant testimonials builds credibility and trust with potential customers.
• Enhanced user experience. Tailoring content based on the user's industry provides a more personalized and engaging experience.
• Higher conversion rates. Relevant testimonials can help demonstrate value and persuade users to convert.
• Efficiency in content management. Eliminates the need to create multiple static pages for different industries.

How it works

To illustrate the use case, we will refer to a made-up project management app, "Otto."

Step 1: Set up tracking for user industry

1. Install Intempt's SDK:

   • Integrate Intempt's SDK into your website to track user activities and attributes. Follow the Javascript SDK guide to ensure proper setup.

Step 2: Create an event to track the user's industry

1. Create or edit the "Book a demo" page:
   • Add an industry field to the "Book a demo" page. This step is unnecessary if you already have an industry option for this page.

• HTML

  <form id="book-demo-form">
    <label for="industry">Industry:</label>
    <select id="industry" name="industry">
      <option value="SaaS">SaaS</option>
      <option value="Retail">Retail</option>
      <option value="Financial services">Financial services</option>
    </select>
    <!-- Other form fields -->
    <button type="submit">Book a Demo</button>
  </form>
  

1. Track the industry selection:

   • To track the event, use the "track" or "record" method via Javascript SDK. Ensure that you add "Industry" as a user attribute.

     JavaScript

     document.getElementById('book-demo-form').addEventListener('submit', function(event) {
       event.preventDefault();
       const industry = document.getElementById('industry').value;
     
       Intempt.track('book_demo', {
         industry: industry
       });
     
       // Continue form submission logic
     });
     

Step 3: Set up client-side personalizations

Personalization allows you to deliver targeted content to users based on their industry. In this case, we will create multiple experiences tailored to different industries.

1. Create a new personalization campaign:

   • Go to the Personalizations section and create a new client-side personalization campaign named "Dynamic Testimonials".

2. Add experiences for each industry:

   • Create multiple experiences within the campaign, each targeting a different industry using the visual editor. Ensure that targeting conditions are based on the industry attribute.

Experiences

1. SaaS industry:

   • Targeting: industry=SaaS

   • Changes:

     • Testimonial:
       • Content:
         • Headline: "Trusted by Leading SaaS Companies"
         • Quote: "Otto has revolutionized our project management process. The ability to collaborate in real-time has significantly increased our team's productivity." - John Doe, CEO of Tech Innovators
         • Image: Tech Innovators Logo

   • Steps to configure:

     1. Open Visual Editor: Select the experience for the SaaS industry and open the visual editor.
     2. Edit Headline: Change the headline to "Trusted by Leading SaaS Companies".
     3. Edit Quote: Change the quote to "Otto has revolutionized our project management process. The ability to collaborate in real-time has significantly increased our team's productivity." - John Doe, CEO of Tech Innovators.
     4. Add Image: Include the logo of Tech Innovators.
     5. Set Targeting: Set the targeting condition to industry=SaaS.

   • Explanation: This experience is designed to resonate with users from the SaaS industry by showcasing a testimonial from a leading SaaS company. It highlights the benefits of real-time collaboration and increased productivity, which are key selling points for SaaS users.

2. Retail industry:

   • Targeting: industry=Retail

   • Changes:

     • Testimonial:
       • Content:
         • Headline: "Empowering Retail Teams"
         • Quote: "With Otto, we have streamlined our inventory management and improved our coordination across multiple stores. It's been a game-changer for our retail operations." - Jane Smith, Operations Manager at Retail Hub
         • Image: Retail Hub Logo

   • Steps to configure:

     1. Open Visual Editor: Select the experience for the Retail industry and open the visual editor.
     2. Edit Headline: Change the headline to "Empowering Retail Teams".
     3. Edit Quote: Change the quote to "With Otto, we have streamlined our inventory management and improved our coordination across multiple stores. It's been a game-changer for our retail operations." - Jane Smith, Operations Manager at Retail Hub.
     4. Add Image: Include the logo of Retail Hub.
     5. Set Targeting: Set the targeting condition to industry=Retail.

   • Explanation: This experience is crafted for users from the retail industry, highlighting a testimonial that speaks to improved inventory management and coordination. It emphasizes the operational benefits that Otto brings to retail businesses.

3. Financial services industry:

   • Targeting: industry=Financial services

   • Changes:

     • Testimonial:
       • Content:
         • Headline: "Transforming Financial Services"
         • Quote: "Otto's robust project management features have enabled us to manage complex projects with ease and maintain compliance standards. It's an invaluable tool for our firm." - Michael Johnson, Project Lead at Finance Pros
         • Image: Finance Pros Logo

   • Steps to configure:

     1. Open Visual Editor: Select the experience for the Financial services industry and open the visual editor.
     2. Edit Headline: Change the headline to "Transforming Financial Services".
     3. Edit Quote: Change the quote to "Otto's robust project management features have enabled us to manage complex projects with ease and maintain compliance standards. It's an invaluable tool for our firm." - Michael Johnson, Project Lead at Finance Pros.
     4. Add Image: Include the logo of Finance Pros.
     5. Set Targeting: Set the targeting condition to industry=Financial services.

   • Explanation: This experience targets users from the financial services industry, featuring a testimonial that highlights Otto's ability to manage complex projects and maintain compliance standards. It addresses the specific needs and challenges faced by financial services firms.

Step 5: Configure targeting and display settings

1. Set targeting conditions:

   • For each experience, configure the audience targeting based on the relevant industry attribute. Ensure that the conditions match the specified industry.
     • SaaS Industry: Target users with industry=SaaS
     • Retail Industry: Target users with industry=Retail
     • Financial Services Industry: Target users with industry=Financial services

2. Define display rules:

   • Specify the conditions under which the personalized experiences will be displayed, such as when a user visits the landing page with a specific industry attribute.
   • Set the display frequency to ensure the personalized content is shown consistently to the targeted users.

Step 4: Launch and monitor the personalization campaign

1. Start the personalization campaign:

   • Once all experiences are set up and configured, start the personalization campaign in Intempt.

2. Monitor performance:

   • Use Intempt's Personalization Analytics to track the performance of each experience. Key metrics to monitor include:
     • Unique views: Number of users who viewed the personalized content.
     • Conversion: Number of users who completed the desired action, such as signing up or making a purchase.
     • Conversion %: Percentage of users who converted based on the total audience targeted.
     • Lift: Improvement in conversion rate compared to the control group.

3. Adjust and optimize:

   • Based on the analytics data, make necessary adjustments to the experiences to improve performance. For example:
     • Refine targeting criteria: If a specific industry segment is not converting well, consider adjusting the targeting criteria to better match user behavior patterns and industry specifics.
     • Test different testimonials: Experiment with different testimonials and case studies to find the most impactful ones. Consider using A/B testing to compare different versions.
     • Enhance visuals: Improve the design and visual appeal of the testimonial sections to capture user attention more effectively. This could include adding video testimonials or interactive elements.
     • Personalized follow-ups: Implement personalized follow-up messages for users who viewed the testimonials but did not convert, offering them additional case studies or success stories relevant to their industry.
     • Analyze user feedback: Collect and analyze feedback from users who interacted with the testimonials to understand their perceptions and identify areas for improvement.
     • Optimize content placement: Test different placements of the testimonial content on the landing page to see which position drives the most engagement and conversions.
     • Monitor engagement metrics: Track additional engagement metrics such as time spent on the page and scroll depth to understand how users interact with the testimonials and adjust content accordingly.