How to Do A/B Testing in WordPress with Jupiter X and Google Optimize

A/B testing in WordPress featured

So you’ve decided to run A/B testing on your WordPress site with Google Optimize but you still don’t know much about it? 

Google Optimized is probably the best tool out there to help you analyse the results of A/B testing on your site. It’s a widely popular tool that helps you gather important data about your website visitors’ behavior and use those results to improve your conversion rates.

In this article, I will cover the basic steps that are essential to running successful A/B testing in WordPress.

What is A/B Testing?

A/B testing is a user experience research technique also known as Split Testing. This technique is best used when we want to receive user feedback on the new design of a page/post/product, for example.

Site owners tend to use default pages for products, pages and posts. These pages contain all the necessary information users need, such as product information, images, process, etc. Each page has a predefined layout and style; however, things change over the time, and new trends in design, new technologies in user acquisition or shifts in user behavior may trigger us to make changes to our pages. Unfortunately, changing your webpage can be a difficult process, and it’s tough to decide which changes are worth it and which are not. That’s where A/B testing comes in handy.

Before making significant redesigns to the site by adding a new design or removing some information, it’s a good idea to experiment with these new features by running A/B testing to reveal how users will interact with the new changes. A/B testing is good to use when:

  • Testing different names for pages or products
  • Unveiling a new landing page with different content and setup
  • Testing different colors for CTA buttons
  • Completely redesigning a page using different content, layout, media and CTA buttons

The process of A/B testing involves a random experiment where two or more page designs (posts, product pages, etc.) are displayed for different segments of the audience. The purpose of the experiment is to define which version has the greatest impact on sales or makes the biggest impression.

Suppose you need to test a redesigned landing page with new pictures and videos. You can’t simply make changes to your real working page. Instead, you have to create a new page and redesign it with new content, new media and layout. Once you’ve done this, you can run a time-scheduled experiment by randomly sending your users to those pages.

After finishing your A/B testing, all you need to do is collect and review the results of your test. These results are usually highly dependent on the characteristics of your A/B testing, but in general this technique will simplify the process of making changes to your pages.

It’s also very important to choose the right tools to perform your A/B testing. In this blog post, we will use Google Optimize, the most popular tool for running A/B testing for WordPress.

Setting up Google Optimize

There are many A/B testing tools out there and they all have their advantages and disadvantages. Some of them are expensive and some of them are completely free to use, some of them have features that you will never use and some of them are just the essentials. 

In my opinion, Google Optimize is an excellent tool to start experimenting with A/B testing because it’s free to use and easy to set up and, while it does not have a dedicated plugin for WordPress, it’s very easy to integrate in WordPress. Another benefit of Google Optimize is that it ties in with another great tool, Google Analytics, which you are probably already using. The integration of those two plugins makes Google Optimize even more useful than its competitors.

Setting up Google Optimize is easy and can be done in several steps. Let’s dive in and see how it works:

Open up the Google Optimize page and click the Get Started button to start:

Google will ask several questions about sharing your data with other services. You may select whatever options you want here as it will not affect the functionality of the service.

In the final step you will have to agree with the offered services and click Done. Then you will be able to view the Google Optimize dashboard.

You will see this window in Google Optimize where you can start a new campaign starts by clicking on the Let’s Go button:

Pretty easy right? Once those steps are complete, we’ll need to link our site to the Google Optimize dashboard.

Linking your site to Google Optimize

Google Optimize can be linked to your site through two different methods:

The first method is to simply add this code snippet at the top of the <head> tag of your website:

<script src="https://www.googleoptimize.com/optimize.js?id=OPT-XXXXXXX"></script>

This code is unique, contains your Google Optimize code and can be found in your dashboard by clicking on Settings at the top right corner:

We will not cover in detail how to add such snippets to your WordPress head tag in this article. Instead, I recommend checking out this link covering the entire process in detail.

Luckily, adding this code in Jupiter X is very easy! Simply go ahead and navigate to Jupiter X > Control Panel > Setting. There you will see the option to add a linking code snippet:

The second method is easier and can be done using WordPress plugins. These plugins take care of integration since they already support Google Optimize in addition to their main functions. These plugins include:

  • Google Site Kit: This is an official plugin from Google that’s used to connect several other Google products to your website, including Google Optimize.
  • GA Google Analytics: In this plugin, you’ll need to provide a Google Optimize tracking code to connect Google Optimize. Please see the above image for an Optimize code.

Based on this information, it’s up to you to decide which method to use. If you only want to add Google Optimize, you may need to add the link to your WordPress Head tag. If you are thinking of adding some other Google products, then you may consider using the Google Site Kit.

Create and run your A/B testing

Now that we have everything set up, we’re ready to create our first A/B testing! Go ahead and click on the Let’s Go button (we posted a screenshot above) and give your project a name. You’ll also need to provide a link to the page you want to A/B test:

Once you click on the Create button you will be redirected to a page where you’ll need to add variants of your existing pages:

Use the Add variant button (Please note that the Google optimize Chrome extension is required to edit pages via Google extension. The program will offer to install the extension when you first click on Add Variant). Input the name of your test page, such as “Better Color for CTA,” for example, and click Done.  A variant of the page will be created for testing and you will see this screen:

A/B testing in WordPress

Now, click on the blue Edit button and your page will open in an editor. For example, this is original page view before editing:

A/B testing in WordPress - before edit

And this is the same page after editing:

A/B testing in WordPress - after edit

As you can see, I changed how the CTA button looks. I’m interested in determining which button is more attractive: a transparent button or one with solid color.

Once you are done, click on the Save button at the top corner and then Done. Your testing page has already been published and you will be redirected to the screen containing the variants page.

From there you can add as many variants as you want. After you make your test pages, just scroll down to see the Page targeting and Audience targeting sections. Here you’ll need to set up rules of appearance for your test page and select the audience you want to show your test to:

A/B testing in WordPress

On the next step in Measurement and Objectives, Google will ask you to link Google Optimize to one of your Google Analytics. Choose one from the link and it will be selected:

A/B testing in WordPress

On the final step in the Objectives, choose the objective of your test and save it. There are predefined objectives to choose from but you can also add custom objectives as well:

A/B testing in WordPress

Once you have completed all of these steps, scroll up and you will see that the Start button has been activated. This means that you’re ready to go!

A/B testing in WordPress

Test results review

Now, once you have everything set up and are running your A/B testing, you can take a break and wait for the results. Don’t expect to see them immediately, as it will take more than a week to see normal results on your results page, which will look like this:

A/B testing in WordPress - test results
Image courtesy Google Optimize

As you can see from the results above, you should now have a clear understanding of how the experiment was performed. Conversion rates for the original page are still better than conversion from the special offer test page, which means that the changes are not so effective since the original page performs way better than the new test page.

Conclusion

Now that you know more how to properly perform A/B testing with Google Optimize, you have the chance to steer your website in the right direction. Making changes on your website, especially if you have a large audience, may be risky unless you test them first. With a clear understanding of A/B testing in WordPress, you can stay one step ahead and run experiments and testing campaigns to get more constructive feedback from your audience.

How to Create an Affiliate Marketing Program in WordPress

affiliate marketing program in WordPress featured

Not so long ago, I completed a project that involved running an affiliate marketing program on a Jupiter X website. I learned a lot about affiliates and how to integrate them into a WordPress website. I thought it would be useful to share what I learned with the readers of this article. If you want to run an affiliate marketing in WordPress and don’t know where to start, read on! 

Before we get into the details, let me explain what affiliate marketing is: it involves selling a product or a service and paying a commission to those who introduce your product or service to new buyers. This is a win-win situation for everyone involved: the product owner will sell their product or service, the affiliate will get rewards for sending real buyers to the seller and the buyer will get what they want. Many companies use affiliate marketing as their main marketing strategy with excellent results.

I’m not going to talk about why affiliate marketing is important or introduce ways to get the most out of it. Instead, I just want to guide you through what I did to set up an affiliate marketing program in WordPress.

The basics of affiliate marketing

The goal of affiliate marketing is to reward those who connect buyers to your brand. Based on this, to have an effective affiliate marketing program you need:

  • A place where you register affiliates and store their data.
  • A way to recognize and track affiliate income traffic and affiliate sales.
  • A method to pay affiliates upon request.

In this case, we’re choosing to store the data via a WordPress website, complete with a Jupiter X shopping templates theme. In order to run the affiliate marketing program, I will use the WP Affiliate plugin. This plugin has the basic features required to run an affiliate website and also include great addons that can add to the site’s overall functionality. In order to see the complete list of addons, check out this page.

The best way to recognize and track affiliates would be to generate a specific link for each of them. The affiliate would then use the link wherever they advertise your brand. The link would look something like:

https://shoppingwebsite.com/?ref=3

Here the “ref” query parameter is the referrer’s ID on the website. When a user visits via that link, a cookie value will be stored on the visitor’s browser containing the referrer’s ID. From then on, until the cookie expires or gets deleted, every activity that user completes on the site will be linked to that referral ID. If the user buys something, the website knows that this sale was made via a referral and therefore involves a commission fee. Based on the product or service, you may want to decide on how many days a referral link should remain valid. In my experience, more expensive services or products require more time for visitors to decide if they want to buy it. For such items, you’ll need to increase the cookie expiration interval in the plugin settings. By default, browsers will store cookies for 7 days, so if a user clicks on the affiliate link, leaves the website and returns at any time over the next 7 days, the commission still goes to that referral. Check out this page for the answers to some common questions about how this process works.

Image courtesy affilaitewp.com

Installing and activating the plugin

In order to use the Affiliate WP plugin, you need to purchase it from its developer’s website. Check the prices here and choose your plan, then proceed with the process and download the plugin package from the website. Next, go to your WordPress website admin area -> Plugins -> Add New, hit the Upload button and upload the AffiliateWP-x.x.x.zip package. After installing the plugin, simply activate it via the plugins list. I also recommend that you install the Affiliate Portal addon because it will give your affiliate page an excellent makeover.

Activating the AffiliateWP plugin

The next step involves activating the plugin by adding the license key to it. Do this via the Affiliate settings page.

Registering the AffiliateWP plugin license

Configuring the AffiliateWP plugin

The next thing you’ll need is a page to act as your affiliate area. Create a page and put this shortcode into it:

[affiliate_area]

Then, come back to the Affiliate Settings page and set that page as your affiliate area. Some other configurations may still be required to make it work as you want it to. In my case, I wanted users who were already registered on the website to have the option to register for the affiliate program as well. Below the settings page there is an option that allows you to choose whether you want to show only the registration form or login page or both. For my site, I chose the option to display only the registration form.

Setting the affiliate form registration method and fields.

Now if I check the affiliate area, the page would appear as follows:

Affiliate area page for registering as an affiliate

You can set the required form fields in the settings page. You can also modify the form fields using the hooks available on this github repository. (Snippet available here as of the date of writing this article)

After registering as an affiliate, the user will need to wait for the website administrator’s approval. While the affiliate is pending approval, they will see this notice on the affiliate area page:

Once an affiliate has registered, the administrator can approve them via the WordPress admin area -> Affiliates -> Affiliates.

Accepting an affiliate

Once approved, the new affiliate will receive an email notification. In order to change the email content, you can override the email template on your child theme. For more information, please read this article. You can modify the current email template and settings via Affiliates -> Settings -> Emails.

Overriding email settings and notifications

Each action has a corresponding email notification here that you can manage and customize.

Once you’ve approved the affiliate, if you have not installed the Affiliate Portal Addon yet, your affiliate page will look like this:

Affiliate area page

However, if you have installed the Affiliate Portal Addon, your affiliates will see this page:

affiliate marketing program in WordPress
Affiliate area after installing Affiliate Portal Addon

On the affiliate area page you can see your affiliate statistics, including visits, number of referrals and other handy figures. The affiliate can generate a link to the website and use it when promoting your brand. The links generated on the Affiliate URLs tab will all end with the “ref” query parameter. You can also add a specific campaign name so that the links look something like this:

https://shoppingwebsite.com/?campaign=summer-2022&ref=5

Adding a campaign name can help track visitors and will show which campaign was the most beneficial for affiliates.

affiliate marketing program in WordPress - URL generator
Affiliate URL generator

So far, so good. Now it’s time to integrate it all with your shop. You may use the affiliate model for all kinds of e-commerce. It doesn’t matter if you sell goods, run a learning website, a membership-based website or even a donation service. The biggest benefit of AffiliateWP is the long list of available plugins that you can simply integrate it with. In order to see the available integrations, navigate to AffiliatWP’s settings page and open the Integrations page.

affiliate marketing program in WordPress
Integrating WooCommerce and AffiliateWP

As you can see above, I’ve just enabled the WooCommerce integration. You don’t need to do anything else to integrate the plugin with WooCommerce. As soon as you check that box and save the settings, the integration will be complete. The rest of the process is as follows:

  • The affiliate will register and generate a link to your website containing a unique referral ID.
  • Visitors will click on that link included in affiliate ads.
  • The visitor will then browse your website and consider buying something.
  • The visitor then buys something via the same device they originally entered your website with over the course of the next 7 days (or whatever time interval you set for cookie expiration in the AffiliateWP plugin)
  • The commission will be added to the affiliate account and wait for the affiliate to request a payout.

There is another step before the commission goes to the affiliate. The visitors may add something to their cart, but pay for it later. Before the payment is complete, the visitor still counts as unpaid. As a result, there are 4 statuses for an affiliate transaction with the AffiliateWP plugin:

  • Pending – This is a referral that has been generated but has not yet been confirmed
  • Unpaid – This is a confirmed referral that is waiting to be paid out to the affiliate
  • Rejected – This is a referral that has been rejected
  • Paid – This is a referral that has been paid to the affiliate

“All referrals begin with a status of Pending and are then updated to one of the other three statuses when particular events occur. A pending referral means that it is waiting to be confirmed as valid. Referrals are confirmed when orders in the eCommerce platform are completed.

A referral is marked as rejected when the corresponding order in the eCommerce platform is refunded or deleted. In Affiliates → Settings → Misc, there is an option to automatically mark referrals as Rejected when orders are refunded or deleted. If enabled, AffiliateWP will mark referrals as Rejected for you. If disabled, or your eCommerce platform is not fully supported, referrals will need to be rejected manually.

Referrals are marked as Unpaid when the corresponding order or signup is completed in your e-Commerce or membership platform. Once marked as Unpaid, the referral is considered earned and should be paid out to the affiliate.

Referrals receive a status of Paid as soon as they have been paid to the affiliate. Once marked as Paid, a referral is considered closed and no further status changes are applied to it.”

Full documentation on the referral status is provided here.

Payouts

Your affiliates will get paid as soon as you generate a payout for them or pay them and then add the payment info as a bank transfer invoice to their payout list. There is currently no automatic paying out system. You can generate a form to get in touch with your affiliates and allow them to request payment. 

You can integrate your website with a payout service as described in this article. Using payout services allows you to pay affiliates in more than 30 different countries directly to their bank accounts in as little as 3 days. Learn more about using Payouts Service here.

There are other methods that allow you to pay your affiliates with PayPal, for example. Check the above article for more info. 

The payout workflow involves you, as your website administrator or affiliate manager, generating a payout. This payout then goes out to all users for referrals that are paid to you within a certain date range and for a minimum withdrawal amount.

affiliate marketing program in WordPress - create payout
Generating a payout to affiliates

After the payout is complete, the status for each referral within that date range will change to Paid and will not be considered for upcoming payouts.

Creative Banners

It’s possible to provide banners and visuals for your affiliate marketing program, complete with embed codes that let your affiliates use them for whatever promotions they run on their websites.
In order to add banners, you should navigate to Affiliates -> Creatives and add a new Creative. Here you need to add the title, description and, most importantly, an image that will serve as your affiliate advertising. Here you can find some marketing advice on how to get the most out of your banner images.

affiliate marketing program in WordPress - add new creative
Adding a new creative banner to the list of available creatives

After adding the creative material, your affiliates are able to see and copy the code through their affiliate area page and simply paste it to their website.

affiliate marketing program in WordPress - creatives
Creatives on the affiliate area page

Wrapping up

In this article we reviewed how to run an affiliate marketing program in WordPress with the AffiliateWP plugin. To be honest, when I accepted the project to integrate a WordPress website with this plugin, I had no idea what I’d gotten myself into. The website that I was going to integrate it to wasn’t using any premade integration services. I had to find out for myself how affiliate marketing programs work and then try to implement one using actions and hooks. The key point I want to share with you here is that you need to know the status of each visit. What happens to a user that decides to buy a product after 10 days? What happens if they open the website using another device? What if the service you are selling requires two payment steps? These are the sorts of questions you should consider. Fortunately, the documentation of this plugin is great. The codebase is standard and you can find some samples in the github repository. This all adds up to make a great experience for both users and the developers who work with this program.

Please share your comments and questions below in the comments and don’t forget to subscribe to our newsletter.

How to Create an Online Learning Website with Jupiter X

online learning website featured

When talking about online learning, we usually imagine online courses where someone can be taught new information using digital technology. Online courses are convenient because students can complete the course from the comfort of their home and usually for a lower price.

Also, online courses can provide different types of information. For example, many involve videos, images, slideshows, and other multimedia and interactive elements.

There are a lot of free and paid WordPress LMS (Learning Management System) plugins that you can find to build online courses. Among these plugins, LearnPress plugin is the most useful and popular LMS. It also happens to be free to use! The plugin has a very good user interface allowing you to intuitively manage your online learning website. With this WordPress LMS plugin, you can easily create an educational online learning website even if you don’t know how to code.

In this article, you’ll find instructions on how to create an online course and thus, an online learning website with the LearnPress plugin and Jupiter X theme.

Installing LearnPress

The process of installing the LearnPress plugin is very simple.Navigate to Plugins > Add New on your WP Dashboard, search for “learnpress”, click on the “Install Now” button and activate it.

Once it’s installed and activated, go to LearnPress > Settings to configure the settings to fit your needs.

In the “Pages Setup” section, you’ll see the pages that were automatically imported and assigned after the plugin installation. You are able to edit them or create new ones. 

In the “Currency” section, you can set up the type of currency you want to accept for your online course and select how it will be formatted visually on your site.

In the “Payments” area, you can enter your email address associated with PayPal. You’ll be able to accept payments without needing to have an active shopping cart. Simply click on the “PayPal” link and enter your PayPal account email address. Then, click the “Save Settings” button.

Configure the other settings tabs to complete the installation.You can install a sample course under LearnPress > Tools > Course Data. I suggest you do this so you understand what courses will look like.

You will be able to view the frontend of the sample course on your site.

Creating a New Course

Now it’s time to create an online course. In your WordPress dashboard, go to the LearnPress tab and select Courses. Click on the “Add New” button.

You’ll notice the page editor looks like a standard WordPress page. Enter a course name and a description to explain what the course is about.

You can also add a category to your course. It’s useful for keeping things organized if you plan to create multiple courses.
Next, under the Curriculum section, add your lessons and sections.

Sections are subsets of the entire course. Lessons produce the actual content in each section. Note that the Select Items button provides options to connect quizzes and other lessons that have been already created under LearnPress > Lessons.

Configuring the Course Settings

Under the Curriculum section you’ll find the Course Settings section, which consists of 5 tabs:

  • General
  • Assessment
  • Pricing 
  • Extra Information
  • Author

In the General tab, you can configure the duration of your course, how many students can join, how many have already taken the course, whether you allow users to re-take your course, as well as block the content once the course is completed and set an external link to redirect users when they click the “Buy” button.

The Pricing tab allows you to set the price for your course. You can even set a sale price. If you don’t want to add a sale price, simply leave this section blank.

In the Extra Information tab, you can add additional info such as requirements for your course, a FAQ section with popular questions and answers or a description of your target audience.

The Assessment tab gives you options on how you prefer to evaluate students. You can choose the following:

  • Evaluate via lessons
  • Evaluate via results of the final quiz
  • Evaluate via quizzes passed
  • Evaluate via questions
  • Evaluate via mark

The name of the course instructor is shown in the Author tab. Note that you need to create a WordPress user when adding a new instructor.

Adding Lessons and Quizzes

Now let’s add the course content via the LearnPress > Lessons menu.

You can add any content to the WordPress editor, including text, video, audio, PDF documents and images. However, adding content via the Elementor editor is a much better route. You just need to enable “Lessons” in Elementor > Settings > General.

In the Lesson Settings section, add the time in minutes of the lesson duration. Also, don’t forget to uncheck the Preview Lesson option. You can enable it only if you want visitors to preview the lesson content without signing up for the course.

Once you have created all the lessons, it’s time to add quizzes.Under LearnPress > Quizzes click on New Quiz.

online learning website

Add a title to your quiz, then write a description or instructions for your quiz in the text box. After that, start adding the questions to your quiz under the Questions section.

online learning website

When you write a question, you can click on the Add as New button to select a question format, such as:

  • True or false
  • Multiple Choice
  • Single Choice
  • Fill In the Blanks

Once you have added all questions, you can customize the quiz in the Quiz Settings section.

For example, you can choose whether to show the correct answer when a student selects one, set the duration of the quiz, enter a minimum percentage for a passing grade and more.

online learning website

Here is how a student sees a quiz on frontend:

online learning website

Link Lessons and Quizzes to the Course

When all lessons and quizzes are created, you’ll need to link them to the proper courses.To do this, go to LearnPress > Courses and open your Course in the editor. Under the Curriculum section, click on the Select items button to choose a quiz you have already created.

online learning website

You’ll see a window with two tabs: Lesson and Quiz. Click on “Quiz”, and select the quiz, then click on the “Add” button.

Repeat this process if you need to add more quizzes or lessons. Once you’ve added all lessons and quizzes to your course, make sure you have saved the changes by clicking the “Update” button in the WordPress editor.

Here is how the course will look on frontend:

online learning website

Note that, before starting a course, a student must log in first to enroll in the course. After they click the “Start Now” button, they will be redirected to the Checkout page to pay for the course if it’s not free and will need to sign in.

online learning website

After passing each lesson, the student can take the corresponding quiz. Once the whole course is finished, he or she will get a certificate. More detailed information can be found in the LearnPress documentation.

Promote Your Online Course

The next important step is to promote your online course, especially if you are going to sell the course. Here I’d like to recommend to you the most effective methods, such as:

  • Creating a unique landing page. It’s a good idea to create a landing page for your online course and provide a link to it in your promotions. Jupiter X templates are very helpful in this case, as you only need to import the pages rather than creating a landing page from scratch. Check this demo to see an example of an effective landing page.
  • Sharing on social media. Use your social media channels to post a link to your online course. 
  • Explaining why your course is different from others. What unique options or benefits set it apart from others? Don’t forget to highlight that in your promotions.
  • Promoting the online course via your email list. If you have a newsletter, use it to spread the word about your online course. 
  • Offering a discount to your social media followers is a good idea as well. 

For example, you can add a ‘sale’ price to your online course in the LearnPress plugin. To do this, go to LearnPress > Courses. Open your course, then click on the Pricing tab under the Course Settings section:

online learning website

After you enter the sale price, you can schedule a start and end date of the Sale. Click on the “Schedule” link and, once the changes are done, be sure to update your changes.

Wrapping Up

As you can see, LearnPress is a great, easy-to-use plugin to start building your online learning website. This plugin has a lot of amazing features and functions, so don’t hesitate when deciding what plugin to choose, as LearnPress is a great solution for schools, universities, or education institutes. If you want to check the LearnPress documentation, you can find it on this page.I hope this article has helped you create your online learning website using LearnPress and that you didn’t find it complicated, as the process is quite simple. You can also view Jupiter X demos for courses and install one of them on your WordPress site, then include courses using LearnPress.

How to Boost Conversion Rate with Personalization

Regardless of what kind of business you run, you’ll always have times when reality doesn’t match your expectations. But without the proper data, it’s virtually impossible to determine what needs to change with your marketing. One key piece of data is the conversion rate. This figure helps you test out the effectiveness of your marketing plan and determine where and how to adjust it. To learn more about conversion rate and how to boost it using cross-channel personalization, read on!

Explaining the conversion rate

First thing’s first, what is a conversion rate? It’s a marker showing how many visitors from different sources have been converted. Depending on your marketing goals, customers count as converted if they have made a purchase, downloaded something, subscribed to your website and more.

This indicator will be the yardstick by which you measure how well your marketing works. Whether you’re running campaigns or relying on the design of your webpage, paying attention to your conversion rate will help you regularly adjust your strategy to ensure maximum return on investment. If something needs to be altered -or scrapped completely -your conversion rate will tell you.

The specific conversion metrics you monitor depend on the kind of business you are running. Here are the most common kinds of conversion rates out there:

  • Converting a visitor into a prospect (someone who fills in a contact or inquiry form)
  • Converting a visitor into a subscriber/lead
  • Converting a lead into a customer 
  • Converting a customer into a repeat customer 

Using personalization to boost conversion 

Crafting a better user experience involves more than just a well-designed website. Rather, it’s about giving the user what they’re looking for in the form of personalized content. Nowadays, personalization doesn’t stop at adding a user’s name to your emails, but involves a whole strategy for personalization at scale. To put your best foot forward through personalization, you need to make sure that you have a unified cross-channel strategy. Here are some ways to use personalization to boost your conversion rate:

Personalize text with dynamic keywords

What’s a dynamic keyword? It’s any text in your content that can be replaced with a new value, and it’s a key element in personalization. At the simplest level, dynamic keywords help you address each user individually based on their attributes. Because they feel like you are addressing them personally, users are more likely to respond to your marketing material and ultimately convert.

Target specific locations

Geolocational targeting lets you change content based on location of your visitor. This could involve changing the language of your landing page, or showing the local weather conditions. Businesses use this tactic for different purposes, but it generally increases engagement and chance of conversion. Geo-targeting works partly because search engines are more likely to show localized page results or sites with regional pricing.

Personalize your landing pages

Relevant customer segmentation and audience behavior should guide how you choose to personalize. With the right information about customer attributes, behavior and preferences, you can craft custom messages that truly feel personal.

Personalization can be based on the following:

  • On-page behavior including:
    •  Scroll: scrolling halfway down the page triggers a popup.
    •  Click: users who click on a specific CTA receive an email.
    •  Visit: users visiting a specific category are shown a popup.
    • Spent time: users spending more than 30 minutes on your website are shown special offers.
  • User activities including:
    • Number of orders: sharing coupon popups with users who have placed a certain number of orders.
    • Amount of orders: Thank users who have spent over a certain amount with a ‘thank you!’ popup and a discount for future purchases.
    • Away users: share a personalized greeting and recommended blog reading with users returning after a period of inactivity.Purchase-history: increase engagement by adding cross-sell items to your website and emails.

Personalize your email campaigns

Customized emails do more than just boost your open and click rate. They foster a trusting relationship with your users, allowing you to increase conversion and ultimately beat out the competition. Your emails should be relevant and personalized from the subject line to the greeting and content.

Wondering what the easiest route for email personalization is? Growmatik can help you out. The software covers both personalization and sending so that you don’t need to rely on a third-party email service such as Amazon AWS.

For the following categories of emails, personalization can significantly impact conversion:

  • Welcome emails
  • Upselling and cross-selling emails (with or without discounts)
  • Follow-up emails to inactive customers
  • Abandoned cart reminder emails
  • Newsletters
  • Special offers to loyal customers 
  • Holiday-specific emails (such as Christmas offers)

For example, to increase engagement with its courses, Coursera sends personalized emails to its leads and recommends courses that might interest them.

Employ personalized popups

The truth is, displaying popups doesn’t always positively impact marketing outcomes. Annoying, irrelevant or poorly-timed popups even have the potential to make you lose customers. That’s why designing eye catching and highly targeted popups is all the more vital for driving conversion.

Here are some common situations for displaying popups:

  • Exit intent: when visitors attempt to leave the webpage.
  • Scroll-based: when visitors reach a specific part of a page.
  • Value-based: display exclusive offers or personalized messages to your most valuable customers, or to inactive customers..
  • Source-based: show different popups to users coming to your page from different sources. 

On key holidays, such as Christmas or Black Friday, try offering occasion-specific discounts on your products page!

Display personalized product lists

Use the information you have about your customer’s habits and preferences to speed up the purchase process. Cross-selling and upselling emails are particularly helpful for boosting your conversion rate.

Display personalized blog lists

You can do something similar with blog lists. Use your user’s reading history to recommend new blog posts via personalized pages or emails. It’s likely something will catch their eye and bring them back time and time again.

Implementing personalization to increase conversion 

We’ve now covered all the basics behind the conversion rate. Now, let’s look at the nitty-gritty of using personalization to boost it! For this we’re opting for Growmatik as the perfect tool to implement cross-channel personalization.

Give VIP customers exclusive offers

You’ll need a plan for engaging your best customers, or they might take their business somewhere else. This would be a huge loss! According to the book Marketing Metrics, businesses have a 60% to 70% chance of selling to existing customers. I recommend using RFM segmentation to segment your most valuable customers. Next, go to Growmatik’s People page, select all customers and input the following filters:

Shopping activity > Purchase date > less than X
Shopping activity > Number of orders > greater than Y
Shopping activity > Order value > greater than $

Boost Conversion Rate

Something as simple as addressing users by name across all touchpoints can up conversion rates. In Growmatik, you can add dynamic keywords to personalized emails by doing the following:

  1. Go to Workshop > Emails
  2. Click Create Email 
  3. Select a template to start with
  4. Edit the template by selecting text and clicking on . Then, click on Dynamic Keywords to insert any keyword from Table 1. Add other elements, such as a product list to drive engagement, by clicking on .
  5. Save the email template and assign it to a rule
Boost Conversion Rate

Create a regional landing page

Use dynamic keywords to personalized your landing page as it relates to the user’s location. For example, if you are advertising legal services, add the name of the city your user lives in to the the hero section to catch their eye!

In order to do that, go to Automation:

  1. Click on the from Guest, Leads or Customers column.
  2. Click on Custom rule.
  3. Give a name to your automation and select “all guests”, “all leaders” or “all customers” as a condition.
  4. Click on Choose an action, click on personalize page and select the desired webpage.
  5. By adding the text element in the hero section you can add dynamic keywords.
Boost Conversion Rate - regional landing page

Reactivate customers with win-back offer emails 

Users who haven’t made a purchase or interacted with your website for a long time are considered inactive. How long a user must be absent before they are considered inactive is up to you. To reactivate them, try offering them a discount via your next email. The promise of a tempting discount is sure to boost open, click-through and conversion rates.

To do this in Growmatik, start at the People section, select all customers and start adding filters like:

Shopping activity > Purchase date > more than X 
Site activity > Visit date > more than X

Save them and then go to Workshop > Emails.Click create Email to choose a template and start customizing it:

Boost Conversion Rate - win back offer

Then, edit and personalize the subject line using dynamic keywords through the sending options.

Show off cross-sells on your webpage

Using Growmatik’s “product” element, you can add upselling and cross-selling items to your web pages and emails.

To add cross-selling items to your website, first go to Workshop > personalization and click on create personalization. Next, choose the page you want to add items to:

  1. On the selected section of the page, click the icon to open the elements list, then select products.
  2. Click on the and, by clicking on the content (which shows most recent by default), you can choose cross-selling products to be displayed on the webpage.
  3. Click save & exit

You can automate this by going to Workshop > personalization and finding the personalization you want to create a rule for. Next, click on the icon, choose Automate and select an audience type.

You will then be redirected to the Automation page, where you should name your automation. Lastly, click on the create rule button to automate the personalization.

Boost Conversion Rate - cross sell

Parting thoughts

Want to understand what’s really going on with your business? Take a look at the numbers! Learning from key metrics is vital for helping your business thrive! In this article, we defined “conversion rate” and discussed real-world strategies for improving it using personalization.