Do me a favor. Right click on this link, and hit the third option from the top of the list (If you're using Safari, open the link in a private browser). Go ahead, I'll wait.

Now try to close the browser, and you should see this message appear:


This is personalization software, and you will probably see a lot more of it in 2019.

Start solving for the customer today with these 17 templates. 

What Is Personalization Software?

Personalization software is a tool that customizes your content based on your customers' characteristics and behaviors. These platforms or add-ons help businesses optimize offerings by creating a more individualized customer experience.

Personalization software identifies trends in a company's consumer behavior then uses that data to display content on a more familiar interface. By doing so, personalization software reduces product frustration for the customer because it aligns their experience more closely with their perspective. This alignment can lead to an increase in customer loyalty, as people will want to continue to work with your company.

Do you need personalization software?

Every visitor that interacts with your business has their own specific needs, making it incredibly important that you meet their high expectations. Customers want a company that truly understands their needs, and they won't be afraid to look elsewhere if they feel you're giving them a one-size-fits-all marketing approach.

One great way to prevent this potential churn is to integrate personalization software into the customer experience. Researchers found in a 2017 Accenture report that 44% of consumers were frustrated with companies that didn't provide personalized shopping experiences. 41% of consumers switched companies in the previous year due to "poor personalization."

In addition to reducing customer churn, personalization software increases customer satisfaction, which typically leads to more revenue for your business. In fact, Gartner predicts that by 2020, personalization software that can successfully analyze customer intent will increase digital businesses revenue by 15%.

Not sure which personalization software is right for you? Check out our list of the best personalization software options for 2019.

1. Optin Monster

Optin Monster is a software that aims to help small to medium-sized businesses create personalized marketing campaigns. For as low as $9 a month, Optin Monster offers "enterprise-level" tools that help companies grow and segment their customer base.

Specific Features: Optin Monster offers personalization features such as exit-intent popups (these are the pop-up messages I used as an example in the intro) and floating header messages like the one in the example below. Additionally, it has an "irresistible coupon" option that displays an offer customized to match the visitor's purchasing behavior. Optin Monster also offers WordPress and Shopify plugins for a seamless integration with your existing website.

Price: Starts at $9/month; up to $49/month

Source: Optin Monster

2. Segment

Segment aims to deliver personalized experiences for customers throughout the entire customer journey. It offers a free developer account where you can demo some of its core tools to determine if the product is right for you. You can even enroll in short-term trials of its premium features at no extra cost.

Specific Features: Segment's features are primarily intended to categorize and sort your customers based on their web traffic. Its identity resolution tool syncs data from visitors who navigated to your site then analyzes the different paths and channels that led them there. Segment then uses its trait-building tools to tag these visitors with properties that sort customers into audiences.

Price: Starts Free; up to $120/month

Trait builder

Source: Segment

3. Yusp

Yusp uses an information filtering system that analyzes visitors on your website or other platforms associated with your company. It then takes the data obtained from the machine learning to recommend ideal products to each visitor. What really sets Yusp apart though, is its attention to brick-and-mortar personalization options, like displaying personalized messages to customers inside your stores.

Specific Features: Yusp uses both collaborative and content-based filtering to recommend the most suitable items to users. Collaborative filtering uses data obtained from all visitors and content-based filtering focuses specifically on an individual visitor's engagement history. Through the combination of the two, Yusp's product recommendation tool can produce an attractive product offering for your customers like in the example below.

Price: $1000/month/user, as reported by Capterra

Yusp

Source: Medium

4. Episerver

Episerver is like Yusp in how its machine learning operates, but one key differentiator is it doesn't require you to build the filtering rules. Instead, the tool is preset to constantly improve its accuracy over time.

Specific Features: Episerver's content sequencing tool gives you the ability to not only customize your content offering, but also to personalize the timing of the delivery. For example, Episerver can fire "triggered messages" that are automatically sent to the customer based on an engagement action.

Price: Variable

Episerver

Source: Episerver

5. Evergage

Evergage can stand toe-to-toe with any other company on this list, but what makes this company unique is its focus on B2B companies. Evergage uses a "1:1" approach which creates purchasing experiences that are optimal for customers who buy on behalf of their company.

Specific Features: Evergage offers A/B testing for its modules with real-time analytics. You can then compare the results using reports like the one below. Evergage also purchased a growing software company called "MyBuys" in 2018. It brought on their service and engineering teams to build features that can increase opportunities for cross-selling and upselling.

Price: Variable

Source: Evergage

6. BrightInfo

BrightInfo makes use of the existing content on your site to engage new visitors. Based on your page's content, its personalization algorithm creates a set of widgets that automatically display during the visitor's "natural browsing flow."

Specific Features: BrightInfo's algorithm automatically assesses your content and then displays two types of widgets in real-time: Overlay and In-Page. Overlay widgets, like the one below, appear suddenly during the user's visit. In-page widgets are integrated into the site's default interface and are always visible.

Price: Variable

Source: BrightInfo

7. LiveChat

For as little as $16 a month, you can use LiveChat to integrate chat support software on your website. Chat support not only reduces product frustration for your customers but, also allows for truly personalized support experiences.

Specific Features: The primary benefit of LiveChat is the proactive communication opportunity it presents. As soon as a customer opens a chat, your team can guide that visitor all the way through checkout and reduce your total number of abandoned carts. Chat support also relieves some of the stress on your phone and email support queues, as LiveChat reports eight out of 10 chat cases are resolved during the chat.

Price: Starts at $16/month; up to $149/month

Chat Support

Source: LiveChat

8. Qubit

Qubit offers omni-channel personalization features that are specifically geared toward mobile devices. It segments your online, offline, and file-based data, then generate content offers which are optimized across all viewing devices and platforms.

Specific Features: As depicted below, Qubit has an "abandonment recovery" tool that can detect exit behaviors and reduce bounce rate. For visitors who do navigate elsewhere, the tool can be integrated with leading email service providers and send a follow-up email to the customer regarding the abandoned shopping cart.

Price: Variable

Source: Qubit

9. Sailthru

Sailthru has a "prediction manager" tool that can outline the potential revenue impact of your content delivery decisions. It uses machine learning to analyze your current content trends and assesses how future changes could affect your business. Sailthru also offers a customer retention analytics platform that can be coupled with its prediction manager to create a fully-comprehensive personalization approach.

Specific Features: In addition to forecasting trends for the entire company, the prediction manager can also predict behaviors for individual users. This includes engagements such as the probability of opening a message, the chance of opting out, and the total price of items to be added to the shopping cart. You can then analyze the results of these predictions using its fully-customizable reporting tools.

Price: $29/month, as reported by Capterra

Source: Sailthru

10. Bronto

Bronto is a customer-centric company that's heavily focused on customer success. The company provides a multi-channel support system (phone, chat, email) that's available 24/7. Additionally, customers can work with Bronto specialists when installing integrations and devising their content strategy.

Specific Features: One of Bronto's most attractive features is its email personalization software. The tool provides advanced insights into your customers' email tendencies which can help you build more compelling and clickable emails. These insights include device and channel preference, demographics, and attribution data.

Price: Variable

Bronto

Source: Bronto

If you're looking for more ways to analyze your company's customer base, learn how you can conduct an RFM analysis in this next blog post.

Customer First Templates

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Originally published Dec 13, 2018 8:00:00 AM, updated March 26 2019

Topics:

CDP