Rate each item on a scale from 1 to 7 (1=Never and 7=Always)


Data

1. Do you have data to drive personalized messages, including account information, transactions, demographics and lifestyles?

1

2. Do you employ predictive analytics to determine things like future value, purchase likelihood and attrition likelihood?

1

Message

3. Are your marketing messages written with individual customer needs in mind?

1

4. Is the copy and imagery relevant to each customer, based on behavior, demographic and lifestyle information?

1

Offer

5. Are you delivering the most relevant offer for each individual customer?

1

6. Are offers selected based on individual customer behavior?

1

Channel

7. Do you know whether each customer prefers being contacted via email, mail, phone or text?

1

8. Do you deliver consistent marketing messages across multiple channels, including email, mail, phone and text?

1

Timing

9. Are personalized messages triggered by customer behaviors and events?

1

10. Do you ensure that communications are sent at a time that's relevant to customers?

1

Testing

11. Do you test the effectiveness of personalization variables?

1

12. Are you able to attribute response to specific variables in your marketing efforts?

1


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Scores by Personalization Component

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