Startup Mobile Marketplace Media B2B Retail Any Industry Marketing Beginner Clearbit Optimizely

Personalize landing pages to a visitor’s interests

In this recipe, you’ll learn how to boost your conversion rates by personalizing landing pages based on your visitor’s traits, behaviors, purchase histories, and more.

Made by Demand Curve

What do you need?

Javascript or Mobile source which tracks your funnel
An A/B testing tool — we’re using Optimizely in this example
Persona-based segmentation from Clearbit or in-app tracking
Segment Personas

Personalize your landing pages with Segment

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User A has never purchased a meal subscription plan before. In fact, they’ve never even heard of such a service until a friend brought it up. They are cautious but interested in the idea.
User B has used three different meal subscription services before, but they haven’t found one that fully meets their dietary restrictions.

Your landing pages can and should dynamically address those different needs. Maybe you tailor your product description to new visitors. Or maybe you show a welcome back message to returning visitors.

Much will depend on the specifics of your business, but the point remains the same — you have to personalize.

Step 1: Gathering demographic and behavioral data

Here are some of the quickest ways to gather data on your users. (In the next section, we’ll walk through how to send this data to Segment.)

Clearbit Enrichment Clearbit integrates into Segment seamlessly. It pulls job and company information from a user’s email address, including company size, job title, location, and much more. Using this tool saves you hours of manual research.

Onboarding survey When you first onboard a user, consider gathering as much essential information as you can. Survey them about their behavioral and demographic details — things that Clearbit can’t automatically look up. You’re looking for information that can significantly help you tailor your product’s messaging.

Sales CRM Your CRM should already have a wealth of information to pull from. Ensure your sales and support teams keep lead contact records up to date. (Segment easily integrates with CRMs, including HubSpot and Salesforce)

Site interactions Log the actions users take on your site and in your app. For example, how frequently someone uses a feature or views a particular product provides insights into their interests, without asking them directly about it.

Step 2: Categorize your personas

Whatever way you collect your data, you’ll want to send all the data you’re gathering over to Segment. Once that data is in Segment, you can use it to create custom personas and to pass through that data to all your third-party tools, such as CRM’s and analytics apps.

To do this, we can turn to Twilio Engage.

With Segment, you can create a series of audiences that share any number of traits that you collected from Step 1. This could include purchase behavior, demographic details, or anything custom you choose to add.

Below are some examples:

Step 3: Create your audiences

Now, let’s say you want to find which of your personas were your biggest spenders.

You can use Segment’s drag-and-drop interface to calculate customers’ average basket sizes. Or you could use this data to highlight the products that best appeal to the customer’s budget.

To do this, use Segment’s Computed Traits to calculate the average checkout value of every customer’s purchase history.

Then build a custom audience for big spenders:

Step 4: Create new landing pages with Optimizely

Once you’ve created your audiences, you can create as many new landing pages, or dynamic page tweaks, as you want to cater to them.

In this case, we’ll be using Optimizely to redirect users to their personalized product pages. Optimizely’s native integration with Segment allows for the user events you track to be automatically shared with Optimizely.

Additionally, the data from Optimizely experiments are automatically reported back to Segment, which can be shared with all your third-party growth and analytics tools.

Here’s how to connect Segment and Optimizely:

In your Segment Source dashboard, enable the “Optimizely Web” destination (not the “Optimizely Full Stack” destination).
Go to your project’s home page in your Optimizely dashboard, then navigate to Settings -> Implementation and select the snippet version you’d like to include on your Web page.
In your Optimizely dashboard, select “Use only Optimizely X” under “Snippet Configuration.”
In your Optimizely dashboard, copy the snippet provided at the bottom of the page.
Include the snippet immediately after the opening <head> tag on every page where you’d like to include Optimizely’s JavaScript.
Now, paste your Segment snippet below the Optimizely snippet on every page where you’d like to include Segment’s JavaScript.
Finally, remember to define any metrics in your Optimizely dashboard, and to associate metrics with the appropriate Optimizely Experiments. Segment maps track event names to Optimizely eventName. The eventName corresponds to an experiment metric.

If you’re interested in a more technical analysis of how Segment interacts with Optimizely, read on. Otherwise, you can skip this section.

Your server receives a request to render a webpage for a visitor.
Before rendering the page, the server pings Segment’s Personas Profile API to find the visitor's information. (In our example, we’ll identify if the user is a big spender from the audience we set up in the previous section.)

4. Segment saves that visitor information in a cookie on the front-end. If you’re technical, the back-end code to do this looks something like this:

const express = require('express')
const app = express()
const port = 80
var request = require('request');
var username =
var password = ''
var url = 'https://profiles.segment.com/v1/spaces/<workspace_id>/collections/users/profiles/user_id:'
var traits = '/traits?&include=90_day_big_spenders'
//Function that will call the personas rest api
function callPersonas(completeURL) {
  return new Promise(function(resolve, reject) {
  }
  function main() {
    app.get('/', (req, res) => {
      //For demo purposes allowing for a query string provided user_id
      var personaId = req.query;
      console.log(req.query);
    }
    app.listen(port, () => console.log(Personas Personalized Segment app listening on port ${port}!))
    app.use(express.static('public'))
    main()

5. Optimizely reads that cookie then takes over to deliver a tailored web page based on the experiment set up in its visual editor.

Step 5: Pass the segmented audience to Optimizely

Using Optimizely, you can trigger personalized pages to only run when a cookie variable is identified.

We can take advantage of this to identify when Segment sets a cookie variable equal to the persona it segmented out and that we want to target.

Within Optimizely’s dashboard, click “Create new audience”. The screenshot below shows an example of checking for a cookie identifying B2B customers.

You can then create landing pages for each variable. In the example below, we’ve used Segment to segment our audience into B2B, Retail, and Media — and we’re showing a different landing page for each.

Step 6: Test and experiment

Once you’ve shipped your personalized landing pages, it’s time to iterate. Here are some useful pointers.

It can be tempting to segment visitors into every audience permutation possible in order to maximize personalization. That’s an over-optimization. You’re better off starting with a few basic segments to learn what works and what doesn’t, and then iterate more granularly from there.
It can be extremely impactful to recommend related products to the to those who have already browsed or purchased. Use everything from the articles they’ve read to their purchase history to determine what they’d likely purchase next. Then show it to them.
If you want to personalize your product pages but don’t have enough information on the visitor to do so, just ask. A quick survey hosted on the product page itself can tell you exactly why a visitor is on your site and what they’re interested in purchasing. Use that information to customize their experience throughout the rest of your site.
Leverage location data to make your product pages more relevant. A visitor from Germany should see prices in Euros while a visitor from Mexico should see them in pesos. You can also personalize your free shipping offer to include a visitor’s city, like “Free shipping to Houston for orders over $50.”

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