Personalization: DIY Marketing Success

Version 10

    Use the resources on this page as an action plan to help you implement personalization within your organization. Here's a quick overview on how to use this page:


    Learn about personalization by reviewing guides, videos, customer success stores, and OMC Academy courses.


    Use the what you've learned to start preparing and planning for personalization in your organization.


    Implement your plan using the templates and tools in the step-by-step checklist.


    Take your plan a step further by exploring related products and services.


    If you get stuck, find answers to your questions through one of many support channels.


    Review these resources to get a better understanding of personalization

    Read some customer success stories

    Learn more about this topic

    Participate in web or hands-on training


    Create a custom personalization plan for your organization

    Once you understand the concepts, assess where you currently are and your organization's goals. Create a plan with a list of your priorities and brainstorm ideas to get started.

    The Boost Series Plan Builders are web-based automated tools that help you follow best practices when creating a plan for your organization. While we don't have a Personalization Plan Builder just yet, you can browse other available topics below.

    Plan Builder Topics


    Follow this step-by-step checklist to implement your personalization plan


    Define your personas and buyer's journey and document each stage of your buyer's journey with the Buyer's Journey Worksheet and capture your customers' mindset, your brand's solution, and targeted programs for each stage. Document your B2B or B2C personas for each stage of the buyer's journey by creating a profile that captures their specific questions and preferences.


    Identify your data gaps with Data Gap Analysis and determine the data attributes that you need for your campaign, which system they are stored in, and how complete your data is.


    Plan your personalized messaging by utilizing the Email Personalization Worksheet and brainstorm your messaging for different audiences. Document the data needed to identify your audience, and document their personalization needs.


    Work with your channel partners and identify teams and stakeholders that you need to work with, your requirements for them, and your communication plan. Use this Team Collaboration Worksheet.


    Create your campaign materials and plan/ document all the elements of your personalized campaigns, including email copy, linked content, and landing page copy with Campaign Content Planner.


    Build and execute your personalized campaign using the teachings from Eloqua 10: Personalizing Campaigns (B2B) and Responsys: Essentials of Dynamic Campaigns (B2C).


    Continue to collect data for future campaigns using the Eloqua 10: Progressive Profiling (B2B) and Eloqua 10: Web Profiling (B2B) instructor led courses.


    Benchmark and track your progress using the appropriate KPI template: B2B or B2C.


    Share your success with your Customer Success Manager and in the Topliners Community.


    Begin developing your next strategic initiative by exploring the Boost Series Plan Builders, or talk to your Customer Success Manager about a Success Plan.


    Consider related products and services to take your plan a step further

    Related products and services

    • Learn about how Oracle's DMP can centralize consumer data from multiple sources under one platform and how this helps marketers target the right audience with the right message across platforms.


    Find answers to technical questions or talk to someone who can help

    Technical support

    • Search for solutions, access support tools, and create a service request using MyOracle Support (Oracle SSO required).
    • Ask a question to the community in the Do It or Code It sections of Topliners.

    Strategic support

    • Share your plan with your Customer Success Manager (CSM) and talk about your strategy. Your CSM will help keep your plan on track and suggest what steps you should take next.
    • Ask a question to the community in the Imagine It or See It sections of Topliners.