The Ultimate Guide to Omnichannel Personalization

The Ultimate Guide to Omnichannel Personalization


11 January 2024

Today, driven by the myriad of data that the customers are willingly giving to businesses, personalization has taken up different shapes and concepts.

When we talk about the trends that have brought around this shift, the one event that points itself at the forefront is the omnichannel experience. Your customers now no more approach you through a single touchpoint or even a specific set of mediums. They are everywhere - emails, telephones, SMS, Live Chat, Chatbot, social media, and walking up to your reception.

Omnichannel personalization is the act of tailoring an experience to a customer, based on the information a business has learned about the customer from multiple channels.

Now while the channels through which they are approaching your business or preferring to be approached might be different, what is not different is their demand for personalization. In fact, with statistics like personalized emails seeing a 14% greater click-through rate and strategically personalized web experiences getting an average of 20% rise in sales, what can be concurred is a conclusion that omnichannel personalization in many ways has become the secret to business success.

In this article cum guide, we are going to look into the multiple ways through which you can achieve true omnichannel personalization.

Now in order to understand how to personalize your customer experience, it will first be necessary to know the mechanics of personalization - a term that looks into what information counts as valid to devise your omnichannel personalization strategies.

So, let us answer that first in our guide to omnichannel personalization for businesses.

  • What Counts as Anonymous Customer Information?
  • What Counts as Personal Customer Information?
  • Ways to Efficient Omnichannel Personalization 

There are mainly two kinds of information that you need to base your omnichannel personalization on - Anonymous and Personal.

What Counts as Anonymous Customer Information?

Even with this basic information there are some superficial level of changes that you can bring around in your omnichannel offerings. This does not necessarily involve personalization but gives off a sense of value:

What Counts as Personal Customer Information?

These three information type that can be easily pulled through the CRM – Omnichannel integration, when combined with anonymous information, give a face to the customer. Using this information, you can mould your entire omnichannel personalization service strategy around your customers by hitting their pain points and acting on data that directly shows what drives their act.

Once you have attained both set of data and information, the next thing that follows is implementing the information to better your omnichannel personalization strategy across platforms.

Ways to Efficient Omnichannel Personalization

1. E-Mail and Web Personalization:

Usually, email and web personalization tend to be one of the easiest to implement omnichannel strategies operating in the service space today. The former mainly deals with delivering product information or content similar to what the customer had ordered or enquired about from your website. It can also include transactional details and service-related updates. While the latter is about sending customized chat messages as soon as a returning customer starts the chat. Example – Start the chat with a returning customer with a feedback request on their last purchase or the last interaction the customer had irrespective of the channel they had it on. This not only offers them a unified experience across all platforms but also gives them information that they are most likely to consume on the basis of their previous engagement.

2. Historical Analysis For Future Preparedness:

A rock-solid omnichannel personalization strategy in place helps businesses with an intimate understanding of their customers. Right from a history of all their previous engagements with the business, to an understanding of how the customer has moved from one channel to another during their journey with the business.

This type of rich information on each customer not only better prepares a business to handle a customer’s queries across all platforms in future but also enables it to take their personalization efforts’ to an altogether different level. It not only serves the purpose of customer service but can also be used as an essential tool for up-sell.

3. Video Chat Personalization:

Nothing goes a long way than face-to-face interaction. A video-chat engagement allows you to seize the moment with extremely personalization interaction alongside efficient servicing. Video chat programs are often integrated with your CRMs just like other channels. Agents can scout out the data relevant to every individual and spice-up the conversation. Seeming relevant and transparent is the opportunity that video chat offers. Agents can mould the conversations based on customer behaviour data and customer's journey with the brand. Simultaneously, the agent will be reading the customer in the moment which will enable individualised attention towards to the customer's issue.

4. Social Media Personalization:

When we talk about omnichannel personalization, a concept that is most often considered to be the center of modern day omnichannel marketing is social media coverage. The focus of this integration is on driving strategies around the on-the-go customers, who want instant response to their queries and do not bother to call or email a business in search of information. Social media personalization therefore involves listening to what they say on social channels and responding back to their queries or feedback on the same channel in the shortest time.

5. In-Store Personalization:

With all other channels integrated and unifying data to provide a personalized experience to customers, the next step is to extend omnichannel personalization to in-stores as well. Something that can be achieved by giving your sales associates tablets for interacting with clients and by introducing digital displays and kiosks in the stores to capture the essence of user experience.

One strategy that tends to come in very handy when it comes to in-store personalization is the integration or sync readiness of POS systems with the omnichannel solution. When in place, it develops a seamless personalization experience around both online and offline interactions.

6. Contact Center Personalization:

The channels and ways discussed so far involved minimum to no agent interactions but agent-centric telephony and chat customer service is an important integration to the omnichannel environment. It is important that the resolution an agent provides through telephony or chat is stored on a unified timeline so that any agent whether human or bot has access to the information at all times and can make informed decisions on future resolutions for each customer. Training the team to provide a more personalized experience is vital. The agents should be trained to provide a personalized experience when the customer reaches out to them.

While this guide would have given you an idea of how to achieve and better the omnichannel personalization approach across different channels, there are two things you would still need to get on with the implementation –

Well here’s the one-stop solution to both. Contact our team of omnichannel personalization experts to get the support needed to start offering a personalized experience.


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