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• Conversion Funnel Optimisation : 10 Ways to Convert More

  24 janvier 2024, par Erin

  Converting leads into happy customers is the ultimate goal of any sales and marketing team. But there are many steps in between those two events, or in other words, funnel stages. 

  Your sales funnel includes all the steps you take to make your audience aware of your product or services and convince them to purchase. Conversion funnel optimisation strategies can help you move users through the stages of your sales funnel. 

  This article will show you how to optimise your conversion funnel and boost sales — no matter how your funnel looks. We’ll go over practical tips you can implement and how you can analyse and measure results.

  Let’s get started.

  What is conversion funnel optimisation ? 

  Conversion funnel optimisation is the strategic and ongoing process of refining and improving the different stages of a sales or marketing funnel to increase the rate at which users complete desired actions.

  A sales funnel represents the stages a potential customer goes through before purchasing. 

  The typical stages of a sales funnel include :

  • Awareness : At the top of the funnel, potential customers become aware of your product or service. 
  • Consideration : In this stage, prospects evaluate the product or service against alternatives. They may compare features, prices and customer reviews to make an informed decision.
  • Conversion : The prospect completes the transaction and becomes an actual customer by purchasing.
  • Loyalty : You can turn one-time buyers into repeat customers and brand advocates. 

  It’s called a “funnel” because, similar to the shape of a funnel, the number of potential customers decreases as they progress through the various stages of the sales process — as you can see illustrated below.

  

  Sales funnels can vary across industries and business models, but the general concept remains the same. The goal is to guide potential customers through each funnel stage, addressing their needs and concerns at each step, ultimately leading to a successful conversion. 

  You can create and monitor a custom funnel for your site’s user journey with a web analytics solution like Matomo.

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  The importance of conversion funnel optimisation 

  At the heart of conversion funnel optimisation is the quest for higher conversion rates. 

  Refining the customer journey can increase the chances of turning visitors into customers who return repeatedly.

  Specifically, here’s how conversion funnel optimisation can benefit your business :

  • Increased conversions : Marketers can increase the likelihood of turning website visitors into customers by making the user journey more user-friendly and persuasive.
  • Higher revenue : Improved conversion rates aren’t just numbers on a chart ; they translate to tangible revenue. 
  • Increased ROI (return on investment) : By optimising the conversion funnel, you can get more value from your marketing and sales efforts. 
  • Improved customer satisfaction : When customers find it easy and enjoyable to interact with a website or service, it positively influences their satisfaction and likelihood of returning.
  • Data-driven decision-making : Businesses can make informed decisions on budgets and resources based on user behaviour and performance metrics by analysing and optimising conversion funnels.

  ​​Ultimately, conversion funnel optimisation efforts align the entire funnel with overarching business goals.

  10 ways to optimise your conversion funnel 

  Here are 10 ways to optimise your conversion funnel.

  1. Identify and segment your target audience

  The key to a successful conversion funnel begins with a deep understanding of your target audience. 

  Identifying and segmenting your audience lets you speak directly to their pain points, desires and motivations.

  One effective way to know your audience better is by creating detailed buyer personas. These are fictional representations of your ideal customers based on thorough market research and real data. Dive into demographics and behavioural patterns to craft personas that resonate with your audience.

  

  Note that consumer preferences are not static. They evolve, influenced by trends, technological advancements and shifts in societal values. Staying attuned to these changes is crucial as part of optimising your conversion funnel.

  Thus, you must regularly update your buyer personas and adjust your marketing strategies accordingly.

  2. Create content for every stage of the funnel

  Each funnel stage represents a different mindset and needs for your potential customers. Tailoring your content ensures you deliver the right message at the right time to the right audience. 

  Here’s how to tailor your content to fit prospective customers at every conversion funnel stage.

  Awareness-stage content

  Prospects here are seeking information. Your content should be educational and focused on addressing their pain points. Create blog posts, infographics and videos introducing them to your industry, product or service.

  This video we created at Matomo is a prime example of awareness-stage content, grabbing attention and educating viewers about Matomo.

  Consideration-stage content

  Prospects are evaluating their options. Provide content highlighting your product’s unique selling points, such as case studies, product demonstrations and customer testimonials.

  Here’s how we use a versus landing page at Matomo to persuade prospects at this funnel stage.

  

  Conversion-stage content

  This is the final push. Ensure a smooth transition to conversion with content like promotional offers, limited-time discounts and clear calls to action (CTA).

  Loyalty-stage content

  In this stage, you might express gratitude for the purchase through personalised thank-you emails. Follow up with additional resources, tips or exclusive offers to reinforce a positive post-purchase experience. This also positions your brand as a helpful resource beyond the initial sale.

  Reward customer loyalty with exclusive offers, discounts or membership in a loyalty program.

  3. Capture leads

  Lead magnets are incentives offered to potential customers in exchange for their contact information, typically their email addresses. 

  Examples of lead magnets include :

  • Ebooks and whitepapers : In-depth resources that delve into specific topics of interest to your target audience.
  • Webinars and workshops : Live or recorded sessions that offer valuable insights, training or demonstrations.
  • Free trials and demos : Opportunities for potential customers to experience your product or service firsthand.
  • Checklists and templates : Practical tools that help your audience solve specific challenges.
  • Exclusive offers and discounts : Special promotions are available to those who subscribe or provide their contact information.

  For instance, here’s how HubSpot uses templates as lead magnets.

  

  Similarly, you can incorporate your lead magnets into relevant articles or social media posts, email campaigns and other marketing channels.

  4. Optimise your landing pages

  Understanding how visitors interact with your landing pages is a game-changer. So, the first step in optimising your landing pages is to analyse them.

  Enter Matomo’s heatmaps — the secret weapon in landing page optimisation. They visually represent how users interact with your pages, revealing where they linger, what catches their attention and where they may encounter friction. 

  

  Here are a few landing page elements you should pay attention to :

  • Strategic visual elements : Integrate high-quality images, videos and graphics that support your message and guide visitors through the content.
  • Compelling copy : Develop concise and persuasive copy that emphasises the benefits of your offering, addressing user pain points.
  • Effective CTA : Ensure your CTA is prominently displayed, using compelling language and colours that stand out.
  • Mobile responsiveness : Optimise your landing pages for various devices, especially considering the prevalence of mobile users.
  • Minimal form fields : Reduce friction by keeping form fields to a minimum, requesting only essential information.
  • ​​Leverage social proof : Integrate testimonials, reviews and trust badges to build trust and credibility.
  • A/B testing : Experiment with variations in design, copy and CTAs through A/B testing, allowing data to guide your decisions.

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  5. ​​Use compelling Calls to Action (CTAs)

  Crafting compelling CTAs is an art that involves a careful balance of persuasion, clarity and relevance.

  Here are a few tips you can implement to write CTAs that support your goals :

  • Use language that compels action. Instead of generic phrases like “Click Here,” opt for more persuasive alternatives such as “Unlock Exclusive Access” or “Start Your Free Trial.”
  • Make sure your CTAs are clear and straightforward. Visitors should instantly understand what action you want them to take. 
  • Tailor CTAs to the specific content on the page. Whether it’s a blog post, landing page or email, the CTA should seamlessly connect with the surrounding context.
  • Position your CTAs strategically. They should be prominently displayed and easily noticeable, guiding visitors without intruding.
  • Create a sense of urgency. Encourage immediate action by incorporating language that instils a sense of urgency. Phrases like “Limited Time Offer” or “Act Now” can prompt quicker responses.

  6. Have an active social presence

  Social media platforms are bustling hubs of activity where your target audience spends a significant portion of their online time. Cultivating a social media presence allows you to meet your audience where they are, fostering a direct line of communication.

  Moreover, the integration of shopping features directly into social media platforms transforms them into seamless shopping experiences. Nearly half of Instagram users shop weekly through the platform. 

  Also, the US social commerce sales continue to grow each year and are expected to reach $79.64 billion by 2025.

  

  7. Build a brand community

  Four in five customers consider communities important to how engaged they are with a brand.

  A strong community fosters a sense of belonging and loyalty among members. When customers feel connected to your brand and each other, they are more likely to remain loyal over the long term. 

  Also, satisfied community members often share their positive experiences with others, expanding your brand’s reach without additional marketing efforts.

  For example, Nike’s community for runners is a digital space where individuals share their running journeys, accomplishments and challenges. 

  

  By strategically building and nurturing a community, you not only enhance retention and spur referrals but also create a space where your brand becomes an integral part of your customers’ lives. 

  8. Conduct A/B tests

  A/B testing systematically compares two versions of a webpage, email or other content to determine which performs better.

  Examples of elements to A/B test :

  • CTAs : The language, colour, size and placement of CTAs can significantly impact user engagement. A/B testing allows you to discover which variations prompt the desired actions.
  • Headlines : Crafting compelling headlines is an art. Test different versions to identify which headlines resonate best with your audience, whether they are more drawn to clarity, humour, urgency or curiosity.
  • Images : Test different images to understand your audience’s visual preferences. This could include product images, lifestyle shots or graphics.

  

  With Matomo’s A/B testing feature, you can test various elements to see which is successful in converting visitors or moving them to the next stage of the conversion funnel.

  9. Leverage social proof

  In an era where consumers are inundated with choices, the opinions, reviews and endorsements of others serve as beacons, guiding potential customers through the decision-making process. 

  Simply put — when people see that others have had positive experiences with your brand, it instils trust and confidence.

  

  You can proactively gather social proof and display it prominently across your marketing channels. Here are some examples of social proof you can leverage :

  • Customer reviews : Positive reviews and testimonials from satisfied customers serve as authentic endorsements of your products or services. 
  • Case studies : In-depth case studies that showcase successful collaborations or solutions provided to clients offer a detailed narrative of your brand’s capabilities. These are particularly effective in B2B scenarios or for complex products and services.
  • User-generated content : Encourage customers to share their experiences. This could include photos, videos or posts on social media platforms, providing a dynamic and genuine portrayal of your brand.
  • Influencer endorsements : Collaborating with influencers in your industry or niche can amplify your social proof. When influencers vouch for your products or services, their followers are more likely to take notice.

  10. Measure and analyse performance

  This is a continuous loop of refinement, where you should use analysis and data-driven insights to guide your conversion funnel optimisation efforts.

  Here’s a systematic approach you can take :

  1. Identify the path users take on your site using a feature like Users Flow.
  2. Map the customer journey using a Funnels feature like the one in Matomo. 
  3. Identify the metrics that align with your conversion goals at each stage of the funnel, such as website traffic, conversion rates, click-through rates and customer acquisition costs.
  4. Assess conversion rates at different stages of the funnel. Identify areas with significant drop-offs and investigate factors that might contribute to the decline.
  5. Use heatmaps and session recordings to see first-hand how users interact with your site.
  6. Create an experiment to test and improve a specific area within your funnel using insights from the heatmaps and session recordings.
  7. A/B test, analyse the results to understand which variations performed better. Use this data to refine elements within your funnel.

  See how Concrete CMS 3x their leads with conversion optimisation.

  Conclusion 

  The customer journey is not linear. However, it involves a few specific stages your audience will go through — from first learning about your product or services to considering whether to try it. The goal is to turn them into happy and loyal customers.

  In this article, we went over strategies and practical tips you can use to guide customers through the conversion funnel. From segmenting your audience to capturing leads, optimising landing pages and running A/B tests, there are steps you can take to ensure your audience will move to the next stage.

  And of course, you have to continuously measure and analyse your performance. That’s how you know whether you’re heading in the right direction and, if not, where to correct your course. 

  For that, you need a robust web analytics solution with conversion optimisation features. Try Matomo free for 21 days and start optimising your conversion funnel—no credit card required. 

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• Accessibility Testing : Why It Matters and How to Get Started

  7 mai 2024, par Erin

  Nearly 96% of website homepages had failures with meeting web accessibility criteria in 2024. Aside from not complying with web accessibility laws and regulations, companies are failing a growing number of users with accessibility needs.

  With disabilities, chronic illnesses and ageing populations all rising, brands need to take accessibility more seriously. 

  In this article, we explain why accessibility testing is so important and how you can get started today.

  What is accessibility testing ?

  Accessibility testing optimises digital experiences to make them accessible for users with a range of disabilities and impairments. This includes users with vision impairments, hearing loss, neurodivergence, motor disabilities and cognitive conditions.

  The goal is to create inclusive experiences for everyone by implementing UX principles that address the usability needs of diverse audiences.

  To help developers create accessible experiences, the World Wide Web Consortium (W3C) created the Web Content Accessibility Guidelines (WCAG). The international WCAG standards define the Four Principles of Accessibility :

  • Perceivable : Information and user interface components must be presentable to users in ways they perceive.

  • Operable : User interface components and navigation must be operable.

  • Understandable : Information and the operation of user interfaces must be understandable.
  • Robust : Content must be robust enough to be interpreted reliably by various user agents, including assistive technologies.

  

  The current version of WCAG (2.2) contains 86 success criteria with three grades representing conformance levels :

  • Level A is the minimum conformance rating, indicating that web content is accessible to most users.

  • Level AA is the recommended conformance level to make content accessible to almost everyone, including users with severe disabilities.
  • Level AAA is the highest conformance rating, making content accessible to everyone, regardless of disability.

  

  Why is accessibility testing important ?

  With record numbers of lawsuits over online accessibility cases, it’s clear that companies underestimate the importance of accessibility testing. Here are seven key reasons you should pay more attention to it :

  1. Create inclusive experiences : Above all, accessibility testing creates inclusive experiences for all users.
  2. Adhere to accessibility regulations : Accessibility laws in most major markets — including the EU web accessibility policy — make it illegal for companies to discriminate against users with disabilities.
  3. Social responsibility : Companies have an ethical responsibility to cater to all users and consumers. 57% say they’re more loyal to brands that commit to addressing social inequities.
  4. Accessibility needs are growing : 16% of the world’s population (1 in 6) experience significant disability and the number will continue to grow as ageing populations rise.
  5. Improve experiences for everyone : Accessibility improves experiences for all users — for example, 80% of UK viewers aged 18-25 (2021) watch content with subtitles enabled.
  6. Maximise marketing reach : Platforms like Google prioritise accessibility yearly, making accessible content and experiences more visible.
  7. Accessibility is profitable : Inclusive companies earn 1.6x more revenue, 2.6x more net income and 2x more profit, according to Accenture (PDF).

  

  Who needs inclusive UX ?

  Accessibility testing starts with understanding the usability needs of audiences with disabilities and impairments. Here’s a quick summary of the most common impairments and some of the needs they have in common :

  • Visual impairments : Users may rely on screen readers, magnification software, braille displays, etc. or require certain levels of contrast, text sizes and colour combinations to aid visibility.
  • Hearing impairments : Users may rely on closed captions and subtitles for video content, transcripts for multimedia content and visual alerts/notifications for updates.
  • Motor or mobility impairments : Users might rely on adaptive keyboards, voice recognition and other assistive devices.
  • Cognitive and neurological impairments : Users may rely on technologies like text-to-speech software or require simplified user interfaces, contrast designs, etc., to aid comprehension.
  • Speech impairments : Users may rely on speech recognition and dictation software for any interaction that requires them to speak (e.g., automated customer service machines).

  While accessibility tools can alleviate certain accessibility challenges, inclusive design can remove much of the burden from users. This can involve using plenty of contrast, careful font selection, increasing whitespace and plenty of other design choices.

  Refer to the latest version of the WCAG for further guidance.

  How to run accessibility testing

  Now that we’ve emphasised the importance of accessibility, let’s explain how you can implement your own accessibility testing strategy.

  Create your accessibility testing plan

  Careful planning is crucial for making accessibility testing affordable and profitable. This starts with identifying the assets you need to test and optimise. This may include :

  • Website or web app
  • Mobile app
  • Videos
  • Podcasts and audio
  • PDFs
  • Marketing emails

  Map out all the assets your target audience interacts with and bring them into your accessibility testing plan. Optimising your website for screen readers is great, but you don’t want to forget your marketing emails and exclude vision-impaired users.

  Once you’ve got a complete list of assets, identify the elements and interactions with each one that require accessibility testing. For example, on your website, you should optimise navigation, user interfaces, layouts, web forms, etc.

  You also need to consider the impact of device types. For example, how touchscreens change the experience for motor impairments.

  Now that you know the scope of your testing strategy, it’s time to define your accessibility standards. Use external frameworks like WCAG guidelines and relevant legal requirements to create an internal set of standards.

  Once your accessibility standards are complete, train your staff at every level. This includes designers, developers, and content creators — everyone who works on assets is included in your accessibility testing strategy.

  Implement your accessibility standards throughout the design and development phases. Aim to create the most inclusive experiences possible before the accessibility testing stage.

  Implement accessibility practices at every level

  Treating accessibility as an afterthought is the biggest mistake you can make. Aside from neglecting the importance of accessibility, it’s simply not affordable to create assets and then optimise them for accessibility.

  Instead, you need to implement accessibility standards in every design and development stage. This way, you create inclusive assets from the beginning, and accessibility testing flags minor fixes rather than overhauls.

  By extension, you can take lessons from accessibility tests and update your accessibility standards to improve the quality of future assets.

  Set clear specifications in your accessibility standards for everyone to follow. For example, content publishers should be responsible for adding alt-text to all images. Make designers responsible for following contrast guidelines when optimising elements like CTA buttons.

  

  Next, managers can review assets and check for accessibility standards before anything is signed off. This way, you achieve higher test accessibility scores, and most fixes should be minor.

  This is the key to making accessibility testing manageable and profitable.

  Automate accessibility testing

  Automation is the other big factor in making accessibility efficient. With the right tools, you can run tests periodically without any manual workload, collecting data and flagging potential issues at almost no cost.

  For example, you can run automated accessibility tests on your website every month to check for common issues. This might flag up pages without alt-text for images, colour issues on a new batch of landing pages or a sudden drop in mobile loading times.

  Every automated test you can run reduces the manual workload of optimising accessibility. This frees up more time for the manual tests that require the attention of accessibility experts. 

  • Free up time for accessibility tasks that require manual testing
  • Identify issues with new content, assets, code, etc. faster
  • Run automated accessibility testing on new CRO changes

  Schedule manual accessibility reviews

  While it’s important to automate as much accessibility testing as possible, most accessibility standards require some form of manual testing. If we use the WCAG standards as a guideline, more than 70% of success require manual review and verification, including :

  • Testing websites with a screen reader
  • Navigating apps by only using a keyword
  • Quality assessing closed captions and subtitles
  • Testing web forms for people using speech input
  • Checking conversion actions for users with mobility issues (CTAs, forms, payments, etc.)

  Yes, you can automatically check all images for alt-text, but simply providing alt-text isn’t enough. You also have to review alt-text to make sure they’re descriptive, accurate and informative about the experience.

  Once again, the best way to minimise your time spent on manual testing is to implement accessibility standards throughout design and development. Train your content publishers to create alt-text that meets your criteria and editors to review them before pieces are signed off. 

  This way, you should always have the required alt-text before the content reaches the accessibility testing stage. The same applies to video transcriptions, web forms, website navigation, etc.

  Building a culture of accessibility makes the testing process as efficient as possible.

  What tools do you need for accessibility testing ?

  Now that we’ve covered the key essentials of accessibility testing, let’s look at some of the best accessibility testing tools to help you implement your strategy.

  accessiBe : AI-powered accessibility testing automation

  accessiBe is an accessibility testing automation and management system. It incorporates two core products : accessWidget for automating UI accessibility and accessFlow as an all-in-one solution for developers.

  

  Key features :

  • Automated accessibility testing
  • Accessibility widget for easy optimisation
  • Product accessibility for web, mobile and native apps
  • AI-powered accessibility insights
  • Compliance with WCAG, EAA and more

  As explained earlier, automation is crucial for making accessibility testing efficient and profitable. With accessiBe, you can automate the first line of accessibility checks so testers only need to get involved when manual action is necessary.

  Maze : Intelligent usability testing software

  Maze is a usability testing system that uses AI and automation to enhance traditional qualitative testing. You can run automated tests on live websites, capture survey feedback and recruit users to test experiences with real people.

  

  Key features :

  • Live website testing
  • Feedback surveys
  • Usability interviews
  • Test recruitment
  • Automated analysis

  While traditional usability interviews can provide in-depth insights, they’re expensive, time-consuming and difficult to run at scale. Maze’s solution is a hybrid testing system that automates data capture and analysis while supporting real user testing in one system.

  Matomo : Empowering people with ethical web analytics

  Matomo is a web analytics solution that gives you 100% data ownership while respecting user privacy. Think of this as a Google Analytics alternative that doesn’t use your visitors’ data for advertising purposes.

  

  Key features :

  • Privacy-friendly and GDPR-compliant tracking
  • Conversion rate optimisation features like heatmaps, session recordings, A/B testing and more
  • Accurate, unsampled data – see 40-60% more data than other analytics tools that sample data
  • Open-source

  Accessibility starts with creating quality experiences for everyone. Matomo reliably captures 100% of the data you need to optimise experiences without losing their trust. Instead of handing their personal info to Google or other tech giants, you retain full data ownership — fully compliant with GDPR, CCPA, etc.

  Try Matomo free for 21-days (no credit card required), or speak to our sales team for more info on how Matomo can enhance your site’s user experience and support your accessibility testing strategy.

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  Get the web insights you need, without compromising data accuracy.

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  UserTesting : Video-based user testing software

  UserTesting is the more traditional system for running usability tests with real people. The platform helps you recruit users and manage usability tests with a series of sessions and video interviews.

  

  Key features :

  • Usability testing
  • Test recruitment
  • Live interviews
  • AI-powered insights
  • Usability services

  UserTesting is a slower, more expensive approach to testing experiences, but its video-based interviews allow you to have meaningful conversations with real users.

  Siteimprove : WCAG compliance testing

  Siteimprove automates website testing, accessibility and optimisation. It includes dedicated tools for checking WCAG and DCI compliance with an automated scoring system. This helps you keep track of scores and identify any accessibility and usability issues faster.

  

  Key features :

  • Automated accessibility checks
  • Inclusivity scores
  • Accessibility recommendations
  • Accessibility tracking
  • Marketing and revenue attribution
  • Usability insights

  Siteimprove provides a first line of accessibility testing with automated checks and practical recommendations. It also tracks accessibility scores, including ratings for all three WCAG compliance levels (A, AA and AAA).

  Find the value in accessibility testing

  Accessibility testing isn’t only a moral obligation ; it’s good business. Aside from avoiding fines and lawsuits, inclusive experiences are increasingly profitable. User bases with accessibility needs are only growing while non-disabled audiences are using accessibility resources like subtitles and transcripts in greater numbers.

  Accessibility improves everyone’s experiences, and this only does good things for conversion rates, revenue and profit.

  Start building your datasets for accessibility testing today with a Matomo 21-day free trial — no credit card required. Gain 100% ownership over your analytics data while complying with GDPR and other data privacy regulations.

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• Top 5 Customer Segmentation Software in 2024

  12 mars 2024, par Erin

  In marketing, we all know the importance of reaching the right customer with the right message at the right time. That’s how you cut through the noise.

  For that, you need data on your customers — even though gathering the data is not enough. You can have all the data worldwide, but that raises an ethical responsibility and the need to make sense of it.

  Enter customer segmentation software — the answer to delivering personalised customer experiences at scale. 

  This article lists some of the best customer segmentation tools currently in the market. 

  We’ll also go over the benefits of using such tools and how you can choose the best one for your business.

  Let’s get started !

  What is customer segmentation software ?

  Customer segmentation software is a tool that helps businesses analyse customer data and group them based on common characteristics like age, income, and buying habits.

  The main goal of customer segmentation is to gain deeper insights into customer behaviours and preferences. This helps create targeted marketing and product strategies that fit each group and makes it easier to predict how customers will behave in the future.

  

  Benefits of a customer segmentation software

  Understanding your customers is the cornerstone of effective marketing, and customer segmentation software plays a pivotal role in this endeavour. 

  You can deliver more targeted and relevant marketing campaigns by dividing your audience into distinct groups based on shared characteristics. 

  Specifically, here are the main benefits of using customer segmentation tools :

  • Understand your audience better : The software helps businesses group customers with common traits to better understand their preferences and behaviour.
  • Make data-driven decisions : Base your business and marketing decisions on data analytics.
  • Aid product development : Insights from segmentation analytics can guide the creation of products that meet specific customer group needs.
  • Allocate your resources efficiently : Focusing on the customer segments that generate the most revenue leads to more effective and strategic use of your marketing resources.

  Best customer segmentation software in 2024 

  In this section, we go over the top customer segmentation tools in 2024. 

  We’ll look at these tools’ key features and pros and cons.

  1. Matomo

  

  Matomo is a comprehensive web analytics tool that merges traditional web analytics, such as tracking pageviews and visitor bounce rates, with more advanced web analytics features for tracking user behaviour. 

  With robust segmentation features, users can filter website traffic based on criteria such as location and device type, enabling them to analyse specific visitor groups and their behaviour. Users can create custom segments to analyse specific groups of visitors and their behaviour.

  Presenting as the ethical alternative to Google Analytics, Matomo emphasises transparency, 100% accurate data, and compliance with privacy laws.

  Key features

  • Heatmaps and Session Recordings : Matomo provides tools that allow businesses to understand website user interactions visually. This insight is crucial for optimising user experience and increasing conversions.
  • Form Analytics : This feature in Matomo tracks how users interact with website forms, helping businesses understand user behaviour in detail and improve form design and functionality.
  • User Flow Analysis : The tool tracks the journey of a website’s visitors, highlighting the paths taken and where users drop off. This is key for optimising website structure for better user experience and more conversions.
  • A/B Testing : Businesses can use Matomo to test different versions of web pages, determining which is more effective in driving conversions.
  • Conversion Funnels : This feature allows businesses to visualise and optimise the steps customers take toward conversion, identifying areas for improvement.

  Pros 

  • Affordability : With plans starting at $19 per month, Matomo is a cost-effective solution for CRO.
  • Free support : Matomo provides free email support to all Matomo Cloud users.
  • Open-source benefits : Being open-source, Matomo offers enhanced security, privacy, customisation options, and a supportive community.
  • Hosting options : Matomo is available either as a self-hosted solution or cloud-hosted.

  Cons

  • Cost for advanced features : Access to advanced features may incur additional costs for Matomo On-Premise users, although the On-Premise solution itself is free.
  • Technical knowledge required : The self-hosted version of Matomo requires technical knowledge for effective management.

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  Get the web insights you need, without compromising data accuracy.

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  2. Google Analytics 

  

  Google Analytics 4 (GA4) comprehensively understands website and app performance. It focuses on event-based data collection, allowing businesses to understand user interactions across platforms. 

  Similarly to Matomo, GA4 provides features that allow businesses to segment their audience based on various criteria such as demographics, behaviours, events, and more.

  Key features

  • Event-based tracking : GA4’s shift to an event-based model allows for a flexible and predictive analysis of user behaviour. This includes a detailed view of user interactions on websites and apps.
  • Machine Learning and Smarter Insights : GA4 uses machine learning to automatically detect trends, estimate purchase probabilities and provide marketing insights.
  • Google Ads integration : The integration with Google Ads in GA4 enables tracking customer interactions from first ad engagement, providing a holistic view of the customer experience across various platforms.
  • Customer-centric measurements : GA4 collects data as events, covering a wide range of user interactions and offering a comprehensive view of customer behaviour.
  • Pathing reports : GA4 introduces new pathing reports, allowing detailed user flow analysis through websites and apps.
  • Audiences and filters : GA4 allows the creation of audiences based on specific criteria and the application of filters to segment and refine data analysis.

  Pros 

  • Integration with various platforms, including Google Ads, enhances cross-platform user journey analysis.
  • GA4 has a clean reporting interface, making it easier for marketers to identify key trends and data irregularities.
  • Google Analytics has an active community with an abundance of educational resources available for users.

  Cons

  • Complexity for beginners : The wide range of features and new event-based model might overwhelm users new to analytics tools.
  • Dependence on machine learning : Reliance on machine learning for insights and predictions may require trust in the tool’s data processing and large volumes of traffic for accuracy.
  • Transition from UA to GA4 : Users familiar with Universal Analytics (UA) might find the transition to GA4 challenging due to differences in features and data models.

  3. HubSpot

  

  HubSpot is a marketing and sales software that helps businesses attract visitors and turn them into paying customers. 

  It supports various business processes, from social media posts to email marketing, sales, and customer service. HubSpot organises and tracks user interactions across different channels, providing a unified and efficient approach to customer relationship management (CRM) and customer segmentation.

  Businesses can leverage HubSpot’s customer segmentation through lists, workflows, and smart content.

  Key features

  • Integration capabilities : HubSpot offers over 1,000 integrations in its ecosystem, ensuring seamless connectivity across various marketing, sales, and service tools, which helps maintain data consistency and reduces manual efforts.
  • Segmentation and personalisation : HubSpot allows businesses to deliver personalised content and interactions based on customer behaviour and preferences, using its robust CRM features and advanced automation capabilities.

  Pros 

  • Comprehensive support : HubSpot offers a range of support options, including a knowledge base, real-time chat, and more.
  • User-friendly interface : The platform is designed for ease of use, ensuring a smooth experience even for less tech-savvy users.
  • Personalisation capabilities : HubSpot provides personalised marketing, sales and service experiences, leveraging customer data effectively.

  Cons

  • High price point : HubSpot can be expensive, especially as you scale up and require more advanced features.
  • Steep learning curve : For businesses new to such comprehensive platforms, there might be an initial learning curve to utilise its features effectively.

  4. Klaviyo

  

  Klaviyo is a marketing automation software primarily focused on email and SMS messaging for e-commerce businesses. It’s designed to personalise and optimise customer communication. 

  Klaviyo integrates with e-commerce platforms like Shopify, making it a go-to solution for online stores. Its strength lies in its ability to use customer data to deliver targeted and effective marketing campaigns.

  Key features

  • Email marketing automation : Klaviyo allows users to send automated and personalised emails based on customer behaviour and preferences. This feature is crucial for e-commerce businesses in nurturing leads and maintaining customer engagement.
  • SMS marketing : It includes SMS messaging capabilities, enabling businesses to engage customers directly through text messages.
  • Segmentation and personalisation : Klaviyo offers advanced segmentation tools that enable businesses to categorise customers based on their behaviour, preferences and purchase history, facilitating highly targeted marketing efforts.
  • Integration with e-commerce platforms : Klaviyo integrates with popular e-commerce platforms like Shopify, Magento, and WooCommerce, allowing easy data synchronisation and campaign management.

  Pros 

  • Enhanced e-commerce integration : Klaviyo’s deep integration with e-commerce platforms greatly benefits online retailers regarding ease of use and campaign effectiveness.
  • Advanced segmentation and personalisation : The platform’s strong segmentation capabilities enable businesses to tailor their marketing messages more effectively.
  • Robust automation features : Klaviyo’s automation tools are powerful and user-friendly, saving time and improving marketing efficiency.

  Cons

  • Cost : Klaviyo can be more expensive than other options in this list, particularly as you scale up and add more contacts.
  • Complexity for beginners : The platform’s wide range of features and advanced capabilities might overwhelm beginners or small businesses with simpler needs.

  5. UserGuiding

  

  UserGuiding is a no-code product adoption tool that lets businesses create in-app user walkthroughs, guides, and checklists to onboard, engage, and retain users.

  UserGuiding facilitates customer segmentation by enabling businesses to create segmented onboarding flows, analyse behavioural insights, deliver personalised guidance, and collect feedback tailored to different user segments.

  Key features

  • In-app walkthroughs, guides and checklists : UserGuiding has multiple features that can promote product adoption early in the user journey.
  • In-app messaging : UserGuiding offers in-app messaging to help users learn more about the product and various ways to get value.
  • User feedback : UserGuiding allows businesses to gather qualitative feedback to streamline the adoption journey for users.

  Pros 

  • User-friendly interface
  • Customisable onboarding checklists
  • Retention analytics

  Cons

  • Need for technical expertise to maximise all features
  • Limited customisation options for less tech-savvy users

  What to look for in a customer segmentation software 

  When choosing a customer segmentation software, choosing the right one for your specific business needs is important. 

  Here are a few factors to consider when choosing your customer segmentation tool :

  1. Ease of use : Select a tool with an intuitive interface that simplifies navigation. This enhances the user experience, making complex tasks more manageable. Additionally, responsive customer support is crucial. It ensures that issues are promptly resolved, contributing to a smoother operation.
  2. Scalability and flexibility : Your chosen tool should adjust to your needs. A flexible tool like Matomo can adjust to your growing requirements, offering capabilities that evolve as your business expands.
  3. Integration capabilities : The software should seamlessly integrate with your existing systems, such as CRM, marketing, and automation platforms. 
  4. Advanced analytics and reporting : Assess the software’s capability to analyse and interpret complex data sets, without relying on machine learning to fill data gaps. A robust tool should provide accurate insights and detailed reports, enabling you to make informed decisions based on real data.
  5. Privacy and security considerations : Data security is paramount in today’s digital landscape. Look for features like data encryption, security storage, and adherence to privacy standards like GDPR and CCPA compliance. 
  6. Reviews and recommendations : Before making a decision, consider the reputation of the software providers. Look for reviews and recommendations from other users, especially those in similar industries. This can provide real-world insights into the software’s performance and reliability.

  

  Leverage Matomo’s segmentation capabilities to deliver personalised experiences

  Segmentation is the best place to start if you want to deliver personalised customer experiences. There are several customer segmentation software in the market. But they’re not all the same.

  In this article, we reviewed the top segmentation tools — based on factors like their user base, features, and ethical data privacy considerations.

  Ideally, you want a tool to support your evolving business and segmentation needs. Not to mention one that cares about your customers’ privacy and ensures you stay compliant. 

  Enter Matomo at the top of the list. You can leverage Matomo’s accurate insights and comprehensive segmentation capabilities without compromising on privacy. Try it free for 21-days. No credit card required.

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