Marketing personalization

Introduce personalized marketing solutions to link CRM and GA data, and based on this Continuous hypothesis testing and scenario optimizationIt was carried out.
As a result, sophisticated targeting tailored to customer behavior We were able to reliably achieve our conversion goals.

By building a personalized marketing system,
we established a data-driven decision-making framework.

For many years, this B2B company had been operating its business with transaction data focused on corporate clients and an offline-based CRM.
However, when they launched a new online store (D2C),
they were confronted with new challenges that could not be solved with their existing approach.

They were collecting data on traffic and on-site behavior,
but lacked a multidimensional understanding of who their customers were, why they were visiting, and which messages actually drove conversion.

 

“We’ve launched the site… but we have no idea what customers actually want.
We don’t know what to do to trigger conversion.”
— CRM Manager, Offline-based Business

 

What this company wanted was a structure for
personalized scenario orchestration on a marketing cloud, behavior-based targeting, and conversion rate optimization.

Their existing CRM was limited to transaction-focused data such as company name, contact person, and contract history,
while consumer behavior like site visits, product views, and cart events was stored as isolated datasets
and could not be turned into unified, customer-level insight.


We summarized the core of the problem as follows:

CRM and behavioral data were separated, so customers could not be defined properly.

There was no scenario, rule, or goal framework in place to support personalization.

The organization lacked shared KPIs, collaboration, and execution structures for D2C operations.

• • •

 

Our Solution

We gradually built a personalized marketing system that connected data integration, customer redefinition, personalized scenario design,
and a continuous loop of performance measurement and optimization.

Through the three steps below, we co-created a structure that allowed the brand to understand
“who is doing what, and which experiences are actually driving conversion”—and to operate based on that insight.

• • •

 

 

Customer Data Integration & Behavior-Based Segment Definition

  • We integrated transaction-based CRM data with behavioral data from the online store and analyzed “which customer” showed “what kind of intent” after “which behavior.”
  • Based on this, we redefined customers into segments such as:
    • First-time visitors
    • Customers interested in specific products
    • Cart abandoners
    • Customers with high repeat purchase potential
  • This was the phase in which we rebuilt the customer profiles and segment framework that form the foundation of personalization.

 

Journey-Based Personalized Scenario Design

  • Using the marketing cloud and personalization solutions, we designed the right messages, content, and channels for each stage of the journey.
  • For example:
    • First-time visitors → Brand introduction content
    • Returning visitors → Comparison and recommendation guides
    • Churn-prone or exiting customers → Reminder messages and incentive offers
    • Active customers → Re-purchase and loyalty program integration
  • Rather than simple automation, we co-designed sophisticated scenarios with the brand, covering the entire flow from customer behavior → triggers → entry conditions → control logic → target KPIs.

 

Performance Measurement & Scenario Optimization Loop

  • We fed campaign and scenario results back into the CRM and continuously refined segments, targeting, and content strategy.
  • We measured performance around core metrics such as:
    • Open rate
    • Click-through rate
    • Churn or dropout rate
    • Conversion rate
    • Return visit rate
  • Based on this data, we designed and institutionalized an operating model in which the personalization loop of scenario → execution → measurement → improvement runs continuously.

 

• • •

Based on continuously accumulating data,
we formed, tested, and refined hypotheses and updated marketing scenarios accordingly.

It may look like something any company can do, but
to truly trust such a system and build a data-driven decision-making framework
requires a fundamental shift in how the organization thinks and works.

 

hello@flatgrid.io
(+82) 050-6998-1669
Mapo-gu, Seoul, Korea