How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS...

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How real-time information enables behavior change

Transcript of How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS...

Page 1: How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS INDIVIDUALIZED REAL-TIME CUSTOMER EXPERIENCE PERSONALIZATION ONE-TO-ONE PERSONALIZED MARKETING

How real-time information enables behavior change

Page 2: How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS INDIVIDUALIZED REAL-TIME CUSTOMER EXPERIENCE PERSONALIZATION ONE-TO-ONE PERSONALIZED MARKETING
Page 3: How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS INDIVIDUALIZED REAL-TIME CUSTOMER EXPERIENCE PERSONALIZATION ONE-TO-ONE PERSONALIZED MARKETING

Overgeneralizing about cognitive biases:

“Laziness” getting informed has a cost

“Stickiness” the way we understand the world is historical

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PSYCHOLOGY SALES

Awareness

Interest

Evaluation

Purchase

Cue

React

Evaluate

Act

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Default / status quo / herd mentality

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Show, don’t tell

Salience of rail vs. bus matters

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Page 8: How real-time information enables behavior change Benefit...DIGITAL TECHNOLOGY ALGORITHMS INDIVIDUALIZED REAL-TIME CUSTOMER EXPERIENCE PERSONALIZATION ONE-TO-ONE PERSONALIZED MARKETING
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Realtime information is persistent and salient

“Show, don’t tell”

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Persuasive Technology

BJ Fogg, Stanford

“Facebook class”

Achieving change by cuing

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Supporting Behavior Change

”Stages of change” model

New defaults established

Prevent relapse

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Preventing relapses

Realtime information helps avoid missing your bus

Guaranteed Ride Home (app-enabled) and telework

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I N F O R M AT I O N F O R T H E N E W M O B I L I T Y

Matt Caywood, [email protected]

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USING REAL TIME INFORMATION AND MARKETING AUTOMATION TO PROVIDE PERSONALIZED COMMUTE ASSISTANCE

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WHAT IS PERSONALIZED MARKETING AUTOMATION?

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DATA ANALYSIS

D IG ITAL TECH NOLOGY

ALG ORITH MS

IND IV IDUALIZED

REAL- T IME

CUSTOMER EX P ERIENCE P ERSONALIZATION

ONE - TO- ONE

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PERSONALIZED MARKETING

Ease of Access to

Information

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Efficiency in Organization

Centralized/Organized

Outreach Data

Reporting/Data Analytics

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PERSONALIZED MARKETING + TRAVEL BEHAVIOR CHANGE

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Mo

re P

erso

nalizatio

nMo

re A

uto

mat

ion

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BACKGROUND

OneCommute is one of our partners that supports us with the technology to help drive better commuter decisions.

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Built using the Salesforce-Pardot platform

Data driven process

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DATA, DATA, DATA

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PHONE INQUIRIES

SOCIAL MEDIA

EVENTS

WEB INQUIRIES

SURVEYSGUARANTEED RIDE HOME

RIDE MATCHING

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COMPASS AT A GLANCE

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SURVEYS /

EVENTS / WEB

COMMUTER

PROFILE

GEO

LOCATION

SECRET SAUCE

ALGORITHMS

FUNNEL CREATION

DYNAMIC

LISTS

COMMUTER

JOURNEYS

REPORTING/

DASHBOARDS

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COMMUTER JOURNEY – PREDICT THE TYPE OF JOURNEY FIT FOR EACH COMMUTER

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COMMUTER PROFILES

Contact Info

Permissions

Commuter Preferences

Activity Tracking

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What Updates The Commuter Profile

Surveys

Participants

Inbound Calls

Web Inquiries

Ride Matching

1

2

4

5

3

One on One Emails

Commuter Journeys

Social Media

Website

Cookies

1

2

4

5

3

Marketing

Prospect

CRM - Data

Commuter

Profile

Marketing

Management

Platform (MMP)

Data

Management

Platform (DMP)

Customer Data Management Platform (CDP)

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SURVEY MANAGEMENT

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Platforms Used

SurveyGizmo (Survey Platform) Salesforce (Data Platform)

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Extensive Logic For Tailored Survey Experience

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Funnel Selection

SurveyGizmo (Survey Platform)

ADVOCATE

Walk Bike Transit Carpool

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Clean User Interface

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Registering for Events

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CREATING DASHBOARDS AND VISIBILITY TO MAKING A DIFFERENCE

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Reporting & Dashboards

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Marketing Automation Reporting

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MARKETING AUTOMATION

Campaign templates

Preference center

Real-time big data

segmentation

Personalized communications

Drag-and-drop segmentation

Distributed sending

Content management

Content versioning

and workflow Shared

assets (content,

subscribers, data)

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Lydia [email protected]

703-676-3629

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Real time information and behavior change

Intuit Commute Programs

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Intuit Confidential and Proprietary37

Consumers Small Businesses

Who we serve:

Our mission

Powering prosperity around the world

Self-Employed

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Intuit Confidential and Proprietary38

Who we are

Founded

8,500

Employees

50M

Customers

1993

IPO

6B

Revenue

17

Locations

1983

BeBold

BePassionate

LearnFast

BeDecisive

WinTogether

DeliverAwesome

Integrity Without Compromise

We Care andGive Back

Our values:

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Intuit Confidential and Proprietary39

Intuit global locations:NA SA EU AS AU

17 locations in 8countries

BrazilSão Paulo

EuropeLondon, UKParis, France

AustraliaSydney

IndiaBangalore

IsraelTel Aviv

United StatesCalifornia:

Los AngelesMountain ViewSan DiegoSan Francisco

Fredericksburg, VAPlano/Dallas, TXReno, NVTucson, AZWashington, D.C.

CanadaEdmontonMississauga/Toronto

Updated November 2018

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Intuit Confidential and Proprietary40

Personalized Marketing

Transportation Coordinator

Public EV Chargers Global Ride Matching

Carshare

Vanpools

Intuit Mountain View Campus Transportation Demand Management Overview

Monthly Transit Benefit

Transportation Fair Mountain View Transportation Management

Association (TMA)

Commuter Bike Loan

GoPass(Free CalTrain)

Guaranteed Ride Home

MVgo Last Mile Shuttles

3rd Party Pilots

Bike Share Program

Open to Public Shuttles

Real Time Influences

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Intuit Confidential and Proprietary41

What does real time information look like?@Caltrain: #SB152 -46 mins late. #SB254 -25" #SB156 -10" @ HIL#NB257 -42" @ BEL#NB159 -5" @ PAL

Fr: ACE Tomorrow ACE will run a modified schedule. ACE 3 and ACE 5 will run in the morning. ACE 4 and ACE 6 will run in the evening.

A message from HARBOR BAY/SAN

FRANCISCO

Please be advised that the 6:35pm

Ferry Building departure to Harbor

Bay is delayed approx. 0 minutes.

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Intuit Confidential and Proprietary42

What does real time information look like?

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Intuit Confidential and Proprietary43

What does real time information look like?

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Intuit Confidential and Proprietary44

Real time driving normalizes transit alternatives

Transit subsidies-Impersonating the user

Carpool matching- can use for events

Lyft Dispatch- can track Guaranteed and Remedy Rides

Train and Ferry Tweets and Text messages alert riders to issues

Carshare extensions

Controlled access

Real time station health

Waitlist notifications allows better supply management

Notices when done charging

Notices when its your turn

Real time tracking means more trust in the system

Real time tracking means you can stay at your desk longer

Tweets and Text messages alert riders to issues

Real time rider info opens up direct communications with riders

Real time info assists with dispute resolution

How real time information affects behavior

OtherEV ChargingBuses and Shuttles

An informed rider is a more likely rider

For EVs- these mean more time at work and a lesser

capital investment

Better customer experience

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Intuit Confidential and Proprietary45

Tom Harrington

[email protected]

650 944 5624

Contact info