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A Proven Process for Onboarding Marketing Technology — Dynamic Yield
2026-02-28 18:47 Diff
https://www.dynamicyield.com/article/onboarding-marketing-technology/
You’ve mapped out the vendors, drilled into their capabilities, and selected the personalization technology that can deliver on your business goals.
Now, it’s about retrieving your investment on personalization so you can ensure those marketing dollars are well spent, and in the shortest amount of time.
After interviewing a host of clients from a range of industries currently employing Dynamic Yield for their personalization efforts, we realized how important it was for companies to hit the ground running.
That’s why we came up a program called the “Personalization Hackathon,” a process by which we enable practitioners to begin independently delivering unique experiences and driving significant value. Sometimes, within days of implementation.
Below, find our unique approach to onboarding your personalization technology.
On-site Implementation

Like any personalization platform that requires buy-in, it will often happen from many areas of the business, and a proper implementation strategy should include the stakeholders identified from each of those teams.
A personalization hackathon, or on-site implementation workshop, will act as an introduction to the vendor or platform, a high-level training course of its personalization capabilities, and a strategy session on how everything fits into the larger business plan.
Here’s a breakdown of the what each hackathon session will deliver on:
Introduction to the platform and the concept of personalization

Very commonly, one team within a company drives the acquisition of a personalization platform. While other teams may agree with the end goal of their effort, key stakeholders may not understand the exact impact of personalization on their individual jobs, responsibilities, and even MBOs.
A solid introduction to the platform and debrief on the basic tenets of digital personalization can go a long way in orienting each key team and member.
Technical implementation workshop

Personalization stacks like Dynamic Yield have the ability to transform nearly every aspect of how a company interacts with its users. Therefore, the platform requires a deep integration with every technical solution a company employs to address the different touchpoints of the customer journey.
Much of the integration process can advance through stellar communication, support, and documentation, but nothing substitutes the power of a few engineers sitting in a room and whiteboarding the requirements, potential challenges, and solutions to implementation.
Business alignment and strategy

Companies frequently acquire personalization solutions to fulfill the complementary goal of bringing personalization to a company’s products. That means they typically possess a very good high-level vision for what personalization can help accomplish.
Regardless of this knowledge, successful on-site implementation should include a comprehensive session dedicated to diving into and documenting the vision, as well as how to transform defined goals into actualized use cases.
Platform training

In addition to helping end-users learn the ins and outs of the platform, a cooperative training process can tease out more potential use cases, ensuring all teams are truly aligned on the vision.
Use case enablement

Engineers and customer success managers from the selected personalization solution should work with a company’s engineers and end users to enable their first use cases and deployed campaigns.
From there, they’ll be empowered to hit the ground running with their personalization efforts.
It’s just the beginning

On-site implementation represents a small portion of any sustained personalization program. But if you get it right out of the gate by following the steps from our personalization hackathon, I can assure you it will help iron out any additional steps in the onboarding process.
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return false;"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M389.2 48h70.6L305.6 224.2 487 464H345L233.7 318.6 106.5 464H35.8L200.7 275.5 26.8 48H172.4L272.9 180.9 389.2 48zM364.4 421.8h39.1L151.1 88h-42L364.4 421.8z"/></svg> </a></li></ul><div class="topnav-buttons"> <a href="#" data-toggle="modal" data-target="#lc-subscription" class="btn-desktop-only pulse-button v5 topnav-btn"> <span class="button-inner"> XP² Newsletter </span> </a> <a href="/newsletter/" class="pulse-button v5 topnav-btn btn-mobile-only"> <span class="button-inner"> XP² Newsletter </span> </a></div></div></div><div class="lc-progress-wrap"><div class="lc-scroll-progress"></div></div></header><article id="post-25003" class="et_pb_post post-25003 article type-article status-publish has-post-thumbnail hentry article-category-targeting-personalization article-industry-agnostic article-tags-personalization-infrastructure article-function-leadership article-function-product-management article-type-tactical-guides"><div class="article-content"><div class="article-head-content-inner"><div class="article-breadcrumbs"> <a href="https://www.dynamicyield.com/articles/" title="Articles">Articles</a> <a href="https://www.dynamicyield.com/articles/category/targeting-personalization/ ">Targeting &amp; Personalization</a></div><h1 class="article-title">A Proven Process for Onboarding Marketing Technology</h1><h2 class="article-excerpt">A process by which we enable practitioners to begin independently delivering unique experiences and driving significant value. Sometimes, within days of implementation.</h2><div class="article-authors lc-flex"><div class="article-author-box lc-col lc-flex"><div class="article-author-image lc-col"><div class="entry_author_image"><img src="https://www.dynamicyield.com/wp-content/authors/dfine-53.jpg"  alt="David Fine" width="76" height="76" /></div></div><div class="article-author-title lc-col"><div class="article-author-name"> <a href="https://www.dynamicyield.com/blog/author/dfine/" title="Posts by David Fine" rel="author">David Fine</a></div><div class="article-author-title-text"></div></div></div></div></div><div class="entry-content article-entry-content"><div class="article-entry-content-inner"><p>You&rsquo;ve <a href="/ebooks/personalization-vendor-guide/">mapped out the vendors</a>, drilled into their capabilities, and selected the personalization technology that can deliver on your business goals.</p><p>Now, it&rsquo;s about retrieving your investment on personalization so you can ensure those marketing dollars are well spent, and in the shortest amount of time.</p><p>After interviewing <a href="/clients/">a host of clients</a> from a range of industries currently employing Dynamic Yield for their personalization efforts, we realized how important it was for companies to hit the ground running.</p><p>That&rsquo;s why we came up a program called the &ldquo;Personalization Hackathon,&rdquo; a process by which we enable practitioners to begin independently delivering unique experiences and driving significant value. Sometimes, within days of implementation.</p><p>Below, find our unique approach to onboarding your personalization technology.</p><h2>On-site Implementation</h2><p>Like any <a href="/personalization/">personalization platform</a> that requires buy-in, it will often happen from many areas of the business, and a proper implementation strategy should include the stakeholders identified from each of those teams.</p><p>A personalization hackathon, or on-site implementation workshop, will act as an introduction to the vendor or platform, a high-level training course of its personalization capabilities, and a strategy session on how everything fits into the larger business plan.</p><p>Here&rsquo;s a breakdown of the what each hackathon session will deliver on:</p><h3>Introduction to the platform and the concept of personalization</h3><p>Very commonly, one team within a company drives the acquisition of a personalization platform. While other teams may agree with the end goal of their effort, key stakeholders may not understand the exact impact of personalization on their individual jobs, responsibilities, and even MBOs.</p><p>A solid introduction to the platform and debrief on the basic tenets of digital personalization can go a long way in orienting each key team and member.</p><h3>Technical implementation workshop</h3><p>Personalization stacks like Dynamic Yield have the ability to transform nearly every aspect of how a company interacts with its users. Therefore, the platform requires a deep <a href="/integrations/">integration with every technical solution</a> a company employs to address the different touchpoints of the customer journey.</p><p>Much of the integration process can advance through stellar communication, support, and documentation, but nothing substitutes the power of a few engineers sitting in a room and whiteboarding the requirements, potential challenges, and solutions to implementation.</p><h3>Business alignment and strategy</h3><p>Companies frequently acquire personalization solutions to fulfill the complementary goal of bringing personalization to a company&rsquo;s products. That means they typically possess a very good high-level vision for what personalization can help accomplish.</p><p>Regardless of this knowledge, successful on-site implementation should include a comprehensive session dedicated to diving into and documenting the vision, as well as how to transform defined goals into <a href="/case-studies/">actualized use cases</a>.</p><h3>Platform training</h3><p>In addition to helping end-users learn the ins and outs of the platform, a cooperative training process can tease out more potential use cases, ensuring all teams are truly aligned on the vision.</p><h3>Use case enablement</h3><p>Engineers and customer success managers from the selected personalization solution should work with a company&rsquo;s engineers and end users to enable their first use cases and deployed campaigns.</p><p>From there, they&rsquo;ll be empowered to hit the ground running with their personalization efforts.</p><h2>It&rsquo;s just the beginning</h2><p>On-site implementation represents a small portion of any sustained personalization program. But if you get it right out of the gate by following the steps from our personalization hackathon, I can assure you it will help iron out any additional steps in the onboarding process.</p><div class="article-separator"><svg width="54" height="26" viewBox="0 0 54 26" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M53.0088 25.6367C52.7884 21.9564 51.8025 18.3625 50.1141 15.0849C48.4256 11.8073 46.0718 8.9181 43.2031 6.60203L43.2031 25.6367L53.0088 25.6367Z" fill="black"/> <path d="M14.4395 3.59038C10.3237 5.69174 6.82743 8.83082 4.29638 12.6973C1.76533 16.5638 0.28711 21.0239 0.0078125 25.6367L14.4395 25.6367L14.4395 3.59038Z" fill="black"/> <path d="M17.6563 2.20809L17.6562 25.6367L39.9829 25.6367L39.9829 4.36701C39.9829 4.36701 30.7303 -2.31342 17.6563 2.20809Z" fill="black"/> </svg></div><div class="article-tags-block"> <strong>Tags:</strong> <a href="https://www.dynamicyield.com/tags/personalization-infrastructure/">Personalization Infrastructure</a></div></div><div class="article-content-sidebar"><div class="article-content-sidebar-inner"><h4>Read next</h4><ul class="article-sidebar-nav"><li> <a href="https://www.dynamicyield.com/article/e-commerce-personalization-maturity-infographic-2025/">Infographic: The state of personalization maturity in e-commerce &#8211; 2025</a><div class="article-sidebar-nav-author">JR Moore</div></li><li> <a href="https://www.dynamicyield.com/article/how-to-drive-more-subscribers-to-your-mailing-list/">How to Drive More Subscribers to Your Mailing List</a><div class="article-sidebar-nav-author">Ravit Morales</div></li><li> <a href="https://www.dynamicyield.com/article/user-identification-for-personalization/">From Fragmentation to Connection: Mastering User Identification for Personalization</a><div class="article-sidebar-nav-author">Gina Walanga</div></li></ul></div></div></div></div></article></div></div><section class="lc-subscription-section"><div class="lc-subscription-form-block lc-subscription-inner"><h4 class="lc-subscription-title">Sign up for the XP&sup2; newsletter</h4><div class="lc-subscription-text">Join thousands of readers from Target, Citi, Spotify, Hulu, Google, Sephora, and other innovative brands who read our bi-weekly XP² newsletter, delivering educational content, research, and insights straight to your inbox</div><form class="mktoForm" data-formId="3876" data-formInstance="sub-inline"></form><div class="lc-privacy-wrapper"><div class="lc-privacy"> You may unsubscribe at any time. Visit our <a href="/privacy-policy/">privacy policy</a> to learn more about how we process your data and your rights as a data subject.</div></div></div><div class="lc-subscription-ty-block lc-subscription-inner"><h4 class="lc-subscription-title text-center">Thanks for<br> signing up!</h4></div></section><div class="container"><div class="articles-popular-wrapper"><h3>Most Popular in <span>Targeting &amp; Personalization</span></h3><div class="lc-flex articles-popular-block"><a href="https://www.dynamicyield.com/article/webstore-guided-selling-tactics/"><span class="article-popular-img-wrap"><img src="https://www.dynamicyield.com/wp-content/uploads/2023/01/blog_234_webstore_guidedselling_feature.jpg" width="255" height="103" alt="" class="crp_thumb"></span><strong>Why the webstore has become predictable and how guided selling can fix it</strong></a><a href="https://www.dynamicyield.com/article/deep-learning-affinity-profiling/"><span class="article-popular-img-wrap"><img 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