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Customer Stories

Jersey Mike's

Hungry for Transformation: How Jersey Mike’s Created a Unified Mobile Experience

When Jersey Mike’s Subs first opened in Point Pleasant New Jersey in 1956, exceptional subs and a friendly face behind the counter were enough to deliver a top-notch customer experience (or, what Jersey Mike’s refers to as A Sub Above). Now 65 years later, as one of the fastest growing chain restaurants, the Jersey Mike’s team knew they needed to double-down on digital in order to continue building and retaining loyal, sub-loving customers. 

Harnessing the Power of Mobile Ordering

In 2019, Jersey Mike’s partnered with World Wide Technology to revamp and relaunch its mobile app. With nearly 2,000 retail locations worldwide, scalability, speed-of-ordering and a personalized customer experience were top of mind. 

“Our franchisees and our crew members do a really great job of engaging customers in-store—they banter back and forth, they remember people’s orders and first names—we really wanted to bring that personalized experience into our online, digital experience,” said Kelly McGee, Director of Digital Marketing at Jersey Mike’s. 

The launch of the new app in August of 2019 introduced a plethora of new user event data. Activating this newly accessible data, however, required the right marketing technology stack and deep organizational alignment to continually prioritize its digital experience.

Enabling A Sub Above Experience

When building the martech stack around its new mobile app, Jersey Mike’s introduced Segment as its customer data platform to unify online and in-store data, Amplitude to understand and manage in-app behavior and Iterable to engage with customers through their preferred channels. This combination of tools unlocks engagement data and enables the personalized end-to-end digital experience customers expect.

We implemented Segment, Amplitude and Iterable, which work seamlessly together and allow us to send the right data to Iterable and speak to our customers as individuals.

Kelly McGee
Kelly McGee
Director of Digital Marketing @Jersey Mike's Subs

“We’re able to use the data we’re getting from our app to send more targeted, relevant messages. We’re able to see what channel people interact with the most. We currently use push and email with Iterable, and we’re able to engage with our customers where they want to engage with us,” said McGee.

For example, during its annual Customer Appreciation event, Jersey Mike’s ran a loyalty campaign to incentivize members of the MyMike’s loyalty program to place an order and earn bonus points, while non-members were encouraged to join the MyMike’s program. The push notifications were built and sent through Iterable, based on cohort data sent to Iterable from Amplitude. The member cohort saw a 13% lift in orders placed when compared to the control group, while 38% of non-members converted and became members of the MyMike’s program.

Agility Driven by a Modern Marketing Stack

While Jersey Mike’s is still investing heavily in the growth of its in-store, dine-in experience (even going as far as paying for franchisee remodels), its mobile experience has become critical to Jersey Mike’s exponential growth.    

Proactively investing in its mobile app experience enabled them to pivot and capitalize on the rise of digital ordering driven by 2020’s COVID-19 pandemic. The pandemic accelerated consumer adoption of technology for meal ordering. At Jersey Mike’s, online ordering more than doubled in the last year, with customers appreciating the ease of use, ordering speed and contact-free options. While the mobile app itself manages the influx of orders, the marketing touchpoints that surround the app (enabled by Iterable, Amplitude and Segment) ensure loyal customers come back for more. 

Automated email and in-app campaigns like welcome, birthday and re-engagement campaigns were in place to nurture and engage new customers, which allowed Jersey Mike’s digital marketing team to focus on responding to the ever-changing landscape and regulations of 2020.

Looking Forward

While technology is certainly an enabler of today’s most powerful mobile customer experiences, Jersey Mike’s also credits strong cross-functional prioritization and planning. 

“We do a really good job of aligning our priorities as a company. Marketing works very closely together with our IT and operations teams to make sure we’re all on the same page–that the products we’re pushing out are what our customers want and need,” said McGee.  

Looking ahead, Jersey Mike’s plans to build on the success of it’s mobile app, continue to grow the MyMike’s loyalty program, expand in marketing channels to include SMS, and most importantly, listen to customer feedback. 

“I don’t think we would have built the app the way we did, had it not been for customer feedback. To this day, we continually look at app reviews to see if the features we’re launching are resonating with our customers. It’s really important to take that feedback into account if you’re going through a digital transformation.”


13% lift in conversion leveraging Amplitude Predictive Cohort

38% non-member to member conversion rate

Increased agility as a mobile-forward business 


Integrated Platforms Help Hipcamp Make Experimenting Second Nature

Hipcamp’s mission is simple: “Get more people outside.” The adventure-camping company is a comprehensive resource for discovering and booking unique outdoor stays. 

Hipcamp’s marketplace model matches landowning hosts with “Hipcampers” seeking unique campsites and nontraditional lodgings, such as glamping tents, yurts, treehouses and RVs.

Thus, Hipcamp has two missions: encouraging hosts to complete the listing process so they can receive bookings faster, and encouraging campers to post reviews, which give hosts valuable feedback for improving their listings and services and helps other campers run more successful searches.

Testing and experimentation in Iterable have been a key part of the marketing team’s operations, to learn quickly, optimize, and move on to the next project. 


The team used to rely on manual testing management and recordkeeping, an inefficient process that limited its ability to experiment and optimize messaging and to serve its host and camper audiences.

“With such a small team handling a bunch of different focus areas like marketing, supply acquisition, business analytics, and process improvement, we needed to invest in tools to reduce the manual workflows. Fast experimentation allows us to break down large goals into smaller bits of progress.”

Christina Tran
Christina Tran
Business Operations Manager @Hipcamp


Hipcamp’s operations team had two primary goals: 

  • To engage with and support landowners (hosts) as they begin their hosting journey and to increase the number of completed listings 
  • To increase camper engagement through the review workflow to increase the number of most reviews

The team replaced its manual testing process with Iterable’s A/B testing and user filtering and Amplitude’s funnel conversion and performance evaluation.

Host Audience workflow

The Hipcamp team built an automated Iterable workflow that uses a series of emails, texts, and other communication to supplement live support in the quest to help more hosts create and post listings.

“It was super easy to export user lists and see what was happening at the granular level,” Tran says. The team could track host behavior in each testing segment, discover which email messages they were receiving and then update message content quickly. 

The Iterable events stream automatically to Amplitude for conversion tracking, such as comparing how different host groups move through the reporting funnel.

Camper Review workflow

The team created a camper review workflow in Iterable that staggers communications and uses personalization to connect with campers.

“We filter campers based on specific fields, such as listing location and date of stay,” says Business Operations Analyst Lukas Ronkin. “Whether a camper is staying at a California campsite or a Massachusetts cabin, they’ll get specialized and personalized language catered for them.”

Camper events also stream from Iterable to Amplitude. The team tracks and evaluates how each message type performs, using metrics such as review completion rate and sentiment score.


The Hipcamp operations team has been able to run 4.5X the number of successful, operations-driven experiments, which produces more insights Hipcamp can use to benefit both hosts and campers. 

This created a multiplier effect – more hosts are completing the listing process and receiving bookings faster. As more campers complete the review process, hosts receive more feedback they can improve their listings and their campsites and get more bookings. Campers, in turn, have more host reviews to consult in their searches. This helps them find the right sites. 

Hipcamp has achieved more experimentation and greater efficiency, Ronkin says. The team can create and run more tests and get results faster. Faster time to insights means the team can put what it learns to work faster and create more successful experiences for hosts and campers alike.


4.5X more operations-driven experiments

Reduced dependence on engineering with Iterable’s flexible data structure.


How Care.com Powers Smarter Campaigns with a Modern Tech Stack 

Available in more than 20 countries, Care.com is the world’s leading platform for finding and managing high-quality family care. Care.com is designed to meet the evolving needs of today’s families and caregivers, offering everything from household tax and payroll services and customized corporate benefits packages covering the care needs of working families, to innovating new ways for caregivers to be paid and obtain professional benefits. Since 2007, families have relied on Care.com’s industry-leading products—from child and elder care to pet care and home care.


Care.com needed a modern data structure so its marketing systems could keep up with the company’s rapid growth, says Matthew Naturman, Care.com’s Associate Marketing Manager for Lifecycle Marketing. 

Its “Frankenstein” collection of platforms – for marketing email, transactional email, mobile app and push notifications, SMS, personalization testing, business intelligence (BI) and data storage – was inefficient, requiring too many workarounds to pass data and insights from one platform to another.

Care.com had three major priorities:

  1. Invest in journey mapping its user experiences, replacing time-consuming manual processes with streamlined data and automated workflows.
  2. Test and analyze data quickly and use those insights to create and optimize new marketing programs
  3. Make greater use of its data sources without relying on its data engineers.


Care.com replaced its stand-alone messaging platforms with Iterable, for marketing and transactional emails, app/push/SMS and testing, and Amplitude for user analysis and reporting, and measuring engagement. This gave the operations team the full picture of their customers’ experience with the Care.com marketplace platform.

The Care.com team used its revamped tech stack to launch dozens of new testing programs, email workflows and data initiatives, including these:

  • Set up journey mapping on key events, such as tracking caregivers from the job search through the subscription purchase and comparing behavior based on email activity.
  • Tracking abandonment activity and using that information to switch marketing efforts, such as abandonment reminders.
  • Set alerts in Amplitude to monitor Iterable campaigns to quickly detect unexpected changes in key metrics like abandonment email triggers or conversions.
  • Launched dozens of new experiments, such as the optimal sending order of email and push notifications for abandonment. 


Adding Iterable and Amplitude to the tech stack enabled the team to journey map across channels, and continually optimize based on user behavior. The team also found efficiencies all through its various programs, from testing and optimization to campaign development and management, reporting and data tracking and analysis. 

Care.com has been able to scale up its operations without adding more human or tech support. These are some of the benefits Care.com has realized so far:

  • Pairing member engagement with messaging on the platform helps the team  understand how marketing efforts affect user engagement
  • Alert system highlights problems quickly for fixes that have reduced abandonment and conversion losses.
  • The team now has a deeper understanding of care-seekers and caregivers through email and web activity.
  • An expanded testing program optimizes messaging all through the customer journey for higher conversions.

“I now spend less than five minutes pulling the data for my sites on a weekly and monthly basis. The rest of the time, I focus on actually understanding the customer behavior. These tools save time in the long run and allow your team to create the best experiences for your customers.”

Matthew Naturman
Matthew Naturman
Associate Marketing Manager, Lifecycle Marketing @Care.com


Deeper understanding of customer behavior

Faster testing and optimization

Scaled operations without additional engineering support


Small Team, Big Impact: How Blockchain.com Grew User Engagement with Iterable 

Since 2011, crypto services provider Blockchain.com has managed 28% of all Bitcoin transactions. Blockchain.com was one of the first names in the crypto space and today, the company is synonymous with trading in cryptocurrency. Its millions of users have created more than 72 million wallets and more than $800 billion in transactions across 200 countries (as of April 2021). 

Blockchain.com offers traders a single platform experience, a built-in user-controlled wallet, interest accounts and other clients services.


With Blockchain.com’s growth and the increasing adoption of cryptocurrency, the team knew the opportunity of delivering a more tailored user experience was significant. 

“We have people coming to Blockchain.com every day with a vast difference in knowledge of crypto and from different places in the world with different restrictions on crypto. In order to retain those users and increase adoption we have to speak to each of them as individuals,” said Indi Pollard, Email Marketing Lead.

But with only a small team managing email marketing for millions of users, Blockchain.com needed to prioritize personalization strategies that capitalized on individual user behavior and were quick to implement and prove ROI.

Using Data to Drive Strategy

With Iterable in place, Blockchain.com can leverage user behavior to personalize both the email content and overall user journey. The initial goal was to simply increase email open rates, which had suffered from a largely batch-and-blast approach, and automate as much of the user journey as possible.

First, they evaluated user engagement across two axes—Last Email Open and Last Wallet Access. This provided the insight that guides how Blockchain.com engages with each cohort. Cold users are driven toward more email-oriented actions, while disengaged users are driven toward more product-oriented actions.  This analysis of user behavior shifted Blockchain.com’s approach from high-volume email sends to targeted, goal-oriented campaigns.

Using Workflows to Personalize the Journey

Once the Blockchain.com team had a grasp on how engaged their audience was, they built automated workflows to segment and engage with each cohort. 

“Iterable workflows are a great way to segment and personalize so we can send a single campaign to different cohorts with just small changes that personalize the content for each audience,” said Pollard. 

For example, Blockchain.com’s monthly Market Outlook events are an important part of their education and retention strategy. With Iterable Workflows, they can easily filter users into two groups—users who have attended previous events and those who have not. Users who have attended past events receive a straightforward invitation, while those who have not attended, or didn’t open earlier invitations, receive additional contextual information to help nurture them to action.

Having access to user event data in Iterable enabled Blockchain.com’s nascent email team to identify and automate critical moments of the customer journey.  

When users become disengaged or are identified as being at-risk of churning, they trigger a re-engagement flow. By personalizing the subject line to say “It’s been [X] days since we’ve seen you” instead of “It’s been a while since we’ve seen you,” Blockchain.com saw a 32.4% relative increase in engagement.

relative increase in engagement with subject line personalization

Using Data to Personalize Email Content

Even small data-driven tactics, like mentioning when a user was last active, or greeting users by name, can have a significant impact on performance. Blockchain.com tested first name personalization on a Cyber Security Awareness campaign and saw an 8.8% relative increase in engagement. 

relative increase in engagement with first-name personalization

Beyond “Hi {{defaultlfEmpty firstName “there”}}” Blockchain.com implemented simple logic statements to personalize email content based on the currency each user is interested in. 

For example, to promote a product feature called Swap, which allows users to directly trade one cryptocurrency for another, they use simple logic statements to deliver targeted messages like “Do you want to swap your Bitcoin for Ethereum?” instead of “Do you want to try Swap?” 

Rewarding User Behavior to Build Loyalty

With a small team and restrictions on how customer data can be used in the Financial Services industry, the Blockchain.com team looks for creative ways to reward user behavior and build customer loyalty. 

Identity verification is an important step for new users to take when joining Blockchain.com. Verified users are granted additional permissions and higher trading limits, while verification provides Blockchain.com additional context to each user. 

Using a basic logic statement in the snippet of Blockchain.com’s email headers, verified users will see a “VIP” symbol on all communications they receive. This is a small way to leverage data, and incentive and reward favorable in-product behavior. 


When the right tech stack is in place, even small marketing teams can execute effective personalization strategies and have a significant impact on user engagement and retention.

“Right now we’re a really lean team, but with just me and a little Iterable magic I’ve been able to greatly improve top line email open and click-through rates in just six short months while dramatically reducing the overall volume of email sends.”

Indi Pollard
Indi Pollard
Email Marketing Lead @Blockchain.com

Pollard urges other marketers not to let lack of data keep them from exploring personalization. Having data in Iterable such as “last email open” and “last wallet login” enabled her to begin segmenting and personalizing messages, she says. After that, “it’s all about figuring out how you can make your job easier by letting Iterable do the work of personalization to bring you higher conversion metrics.”


8.8% relative increase in engagement from simple first-name personalization

32.4% relative increase in engagement personalizing re-engagement subject lines


How Zoopla Unlocked Growth by Modernizing its Tech Stack with Iterable

For Zoopla, one of the UK’s leading property marketplaces, increasing digital engagement is the key to delivering ROI to their partners and hitting its long-term growth targets. 

With over 55 million visits across their mobile apps and websites, and coverage of over 70% of UK real estate listings, Zoopla collects a massive amount of consumer data. That data can then be used to match homehunters to their dream property, and connect Zoopla customers (estate agents and developers) to relevant consumer cohorts. 

With their legacy tech stack, however,  Zoopla was handcuffed to manual data queries, batch data imports, and fragmented views of customer engagement. Knowing data-driven strategies based on geo-intent and Segment Personas were critical to recognizing rapid growth in their business, the Zoopla team knew they needed to modernize their tech stack.

Choosing Data-First to Fuel Growth

With their legacy ESP, Zoopla was reliant on manual SQL queries, batch data imports, and best-guess segmentation. 

“Our previous ESP could not handle the scale of our business. We weren’t leveraging the rich data we have, and segmentation was inconsistent or inaccessible across our tech stack. Any change we needed to make required at least two weeks of engineering effort.” said Chris Frost, Senior Product Manager at Zoopla. 

Beyond native cross-channel and segmentation capabilities, Zoopla needed a provider with the data foundation, scalable APIs, and rich partner integrations to  activate their latent customer data.  

“This evaluation wasn’t ever about a jazzy UI. The central thing for me as a marketer is, ironically, not the marketing functionality. Those elements, if you choose wisely, feel like table stakes to me” said Adam Knight, Director of Engagement at Zoopla. “It’s all about how it enables the engineering function of our business to support us as marketers so we can accelerate the pace of testing and iteration.”  

After completing an extensive evaluation, the Zoopla team chose Iterable’s data-first approach to customer experience to supercharge their growth. 

“After workshopping our use cases and mapping our data architecture—one of the most helpful phases of our review process—it became quite clear that Iterable was the best partner for us,” said Knight.

Rich Customer Experiences with Iterable

By introducing Iterable to their tech stack, previously complicated (or altogether unreachable) use cases are now accessible. 

Geo-intent, or understanding which locations a consumer might be interested in, is foundational to connecting homehunters with the right properties. For example, someone currently located in London may be looking to move to specific postcodes in Manchester. Zoopla looks to browse data, lead data, saved searches, and more to determine and score consumer intent. That score is then used to deliver relevant content and recommendations tailored to the locations a consumer is interested in. 

Prior to Iterable, data silos prevented Zoopla from having a clear understanding of geo-intent. Data housed in their ESP was not unified in real-time to data housed in Segment, or the rest of their tech stack. This disconnect gave a fragmented view of customer behavior and limited Zoopla’s ability to effectively action on geo-intent. 

In addition, Zoopla launched a new program ‘Zooploma’ in early 2020 with the intent of supporting and educating first-time home buyers. 

First time buyers are a significant proportion of the market, accounting for almost 40% of all property transactions. Understanding their challenges and helping to support and guide them through the process is central to our ethos.” said Knight. (Source)

With Iterable’s deep integration with Segment, Zoopla can now quickly identify target Zooploma participants based on a variety of attributes.

Platform and Partnership for the Long Haul

For Zoopla, modernizing its tech stack meant finding both a platform and a partnership that would unlock growth. With Iterable in place, the Zoopla team can now deploy the strategies necessary to increase engagement and build the consumer preference that is integral to Zoopla’s long-term success.


  • Unlocked revenue streams with unified customer data
  • More precise geo-intent targeting with bi-directional integration with Segment
  • Time saved by eliminating manual SQL queries and batch uploads


How Ritual found a 12.5% lift in conversion with Iterable 

Ritual, a subscription based, direct-to-consumer wellness brand, was founded in 2015 on the premise that “better health begins with better ingredients.” 

As Founder and CEO Katerina Schneider puts it, “When I was pregnant, I turned my house upside down to get rid of products with ingredients I couldn’t get behind. I replaced everything from my cleaning supplies to my deodorant. But, in my search for the perfect prenatal vitamin, I found many of those same questionable ingredients. I couldn’t find a brand that I trusted, so I decided to build my own.” 

What started with a women’s multivitamin only, has now expanded to include a complete line of both women’s and men’s multi-vitamins tailored to the needs of specific age groups. Along with the expansion in products (and audience) came the need to deliver highly-targeted and more personalized journeys that could drive long-term LTV and retention — something Ritual’s legacy tech stack wasn’t ready to handle. 

From Disparate to Unified Customer Data

Like many growing companies, Ritual had a plethora of customer data but struggled to harness it to drive their marketing touchpoints. A number of cloud data sources sent data to Snowflake (their analytics database) which then sent data to Looker (their business intelligence tool). 

From there, Laura Brodie, Vice President, Customer at Ritual, relied heavily on manual data extraction and list creation, and was limited on the data she could use to trigger personalized customer journeys. Their legacy ESP could trigger based on email engagement and purchase behavior, but not the rich event data captured in Snowflake. Siloed data and limited automation capabilities resulted in a number of disparate customer touchpoints, and limited ability to a/b test and optimize in real time. 

With an ever-growing audience and product line, Ritual couldn’t afford for their current tech stack to handcuff their long-term LTV, AOV and retention goals.

Fueling Growth with Data

By replacing their legacy ESP with Iterable’s growth marketing platform, and enhancing their use of Segment, Ritual was able to orchestrate cross-channel campaigns on key intent and engagement behavior. In 2020, with the introduction of men’s products, this became mission critical functionality that enabled them to successfully launch into an entirely new audience. 

Layering additional filters and personalization into their existing nurture workflows allowed Ritual to target their men’s audience and deliver the rich customer experience necessary to drive conversions.

In addition, launching a new product into an entirely new audience required continual iteration and testing. With Iterable Experiments, Ritual was able to create an aggressive testing calendar to help them learn about their men’s audience and optimize their messaging in real-time. 

“We’ve had a very aggressive a/b testing calendar to help us understand what messaging is resonating [with our mens’ audience] — what templates are working, what destinations we should be driving to in order to convert customers etc. We’ve leveraged experiments in Iterable to test different audience segmentation and identify incremental wins.”

Laura Brodie
Laura Brodie
Vice President, Customer @Ritual

Launching new products and breaking into new audiences is an exciting step in Ritual’s growth. But having the right tools in place to ensure their success was critical. 

By unifying key persona and purchase intent data in Iterable, Ritual was able to deliver targeted, personalized touchpoints without adding unnecessary complexity to their automation strategy. And in the first ten days of launching Men’s products, Ritual completed 5 a/b tests that resulted in a 12.5% overall lift in conversion and a shocking 45% lift in conversion in a single campaign. 


  • 12.5% lift in overall campaign conversion by leveraging Iterable Experiments
  • 45% lift in conversion in a single campaign
  • Hyper-personalized lifecycle campaigns enabled by Iterable’s partnership with Segment

dgtl fundraising

Understanding Customer Affinity to Optimize for Conversion

In our increasingly digital world, brands that thrive build strong, personalized relationships with their customers. For many non-profit organizations, fundraising and building donor relationships are done in-person, and one-to-one—missing the opportunity of nurturing and engaging with donors online. 

dgtl fundraising, an agency for nonprofits, helps social good organizations build and execute digital strategies to fundraise and campaign—integrating the online and offline experience.  

“People want to support causes they care about, they want to be involved, they want to be part of something bigger than themselves,” said Dani González, Founder and CEO of dgtl fundraising. “But the way they engage and get involved [with non-profits] has changed. We work with organizations to help them adapt and become truly digital.” (Source)

Partnering with organizations like Greenpeace and World Wildlife Fund, dgtl fundraising helps acquire and nurture potential donors through highly-personalized, cross-channel campaigns.

“We focus first-and-foremost on building an emotional connection. We then look for engagement signals to indicate whether someone is a likely donor. There’s a direct correlation for us between engagement and propensity to donate,” said González.

Intelligent segmentation with Brand Affinity

By leveraging Brand Affinity, an intelligent personalization solution powered by Iterable AI, dgtl fundraising can intelligently identify and segment potential donors based on cross-channel engagement signals. Each donor (or potential donor) is assigned an affinity label indicating their overall sentiment (loyal, positive, neutral, or negative), which can then be used for segmenting new audiences, tailoring customer journeys, or personalizing dynamic content in templates using conditional logic. 

With a deep understanding of customer sentiment, dgtl fundraising can improve the donor experience by tailoring content and calls-to-action (CTA) based on where someone is in the customer journey. For example, donors with a loyal or positive Brand Affinity may receive a stronger CTA, while those identified as neutral or negative receive a softer CTA with content designed to nurture. Using Brand Affinity to tailor messaging helps optimize for conversions, minimize unsubscribes, and maintain high deliverability their agency customers depend on. 

Prior to Brand Affinity, the dgtl fundraising team used a series of dynamic lists to segment based on recency and frequency of engagement.

“We’ve been trying to get this right for a long time. We know engagement is a key indicator of someone’s propensity to donate, but using our own analysis and segmentation, we’ve struggled to find the right interpretation to turn that indicator into a conversion.”

Dani González
Dani González
Founder & CEO @dgtl fundraising

Converting loyalists into donors

dgtl fundraising leverages Brand Affinity in a workflow designed to convert their most engaged prospects into regular donors for Alzheimer’s research. Becoming a regular donor is a commitment to donate a set amount for the next 12 months. This cohort is high-value due to their recurring donation, and sees less than 10% attrition over the 12-month period—significantly less than the 20-30% attrition common with other agencies in the sector.

Historically, this workflow was segmented based on email engagement only—looking at what they called “hyperactive” users based on the recency and frequency of engagement. 

Brand Affinity labels, in contrast, are dynamically assigned based on a user’s email and mobile engagement signals, and are weighted based on the types of messaging a user is engaging with or the actions they are taking—in addition to recency and frequency. 

Knowing that users who are highly engaged with their content are more likely to convert, dgtl fundraising tested the workflow with their loyal and positive donors. While open rates for their loyal cohort exceeded 70% (yes, 70%!), what the dgtl fundraising team found most compelling was the significant jump in conversion rates for their loyal and positive donors. 

Using Brand Affinity, dgtl fundraising was able to nearly double conversion rates for their positive cohort—seeing 0.11% conversion with their previous targeting strategy,  to 0.2% conversion with Brand Affinity.

Improving Facebook performance

dgtl fundraising uses Iterable’s integration with Facebook to create highly-targeted Custom Audiences and drive new donor acquisition. Knowing engagement is a key indicator of someone’s propensity to donate, these audiences were previously based on email open and click behavior (similar to their approach with “hyperactive” users). 

After seeing the lift in conversion from introducing Brand Affinity to their workflow strategy, dgtl fundraising tested Brand Affinity with Facebook Custom Audiences. Users identified as either loyal or positive were synced to a Facebook Custom Audience, which then received ads with donation-focused CTA. 

By combining Brand Affinity with Iterable’s native Facebook integration, dgtl fundraising saw a 50% increase in conversion from their previous targeting strategy, with a lower Cost Per Action.

Delivering higher ROI for their nonprofit customers

With a deeper understanding of customer sentiment, dgtl fundraising is now able to deliver a customer experience that is optimized for conversion, minimizes unsubscribes, and improves deliverability. Donors receive messaging that is tailored to where they are in the journey to becoming consistent donors—educational content for those with a neutral or negative sentiment, and more CTA-driven content for those identified as loyal or positive. 

Being able to quickly identify potential high-value donors will also have implications for other areas of the customer experience. Telemarketing, for example, has historically been a lower-ROI tactic but by introducing the Iterable Brand Affinitylabels to identify target cohorts, the dgtl fundraising team anticipates seeing better ROI for their nonprofit customers.


2x increase in conversion by targeting their loyal cohort

70% open rates by targeting their loyal cohort


How Aspiration 2x’d open, click, and conversion rates with Send Time Optimization

Aspiration, a Los Angeles-based neobank, provides a socially conscious digital banking alternative to traditional financial institutions. 

“At the heart of Aspiration is a mission: helping our customers make money and make a difference at the same time.” (Source)

Through its “Dimes Worth a Difference” program, Aspiration donates ten cents of every dollar earned to charitable organizations focused on expanding economic opportunities. And while its product and service offerings mirror what you might find at a traditional bank, each offering is structured with social consciousness and sustainability top-of-mind. 

To engage with its socially-minded customers, Aspiration relies heavily on email and mobile push notifications. Having “exploited the limits” of its previous marketing platform and recognizing the opportunity of a more personalized customer engagement strategy, Aspiration unified their cross-channel customer experience with Iterable.

“We wanted to build a very future-forward tech stack that addressed the data challenges that would have prevented us from scaling. Our ultimate goal was to elevate our communications to the level our customers deserve. That meant engaging with them based on where they are on our website, and building triggered automations that engage at just the right moment, with the right content.”

Matthias Jordan
Matthias Jordan
Sr. Omni-Channel Marketing Manager @Aspiration

To engage with their customers at the right moment, Aspiration leverages Iterable’s Send Time Optimization (STO), which applies machine learning to automate and personalize the optimal send time for each unique recipient. Powered by Iterable AI, STO has enabled Aspiration to more than double open, click, and conversion rates.

Turbocharging Campaigns With AI

Prior to STO, the Aspiration team tested and tweaked campaign send time in order to optimize for engagement. While tailoring send time to the segment or time zone improved engagement, it lacked the ability to continuously learn, adapt and personalize send times across channels at scale.

“When you’re engaging with hundreds of thousands of people at a time, it’s impossible for even the most data-driven marketer to anticipate the optimal send time for their users. With Iterable’s AI solutions, we’re able to optimize our marketing beyond what would ever be possible using our decisioning alone.”

Boris Savoie Doyer
Boris Savoie Doyer
Head of CRM @Aspiration

The first time the Aspiration team applied STO to a campaign, they saw an immediate increase of over 100% in open and click rates. By analyzing historical engagement data and weighting more recent engagement signals, Iterable STO predicts the optimal send time for each unique individual. 

“When I first saw the results of the campaign with STO, I was truly shocked. I assumed we’d see some percentage lift in engagement, but more than doubling engagement across the board (opens, clicks, and conversions) was astonishing.”

Following the success in campaigns, Aspiration introduced STO to their workflows. They ran an STO experiment in Workflow Studio designed to increase engagement with low engagement users. The results showed a 27% increase in open rates of customers who received the STO-enabled email compared to the control group. 

Looking to the future, the Aspiration team will continue to seek out AI-driven solutions for the ability to improve performance beyond what they could ever do on their own. 

“Even with the largest, most technical marketing team, I could never match the results we see with Iterable AI.”


2x open, click, and conversion rates for email and push campaigns

27% increase in open rate for re-engagement workflow


How PicnicHealth Increased Conversions by Automating with Iterable

*Note: Any business subject to HIPAA compliance requiring a Business Associate Agreement (BAA) should contact the Iterable team to learn more about Iterable HIPAA requirements and exclusions.

It’s no secret—the healthcare system is complex. As patients, navigating a web of providers and specialities is not only frustrating, but also creates a disconnected view of our medical history. 

For PicnicHealth co-founder and CEO,  Noga Leviner, being diagnosed with a chronic illness and lacking a single, comprehensive view of her medical history was just the “aha!” moment she needed. Started in 2014, PicnicHealth is a platform that combines patient medical records into a single, easy-to-understand timeline and allows users to share that history for anonymized medical research. 

Early on, PicnicHealth’s homegrown marketing solution was enough to support their nascent email and automation needs. But as their platform and research programs grew, they recognized that the engineering effort spent maintaining their marketing tools could be better spent on the PicnicHealth platform. 

With the security and privacy of sensitive patient data top-of-mind, the PicnicHealth engineering team (the marketing team didn’t even exist yet!), set out to find a solution that would minimize their time spent coding email logic while also allowing them to deliver a more seamless user experience.

“Flexibility in automations was our biggest priority—finding a solution that would give our team access to the data and events they needed so they weren’t continually reliant on engineering.” 

Justin Maslin
Justin Maslin
Software Engineer @PicnicHealth

Recognizing the Opportunity of Personalization

Helping tens of thousands of patients better navigate their unique medical history requires personalized touchpoints that put the patient first. From new user onboarding to updating user profiles as additional medical history became available, the PicnicHealth team was spending tens of hours a week manually segmenting their users and building emails in their homegrown marketing tool. 

As part of onboarding, one of the most critical milestones in the user journey is signing the consent form that enables PicnicHealth to collect a patient’s medical records. While many users opt for a one-time collection of their records, the customer experience and PicnicHealth’s research programs benefit greatly when users subscribe to recurring record updates. For the user, their PicnicHealth record stays up-to-date with a comprehensive view of their history, while PicnicHealth’s research programs gain valuable real-world data with patient-reported outcomes—insight not included in traditional clinical research. 

With their homegrown marketing tool, nurturing users to sign up for ongoing medical record collection required the PicnicHealth team to manually segment users who had not opted-in to recurring updates and send an additional consent form. This manual process was inconsistent and wasn’t producing the results they hoped to see. 

Recognizing the extent of their limitations in segmentation, automation and analytics capabilities, as well as the burden of their homegrown solution on their engineering teams, PicnicHealth upgraded their tech stack to include Iterable.

Tailoring the Customer Experience with Iterable

With Iterable, PicnicHealth nurtures each user differently based on their medical condition, the types of doctors they’ve added, and the opportunities to improve the quality of their medical history. For example, some research programs offer compensation, while others request additional surveys to be completed to gather patient-reported outcomes. 

“We evaluated other marketing tools, but they didn’t have the advanced segmentation logic we needed for our diverse customer base,” said Justin Maslin, Software Engineer at PicnicHealth. 

Since making the switch to Iterable, the process of identifying and nurturing users to complete the ongoing medical history consent form is now fully automated, with a nearly 90% conversion rate.

“We’ve really just scratched the surface. We know there’s so much more we can do. I’m really happy we’re using Iterable because I know it will grow with us—that’s the reputation. When I pinged other lifecycle marketers and asked what platform they would recommend, they said ‘Iterable.’”

Alan Donner
Alan Donner
Head of Marketing @PicnicHealth

Prior to Iterable, 25-50% of an engineer’s bandwidth was dedicated to building and managing email logic in their homegrown solution. Today, PicnicHealth’s marketing team is largely self-sufficient and able to easily support the continued expansion of PicnicHealth’s research programs.


90% conversion rate by automating consent request

10 hours/week saved in customer support by automating consent request

2 hours saved in engineering time for each new email campaign


Leveraging Iterable + Amplitude to Capitalize on User Engagement

The demands of everyday life can often leave us stressed, anxious and unable to focus. Many find relief in self-care practices that ease the mind and foster healthy habits. Enter Calm—the #1 app for sleep, meditation, and relaxation that offers guided meditations, sleep stories, soothing background music and more. 

While Calm has seen continual growth since its founding in 2012, Sue Cho, Head of Lifecycle Marketing, knew the company needed a deeper, more holistic view of its customers to drive sustainable growth and retention.

By coupling Iterable’s cross-channel customer journeys with Amplitude’s visualized product analytics, Calm gained a deeper understanding of customer behavior. With visibility into how their marketing influenced in-app behavior, Calm was able to test and optimize for incremental gains in their new-member onboarding sequence.

“When thinking of how to optimize campaigns, my answer is always, it depends. I ought to look at the data. Iterable allows me to take insights across technologies and apply informed changes that drive the most important metricrevenue.”

Sue Cho
Sue Cho
Head of Lifecycle Marketing @Calm

Data as the Source of Truth

As marketers, we’re continually seeking to answer “what’s right,” “what performs” and “what’s true?” We look to industry best practices, internal teams, and sometimes our own gut instinct in search of answers. But instead of letting best-guess drive her growth marketing strategy, Sue Cho turned to data and testing. 

Calm’s previous new-member onboarding flow included a series of eight emails over the course of one month, with the first email being triggered one day post-signup. The subsequent emails in the series were set to deploy every two days thereafter. 

In auditing their onboarding program, Sue reviewed Amplitude’s retention analysis chart, which displays how many users come back to a product after a given period of time. After drilling down to the hour, the chart revealed that about 80% of users drop off after the first 30 minutes with a low likelihood of returning. Sue recognized that the first hour was a critical opportunity to capture engagement, which could have significant implications for long-term user retention. Equipped with this knowledge, Sue went back into the workflow to look for opportunities to optimize.

Test, Learn, Iterate, Repeat.

Recognizing that user engagement is highest in the first hour of downloading the app, Sue began testing her new-member onboarding flow. In her experiment, half of new members were funneled through the same onboarding touchpoints, but without the existing delays—instead of 27 days, the same eight emails went out in 15 days. With this shift, Sue quickly saw that users sent down the shortened path were engaging at a higher rate than those on the extended journey.

Continual testing and optimization are foundational and applicable to all of Calm’s campaigns. “If you don’t know where to start, study the people who are using the product the most. Study the people who are retaining the most. That’ll nudge you in the right direction on what content to show, how often you should message, and what your superstar user looks like. Take that intel, then build your campaign to start having users that aren’t super engaged begin to exhibit and practice those wanted behaviors.”

In gaining a deeper, more holistic view of user behavior, Calm identified opportunities to improve user retention that the team might have otherwise missed.  By optimizing their customer journey in Iterable based on user-engagement data from Amplitude, Calm’s new-member onboarding sequence saw a 4x increase in revenue performance. 

Investing in Amplitude and Iterable helped Calm build a MarTech stack that was fit to scale and keep pace with their rapid growth. It has enabled their team to be better informed about their users and continue to refine communications throughout the entire customer journey, ultimately bringing a little more Calm into people’s lives—one test, one conversion at a time.

The Proof is in the Data

Analyzing product usage in Amplitude inspired simple changes, like shortening the onboarding series length from 27 to 15 days, that produced significant results.

Revenue attributed to their new-member onboarding sequence increased 4x through testing and optimization. 

Leaning into user behavior trends gathered from product and campaign analytics allowed the team to more effectively tailor their communications.


4x increase in revenue from new-member onboarding

15 day onboarding, shortened from 27 days


How Fiit Optimized New User Onboarding to Capitalize on 300% YOY Growth

When three friends joined forces in 2017 with a mission of making the world’s best fitness classes accessible to everyone, it’s doubtful they could foresee the massive shift the fitness industry would experience in 2020. As the world shuttered physical gyms and boutique fitness studios, Fiit.tv was uniquely positioned to step in and fill the void for fitness enthusiasts and newbies alike. 

As a U.K.-based subscription fitness app, available in both the Apple App Store and Google Play Store, Fiit provides on-demand classes, group workouts and tailored training plans to support every stage of the fitness journey. 

While Fiit had seen healthy year-over-year (YoY) growth, nothing could have prepared them for the massive influx of new users trading in-person workouts for virtual, resulting in 300% YoY growth in 2020. 

To effectively capitalize on their expanded addressable market and deliver an experience that would retain those users for the long haul, the Fiit team began testing their cross-channel onboarding sequence to optimize for conversions and retention.

Getting Smarter About Onboarding

In early 2020, Fiit introduced a 14-day free trial for all new user sign-ups. The trial period provided a finite runway for Fiit to educate new users on the various features within the app, and prove enough value to encourage a conversion from free trial to paid subscription. 

Fiit’s existing onboarding sequence lacked clear objectives and left new users unclear on how to best get started. 

“Fiit is quite a complex business, and frankly we were giving too much information to our users upfront. We included information on how to take classes, how to get started in the app, and we also included upsell information on our wearable technology,” said Jimmy Davis, Head of Retention.  

With too much information and not enough clear direction, trial-to-paid conversion rates dropped to just over 56% from a previous average of 60%. Given their influx of new users, Fiit knew even incremental gains in conversion would have long-term implications for their business. 

But before they started testing their onboarding workflow, the Fiit team did extensive research to identify trends in their customer base and clearly define the steps a user needed to take within the trial period to increase the likelihood of converting to a paid subscription. What they found were two actionable insights. 

First, users who complete a class within the first five days of the trial have a higher propensity to convert to a paid subscription. Second, Fiit was being introduced to a new type of customer they had previously struggled to capture. This new persona, “Alli,” saw fitness as part of their lifestyle, held memberships to boutique gyms, and had discretionary income to spend on fitness. 

Knowing the optimal timeframe to engage with new users, and having a better understanding of the personas they were seeking to engage with, gave Fiit the direction they needed to experiment with their onboarding workflow.

Optimizing for Peak Performance

The Fiit team already knew that Iterable’s email and push notifications were the right channels to employ during onboarding, leaning on in-app messaging to engage with users once they are active in the app. Leveraging Iterable Experiments, Fiit tested both content and timing of touchpoints to determine what drove users to complete their first class within the first five days, and ultimately provide the highest trial-to-paid conversion performance. 

First, Fiit A/B tested sending new users a single, recommended class against encouraging them to join a more structured training program. They hypothesized that encouraging users to join a training program would result in lower engagement rates, but initial results actually indicated slightly higher engagement—63% activation within the first five days, compared to 60% activation from users who were sent a single-class recommendation. 

Second, Fiit tested increasing the number of touchpoints (both email and push) on the very first day a user joins. They were concerned that the number of communications might increase unsubscribes and churn, but by capitalizing on user intent, which is highest when a user first downloads the app, Fiit saw first-day activations jump from 58% to 70%. 

In addition to experimenting with content and timing, Fiit added a number of filters to the workflow to identify key customer personas and ensure each user received the most relevant content. By checking the number of classes a user has completed, whether they’ve purchased a Fiit health monitor, what their referral source was, and more, Fiit personalized every step of the onboarding experience.

Building Strength for the Long Haul

Having the right tech stack in place enabled Fiit to optimize their new user onboarding experience and capitalize on an astounding year of growth. 

Prior to leveraging Iterable’s cross-channel Experiments and Workflow Studio to improve new user onboarding, Fiit’s overall trial-to-paid conversion rate hovered around 56%. After testing and optimization, trial-to-paid conversions increased to 65%.

As the Fiit team looks to the future, they’re focused on establishing their platform not as a replacement for in-person fitness, but a complement to it. 

“There’s an interactivity between physical spaces and community that will be critical for us to tap into in order to retain this wave of new users. Fiit really is a platform we see being used everywhere—whether you’re in a gym, at home or outdoors.”


15% increase in trial-to-paid conversions from new user onboarding

12% increase in first-day activations


How TrainingPeaks Strengthened Upsells and Retention with Iterable

In the late ‘90s, elite triathlon and cycling coach Joe Friel started to recognize the limitations of traditional coach-to-athlete communication—handwritten training logs, email and fax machines weren’t efficient enough to keep up with the needs of elite athletes and coaches. 

In partnering with his son Dirk, and family friend Gear Fisher, Joe and team built TrainingPeaks, the world’s first online training log that enables coaches to connect with their athletes over the web. 

Today, TrainingPeaks creates endurance training apps and solutions that help athletes and coaches prepare the right way to reach their goals.

Expanding in Audience and Channels

As TrainingPeaks grew, so did the diversity of its audience and the channels they used to engage each member. For example, coaches typically engage with TrainingPeaks on desktop, while roughly 90% of athletes prefer to engage on the mobile app. 

Michelle Hiland, CRM Marketing Manager, knew that interacting with their audience in the right channel with the right content at the right time was key to increasing upsells and maximizing retention, but she was limited by the functionality of their legacy tech stack. 

“We couldn’t use our data the way we wanted to, and the API was a lot harder for our engineers to use. We were basically limited to profile data only,” said Hiland.

In addition, TrainingPeaks was leveraging two separate tools to manage its email and in-app experience. The disconnect between tools created a disjointed customer experience and crippled TrainingPeaks’ retention and upsell efforts. 

In order to continue growing their international network of coaches and athletes, and optimize their mobile app experience, TrainingPeaks knew it was time to reassess their tech stack.

Unifying Channels for a Seamless Customer Experience

After evaluating a handful of automation platforms, TrainingPeaks chose to unify their inbox and in-app experiences with Iterable’s growth marketing platform. 

“Choosing a platform our engineers approved of was a big sticking point for us,” said Hiland. “The fact that everything is in JSON makes Iterable really easy for them to work with.” 

The ability to easily get data into (and out of) Iterable enabled TrainingPeaks to build workflows that support their multi-channel customer experience, and deliver personalized content based on the events and training programs athletes are interested in. Across their lifecycle campaigns, TrainingPeaks is now able to trigger channel-specific messages based on web, desktop and mobile app engagement. 

In planning for 2020, TrainingPeaks recognized that many athletes were adding events to their calendar, but not purchasing a training plan to help them prepare. Because they had access to all relevant customer behavior, TrainingPeaks was able to create a workflow that triggers when someone adds an event, but does not purchase a training plan. Without Iterable’s flexible data integration, TrainingPeaks wouldn’t have been able to capitalize on this key upsell opportunity.

Stronger Performance for the Long Haul

Unifying their inbox and in-app experiences with Iterable has enabled TrainingPeaks to engage with its users at critical moments in the customer journey. In-app click rates have increased to nearly 70% with an average conversion rate of 6%, and email clicks-to-open rate averages nearly 12%.

TrainingPeaks has also seen a drastic decrease in time spent building their weekly newsletters—what previously took 10 hours a week to create now takes less than 20 minutes, leaving the TrainingPeaks team more time to continually optimize and find incremental gains in their behavior-based automations. 

Having access to the data and the channels to deliver a cohesive customer experience has been critical for TrainingPeaks to effectively support their elite athletes and coaches. Bringing disparate data and channels into a single platform enables personalized touchpoints that consistently increase conversion rates, and drive the long-term retention TrainingPeaks depends on for growth.


70% in-app click rates

6% in-app conversion rates

Decrease from 10 hours to 20 minutes to create their weekly newsletter


bloomon’s Quest to Grow a Perennial Customer Base

Flowers for many represent life and love. Birthdays. Anniversaries. Funerals. Even random acts of kindness. Flowers are a love language in their own right, a visual expression of growth and brightness in the world and a relationship of any kind. 

For the founders of bloomon the flower business had lost that brightness. The joy inherent to receiving or buying flowers had been stripped from the experience. From roadside carts to supermarkets, flowers became something impersonal, something pulled unceremoniously from their plot and stuck in a shop waiting to be bought. 

The supply chain was broken. And so, over a cup of coffee, the three friends devised a plan to get the finest flowers curated into the latest designs from the grower to your door in the fastest way possible.

Reviving Any Fallen Petals

Much like many other subscription-based organizations, bloomon faced the challenge of retaining customers and avoiding churn. For flower aficionado’s, bloomon’s subscription service brings surprise and delight from their constantly-changing artisanal bouquet designs.  

But for many, flowers are often associated with an event, making purchases a one-off occasion rather than a sustained practice. This resulted in customer churn, kickstarting bloomon’s re-engagement campaigns. 

Before selecting Iterable, bloomon ran into troubles personalizing and automating their campaigns in their legacy system. The company started noticing new, advanced opportunities for personalization and automation in their reactivation campaigns. 

As part of their retention efforts bloomon sent incentive-based email campaigns to encourage users to stay. But, in order to disseminate relevant incentives, bloomon needed a way to capture this information and personalize future emails accordingly. Without this data, their reactivation campaigns suffered as a result.

Growing Relationships… One Seed at a Time

With Iterable in place, bloomon sought to revive any wilting customer relationships. The company’s new reactivation campaigns fostered a closer relationship by incorporating customer behavior at the individual level. 

bloomon adjusted their multi-touch campaign to utilize personalization and incentives in varying capacities. The company even preempts the reactivation flow by offering a call-to-action to reactivate the account.

From there, using Iterable’s flexible data management and workflow builder capabilities, bloomon looks to the user profile to determine how to proceed based on the different possible reasons for churn. Perhaps this is not the first time a customer is churning? These customers will receive a different overall experience than those who are looking to churn for the first time. 

If the first email doesn’t prompt reactivation, two emails with incentives and deadlines follow. For those that don’t have it, a free matching glass vase is offered with their bouquet. For customers with the vase, they receive a free matching ceramic vase to broaden their experience. By looking in Iterable at the historical behavioral data of each customer, bloomon is able to curate the customer journey at the individual level. 

bloomon is also using this as an opportunity to encourage use of new benefits and offerings, such as Atelier, a new, premium line of bouquets that differ from the standard membership bouquets. Throughout the whole reactivation campaign, bloomon stops sending promotional messages to the customer, ensuring the incentives and reactivation messaging are getting the user’s full attention. 

Now, bloomon is able to quickly and easily test what works best for their customer base. And this expands beyond just reactivation emails. Bloomon now sends SMS reminders regarding subscriptions and deliveries.

In crafting a cross-channel experience such as this, bloomon is setting itself up to fulfill its promise of bringing humanity and joy back into the flower business for each and every customer that needs a little brightness added to their days.


Doubled the number of reactivations

300% increase in conversions from first-touch personalized email

30-40% of monthly reactivations come from this workflow


Small Business Audience, Big Business Impact: Why HoneyBook Switched to Iterable

Freelancers and small business owners—including photographers, designers, marketing consultants, and lawyers—start their businesses to pursue the craft they love. Too often, however, they have to spend much of their time bogged down by paperwork and overwhelmed by accounting.

That’s why so many of them have turned to HoneyBook. This end-to-end client management app streamlines project tracking, bookings, invoicing and payments, giving these entrepreneurs more time to devote to creative endeavors.

In 2019, Loren Elia, Director of Product Management at HoneyBook, and her team realized that their marketing platform was not the right fit for the company’s business model. Replacing the platform became an urgent matter as their contract was up for renewal in just a few weeks. Unless the team moved quickly they would be forced to stay with the wrong tool for another year.

The team identified Iterable as the ideal solution for their requirements. After moving their campaigns over to the Iterable platform, the team was executing campaigns in just 15 days.

With Iterable, we can test, iterate, learn, and adapt. As a result, we are improving campaign effectiveness over time in a smooth and consistent way.

Loren Elia
Loren Elia
Director of Product Marketing @HoneyBook

Rich Functionality

HoneyBook’s previous marketing system could not keep pace with the company’s rapid growth. Dynamic personalization, multichannel capabilities, and robust A/B testing were just a few of the features missing. Marketing and Growth managers could not get a full picture of the communications that customers received, so they could not track a lead’s progress from initial contact through conversion and beyond.

Increase in conversion rate to become a paid subscriber

Consequently, they lacked the visibility to create a cohesive lifecycle strategy. “We chose Iterable over other tools for several key reasons,” Loren says. “ We liked Iterable’s functionality, which makes it easier to personalize content for specific customer segments. Our engineering and data teams were impressed with Iterable’s APIs and documentation and convinced that Iterable would be the easiest and fastest solution to implement.”

of goal for the second half of 2019 due to campaigns

Fast Time to Value

With close collaboration across their product management, engineering and data teams and Iterable’s implementation consultants, HoneyBook completed the Iterable migration in just 15 days and went on to expand on their current communication strategy through the rest of their implementation

Prior to starting, product management carefully documented all current campaigns along with their data properties, user triggers and audience descriptions. Iterable’s Implementation Consultants also provided guidance on the best, most efficient way for HoneyBook to achieve its goals that helped scale over time. These efforts established a clear roadmap for the cross-functional implementation team.

Loren also noted that Iterable’s excellent support and documentation helped fast-track the implementation process. “The Iterable support team was quick to respond with answers to our questions,” she explains. “And while we had a few training-related questions, the system is intuitive.” 

With Iterable in place, HoneyBook is now focusing on marketing campaigns that drive growth for both the short and long term. The team has built multiple campaigns to address various lifecycle stages, including encouraging new leads to start a trial, guiding trial users through the onboarding process, and engaging new subscribers so they understand how to leverage HoneyBook’s capabilities to grow their own businesses. 

“With Iterable we can continually feed new leads into the funnel,” Loren concludes. “And we can now move people more effectively through the lifecycle—from the time they start a trial through conversion and finally to a subscription. ”

More effective, personalized lifecycle campaigns have not only made it simpler for HoneyBook to focus on subscriber activation and retention but also streamlined the process for users to enjoy the full extent of the benefits Honeybook offers.


Iterable and HoneyBook worked together to shorten the time-to-value to just 15 days.

Robust segmentation and personalization enable HoneyBook to reach prospects with relevant content.

A/B testing allows marketers to fine-tune content, timing, and other factors to improve campaign effectiveness.

The email conversion rate to become a paid subscriber increased by 44% among key audiences, which allowed the team to reach 155% of their goal for the second half of 2019.

Reporting is simpler and more efficient with Iterable. We can create dashboards in our business analytics tool in minutes instead of having to manually enter the subject line of every email we send. This gives everyone in HoneyBook much better visibility into our campaigns, which allows us to collaborate and iterate faster.

Loren Elia
Loren Elia
Director of Product Marketing @HoneyBook

The Dyrt

Personalized Camping: The Dyrt Story

From backpackers to glampers, everyone camps in their own way. Some prefer multi-day hikes. Some don’t even leave their campgrounds, opting for the serenity of just being away from it all. For years, campers struggled to find readily accessible campground information beyond official websites and word of mouth.

And then The Dyrt came along—a community-driven hub for outdoor enthusiasts to share their camping stories and tips for making the most of campgrounds. As their founder, Sarah Smith says, “Looking at review platforms like Yelp or TripAdvisor, we thought: Why can’t this exist for the outdoors?”

If ever there were a group of people who felt a sense of community, it’s the campers in all of us. The only question became how The Dyrt would connect with such a widespread group of people.

A Campground for Every Camper

The Dyrt quickly drew an engaged audience of information-hungry campers from all over the U.S. And as with any business-oriented around community reviews, the Dyrt looked to provide personalized recommendations to each user.  Personalizing at that scale proved challenging. There are countless factors to consider for each camper. Are they staying in a tent? Cabin? RV? Are pets allowed? Is there phone service? Is drinking water available?

increase in weekly retention rates in the app in four months

The Dyrt’s mobile app allows these filters to be applied to searches, but when marketing to the individual, the company found it difficult to include this information in its messaging at scale and on every channel.

increase in open rates on push notifications

Driving Recommendations Through Catalog

The Dyrt’s recommendation engine is driven by user behavior and the filters they apply. This information is then added to a collection in Iterable’s Catalog to create personalized recommendations. 

Relevancy is the key. No one wants to learn about a campsite that is unable to accommodate their wants and needs. And so, the Dyrt is using Iterable’s data management capabilities to identify user preferences and provide hyper-personalized recommendations. 

With Catalog in use, campers are now receiving messages with the best campsites based on their specific preferences, such as location and type of campground. 

To increase the effectiveness of the recommendations, the company has broken through the common problem of data silos between channels and has begun using Catalog insights to inform both email and mobile messaging.

The Perfect Push per Person

Campers are always on the go—or at least looking for the next adventure. The Dyrt understands this and built a comprehensive mobile app, which includes mobile marketing strategies and gamification to ensure campers never miss out. 

In order for each user to receive the perfect set of recommendations on their mobile device, The Dyrt worked closely with Iterable to ensure the right message found the right person. Tapping into Iterable’s data flexibility and depth of API capabilities, the company built a use case that is best suited for their business needs, as well as those of its customers. 

As mentioned, the Dyrt utilizes the information for Catalog to build out its recommendations for push notification campaigns. From there, the company works with react native libraries to identify the activity types for each push notification, such as if the message has been received versus if it has been opened. Iterable then sends a JSON payload allowing for customization of the push with rich push features like imagery.  

The Dyrt then tracks push open rates through easy-to-use APIs. With this flow of data in place, the company is able to more closely monitor user behavior at each stage to inform the success of future campaigns.

The Results

Providing relevant recommendations shows users you’re paying attention. The Dyrt has built a trusting relationship with its users through this process, ensuring users can easily find their dream campsite. And the results have shown this level of care and understanding leads to loyal, longer-term users.


Making Relationships Easier with UpHabit

UpHabit has been called a CRM by some, but as Founder and CEO Neil Wainwright puts it, “UpHabit is about helping you build personal relationships.” The company leans heavily on the “R” of CRM, focusing exclusively on you and your relationships.

Any type. Personal. Professional. Acquaintance. Friend of a friend. Anyone in your contacts list. UpHabit makes it easier to maintain these connections through customizable reminders and follow-up prompts. In the age of endless games of phone/text/message tag, UpHabit keeps the world a little more connected…one relationship at a time.

“We don’t tell you what to say. We just say now’s a good time to talk to that person,” adds Wainwright. With decades of product and customer experience, it only makes sense that Wainwright chose such a common obstacle to tackle.

It’s such a simple thing, but those are how we make good habits.

Keeping the Customer Engaged…and In-App

For UpHabit, the user experience is a focal point. Since declining attention spans helped expedite the need for UpHabit in the first place, Wainwright and team knew their communications with users had to span across channels. Otherwise, they ran the risk of less engagement. Email campaigns were driving users to the app, but UpHabit wanted to see more sustained involvement and engagement. “I always knew we needed a customer engagement solution to improve the way our users interact with the app.”

Increase in subscriber conversion

After some searching, UpHabit chose Iterable for its ease of use and flexibility. The UpHabit and Iterable teams partnered to create a more seamless experience for the user. In line with UpHabit’s vision, Wainwright sought a customer engagement platform whose team would align with the culture he fostered internally.When referencing Iterable, he said, “I liked the team and the approach the most. It was very much about helping us in making sure we made the right choice.” This partnership mentality resulted in a smooth implementation and onboarding process—something UpHabit has achieved using their in-app communications.

drop in subscriber churn.

Using Iterable for a Streamlined Customer Experience

A modern relationship is inherently cross-channel. From texts to social media direct messages to emails to the good old phone call, there are seemingly endless ways to get in contact with someone. It’s about finding the right method that works for each relationship. Much in the same manner, UpHabit worked with Iterable to find the best cross-channel strategy to streamline the customer experience. With consistent messaging reaching across mobile and email, UpHabit is able to sustain a relevant conversation with users. In particular, UpHabit set its sights on in-app messaging as a core piece of its marketing strategy. After all, a message directly in the app is likely to promote further usage and interaction with the product.

While many in-app functions take over the whole screen and cover the app itself, Wainwright knew there had to be a better way. “I wanted a more immersive experience with our app than you’d normally get.” After talking with Iterable, he found it. Using Iterable’s platform flexibility, UpHabit customized their in-app messaging using their own JSON payloads to incorporate their design and create a more dynamic experience. From there, with behavioral data, the company encouraged users to interact with the app.

Small efficiencies like these—in conjunction with the strength and functionality of Iterable’s Workflow Builder—have helped UpHabit build their own direct relationships with users. For new users that have completed the onboarding process, UpHabit utilizes a comprehensive cross-channel welcome campaign to ensure users are aware of the platform’s breadth of capabilities—even providing tips and tricks on how to best utilize important features and functions. Based on dozens of event triggers and behavioral data, UpHabit built a detailed, 90-node workflow within Iterable to contact users via multiple channels—email, push notification, and in-app—to cultivate a strong foundation from which customers can build their relationships. In this workflow, UpHabit even sends a survey directly from Wainwright. His goal is to keep an open conversation with users for an enhanced customer experience. The cross-channel welcome campaign does just that. “Customers often freak out how quickly I reply!”

Results of In-App

Customizable message design to include text, graphics, animations, calls to action, and more.

Data flexibility to send tips and tricks based on user behavior to highlight important app functionality

Offer beta signups for new features to engaged users in the right context at the right time

Building Meaningful Relationships

The UpHabit-Iterable partnership makes valuable connections easier. These connections are not linear either; they create a network. By incorporating Iterable into their latest product enhancements, UpHabit has seen this network grow with a 718% increase in subscriber conversion and, perhaps more importantly, maintain its size, seeing a 42% drop in subscriber churn.

With Iterable’s technology and expertise simplifying the customer journey, UpHabit has helped users create more meaningful relationships while simultaneously building a more meaningful relationship between the company and its customers.

Our users feel a lot closer to us because they know we’re always engaging with them. We’re always a click away.

Neil Wainwright
Neil Wainwright
CEO & Founder @UpHabit


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Expanding Reach Through More Channels

Whether they want tickets for the next Lady Gaga concert, the World Series, the Indianapolis 500, or Hamilton, people are quickly discovering that SeatGeek is the place to find the best selection and great bargains. This relative newcomer to the online ticket business has quickly grown to offer the largest inventory of live event tickets on the web, in addition offering differentiating services like best-bargain ratings and notifications when a fan’s favorite team or entertainer will be performing nearby.

Increase in revenue from email and push

Email and push have been the primary channels for interacting with customers. However, according to Ben Clark, Vice President of Customer Retention, the marketing team previously struggled to deliver consistent, relevant messaging across channels because their email and push tools ran on separate platforms. The old tools were cumbersome to use and offered limited functionality. Worse yet, they didn’t support the team’s AI driven, omni-channel marketing strategy, which includes reaching customers through SMS, in-app messaging, and social media.

Increase in 4Q17 sales attributable to ad hoc email using data feeds

We didn’t want an email application with mobile capabilities bolted on or vice versa. We wanted a platform that was architected to support the channels we use now as well as the ones we plan to use in the future. That requirement ruled out pretty much every solution except Iterable.

Ben Clark
Ben Clark
Vice President of Customer Retention @SeatGeek

Tackling the Complexity of Selling Tickets for Live Events

It takes innovation and creativity to take market share from well-known, high-visibility incumbents that have been in the ticket business for decades. Increasing brand awareness, however, is just one of the challenges SeatGeek marketers face. Selling tickets for live events is complicated. At any given time, hundreds of thousands of events are happening and the majority of sales for any given event occur close to the event date.

Ben notes that the incredible diversity of the audience further complicates the marketing effort: “There’s a huge difference between the baseball customer and the person buying tickets for an indie concert. Plus there are intrinsic challenges in operationalizing, advertising, and messaging specifics for a product like ours. Without geotargeting, for example, our messaging may be irrelevant and we have calendar restrictions to consider. The bottom line is we have to be very precise about our messages and the channels we use.”

Increase of users reached by adding push

Taking a Consolidated, Personalized Approach

Since implementing Iterable two years ago, the marketing team have consolidated all types of email as well as push notifications onto the Iterable platform, including:

  • Transactional messages triggered by purchases—for example, purchase confirmations and ticket deliveries— as well as routine transactional messages for such requests as password resets.
  • A completely automated weekly newsletter with content personalized based on customer purchases, location, and website behavior combined with suggestions derived by SeatGeek’s recommendation engine.
  • A welcome workflow that builds engagement with customers who open an account with SeatGeek.

Driving Revenue Increases

“We’re very close to achieving our vision of maturity for email as a channel. We’re also making great progress with push and we’re using Iterable to experiment with artificial intelligence, SMS and in-app messaging to better understand what kind of metrics we can achieve in each channel. With that information, we can make a case to the business and justify spending in other channels,” Ben says.


Consolidation of all email and push interactions onto a single platform ensures consistent messaging across channels.

Easy-to-use interface allows marketers to create highly granular customer segments and complex workflows without engineering help.

Data feeds enable precise targeting and personalization of messages, which enhances customer loyalty and encourages repeat business.

Testing provides insight into which campaigns and channels work best, improving decisions on how to allocate marketing spend.

Since switching to Iterable, email-attributable growth has outpaced almost every other segment of our business, nearly tripling year over year.

Ben Clark
Ben Clark
Vice President of Customer Retention  @SeatGeek


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Zillow is the leading real estate and rental marketplace dedicated to empowering consumers with data, inspiration and knowledge around the place they call home, and connecting them with the best local professionals who can help. Zillow serves the full lifecycle of owning and living in a home: buying, selling, renting, financing, remodeling and more. Zillow’s living database of more than 110 million U.S. homes includes homes for sale and rent, as well as those not currently on the market.

Iterable’s Impact at Zillow

By using Iterable’s growth marketing platform, Zillow has evolved its email strategy from weekly batch-sends to a data-driven nurture and drip program.

This program includes Zillow’s welcome series and recurring lifecycle campaigns, both of which are triggered by users’ web behavior.

Users are segmented by lifecycle stage in order to receive targeted messages that support their Zillow on-site experience.By running experiments and A/B testing in Iterable, Zillow can dynamically tailor its messaging to each customer segment. This allows Zillow to better engage its audience and provide valuable upselling opportunities, such as mortgage loans.

Massive Scalability for Agile Marketing Campaigns

Scalability was a major concern for Zillow, which had found itself outgrowing the capabilities of its legacy email service provider.

It was simply taking too long to segment users and manage campaigns for this fast-moving business.

After evaluating several alternatives, Zillow selected Iterable for its ease of use and ability to scale, giving the company a long runway for growth.

Now Zillow’s agile email marketing team can spend less time setting up campaigns and focus instead on the work that matters.

“Iterable makes it so easy to accomplish my work. I don’t need to swap between tabs or different UIs. Unlike other tools I’ve used, Iterable is not another hurdle to jump over. It helps me do my job,” said Jamie Plankenhorn, Sr. Manager, Email Marketing at Zillow.

Zillow also pointed to Iterable’s responsive customer success team as key to its growth marketing efforts.

Plankenhorn explained, “One of the things I love about working with Iterable is how much they do on our behalf. Everybody there is working toward the common goal of making our email marketing successful.”

Iterable is innovative and is constantly adjusting to the evolving marketing technology landscape. We appreciate this as a like-minded company, because it’s so much easier to work with companies that share your ideals.

Grace Pratt
Grace Pratt
Sr. Marketing Specialist  @Zillow

Workflow Spotlight

Zillow’s marketing mission is to map highly relevant content to a customer’s journey in finding a new home.

This strategy effectively maintains user engagement across the entire customer lifecycle.

To engage pre-existing users during their home shopping experience, Zillow sends a nurture email campaign with targeted content.

This campaign is more effective than large-scale batch sends, because it delivers content to users in digestible bites when it is most relevant to them.

Here is how it works:

  • The campaign is triggered when someone takes an identified home shopping action on the site.
  • The campaign includes as many as ten emails over 40 days dependent on email engagement.
  • Once users move to the next step of their homeownership journey, they enter into a new lifecycle workflow for more relevant content.

This re-engagement email series has paid off for Zillow, achieving an increase of 161% in open rates in the first quarter of 2017 after implementing Iterable’s solution.

Key Takeaways

Zillow uses Iterable for its content marketing messaging, sending targeted, dynamic messages to its customers across the entire lifecycle.

With its sophisticated segmentation and workflow tools, Iterable has enabled Zillow to achieve 161% lift in open rate and 18% lift in click-to-open rate (CTOR).

Iterable’s scalability ensures that Zillow can easily send messaging to millions of users.

Iterable is integral to our future email strategy. We believe we are just scratching the surface of our integration with them and can’t wait to dive deeper into the tool’s capabilities to see what additional lift in engagement we can unlock!

Jamie Plankenhorn
Jamie Plankenhorn
Sr. Manager, Email Marketing  @Zillow


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Having Two-Way Conversations With Personalized Content

Care/of (www.takecareof.com) was founded on the principle that the choices we make regarding nutrition, health, and fitness are highly personal. The company produces made-for-you vitamin packs that are personalized for each customer’s health and fitness goals, diet, and lifestyle. So it’s not surprising that the Care/of growth team employs the same made-for-you approach when it comes to interacting with customers.

Decrease in unsubscribe rate year over year

Anu Verma, head of marketing, says that the emphasis on personalizing interactions based on customers’ interests, health goals, and the combination of vitamins and supplements they take is a major reason the company selected Iterable as its growth marketing solution.

Iterable’s omni-channel marketing platform enables Care/ of to segment customers based on their health goals and deliver elegant and highly relevant content across email, social, SMS, and other channels.

With Iterable, we’re segmenting customers based on the high-level goals they’ve shared with us and personalizing content around those goals as well as around the products in their personalized vitamin packs.

Anu Verma
Anu Verma
Head of Marketing @Care/of

Creating Two-Way Conversations

The personalization process begins when site visitors click the Personalize button on the Care/of website. The process guides consumers through a series of questions that capture such information as name, gender, lifestyle/ habits, and goals for diet, health, and fitness. Placing that first order triggers the post-purchase workflow that welcomes new customers to the Care/of community and follows up with content tailored to customer goals and the products in the customer’s personalized pack.

Increase in open rate year over year

“With Iterable, we’re able to segment customers based on what they want to accomplish, their knowledge level, the importance of scientific data in making their choices, and their openness to ancient and traditional medicines,” Anu says. “Personalization helps customers see the connection between our products and their goals. It promotes a two-way conversation that enhances the customer experience and allows us to gain more insight into our customers—for example, capturing order dates, changes in the personalized pack, and referrals.”

Increase in email sends year over year due to personalization

The more personalized approach is yielding gratifying results. Open rates from active customers rose 27% year over year (YoY) and active customer unsubscribe rates dropped 38% YoY. The intuitive user interface has boosted productivity, enabling marketing to increase to number of email sends to active customers by 138% YoY

Encouraging a Sense of Community

The post-purchase workflow also provides a means for encouraging participation in the Care/of community. Anu says that getting customers to share workout routines, healthy eating tips, and successes helps strengthen a sense of belonging. “One way we do that is by featuring user-generated content, such as Instagram posts, in email messages to our customer base. With Iterable, marketers can move user content into a message with a few simple edits.”

Care/of also circulates information about trending health topics, articles, and riddles in its monthly newsletter, providing engaging, often educational, health content with a dose of fun and creativity. In setting out to dedicate an editorial and creative voice to a topic with real depth— health and wellness—Care/of makes use of a broad tool set available within Iterable, including A/B testing content and copy, segmenting users based on interest area, and workflow functionality.


With Iterable, year-over- year open rates rose 27%, unsubscribe rates dropped 38%, and email sends are up 138%.

Personalization promotes two-way conversations that provide rich insight into customer interests and needs.

Segmentation based on customer goals enables Care/of to deliver elegant, highly relevant content across channels.

A/B testing enables marketers to continually improve the performance of content and copy.


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Empowering Marketers With Data at Their Fingertips

99designs, the world’s largest on-demand design marketplace, makes it easy and affordable for people to connect with designers—whether it’s an entrepreneur looking for a logo design, a business owner redoing a website, or a writer searching for a book cover illustration.

The company’s go-to-marketing strategy—to position the company as both a marketplace for designers and a provider of a dependable product for consumers— presents a challenge to the 99designs growth team. This requires tailoring marketing campaign messaging for two highly diverse audiences: businesses in need of design services and tens of thousands of designers looking for projects.

Increase in open rates

According to Kelly Inglis, marketing manager, and Kelly Morr, senior manager of content strategy, Iterable is helping the marketing team improve open rates, click-throughs, and conversion rates. Why? Because Iterable enables 99designs marketers to segment customers in a highly granular manner and target customers with personalized messaging that engages them more effectively.

Increase in click rates

Iterable is allowing us to segment customers more effectively and personalize the messages we send them. By delivering relevant content to the right people we’re driving up engagement.

Kelly Inglis
Kelly Inglis
Marketing Manager  @99designs

Targeting and Personalization Improve Campaign Results

Before implementing Iterable, 99designs marketers were struggling with a legacy marketing tool that wasn’t marketer friendly and required extensive engineering support. Creating small, highly targeted customer lists was just not practical considering the amount of technical assistance required. With Iterable’s rich feature set and intuitive user experience, the 99designs growth team can now easily segment customers and personalize content without extensive engineering support.

“One of the big advantages of Iterable is the integration with Segment, which gives us easier access to customer data and allows us to build our own lists,” Inglis explains. “We’re able to customize our targeted campaigns based on such factors as previous purchases and not completing a purchase. Our abandonment campaign is now delivering better results because the message content refers to the design category under consideration and speaks directly to what the prospect is looking to buy.”

Increase in conversion rates for industry-specific campaigns

Innovation Drives Engagement

With Iterable, the team spends less time on the back-and-forth between marketing and development. Consequently, team members have more time to focus on strategic activities such as finding innovative ways to make campaigns more engaging and more profitable. The focus on strategy is paying off:

  • Personalizing the post-purchase campaign series based on industry has increased open and click-through rates and, ultimately, helped double conversion for the entire series.
  • A revamped email newsletter is increasing engagement with highly relevant content that people are excited to see in their inboxes.
  • A design contest follow-on campaign invites customers to “work with your winning designer on another design project.” Messages include the winning designer’s name, a link to the designer’s profile, and other elements related to the contest.

Business Results

With the implementation of Iterable, 99designs marketers have more visibility into and control over their campaigns. Because Iterable is so easy to use, channel managers now have full ownership of their campaigns.

The improved campaign performance is validated by quantifiable results, as the post-purchase series clearly demonstrates. Improvements in that campaign include an 11% increase in open rates and a 36% rise in clickthroughs resulting from the incorporation of industry-specific campaigns. Industry-specific personalization also ultimately helped double conversion rates for the entire series.


Eliminating the back-and- forth between marketing and engineering accelerates campaign creation and time to execution.

Segment integration facilitates access to customer data, enabling marketers to build their own customer lists for targeted campaigns.

Targeted, personalized campaigns generate higher open, click-through, and conversion rates.

Channel owners have better visibility into and control over their campaigns.

With Iterable, a channel owner who wants to conduct a survey or run a Facebook campaign can create the customer list, build the campaign, and test various elements of the messages to see which combination delivers the best results—all without technical assistance.

Kelly Morr
Kelly Morr
Senior Manager of Content Strategy @99designs




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Fender was founded in 1946 by Leo Fender, a radio repairman whose experiments with Hawaiian lap steel guitars grew into the world’s leading guitar manufacturer. Over 70 plus years, Fender has produced some of the most iconic guitars and amps in the history of American music: Princeton Reverb® amplifiers, the Telecaster®, the Precision Bass®, and of course, the Stratocaster®. These instruments have been played by legends like Jimi Hendrix and Eric Clapton and can be found on every festival and rock or jazz club stage.


Fender has inspired millions of people to learn to play guitar. However, for most aspiring players, the initial burst of inspiration fades quickly—90% of first-time players quit within six months. This retention problem led Fender to begin investing in digital properties four years ago. The company now has three different mobile apps—Fender Play™, Fender Tune™, and Fender Tone™—as well as a direct-to-consumer business and e-commerce platform; however, the majority of its business is done with local musical instruments dealers around the world.

User engagement with videos

Fender Play is a digital learning subscription app that helps people pick up skills and start a lifelong relationship with guitar, bass or ukulele; Fender Tune is an intuitive digital guitar tuner with several added features for pros/advanced players; and Fender Tone works hand-in-hand with the brand’s Mustang GT digital modeling amps to help players explore guitar tones from their favorite artists and create their own

There’s a whole journey from learning the first chords to the first performance that Fender can help facilitate. Our goal is to help people develop a lifelong relationship with guitar, and that means engaging them on digital.

Brian Schmidt
Brian Schmidt
Director, CRM & Retention @Fender

With these digital properties, Fender wanted to do more than sell guitars—it wanted to become a mentor that provided customers with the education, information, and support they needed to pursue their passion for music. Beyond subscription revenue, Fender aimed to develop the lifetime value potential of any given guitar player and create a customer journey that would last for decades. To accomplish that goal, Fender needed holistic insight into the customer journey.

However, because Fender started out as a manufacturer of physical products and because it’s digital ecosystem was built quickly, the company had a siloed tech stack with user data spread across many disparate locations. Its old email provider, for example, didn’t integrate with its data layer. When someone signed up for Fender Play, the system didn’t know what instrument or genre they were playing, or if they were even playing at all.

Fender also had a separate solution for pushing in-app messaging that didn’t know what was happening on the website or in the other Fender apps, because they were all in separate locations. All the disparate silos meant the data could not be made actionable to create a more meaningful, engaging, personalized customer experience that drove retention.


Fender wanted to own its relationships with customers and evolve how it thought about LTV to encompass instrument sales, app subscriptions and engagement, and in-app purchases. The marketing team set out to map the customer journey and identify opportunities for engagement and potential drop-off points. By working with Iterable, Fender was able to consolidate all customer information across all digital sources into one unified customer profile. If a customer is watching a video in Fender Play or buying something on (Fender.com) or connected to their digital amplifier, the company can use that data to deliver a more personalized experience. Collectively, all these data points provide insight into a customer’s offline behavior with their guitar, such as how often they play, and make it actionable, creating a feedback loop.

Fender uses Iterable as a growth marketing platform for email and mobile messaging. This enables Fender to deliver cross-channel campaigns that drive offline behavior with online engagement. Take onboarding, for example. Fender uses Iterable’s Workflow Studio to onboard new customers in Fender Play. A customer comes in—either from iOS, Android, or the web—and chooses to start a free trial. Then Fender activates their messaging workflow. Based on what instrument they’re playing, what genre they’re playing, how much they’re playing, and what platform they’re on, Fender’s marketers make decisions around the types of messages to send them.


Fender has seen improvements in retention of a month-to-month paying user because of engagement with videos. 89% of users watch a video on their first day. Through a personalized onboarding experience, Fender has seen an increase in engagement, encouraging people to watch more videos, learn more guitar, and then stick around as a paying member.

Iterable allows us to drive the customer journey in a completely different way than we were able to before. Centralizing in-app messaging, push messaging, and email on one platform, with a unified customer profile view, enables us to seamlessly engage across our digital and physical universe. With all our data in one place, we can strategically drive lifetime value.

Brian Schmidt
Brian Schmidt
Director, CRM & Retention @Fender

Madison Reed

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Bridging Online & Offline for Seamless Experiences

With Madison Reed’s online subscription service, consumers can achieve salon-quality hair coloring at home— conveniently, confidently, and economically. In addition to aggressively growing its online business, this relatively young company is opening physical locations called Color Bars to give customers the option of obtaining hair-coloring products and services in person.

Upgrade to subscription conversion

According to Julia Papane, Email Marketing Specialist, understanding and responding to customers’ hair coloring needs and preferences is key to building lasting relationships that drive company growth and ultimate customer lifetime value. Until 2016, however, the marketing team didn’t have an effective way to create highly personalized, cross-channel interactions that help build long-term customer relationships.

Incremental lift from addition of direct mail

To make those interactions possible, the company replaced its cumbersome and limited marketing solution with Iterable. This innovative growth marketing platform is enabling the team to create engaging campaigns that reach people through the web, email, SMS, direct mail, and other channels. The results speak for themselves: The upgrade-to-subscription conversion rate for Iterable campaigns is 45% higher than that of a control group. Moreover, the team found that adding direct mail to the workflow yielded an incremental 3% lift in upgrades.

With Iterable, we’re tracking customer behavior across online and offline interactions and creating seamless cross-channel experiences tailored to the way each customer prefers to buy from us.

Julia Papane
Julia Papane
Email Marketing Specialist @Madison Reed

Achieving a Seamless Path to Value

Marketers and engineers alike were excited about the move to Iterable. Iterable’s flexible data model, modern APIs, and universal webhooks saved engineering time by simplifying integrations with other platforms. For example, Madison Reed leverages integrations with Segment, for customer data, and Lob, for direct mail.

Because of Iterable’s straightforward, intuitive interface, marketers were able to quickly leverage these integrations. Today, Segment events trigger campaigns based on customer purchases and other behaviors. Delivery of a customer’s first order, for example, triggers a series of messages containing how-to videos and custom tutorials to set customers up for success, thereby increasing the likelihood of subsequent orders.

“We’ve created some cool dynamic lists and workflows that leverage integrations to automatically trigger campaigns,” Julia says. “Through the integrations, we can automatically synchronize Iterable with the customer database and create messages including instructional materials that are personalized based on an online hair color survey completed by each customer. The messages include relevant images and descriptions from our product catalog. It’s super exciting.”


Cross-Channel Reactivation Campaigns Reduce Early Drop-Off

Marketers have leveraged Iterable to create a reactivation campaign that is reducing customer drop-off after the first purchase. Because the hair color survey asks how often customers color their hair, marketing can determine expected reorder dates. The campaign workflow uses that information to generate lists of people who didn’t reorder at the expected times and put their names in the reactivation workflow.

“Through testing, we found that the best reactivation sequence is an email message followed by a direct mail postcard, which is then followed by another email message,” Julia notes. “The win-back content is consistent across all interactions. It’s easy to include webhook integrations in our workflows to trigger interactions in real time—for example, the direct mail postcards. That’s key in a business where highly personalized timing is everything. We’ve put an SMS webhook in the workflow so that customers who have opted into SMS receive an SMS nudge if they don’t engage with the email messages or postcard.”

Building Customer Lifetime Value With Online and Offline Interactions

Today, Madison Reed marketers use Iterable across the full range of customer interactions, from transactional communications and onboarding campaigns to reorder and reactivation campaigns that drive engagement and build lasting relationships. The ability to track online and offline interactions provides a 360° view of each customer, sharpening personalization and relevance. And ongoing testing of content, timing, channel, and other campaign components provides the insights marketers need to continually optimize email, postcard, and SMS campaigns to gain lifts in engagement and overall business KPIs. 


The upgrade-to- subscription conversion rate for Iterable campaigns is 45% higher than that of a control group.

Multivariate Testing and Performance Optimization showed that the addition of direct mail to the reactivation workflow drove an incremental 3% lift in upgrades.

Easy integration with other marketing platforms saves hours of engineering time and powers sophisticated campaign workflows.

Automated campaigns triggered by individualized customer behavior are increasing reorders, expanding the customer base, and increasing revenue.

With Iterable, we’re building more one-to-one personalization across channels, ultimately driving customer lifetime value.

Julia Papane
Julia Papane
Email Marketing Specialist  @Madison Reed


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Box Scales to Millions While Achieving Seamless Customer Engagement With Iterable

More than 90,000 businesses globally use the Box cloud content management platform to enhance collaboration among their employees and partners. End users in these enterprises leverage Box capabilities for tasks ranging from file sharing and access on mobile devices to sophisticated business processes such as data governance and retention.

Two years prior to implementing, Box created a customer engagement function to expand the company’s reach beyond administrators to the people who use Box every day. The new team’s purpose: Ensure that end users get maximum value from Box’s offering.

The expansion required scaling up Box’s customer communications capability from tens of thousands of administrators to tens of millions of end users.

For a lean team like ours, the ability to create campaigns that personalize on a massive scale—for millions of users—is a must-have. That’s what Iterable gives us.

Nora Soza
Nora Soza
Sr. Program Manager, Customer Success Operations  @Box

Highly Tailored Onboarding Drives Usage

Nora and her colleagues are focused on growing adoption to increase the value of the Box platform to enterprise customers, ultimately promoting customer loyalty and retention. To achieve this mission, the team is developing and executing campaigns that talk directly to the end-user community.

In line with this strategy, the team worked with the Box growth team to launch the user onboarding program. The campaign’s purpose is to increase adoption by educating people on how to leverage Box capabilities to increase their job efficiency and effectiveness.

Increase in users Box can reach

This sophisticated welcome series created with Iterable leads end users through a customized path based on milestones such as account creation, initial login, and usage, as well as other user-specific attributes such as the Box applications downloaded and how frequently each end-point is used. Communication is highly personalized— even employing the user’s language of choice.

Increase in user adoption

“We’re constantly working with our business analytics team to understand the next action a given user is likely to take based on previous actions taken or not taken,” Nora explains. “We use those insights to fine tune the welcome series and build out new workflows that shorten the time it takes to move people to the next level of usage. We used Iterable’s A/B testing to compare the results of the new welcome series with our previous approach and were able to show an 10% increase in user adoption,” Nora says.

Lifecycle Campaign Composition Enables Personalization at Scale

Nora attributes the success of the welcome series and other campaigns to the ability to gather and combine many different types of data for segmentation and personalization. The team takes advantage of Iterable’s modern APIs and flexible data integration to access data from Salesforce.com and other sources and combine it with Iterable data. Iterable’s Workflow Studio pulls external data into the platform and triggers tailored messages as users reach specific milestones. Message content is based on such factors as lifecycle stage, Box components downloaded, and usage data.

“We’ve also automated the process of localizing campaigns for our global user community so that we can easily deliver content in the user’s language,” Nora remarks. “The team leverages Iterable’s APIs to push HTML templates into Box to then be shared with their localization vendor. Once complete, a job runs to pull the translated content back into Iterable. That process has increased the speed of translation by 5X.”

Faster translation of campaigns leveraging an Iterable itegration with Box


Personalization engages customers more effectively, strengthening relationships with enterprise customers. Higher engagement among users has increased user adoption by 10%.

Lifecycle Campaign Composition enables the team to get new campaigns ready for rollout to Box’s global user community
5 times faster.

Marketers have enhanced segmentation and personalization by combining Iterable data with data from Salesforce and other marketing tools.

Iterable allows us to segment results providing insights into user metrics around activation, nurture, and re-activation. These metrics have not only provided a baseline but proven program success and opportunities for continued improvement.

Nora Soza
Nora Soza
Sr. Program Manager, Customer Success Operations  @Box


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With over $17 million in funding and a business that has grown by over 500 percent in the past year, Curology is on a mission to provide personalized prescription skincare for acne and anti-aging directly to tens of thousands of subscribers

Curology sets itself apart from other skincare companies by offering their patients customized combination treatments and one-to-one interactions with licensed dermatology providers.

To achieve this personal touch, its team of marketers need a growth marketing platform that can deliver highly personalized content and relevance at scale.

Iterable’s Impact at Curology

In the past, the growth marketing team at Curology used two separate platforms to manage email and SMS campaigns. Data silos hindered the company’s ability to build robust subscriber profiles and deliver personalized messages in real time.

“When two communication channels don’t talk to each other, you can’t execute cohesive user engagement campaigns. With Iterable’s true omni-channel platform, we know we can provide the seamless experience that our patients expect,” says Fabian Seelbach, VP of Marketing at Curology.

Now, by partnering with Iterable, Curology has eliminated its data silos and increased its treatment plan compliance by 14 percent by incentivizing its customers with highly relevant messages.

For example, members receive a daily SMS reminder to apply their acne treatment. Those that do are rewarded with a funny gif, encouraging patients to stick with their prescribed treatment regimen.

Using Iterable’s visual, drag-and-drop Workflow Studio, Curology can now identify which members aren’t engaging via SMS, and reach these individuals with targeted email follow-ups, tracking email and site metrics to ensure that they’re achieving relevance across all marketing channels.

This true omni-channel approach to supporting patients throughout their journey has improved Curology’s customer engagement by 26 percent, increasing revenue by 10 percent.

Targeted Text Messaging to Teens

At Curology, licensed dermatology providers create treatment plans and customized formulas; to ensure their patients’ success, they need to know if patients are following through on those plans and what the improvement looks like.

“It sounds simple, but getting teenage patients to apply their medication every night is difficult,” says Seelbach. Sending a daily email reminder fell short as a solution, which led the Curology team to add SMS messaging to their campaigns.

Now, thanks to Iterable’s flexible data model, Curology can create custom events for any customer data point, including whether members have uploaded a recent photo of their skin’s progress.

Those who haven’t are segmented and sent a targeted SMS, reminding them to send a photo update and explaining why it matters. Most importantly, members are able to snap a selfie and respond directly to the text—dramatically reducing the friction in patient-to-provider response rates.

Curology’s segmentation becomes even more sophisticated during the customer journey. Email follow-ups are triggered automatically if members haven’t shared a photo in a designated number of days.

These dynamic segments are leveraged in other email campaigns as well, creating a cohesive customer experience that directly results in higher engagement.

How Does Curology Work?

Curology’s mission is to connect customers with highly customized prescription skincare for acne and anti-aging—and that sense of connection and customization needs to shine through its marketing messaging as well.

To keep its young user base engaged with the product and in dialogue with the team of dermatology providers, Curology has mapped several highly specific communication touch points.

But there’s no one-size-fits-all to how—or where—members interact with the brand, so flexibility is paramount.

Here is how it works:

  • The onboarding campaign is triggered by Iterable when someone signs up for a Curology subscription.
  • Habit forming is paramount to Curology’s growth rate, so users are invited to participate in a 21-day challenge, receiving daily SMS reminders to apply their customized formula as prescribed.
  • Based on the individual’s behavior, personalized emails may also be sent to increase their engagement.

This measured approach to SMS and email messaging is part of an in-depth process to drive relevance at every stage of Curology’s customer experience.

The company uses Iterable to ensure that members are following their skincare regimens and achieving better outcomes. And as Curology’s marketers can attest, the more satisfied customers become, the greater the impact on top-line growth.

Key Takeaways

With Iterable’s true omni-channel capabilities, Curology has improved customer engagement by 26% and increased revenue by 10%.

Curology uses Iterable to increase treatment plan compliance by 14% by sending dynamic, personalized messages across SMS and email.

Patients younger than 30 are 10% more likely to opt-in to the SMS challenge—Iterable’s dynamic data segmentation allows Curology to quickly act on customer behavior.

Curology’s efforts to support our patients in their battle against acne directly impact the success of our business. The capability to easily execute dynamic channel and message personalization based on the unique treatment plan of each patient is the reason we switched to Iterable

Fabian Seelbach
Fabian Seelbach
VP, Marketing @Curology


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Spotting a Diamond in the Rough: Crushing Data & Uncovering Success

Rocksbox is an interactive, hyper-personalized discovery and shopping service for fashion jewelry. For a monthly subscription fee, members gain access to rent unlimited jewelry from premium designers & brands. Stylists rely on in-house technology and customer-provided feedback to personalize each box shipped directly to the customer’s door.

How does Rocksbox work?

  1. New members take the Style Survey to indicate style preferences. They can also select pieces directly from the Wish List.
  2. Rocksbox Stylists send members a curated, 3-piece jewelry set to wear on loan.
  3. When they’re ready for a refresh, members can swap at anytime for a new set of jewelry. Members communicate with their Stylist by leaving feedback, ensuring an even more personalized next box.

In addition, Rocksbox members can purchase jewelry right out of their box using member rewards and discounts.

Growth Marketing

Member engagement is inherent in Rocksbox’s business model with personalization at the core of the experience. Growth marketing at Rocksbox combines user acquisition and member engagement, optimizing all points of communication to maximize ROI. The team is highly experimental and data-driven, always exploring new ways to engage their members and implementing workflows based on testing outcomes.

Email marketing and member communications are key for growth, customer activation and ongoing engagement – and this is where Iterable comes in!

One-Stop Customer Messaging

Rocksbox uses Iterable for all customer messaging, including:

  • blast marketing newsletters
  • drip campaigns
  • re-engagement campaigns
  • gifting campaigns
  • influencer outreach
  • triggered emails based on customer characteristics and actions
  • transactional emails for purchases, forgotten passwords, etc.

This compares to their past use of separate systems which were difficult to scale, error-prone, lacked reporting/analytics and were not easy for a marketer to set up and use without the help of an engineer.

Iterable now allows a team of two marketers to manage engagement campaigns sending well over 500,000 monthly messages to hundreds of thousands of customers and subscribers!

Iterable is our key platform for driving customer growth and engagement at Rocksbox. We can run and optimize all our campaigns just using the Iterable tools.

Amanda Nguyen
Amanda Nguyen
Growth @Rocksbox

Key Takeaways

Rocksbox uses Iterable for all customer engagement campaigns and messaging, eliminating the need for separate systems.

Iterable enables Rocksbox to easily run sophisticated workflows that maximize customer engagement.

Rocksbox has A/B tested every single message sent via Iterable and has achieved significant lift in metrics and ROI.

Sophisticated Campaigns and A/B Testing

Rocksbox has taken advantage of Iterable’s tremendous flexibility to create sophisticated workflows and to optimize all aspects of their campaigns.

A simple example of a workflow in action is Rocksbox’s feedback request workflow:

  • When a member’s return box is scanned by the postal service, they are prompted via email to leave feedback (if they haven’t done so already on the website) for their Stylist. Rocksbox Stylists rely on this incredibly valuable feedback to curate an even more customized experience in their next box.
  • In a certain time period, if a member has not yet left feedback on the pieces in their Rocksbox, they will receive an email prompt upon receipt of their returned box from an Iterable workflow.
  • At that time, if they’ve already left feedback, they will instead receive an email notification with a secondary call to action, like a reminder to add new items to their Wish List.

This flow has been tested and been found to have excellent results in terms of future engagement.

To make the most of their opportunities, Rocksbox has A/B tested every single message they send with Iterable. This includes testing bolder subject lines, sender name and title, main copy and more. Among other benefits, this testing has led to a 20% increase in email open rate across all campaigns, with similar gains for click-through rates, conversions and ultimately revenue for the company

The growth marketers at Rocksbox have standardized on Iterable as their key platform for managing and optimizing all ongoing customer engagement.

Iterable has made it extremely easy for us to execute and optimize sophisticated engagement campaigns with minimal engineering engagement.

Maeve Ricaurte
Maeve Ricaurte
Marketing Manager  @Rocksbox


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Sophisticated Email Marketing for Better Healthcare

SingleCare offers savings on out-of-pocket prescription, dental, vision and telehealth costs. Members save up to 80 percent on prescriptions and have access to SingleCare’s national dental and vision networks.

Whether it’s a life-saving drug, routine dental cleaning, or just an eye test, SingleCare believes that consumers should be able to compare costs for healthcare services and receive care without worrying about networks, coverage limitations, or deductibles.

Iterable’s Impact at SingleCare

SingleCare uses Iterable’s Growth Marketing Platform for all email messaging, including transactional emails, marketing blasts and behaviorally triggered emails.

Once a user signs up for an account, Iterable enables SingleCare to trigger workflows based on website interactions.

SingleCare can send personalized emails related to customers’ specific needs, whether they are interested in discounts on prescriptions or booking a dental or vision appointment.

Marketer-Focused for Highly Effective Campaigns

As a rapidly growing startup, the marketers at SingleCare found themselves frustrated with the slow support response times and outdated user interface from their legacy email service provider.

They needed technology that offered a more organized, streamlined process to build their programs without depending on their engineering team.

After evaluating several alternatives, SingleCare selected Iterable for its modern functionality and ease of use.

Elisha Singh, Marketing Coordinator at SingleCare, can also trust that emails sent through Iterable end up in the inbox where they belong, not blocked by internet service providers or tossed in spam folders.

In addition to appreciating its marketer-friendly UX and reliable, robust technology, SingleCare benefits from Iterable’s dedicated customer support.

“Iterable’s customer success team is incredibly knowledgeable, quick and helpful. Everyone is so nice and pays such great attention to any issues I reach out to them with,” said Singh.
By freeing up resources and increasing efficiency, SingleCare now spends more time testing email messaging and deploying targeted campaigns with Iterable.

It’s incredible to see the types of filters that the workflows offer, and even a more impressive selection of actions that we can set up for users. Iterable has allowed us to send more customized content, which is increasing our member engagement with emails and the website.

Elisha Singh
Elisha Singh
Marketing Coordinator @SingleCare

Key Takeaways

With Iterable, SingleCare increased email open rates from 12% to 35% and grew its audience from 25,000 to 150,000 users in six months.

An engaging five-email welcome series offers answers to FAQs, significantly decreasing the number of support tickets filed by new users.

With Iterable, SingleCare can build and run marketing campaigns and optimize their performance without relying on technical resources.



Powering Personalized Marketing for 1,500+ Independent Restaurants

By 2025, digital sales are projected to account for over 50% of all restaurant sales (source). Yet, many local and independent restaurants lack the resources to capitalize on the rise of digital ordering. 

ChowNow, an online food ordering service, empowers independent restaurants to get online—reducing their dependence on third-party marketplaces, and helping them thrive in the hyper-competitive pickup and food delivery space. ChowNow’s digital ordering tools, custom-built mobile apps,  and premium print and email marketing services allow restaurants to build direct relationships with their diners. 

To power their email marketing services, ChowNow relies on Iterable’s cross-channel automation capabilities. Early on, they delivered simple, custom-branded monthly promotional emails for each individual restaurant (aptly named, the Monthly Taste). These emails promoted any services available at each restaurant (for example, curbside pickup, delivery or dine-in options). Today, ChowNow offers lifecycle marketing campaigns designed to encourage repeat ordering and grow revenue for over 1,500 restaurant partners. Restaurants who participate in ChowNow’s premium email marketing services see an average ROI of 26 to 1. (Source)

“Being able to automate and personalize these campaigns for each of our restaurant partners is critical to our team’s success. There’s no way we could run campaigns at this scale without Iterable.”

Tyler Kotovsky
Tyler Kotovsky
Senior Email Production Manager @ChowNow

Automated Personalization at Scale

With Iterable’s Workflow Studio and audience segmentation tools, the ChowNow team can power restaurant-to-diner (B2B2C) communications for the 1,500+ restaurants in it’s email marketing program, in addition to powering the lifecycle program for ChowNow’s B2C marketplace app. 

To customize their email content at scale for each restaurant’s unique brand, ChowNow uses a combination of handlebar logic and snippets. Handlebar logic dynamically populates data stored on the user profile or in event data, while snippets make it easy to reuse content across multiple templates. In concert with Iterable’s robust data foundation, ChowNow is able to deliver personalized communications to diners on behalf of their 1,500+ restaurant partners.

“Prior to Iterable, our email program took three people an entire month to run. Now, one person can manage it for all our restaurants in 10-20 hours a month.”

Tyler Kotovsky
Tyler Kotovsky
Senior Email Production Manager @ChowNow

Helping Restaurants Thrive in the face of COVID-19

When the COVID-19 pandemic sent shockwaves through the industry, ChowNow jumped in to provide the critical technology and marketing support their restaurant partners needed—informing diners of updates to restaurant hours, services offerings, and more. Within days of widespread closures, ChowNow was able to segment and communicate with over 2.6 million diners with updates on their favorite local restaurants.

In the first four months, ChowNow drove one million additional orders  for ChowNow’s restaurant partners. 

ChowNow also introduced a loyalty program, Loyal Local Memberships, that allowed diners to purchase a yearly membership in exchange for discounts at their favorite restaurants. This new offering provided the immediate revenue independent restaurants needed as they grappled with the impact and uncertainty of the COVID-19 pandemic, while also building diner loyalty. Today one-third of Loyal Local Memberships purchased are driven by ChowNow’s B2B2C email program.


1.3 million users receive Monthly Taste on behalf of 1,500 ChowNow restaurants, with an average conversion rate of 6.5% and an average of 26X ROI.

Decrease from 500 hours to 10-20 hours a month to manage email marketing for over 1,500 restaurant partners

33% Loyal Local Memberships purchased attributed to email marketing through Iterable

1 million additional orders driven to independent restaurants through COVID-19