About Bloomberg
Bloomberg Media is the world’s leading multi-platform media company for business and finance, which draws on the editorial resources of more than 3,000 journalists and analysts in more than 100 bureaus around the world. Bloomberg Media is the consumer-facing media organization of Bloomberg L.P.
Natalie's Bio
Natalie Serret is a seasoned CRM and marketing professional with more than 10 years of experience and a track record of driving success through the strategic use of lifecycle marketing campaigns, customer data and digital technology across various industries. Currently, as the Senior Lifecycle Marketing Manager at Bloomberg Media, she oversees the strategy for email and in-app campaigns for subscriber engagement and retention.
Originally from Miami, she now resides in New York City. When she’s not geeking out on marketing technology, you can find her bopping around the world trying out good restaurants and going to live music events.
Featured Quote
Iterable's experiments feature with the holdout functionality has really unlocked our ability to measure incrementality.
Interview
When and how did you get your start in marketing?
My whole life I’ve gravitated towards graphic design. Even in Elementary school, I would design birthday cards and party invitations for my friends using design software(it was in a CD back then). That eventually evolved into opportunities like being editor in chief for my middle school yearbook, designing class t-shirts for my senior class in high school, and ultimately, majoring in Advertising in college where I eventually began to gravitate more towards the business side of things. After landing an internship on the Loyalty marketing team at Royal Carribean, I fell in love with 1:1 marketing which at the time was primarily email and direct mail, and that set me on the path I am still on today, now also adding SMS and mobile marketing to my 1:1 marketing toolkit.
What brings you joy in your role?
Lifecycle marketers are equal parts creative, strategic and technical. We are unicorns of sorts and that keeps every day new and exciting. Because technology is always evolving, it unlocks new ways of reaching our customers in a personalized way. Seeing campaigns through end to end and being able to measure the success of your campaign is extremely rewarding. Not to mention, the subject of my current role is so important because keeping our users informed about what’s happening in the world has a real impact on people’s lives.
What tips, tricks, or pieces of advice would give a new Iterable user?
Really think through your use cases before implementation so you can set up your schema, attributes and events in such a way that you can execute what you need and future-proof it.
What are some Iterable features that have made your job easier? Or have been game-changers for yourself and your team?
The experiments feature with the holdout functionality has really unlocked our ability to measure incrementality. In the subscription business, when looking at retention metrics, comparing KPIS from your treatment group against the holdout is really the best way to measure impact.
As a consumer, what brings you joy from a brand’s outreach/communication?
As a consumer, I appreciate recognition, especially in the form of “surprise and delight.” In this digital age, where even calling customer service can be an automated service, brands need to find ways to bring in a human element. It seems obvious, but when personalization is done right, you feel seen. Remind me how long I’ve been a customer, make me feel appreciated, surprise me with something.
How do you stay up–to–date with the latest trends and developments in marketing?
As a true email lover, I am signed up to several industry email newsletters such as, AdWeek, Litmus, INMA, Morning Brew, and Really Good Emails.
What’s the best advice you’ve ever been given?
The best advice I’ve ever been given is “trust but validate.” Especially when working with big data, you always want to really confirm data is flowing through correctly. One example is when launching automations, there are so many nuances from customer to customer, you want to closely look at a handful of customers. Beyond just making sure the automation works as expected, I’ve often found bugs when doing this as well, which is really helpful in making sure your data is clean and well managed.
What’s one thing that can instantly make your day better?
A sweet treat!
Campaign Portfolio
Bloomberg Year in Review
Objective
Bloomberg aimed to enhance user engagement and retention through a highly personalized Year in Review email campaign. The goal was to provide subscribers with a tailored snapshot of their reading habits while reinforcing their connection to Bloomberg’s content. By enhancing personalization, the campaign sought to highlight user-specific insights, encourage further content exploration, and drive deeper engagement with Bloomberg’s offerings.
Summary
In 2024, Bloomberg elevated its personalization strategy through a three-way integration across Movable Ink, ActionIQ, and Iterable. This enabled the Year in Review email to dynamically showcase multiple user-level attributes, including subscription start date, articles read, and favorite topic areas. Catering to its competitive and finance-savvy audience, the campaign revealed if a user ranked among the top X% of readers, further fostering engagement. Additionally, the email featured personalized content recommendations, industry-based newsletter suggestions, and broader community insights, such as the most-watched stocks and top-read articles of the year.
Results
The campaign exceeded expectations, outperforming all key benchmarks. Compared to the previous year’s performance, click-through rates (CTR) increased by 67%, while cancellation rates dropped by 55%. These results demonstrated the power of hyper-personalized content in driving higher engagement and strengthening subscriber retention.