01
The challenge
Shiftbase makes scheduling and time-tracking software for shift-based businesses. Its funnel numbers had been flat for two years, and lifecycle email in Customer.io was not pulling its weight.
- Low engagement on email campaigns.
- Paid, email and conversion work ran as separate efforts rather than one funnel.
02
Our approach
Plan
An audit of the Customer.io setup and CRM: data, event tracking, segmentation, campaigns, messaging, compliance, integrations and reporting.
Design
A redesign of the full funnel across paid acquisition, lifecycle email and the conversion path.
Deploy
Rebuilt email flows and conversion-path improvements, rolled out across the funnel.
03
The results
- Email click rate rose 126%.
- Conversion rate rose 29%, and the gains held.