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Automated Customer Data and Email Personalization for a Subscription Commerce Business

CLIENT

Equilibria

myeq.com
Our stack is very custom - WP + Woocommerce and tons of API work, used as a webapp engine of sorts. Andrew has been key to the build out of what we have today, accommodating so many business needs that nobody really thought could be possible on our stack. Our investors are always impressed.
Marcy Capron-Johnson Co-Founder, CPO, CTO, Equilibria, Inc

Challenge

An e-commerce business offering subscription-based wellness products required accurate customer data in their email marketing platform to deliver personalized campaigns. Manual data entry between systems created gaps in customer profiles, missed engagement opportunities, and resulted in inconsistent tracking of customer behaviors like quiz completions, subscription changes, and purchase patterns.

When the marketing team wanted to send targeted campaigns, they were working with incomplete and outdated information. Every hour spent on manual data entry was an hour not spent on the campaigns themselves.

Solution

84EM built an integration that automatically keeps customer data in sync between the online store and the email marketing platform. Every customer interaction – purchases, subscription changes, product quiz completions, and wellness tracking – flows into the marketing platform in real time, giving the team the data they need to send personalized campaigns.

The system handles high-traffic periods without impacting the shopping experience, processing updates in the background so customers never notice any slowdown.

Key Capabilities

  • Real-time customer profile updates. Purchases, subscription changes, and quiz completions are automatically reflected in the marketing platform the moment they happen.
  • Complete customer activity tracking. Purchases, subscription status, quiz responses, loyalty program tiers, and wellness dashboard activity are all captured, giving the marketing team a full picture of each customer for targeted campaigns.
  • Flexible data controls. The team can choose exactly which customer data points flow into the marketing platform, adapting to new campaign strategies without development work.
  • Reliable high-volume processing. Data flows smoothly during peak traffic periods without impacting the customer shopping experience.

Results

The marketing team went from manually entering customer data to having every customer interaction automatically reflected in their email platform. Campaign personalization that previously relied on incomplete or outdated information now uses real-time data across every customer interaction.

Subscription lifecycle campaigns became possible for the first time. The team can now see when customers transition from one-time buyers to subscribers, when subscriptions are modified, and when renewal patterns change – each triggering targeted email sequences that were impossible with the previous manual process.

Quiz completion data flowing into the marketing platform enabled personalized product recommendation campaigns based on individual wellness goals. Customers who completed the product quiz but had not purchased received tailored follow-up sequences. These had no automated path before the integration.

The real-time data eliminated a recurring problem where marketing campaigns referenced stale customer information – such as promoting subscription upgrades to customers who had already upgraded, or sending renewal reminders to customers who had cancelled.

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