Challenge
Life.io came to The Grovery with a need to configure the Hubspot platform for the unique challenges of non-standard campaign categorization and replicating workflows to scale across distinct whitelabeled onboarding and engagement experiences. The need Together, we worked with our client to identify the following needs: Configure the selected SaaS solution partner to meet the client’s long term goals Map user requirements to the SaaS system’s capabilities Create, develop and document a system and process for managing the end user experience.
Solution
Build a scalable process to bulk onboard 100,000+ end users Create and implement a process to automate changes across the platform to create distinct branded experiences for each of their customers Implement event and logic based triggers to automate a seamless progressive end user journey
Results
We supported our client with the onboarding process, educated the client on the language and functionality of the platform, and supported our client with the platform integration to their systems. When the integration was complete, we delivered: Strategies for building process workflows and engagement journeys to support our client’s customer onboarding and engagement experience Construct marketing campaign configuration to properly evaluate user engagement across various white-labeled customers
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