Use Cases


Email Production

Problem. An enterprise company planned to shutter its entire internal email production operation over a lack of resources.

Solution. Apt sunsetted an aging email creation tool and created a new custom tool that integrated with the Salesforce to MailChimp Connector (SFMC). Apt assumed responsibility for all daily email production and worked closely with the email marketing team and analytics team.

Results. Apt measurably increased agility with design changes, testing capabilities, production efficiency and decreased company costs.

APT email production & execution

Campaign Performance 

Problem. An enterprise client partner’s bi-weekly email newsletter lacked subscriber engagement.

Solution. Apt executed version testing and analyzed the data. We were able to identify key drivers and motivators for the target audience to improve results.

Results. Apt’s data analysis showed that the client’s original hypothesis to drive more traffic to specific calls-to-action by reducing the number of modules was incorrect. Instead, the data showed that the audience engaged when the newsletter presented numerous areas of interest to readers.

Operations Services

Problem. A client partner needed a team to handle incoming listings on their platform.

Solution. Apt supported a team of five to handle incoming listings as well as helping to improve existing listings. The project included analysis, improving listings, ensuring adherence to platform requirements and listing best practices.

Results. Apt has continued to monitor and optimize the team and its operations.

Data Management

Problem. An enterprise organization used multiple, disparate marketing channels but had limited insights into each channel and needed multiple siloed systems to access analytics.

Solution. Apt automated recurring data feeds from each of the individual systems into a central data repository and implemented a cross-channel Tableau-based dashboard.

Results. The client partner’s team was able to consolidate systems, view more comprehensive data across channels for their entire marketing effort, and gained deeper and more meaningful insights into campaign performance.

Communication Planning

Problem. A client partner needed to deploy versioned messaging to millions of customers worldwide related to an upcoming administrative change.

Solution. Apt worked with the client partner’s team to determine which versions needed to go to the various recipient sets at the proper times. Apt coded translations and executed the global deployment.

Results. Apt coded 24 unique templates and 72 language variations, and deployed more than 1.6 million emails across over 70 individual recipient lists.

Customer Relationship Management

Problem. An enterprise company had data coming from multiple places and third parties. They wanted to identify common data points and disparate data to provide summary insights and reporting for marketing teams.

Solution. Because the data was in multiple silos, we had to treat it differently and access it differently. We built a data repository that houses all historical data together and identified common threads within the data to tie it together.

Results. Now all the client partner’s data is in one place, They can see the data performance for all of their campaigns, channels and providers as well as run reports anytime with historical data. Data retention in the depository is longer. Dashboards enable the client partner to see key performance indicator (KPI) data across channels.

Automated Infrastructure

Problem. Client partner had a telemarketing-based program used to make outgoing calls to third-parties to alert them of policy changes or promotions. The mostly manual process of delivering information to third parties was cumbersome and challenging to for account managers to receive information back on contacts and outcome.

Solution. We built a tool within Salesforce so that account managers in the associated departments have access to information sent to third-parties. The solution solved the needs of multiple groups in multiple departments with one automated solution.

Results. The solution freed up resources from day-to-day duties to work on content and allowed the client partner to be more strategic with its telemarketing programs. Our proprietary messaging system is still the gold standard for the client partner’s bi-directional messaging.

Automated Infrastructure

Problem. A client team wanted to deliver prioritized, unique messages to individual users based upon their behavior patterns.

Solution. Not all messages applied to all users and the sequence in which messages should be delivered was individualized for each user. Apt built an automated, customized business intelligence system on which messages would be targeted to individuals, when, and how frequently.

Results. An infrastructure to automate a dynamic campaign list improved how messaging is tailored, timed and repeated.

Communications & Triggers

Problem. A client partner’s internal outreach team lacked a system that would identify triggers to better pinpoint their conversations with third-parties and customers.

Solution. We made a list of items about which agents should talk to targeted contacts. Triggers were prioritized so that each contact received a bulk message with custom add-ons attached.

Results. Apt’s purpose-built system that takes a master list of users (defined/housed in a single system) and queries a large data set to determine actions or messages for hundreds of thousands of users enabled the client partner’s internal outreach team to more effectively communicate with third-parties and customers.

Evergreen Campaigns

Problem. The client partner wanted a cache of evergreen campaigns to draw on for non-critical, not time dependent information messaging to third-parties.

Solution. Using our team’s knowledge of the client partner’s products and services, we generated a comprehensive, continuous set of evergreen campaigns to optimize capacity and messaging to users through key channels.

Results. We focused the evergreen campaigns on best practices to communicate to third-parties what the client partner wanted done but wasn’t time critical.

File Mover

Problem. The client partner had large volumes of files from third-parties, email system providers and outreach initiatives that had to moved for various internal teams to use.

Solution. Apt built a custom solution to manage the pick up, processing, transformation, and archiving of data between internal and external systems. FileMover, an application that searches and moves groups of files from one directory to another, was the backbone behind the project.

Results. Because we built the tool and coded it we met the client partner’s file organizing requirements by programming the application where to move files and what kind of encryption was needed. The system picked up the coding and moved the files as structured.

Customer Populations Segmentation & Targeting

Problem. The client partner needed a customer population segmentation and targeting model for major product and marketing releases that occurs three times a year to its entire customer base.

Solution. Apt built a custom segmentation model for each release cycle based on the initiatives/messages and the user types targeted.

Results. The solution fit the client partner’s campaigns by supporting the generation of fully personalized and customized messages based on individualized impact.

Campaign performance>

Operations Services>

Data Management>

Communications Planning>

Customer Relationship Management>

Automated Infrastructure>

Communications & Triggers>

Evergreen Campaigns>

File Mover>

Customer Population Segmentation & Targeting>