Email Marketing Case Study
Keeping contact and campaign data consistent across six locations
A multi-location early learning and childcare group (identity anonymized at the client's discretion).
Identity anonymized at the client's discretion. Every number below is real and verified. Seeour case study policy.
The challenge
Enrollment and marketing data lived in two systems that didn't talk to each other: a CRM used for day-to-day family and enrollment management, and Klaviyo for email marketing. Across six centre locations, keeping contact lists, tags, and campaign targeting accurate meant manual reconciliation, which meant it inevitably fell behind.
What we built
CRM-to-Klaviyo sync, not a one-time export
We built an ongoing sync between the CRM (Owna) and Klaviyo, so contact records, tags, and list membership update automatically as enrollment data changes, instead of a periodic manual export.
Location-aware segmentation
With six centres in the group, campaigns needed to reach the right families for the right location. The sync preserved location and programme data so Klaviyo segments stayed accurate without manual tagging.
Built with the agency team, not around them
This system was delivered working alongside the client's existing marketing and account team, integrating into their workflow rather than replacing it.
The outcome
Contact and campaign data now stays consistent across all active centre locations without a team member manually reconciling lists between systems. We haven't published a specific time-saved or open-rate figure for this account because we don't have an independently verified before/after number on file, the same standard we hold the rest of these case studies to.
Frequently asked questions
What does CRM-to-Klaviyo automation actually keep in sync?
Contact records, tags, list membership, and location/programme data, updated automatically as records change in the CRM rather than through periodic manual exports.
Does this work for a business with multiple locations?
Yes, that's exactly the scenario this was built for. Location data is preserved through the sync so Klaviyo segments and campaigns stay accurate per site.
Do we need to replace our CRM or email platform to do this?
No. This connects the systems you already use. We build the sync around your existing CRM and email platform rather than requiring a migration.
Can this include actual email campaign content, not just data sync?
Yes, see our marketing automation service page for AI-assisted content and campaign workflows built on top of the same clean, synced data.