The Email Experience Streamlines 30+ Client Accounts with Polar Analytics
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connected
per month
About The Email Experience
The Email Experience is a performance-driven email and SMS marketing agency specializing in Shopify and Klaviyo integrations. They help more than 30 ecommerce brands scale their retention efforts through automated flows, segmentation, and lifecycle marketing strategies. By combining deep analytics with tailored messaging, their team optimizes customer journeys and maximizes revenue from owned channels.
Juggling 30+ Clients Without a Centralized View
As The Email Experience grew, keeping up with dozens of client accounts across Klaviyo and Shopify became a logistical challenge. With no centralized way to track performance across brands, their team dealt with:
- Manually checking each client’s Klaviyo account for email and SMS performance, which slowed down response times for optimizing campaigns.
- Constantly jumping between Shopify and Klaviyo dashboards to verify revenue attribution, leading to delayed insights on which flows or campaigns were driving results.
- Spending hours compiling reports for clients, which took up time that could have been spent on strategy and optimizations instead of admin work.
At the core of their operations is Charlene R., Head of Operations, who is responsible for developing systems and processes to measure team output, assess project capacity, and improve efficiency and quality. As the agency took on more clients, the inefficiencies in their workflow became even more apparent. She explained:
“We were constantly switching between accounts, manually gathering insights, and trying to track campaign performance across 30+ brands. It wasn’t scalable.”
One Login, Endless Possibilities with Multi-Workspaces
To streamline operations and eliminate inefficiencies, The Email Experience turned to Polar Analytics’ Workspace feature, giving their team instant access to all client accounts from a single login. This eliminated the need for constant platform switching and manual data pulls, allowing them to work faster and more efficiently.
Beyond accessibility, Workspaces provided a structured way to scale insights across clients. The team could replicate dashboards, reports, and custom configurations from one client account to another, reducing the time spent setting up each new brand. Instead of building analytics from scratch for every client, they could apply proven reporting structures and focus on strategic execution.
“Managing 30+ client accounts used to mean endless logins, passwords, and switching between tools. With Workspaces, we access every client’s data instantly, and we can replicate our best dashboards from one brand to another in minutes. It’s our secret sauce—clients stay for what we do with the data, not just how we collect it.”
They also adapted Polar’s automated Alerts for performance changes. The tool instantly flagged drops in Klaviyo engagement, SMS conversions, and revenue trends, so the team could react in real-time.
With Polar’s first-party tracking, Polar Pixel, they improved email tracking and retrieved more event data. In addition, they launched Polar’s Klaviyo Flow Enricher, enabling more effective abandonment flows and increasing engagement through personalized automation.
From Reactive to Proactive with More Strategic Execution
With their analytics centralized in Polar, The Email Experience saw immediate improvements in efficiency and decision-making. Instead of spending hours manually compiling reports, the team could now focus on high-value strategic work.
Their new setup cut down time spent on reporting by 120+ hours, allowing them to act on insights in real time rather than react to problems days later. By setting up automated alerts for performance changes, they could proactively optimize Klaviyo engagement, SMS conversions, and revenue trends before they negatively impact clients.
With more reliable attribution tracking through Polar Pixel, the agency gained a clearer view of which email and SMS campaigns drove conversions, allowing for smarter optimizations and stronger overall performance. The addition of Klaviyo Flow Enricher enabled them to improve abandonment flows and recover lost revenue through personalized automation.
The Email Experience also used Workspaces to build intellectual property (IP) within Polar itself, a refined data setup that became a key differentiator for their agency. Their ability to create and apply custom dimensions, metrics, and reporting structures offered unique value to clients beyond just having access to the data. Agencies often worry that referring brands to analytics platforms will reduce their value, but for The Email Experience, Polar reinforced its role as an essential partner in interpreting and acting on insights.
“Before Polar, our team was constantly scrambling to compile reports. Now, we get alerts for performance dips and can fix issues before they become problems. The best part is how we can replicate successful dashboards across multiple brands. This approach is what separates us from a basic referral to Polar; we offer the expertise behind the data.”
What’s Next for The Email Experience
The Email Experience plans to enhance its email campaigns by analyzing performance trends across its diverse clientele on a unified dashboard. The agency plans to deepen its segmentation and personalization tactics to boost client ROI, while also exploring AI-driven tools for real-time behavioral predictions and automated responses. By focusing on these strategic initiatives, The Email Experience Agency is set to cement its reputation as a leader in data-driven email marketing, delivering exceptional value while shaping the future of digital marketing.
“Managing email marketing at scale requires more than just great strategy—it requires the right tools. Polar has become essential to how we operate, helping us to deliver results faster and more efficiently.”
What where your goals ?
What are your marketing challenges ?
Juggling 30+ Clients Without a Centralized View
As The Email Experience grew, keeping up with dozens of client accounts across Klaviyo and Shopify became a logistical challenge. With no centralized way to track performance across brands, their team dealt with:
- Manually checking each client’s Klaviyo account for email and SMS performance, which slowed down response times for optimizing campaigns.
- Constantly jumping between Shopify and Klaviyo dashboards to verify revenue attribution, leading to delayed insights on which flows or campaigns were driving results.
- Spending hours compiling reports for clients, which took up time that could have been spent on strategy and optimizations instead of admin work.
At the core of their operations is Charlene R., Head of Operations, who is responsible for developing systems and processes to measure team output, assess project capacity, and improve efficiency and quality. As the agency took on more clients, the inefficiencies in their workflow became even more apparent. She explained:
“We were constantly switching between accounts, manually gathering insights, and trying to track campaign performance across 30+ brands. It wasn’t scalable.”
How did you monitor growth before Polar Analytics ?
One Login, Endless Possibilities with Multi-Workspaces
To streamline operations and eliminate inefficiencies, The Email Experience turned to Polar Analytics’ Workspace feature, giving their team instant access to all client accounts from a single login. This eliminated the need for constant platform switching and manual data pulls, allowing them to work faster and more efficiently.
Beyond accessibility, Workspaces provided a structured way to scale insights across clients. The team could replicate dashboards, reports, and custom configurations from one client account to another, reducing the time spent setting up each new brand. Instead of building analytics from scratch for every client, they could apply proven reporting structures and focus on strategic execution.
“Managing 30+ client accounts used to mean endless logins, passwords, and switching between tools. With Workspaces, we access every client’s data instantly, and we can replicate our best dashboards from one brand to another in minutes. It’s our secret sauce—clients stay for what we do with the data, not just how we collect it.”
They also adapted Polar’s automated Alerts for performance changes. The tool instantly flagged drops in Klaviyo engagement, SMS conversions, and revenue trends, so the team could react in real-time.
With Polar’s first-party tracking, Polar Pixel, they improved email tracking and retrieved more event data. In addition, they launched Polar’s Klaviyo Flow Enricher, enabling more effective abandonment flows and increasing engagement through personalized automation.
From Reactive to Proactive with More Strategic Execution
With their analytics centralized in Polar, The Email Experience saw immediate improvements in efficiency and decision-making. Instead of spending hours manually compiling reports, the team could now focus on high-value strategic work.
Their new setup cut down time spent on reporting by 120+ hours, allowing them to act on insights in real time rather than react to problems days later. By setting up automated alerts for performance changes, they could proactively optimize Klaviyo engagement, SMS conversions, and revenue trends before they negatively impact clients.
With more reliable attribution tracking through Polar Pixel, the agency gained a clearer view of which email and SMS campaigns drove conversions, allowing for smarter optimizations and stronger overall performance. The addition of Klaviyo Flow Enricher enabled them to improve abandonment flows and recover lost revenue through personalized automation.
The Email Experience also used Workspaces to build intellectual property (IP) within Polar itself, a refined data setup that became a key differentiator for their agency. Their ability to create and apply custom dimensions, metrics, and reporting structures offered unique value to clients beyond just having access to the data. Agencies often worry that referring brands to analytics platforms will reduce their value, but for The Email Experience, Polar reinforced its role as an essential partner in interpreting and acting on insights.
“Before Polar, our team was constantly scrambling to compile reports. Now, we get alerts for performance dips and can fix issues before they become problems. The best part is how we can replicate successful dashboards across multiple brands. This approach is what separates us from a basic referral to Polar; we offer the expertise behind the data.”
What were your needs ?
What’s Next for The Email Experience
The Email Experience plans to enhance its email campaigns by analyzing performance trends across its diverse clientele on a unified dashboard. The agency plans to deepen its segmentation and personalization tactics to boost client ROI, while also exploring AI-driven tools for real-time behavioral predictions and automated responses. By focusing on these strategic initiatives, The Email Experience Agency is set to cement its reputation as a leader in data-driven email marketing, delivering exceptional value while shaping the future of digital marketing.
“Managing email marketing at scale requires more than just great strategy—it requires the right tools. Polar has become essential to how we operate, helping us to deliver results faster and more efficiently.”