Toptal builds life cycle email strategy for cashback loyalty platform preparing for global expansion.

A cashback loyalty platform partnered with Toptal to transform its ad-hoc email marketing into a structured life-cycle system designed to improve onboarding, activation, and retention ahead of international expansion.

Client

An Australia-based cashback and loyalty platform helping members earn rewards on everyday purchases.

Industry

Consumer Products

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Challenge

The platform had low email open rates, no systematic automation, and no life-cycle segmentation. New members lacked a structured path toward their first cashback purchase, while limited funnel visibility made it difficult to understand where users were actually dropping off.

Solution

Automated Life-cycle Marketing

Toptal built a HubSpot email system with automated onboarding and activation flows, behavior-triggered nudges, A/B testing, and Active/Warming/Dormant segmentation across the contact database.

Data-driven Email Optimization

Toptal developed custom responsive HTML emails and diagnosed structural inbox-placement and funnel-tracking issues, helping the company distinguish genuine performance problems from measurement gaps.

Outcome

Complete Life-cycle Email System

The platform moved from ad-hoc email sends to a documented life-cycle system that guides new members toward their first purchase and reengages users based on behavior and engagement.

Stronger Foundation for Growth

Toptal identified that an apparent conversion drop-off was actually a tracking gap and provided the team with the tools and knowledge to manage its email program independently and make more evidence-based decisions.

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