AgilOne helped natural nutrition company Shaklee organize its customer data and send personalized marketing campaigns. This allowed Shaklee to increase engagement through targeted emails. Shaklee saw a 48% open rate and 28% conversion on abandoned cart campaigns. Customer clustering identified underserved groups and increased revenue 3x. Overall, AgilOne helped Shaklee maximize impact with its small marketing team through predictive analytics.

1. AgilOne helped Shaklee maximize their
modest marketing resources and boost
customer engagement with automated,
personalized campaigns driven by
predictive marketing analytics.

2. A Natural Nutrition Company
Uses Analytics Cloud To Increase
Customer Engagement
Shaklee is a natural nutrition company focused on improving health and wealth around the world with better
products that are worth sharing. Shaklee believes that if each of us does our small part—taking small, simple
steps to not only take care of ourselves, but to also share what we love about Shaklee with others—then together,
we can make a difference for people and the planet. Having been in business for 60 years, Shaklee developed
a large, loyal customer base and collected a lot of data about their customers. They saw the need to start
organizing their customer data so they could start taking steps towards transforming the way they communicate
with consumers. The company looked to AgilOne to help their small but driven marketing team wrangle in their
data, develop personal marketing campaigns and generate impactful results.
The challenges
Shaklee is an international company that has been growing since it was established in 1956. Their marketing
team may be of modest size but they have large aspirations to understand the needs of their customers and
create more relevant communications. Their challenges included:
• Looking to organize their customer data and start sending more personalized content to their customers
based on their unique preferences and lifestyles, moving away from impersonal batch and blast emails.
• Wanting to be able to identify long-time loyal customers to make sure they are being rewarded and
continue to feel appreciated.
• Determining what elements of their business drives the most revenue and engagement in order to develop
stronger marketing campaigns around what their customers love. recommend products.
AgilOne Solution
Cleansing the Data
AgilOne became Shaklee’s expert ‘data scientists’ without the exorbitant costs and additional internal manpower.
Using AgilOne’s platform, the company was able to organize their customer data and make it actionable. They
now have a comprehensive view of their customer’s buying behaviors, preferences, past purchases, and more,
which they use to develop tailored, relevant communications.
Cart Recovery and Replenishment Campaigns
Shaklee was able to see quick results with their abandoned cart campaigns. This was a great way to pick low
hanging fruit and start sending personalized emails without much hassle. Using the data AgilOne collected,
Shaklee is now able to send an email to a customer who placed a product in their cart and left without
purchasing. The message reminds the customer of their abandoned items and reinforces the unique value of
those products. Shaklee saw a 48% open rate and 28% conversion rate with their abandoned cart campaigns.
Shaklee also launched a replenishment program to remind customers when it is time to reorder products which
resulted in 35% open rates and 22% conversion.

3. Revenue Finder
Using AgilOne, Shaklee discovered that customers who made their first purchase without a free membership
offer spent 75% more than those members who joined with a free membership offer. They also found that
members who placed autoship orders will spend on average 3x more over their lifetime. The company was then
able to develop smart campaigns around membership programs to encourage customers to sign up and enroll in
autoship when possible.
Customer Clusters
Shaklee used AgilOne to sort their customer base into clusters, or groups of customers with similar interests.
In doing this they found a weight-loss cluster that had been under-communicated to. With this information
Shaklee was able to send additional personalized communications to this unique cluster, resulting in 3x increase
in revenue. They also learned that customers tend to make the majority of their purchases within specific
nutritional categories and rarely migrate across categories, prompting an initiative to focus communications to
each cluster around the most complimentary products for each cluster.
AgilOne Inc.
1091 N Shoreline Blvd, #250
Mountain View, CA 94043
European Headquarters
16 St. Marin’s le Grand
London EC1A 4EN
+ 44 (0)2073978357
(877) 769-3047
(408) 404-0152 fax
sales@agilone.com agilone.com
“If you don’t have the time
or money to do data science
in house, but you care
about hyper-targeted and
personalized marketing
campaigns, then I recommend
that you choose AgilOne.
Seeing such significant
increases in engagement and
revenue lifts has proven that
AgilOne really works.”
George Shehata
VP, CRM of Shaklee
AgilOne is a comprehensive
cloud-based marketing
intelligence platform that
helps companies maximize
their impact and effectiveness
across all channels. AgilOne’s
powerful applications help
clients know what customers
are likely to buy, resulting in
higher sales and lower costs.
Our clients include brands
such as Bosch, Ideeli, Mavi,
PetCareRx, Shazam, and
Sports Authority.
agilone.com
Results
• Shaklee saw a 48% open rate and 28% conversation rate with their AgilOne driven abandoned cart
campaigns.
• Shaklee saw a 35% open rate and 22% conversation rate with their AgilOne replenishment program.
• The company began to use AgilOne’s collected data to understand customer lifetime value, and found
factors that drive 3x lifetime value.
• With AgilOne the company was able to identify new clusters of customers and send them personalized
communications, resulting in 3x increase in revenue.