Maximizing Marketing Automation through Data Integration and User Experience

What’s up everyone, today we have the pleasure of sitting down with Benoit Leggieri, Head of Growth at Livestorm. 

Summary: Benoit offers a behind-the-scenes look at how Livestorm’s martech stack drives growth and personalization. At its heart is Customer.io, seamlessly integrated with tools like Amplitude, Segment, and Mutiny, creating a powerful system that delivers tailored experiences while scaling effortlessly. By leveraging data-driven workflows to address user needs with precision and automating processes like product certification, Livestorm not only boosts conversions but also deepens customer relationships. Their strategic use of gated content for complex demos further enhances engagement, showcasing a martech strategy that’s as effective as it is thoughtful.

About Benoit

• Benoit started his career at a B2B comms agency before joining HUB Institute, Paris’ top think tank as a Growth marketer
• He later joined an event software startup as a product marketing manager
• He was also a part time trainer at a digital marketing school in Paris
• In 2020 he joined Livestorm – the top video engagement software – as a growth manager to work CRO and after only a year he was promoted to Growth Lead and later Head of Growth where he leads a team of 3 growth managers

Livestorm’s Martech Stack Built for Personalization and Retention

Livestorm’s martech stack is a powerhouse, meticulously crafted to enhance every stage of the customer journey. They use Customer.io, Hubspot, SEMRush, and Clay and Benoit unpacks a few other elements. The stack also features Amplitude, the go-to tool for analyzing website conversion rates. Amplitude also helps identify exactly where the user experience can improve, turning insights into action.

Mutiny takes center stage for personalization. By tailoring website content to specific industries and personas, it ensures that each visitor feels like the site was made just for them. Whether it’s through social proofs or custom messaging, this tool helps Livestorm engage B2B clients on a deeper level, making every interaction count.

Segment serves as the backbone of data management. It captures user data and seamlessly distributes it across various platforms, from email marketing to in-app messaging. This orchestration guarantees that every touchpoint with the customer is personalized and relevant, driving better engagement and retention.

Benoit also gives a nod to Refiner, a key player in capturing user feedback. Whether it’s through NPS surveys or specific feedback on new features, Refiner ensures Livestorm stays in tune with its users. Integrated with Segment, it not only gathers data but triggers timely follow-ups, helping to refine the product based on real user input.

Key takeaway: A well-integrated martech stack is essential for delivering personalized experiences and driving user retention. Tools like Amplitude, Mutiny, Customerio.io and Segment work together to create a seamless journey, while Refiner ensures user feedback directly informs product improvements.

The Orchestrator and the Center of Your Martech Stack

Benoit doesn’t hesitate when asked about the centerpiece of Livestorm’s martech stack. For him, the core has always been their marketing automation tool, Customer.io. This tool has been instrumental since Livestorm's early days, especially when they were a small, self-serve business. Benoit attributes much of their growth to the strategic use of Customer.io, which not only automated specific messaging but also provided critical insights into the buyer's journey. The integration with Segment further amplified its impact, allowing Livestorm to capture and utilize data points effectively, which in turn, scaled conversions and expanded their customer base.

As Livestorm grew, so did the complexity of their martech stack. Benoit mentions that as the company evolved, the data warehouse and Customer Data Platform (CDP) began playing a more significant role. Yet, despite this evolution, he remains adamant that the true orchestrator of their stack continues to be Customer.io. Its role in managing and optimizing the buyer journey is so ingrained in their operations that it remains central, even as new tools and processes are introduced.

This perspective reflects a broader trend where companies initially rely heavily on marketing automation tools as their primary orchestrator. But as they scale and gather more data, the role of CDPs and data warehouses becomes increasingly important. However, for Livestorm, the foundational importance of a tool like Customer.io cannot be overstated, especially given its ability to adapt and integrate as the company’s needs grew more complex.

The evolution of Livestorm’s stack from a single orchestrator to a more complex, data-driven system underscores the importance of flexibility and scalability in martech tools. While the CDP and data warehouse have become critical, the consistent thread has been Customer.io’s capacity to grow with them, demonstrating that even as the tech stack evolves, the initial building blocks remain crucial.

Key takeaway: The backbone of a successful martech stack often starts with a solid marketing automation tool. As a company scales, additional tools like CDPs and data warehouses become vital, but the original orchestrator, like Customer.io in Livestorm’s case, continues to play a crucial role in managing and optimizing the customer journey.

Why Customer.io Stands Out for Livestorm

When asked about what makes Customer.io a standout tool for Livestorm, Benoit highlighted three key features that have made it indispensable to their marketing efforts.

1 - First on the list is data integration. Benoit praises the seamless connection between Customer.io and their Customer Data Platform (CDP), Segment. This integration enables Livestorm to map user events and attributes effortlessly, which in turn allows for highly personalized messaging. By leveraging this data, the team can trigger specific campaigns at the perfect moment for each user, ensuring that every message is relevant and timely.

2 - The second feature Benoit appreciates is the user experience (UX) and user interface (UI) of the platform. Onboarding new team members has been straightforward, thanks to Customer.io’s intuitive design. The visual workflow builder simplifies the process of creating and editing campaigns and emails, making it easy for the entire team to collaborate and execute strategies without unnecessary complications.

3 - Finally, Benoit highlights the segment builder as a crucial tool in their arsenal. Managing recipient lists can be a nightmare in many platforms, but Customer.io’s approach, with tags and naming conventions, makes it much easier to organize and clean up lists. This feature not only improves efficiency but also ensures that Livestorm’s campaigns reach the right audience every time.

Key takeaway: Customer.io excels in data integration, intuitive UX/UI, and efficient segment management, making it a powerful tool for personalized marketing campaigns. These features have allowed Livestorm to optimize their messaging and ensure smooth operations across their team.

Crafting Revenue-Driving Workflows with Customer.io

Benoit shares a fascinating look at how Livestorm has leveraged Customer.io to create sophisticated workflows, particularly those focused on driving revenue. This year, the team concentrated on revenue-centric workflows, addressing challenges like incomplete subscriptions and payment issues—common hurdles in any SaaS business.

One notable experiment revolved around abandoned carts. By integrating Customer.io with their data stack, they tracked users who landed on the billing page but didn’t complete their transactions. This e-commerce-in...