Case StudyCustomer.io

Unlisted Homes Email Portfolio

A comprehensive email transformation for a real estate marketplace — 10 automated campaigns, 15 emails, full data integration, and a reusable template library built on Customer.io.

10

Campaigns

15

Emails

18

Segments

6

Event Triggers

Overview

Project Scope

We completed a comprehensive email transformation for Unlisted Homes, a real estate marketplace built on Customer.io.

  • 10 automated email campaigns
  • 15 individual emails
  • Full strategy documentation
  • Reusable template library
  • Complete data integration setup
Architecture

Data & Integration Architecture

A robust data pipeline connecting PostgreSQL, user profiles, real-time events, and custom objects.

PostgreSQL Integration

  • Synced user data from production database to Customer.io
  • Real-time data pipeline for profile updates
  • Property data sync for personalization
  • Historical data migration and backfill

People Integrations

User TypeAttributesPurpose
BuyersProfile, preferences, saved homesLead nurture
OwnersProperty info, claim statusSeller activation
AgentsLicense, listings, territoryPartner onboarding
ContributorsExpertise, linked homesContent collaboration

Event Integrations

EventTriggerCampaign
claimed_a_homeUser claims propertyClaimed Home Email
favorited_a_homeUser saves a homeFavorited Home Sequence
joined_waitlistUser joins waitlistWaitlist Welcome
favorite_home_claimedSaved home gets claimedHome Claimed Alert
waitlist_home_claimedWaitlisted home claimedHome Claimed Alert
contributor_invitedNew contributor addedContributor Onboarding

Custom Objects

  • Contributors object for many-to-many relationships
  • Links contributors to homes for collaborative listings
  • Object-triggered campaigns for relationship changes

18 Behavioral Segments

  • New signups (by user type, 7-day and 24-hour windows)
  • Deliverability segments (valid/invalid email)
  • Event-based segments
  • User type segments (Expert, Non-Expert, Contributor)
  • Engagement segments (Waitlisters, Active Buyers)
Technical

Technical Implementation

Liquid templating, reusable components, workflow automation, and deliverability best practices.

Liquid Templating & Personalization

Conditional Logic

{% if customer.user_type == "buyer" %}
  Browse homes in your saved neighborhoods
{% elsif customer.user_type == "owner" %}
  See who's interested in your home
{% endif %}

Dynamic Property Data

{{ event.property.address }}
{{ event.property.city }}, {{ event.property.state }}
{{ event.property.price | money }}

Fallback Handling

{{ customer.first_name | default: "Neighbor" }}

Personalization Variables

  • {{ customer.first_name }}First name
  • {{ customer.user_type }}Role-based content
  • {{ customer.saved_homes_count }}Engagement metrics
  • {{ event.property.* }}Property data
  • {{ event.contributor.name }}Relationship data

Customer.io Workflow Designer

Contributor Invited campaign with conditional branching

Customer.io workflow designer showing the Contributor Invited (Non-Expert) campaign with object attribute trigger, New Contributor conditional branch, and email sends for new vs existing users

Design System & Components

  • Global header with logo and navigation
  • Footer with social links and unsubscribe
  • CTA button component (consistent styling)
  • Property card module (reusable across campaigns)
  • Signature block

Workflow Automation

  • Time-delayed follow-ups (24h, 48h, 7d)
  • Conditional branching based on engagement
  • Exit conditions (e.g., user completes action)
  • Goal tracking for conversion attribution

Analytics & Tracking

  • UTM parameter injection for all links
  • Click tracking on all CTAs
  • Open tracking (with Apple Privacy considerations)
  • Conversion goals tied to platform actions
  • A/B test framework for subject lines

Deliverability

  • Proper SPF, DKIM, DMARC configuration
  • Dedicated sending domain setup
  • List hygiene (invalid email suppression)
  • Engagement-based sending throttling
  • Unsubscribe handling and preference center
Campaigns

Campaigns Built

15 emails across 10 automated campaigns — covering onboarding, engagement, and re-activation.

CampaignTypeEmails
Welcome EmailSegment1
Claimed Home EmailEvent1
Favorited Home EmailEvent2
Waitlist WelcomeEvent2
Home Claimed Alert (Favorites)Event1
Home Claimed Alert (Waitlist)Event1
Contributor Onboarding (Non-Expert)Object2
Contributor Onboarding (Expert)Object2
Agent WelcomeSegment1
Waitlist Nurture SequenceSegment2
Total10 campaigns15

Message Library

20 messages across all campaigns in Customer.io

Customer.io Message Library showing 20 email messages across campaigns including Waitlist, Contributor, and Favorited Home flows
Strategy

Strategy Deliverables

Email Strategy Document

  • Gap analysis of existing programs
  • 180-day campaign roadmap (3 phases)
  • Segment architecture design
  • KPI framework and success metrics

Campaign Design

  • Responsive HTML templates
  • Design Studio builds (visual editor)
  • Reusable snippet library
  • Brand voice guidelines
Gallery

Email Screenshots

A selection of emails from the Unlisted Homes campaign library.

Welcome Email — Unlisted Homes email designed by White Space Solutions

Welcome Email

Onboarding email for new signups with brand introduction and platform overview

Claimed Home Email — Unlisted Homes email designed by White Space Solutions

Claimed Home Email

Triggered when a homeowner claims their property profile on the platform

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