Case Study Blocks

Challenge

Getting data into Iterable required engineering-built pipelines, causing weeks of delay and missed campaign windows.

Solution

Sortment connected directly to Snowflake and gave marketers instant, no-code access to data inside Iterable.

Results

  • Campaign launch time reduced from 4–6 weeks to under 2 days
  • 22% increase in CTR, achieved through increased experimentation

About the customer

This EdTech brand helps schools and teachers create gamified quizzes and learning experiences for millions of students every month. Their engagement strategy relies on delivering the right message—whether it’s an onboarding tip for a new teacher or a reactivation nudge for a lapsed user.

They use Iterable for multi-channel campaigns across email, push, and in-app.

But while Iterable could deliver the message, getting the right data into it was the real bottleneck.

Challenge: 4-6 weeks to launch new campaigns

Despite Iterable’s capabilities, the team ran into three core issues:

  • Data bottlenecks: Getting data from Snowflake into Iterable required custom pipelines, taking 4–6 weeks for each new campaign or field.
  • Campaign delays: Time-sensitive campaigns—like win-backs or product nudges—were often missed due to data not being available in time.
  • Engineering dependency: Marketing relied on data engineers for every update, blocking team velocity and pulling engineering away from core work.
Testimonial Block

Sortment removed a major bottleneck. We went from waiting weeks for data to launching targeted campaigns in just a few days. It’s let our team focus on strategy and testing, instead of chasing devs.

Senior Vice President, Growth

Solution: Self-serve data access

To solve these challenges, the EdTech company turned to Sortment—an AI-powered, warehouse-native platform that connects directly to Snowflake and integrates seamlessly with Iterable. Key features of Sortment that benefited the customer include:

  • Direct warehouse-to-Iterable sync: Sortment pulled data from Snowflake into Iterable easily—no pipelines, no exports. Campaigns that used to take weeks now launched in hours.
  • Rho AI Assistant: Rho let marketers build audiences by asking questions in plain language. From identifying inactive teachers to re-engaging students mid-course, Rho turned complex logic into fast execution.
  • No-code, marketer-owned setup: The team could create and sync fields like “signed up in last 7 days” or “last course completed” without writing a line of code or filing tickets.

Use cases unlocked

Feature Blocks
Hyper
personalization
Previously, campaigns were built on a limited set of fields synced by engineering. With Sortment, marketers can use any data point to tailor messaging: quiz scores, login streaks, classroom size, and more. This unlocks true hyper-personalization across segments.
Testing new
campaigns
The team avoided experimenting with behavior-based campaigns—like “assigned 5 quizzes but never used reports”—because every new data point required engineering work. With Sortment, they now run any campaign they want, unlocking infinite possibilities.

Results


With Sortment in place, the marketing team transformed how quickly and effectively they could launch campaigns:

  • Launch time reduced to under 1 day: What previously required 4-6 weeks of engineering tickets, pipeline updates, and sync schedules, now happens through a self-serve interface. The team can spin up new segments and campaigns in hours—in a snap.
  • 22% Lift in CTR: With faster access to data and more room to experiment, the team ran A/B tests, refined segments, and personalized messaging more frequently—leading to stronger performance across onboarding, reactivation, and feature adoption flows.


Why Sortment

The team needed more than a workaround—they needed a platform that could scale with their growing campaign needs. Sortment fit seamlessly into their stack, connecting Snowflake to Iterable and giving marketers real-time access to data.


The real unlock was Rho, Sortment’s AI assistant. Marketers could describe the audience they wanted, and Rho handled the rest—no SQL, no wait.


Since then, campaigns launch faster, tests run more often, and personalization goes deeper—all without touching engineering.