Client Story: Healthcare Continuing Education Provider
Transformed direct mail with data, creative, and reporting automation—boosting speed, accuracy, and operational efficiency.
Michael McCormick
October 14, 2025
Case Study
Campaign automation
Data-driven, personalized marketing
Increased
Control
Resource
Savings
Market
Speed
Summary
Custom Workflow Creates Time
Challenged with an error-prone process to manually produce hundreds of customized art files, sg360° implemented a dynamic system to automate and personalize creative at scale.
Results: reduced production time, improved brand consistency, accelerated campaign timelines.
Client Challenge
The client’s creative team was developing hundreds of unique art files per month.
This left them with:
- Significant investments in time and resources to develop unique combinations for different states, different offers, etc.
- Exposure to more errors, inconsistencies, and omissions that result from manual development
- Little room for making strategic adjustments due to tight campaign timing and volume
Course of Action
Customized Automation & Dynamic Content for Multifaceted Improvement
Our Strategy
sg360° developed a completely customized, dynamic template system, that is powered by a single matrix, to replace the 300 manually created, static art files.
THE MATRIX
Each recipient is mapped to variable content via a dynamic content matrix, aligned with the dynamic templates
The Matrix determines the creative template version (based on state requirements), drives the selection of background colors and reminder graphics, and pulls in all course details, including dates, hours, and content.
THE TEMPLATE SYSTEM
Templates feature zones for personalization, such as license type, dates, state, courses, hours, course time, and requirements
The Template, built as a single layout module within our composition system, features zones for personalization including license type, dates, state, courses, hours, course time, and requirements.
Results
The Impact
Increased Control & Consistency
Centralized content matrix ensures brand and message consistency
Easy updates: Matrix changes flow through all templates instantly
Reduces risk of errors and missed edits
Greater control and visibility into how messaging and creative are applied
Time & Resource Savings
Automates what previously required manual file setup and adjustments
Cuts weeks of creative development work down to hours
Reduces reliance on multiple designers for repetitive tasks
Frees internal teams to focus on strategy and higher-value initiatives
Faster Speed to Market
Shortens original cycle time by two weeks plus
Accelerates campaign timelines with shorter approval timelines (proofs are available immediately)
Supports on-time delivery of critical enrollment and promo campaigns
What we love
“By moving creative iterations off our old system, we save 20 to 30 hours a week. Plus, we get to market faster and free the team up for more strategic work.”
~ Creative Producer and Director
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