Reported email performance
Open and click rates both rose more than fivefold.
Here’s the before-and-after, using the rates each platform reported.
| Metric | Pardot | CopyLoop | Change |
|---|---|---|---|
| Open rate | 5.60% | 29.4% | 5.25× |
| Click rate | 0.23% | 1.30% | 5.65× |
Rates as reported by Pardot and CopyLoop. Open classification may differ between platforms.
The operating model
One customer record. No new list every time marketing sends.
Patten’s team should not have to copy customer data into another tool just to send the right message.
CopyLoop syncs the Salesforce fields they choose. The team can use those fields to define an audience, send a campaign, run a welcome automation, or follow up on a form submission.
The record trace
A customer record becomes an audience, then a campaign.
The team does not need to export a CSV or rebuild the same list for every send.
Salesforce customer record
Patten continues to manage the customer relationship and its customer data in Salesforce.
- Selected profile fields
- Customer context
- Record ownership
CopyLoop segment
The marketing team uses the synced fields to decide who should—or should not—get a message.
- Segment rules
- Suppression
- Campaign fit
Campaign + follow-up
That audience can be used for a broadcast, welcome automation, suppression rule, or form follow-up.
- Broadcasts
- Welcome automations
- Form follow-up
Why performance improved
It wasn’t one trick.
The team changed who it sent to, where the mail came from, and how quickly volume grew.
Separate mailing domains
Ten active brands now send from their own authenticated mailing domains instead of sharing Patten’s corporate domain, pattenco.com.
Tiered audiences
Patten groups contacts into five engagement tiers. Each send starts with the people most likely to care, then expands in stages.
Dedicated IP + reputation
Campaigns run through a dedicated IP, with larger broadcasts scheduled over several days to maintain a strong sender reputation.
The connection
What CopyLoop uses. What Salesforce keeps.
The connection is deliberately narrow. CopyLoop gets the context needed for marketing; Salesforce remains the full customer record.
CopyLoop uses
The fields needed for the campaign.
- 01
The Salesforce fields Patten’s team chooses to sync.
- 02
Audience rules built from those fields.
- 03
Campaign activity that helps the team decide what to do next.
Salesforce keeps
The complete customer record.
- 01
The full history of the customer relationship.
- 02
Ownership of the fields the business maintains there.
- 03
The rest of the CRM data that marketing does not need.
Start with the data you already have