About the client



About Leveled Up Traders
Leveled Up Traders is an innovative platform within the financial services and trading education sector. The company provides traders with the essential tools, capital, and resources needed to succeed in highly competitive financial markets. As a modern digital brand, they rely on high community engagement, which requires precise and automated communication tailored to each user’s activity.
Challenges We Faced
At the beginning of our work with Leveled Up Traders, we identified several technical limitations that prevented the brand from effectively utilizing customer data for marketing purposes. The lack of a seamless connection between their core platform and marketing tools created significant operational bottlenecks.
The main difficulties included: — Absence of a direct custom integration with Klaviyo to streamline customer data flow — Inaccurate mapping of user events and attributes, making it impossible to trigger specific automated marketing flows — Unreliable tracking and syncing between third-party systems, leading to fragmented and inconsistent customer profiles — Limited ability to launch targeted or timely email campaigns based on real-time user behavior
Additionally, it was crucial for the client not just to bridge existing data gaps, but to build a scalable infrastructure that would improve marketing efficiency and increase ROI in the long run.
Solution
Custom Third-Party Integration
We developed and implemented a bespoke integration between the client’s internal systems and Klaviyo. This custom-built solution bypassed standard platform limitations, ensuring a reliable and uninterrupted flow of data.
Advanced Event & Attribute Mapping
Our team performed a detailed configuration of user events and attributes. By syncing specific trading actions and account milestones, we enabled the brand to launch complex automated scenarios tailored to each trader’s individual journey.
Reliable Tracking & Syncing
We implemented a monitoring system to ensure stable, real-time synchronization of all data. This ensures that the marketing team always has access to the most accurate information, eliminating discrepancies across their databases.
Optimized Marketing Automation
With the new infrastructure in place, Leveled Up Traders gained the ability to launch campaigns that are significantly more targeted, timely, and effective. The improved data flow has directly strengthened the brand’s ability to engage new users and retain their existing audience more efficiently.
Results with WayDigit
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