Case Study: Vital achieves higher customer retention and 35.4% open rates with Mailchimp

Vital - Customer Case Study

Vital was tasked with helping Blue Water Mortgage retain borrowers and prevent competitors from poaching customers through aggressive email outreach. To keep timely, relevant contact at key milestones, Vital adopted Mailchimp’s automation tools to design a targeted nurture program that would maintain relationships and encourage referrals.

Using Mailchimp, Vital deployed a five-email, two-year automated campaign—starting with a 2-day post-close survey that solicited reviews and social shares—reaching more than 7,500 people with a 35.4% open rate overall and a 28% open rate on the final message. Mailchimp’s reliable automation and easy editing let Vital pause, tweak, and optimize the sequence, boosting retention, driving online reviews, and keeping Blue Water top of mind.

Vital

Doug Ridley

Director of Consulting