NYC Email & CRM Intensive 2025: Retention Marketing Deep-Dive

Last Updated: November 2025

The NYC Email & CRM for Ecommerce Intensive is a deep-dive program focused on retention, lifecycle marketing, and maximizing revenue from your existing customers.

For lifecycle marketers, heads of retention, and solo "do it all" marketers from smaller brands, this intensive provides the focused environment to restructure flows, campaigns, and segmentation.

Table of Contents

1. Event Overview
2. Who Should Attend
3. Session Content
4. Live Teardown Format
5. Implementation Focus
6. Accessibility Considerations
7. Frequently Asked Questions

Event Overview

The intensive usually runs as a one-day or two half-day event in Flatiron or Midtown, combining instruction with hands-on implementation.

Event Details

• Format: One-day or two half-day intensive
• Location: Flatiron or Midtown, Manhattan
• Attendance: Small group for implementation focus
• Approach: Live implementation with expert guidance

Who Should Attend

Ideal Participants

• Lifecycle marketers managing email and SMS programs
• Heads of retention responsible for customer revenue
• Solo marketers handling all retention at smaller brands
• Email specialists seeking advanced optimization

What Participants Gain

Attendees leave with restructured programs and prioritized implementation plans rather than just theoretical frameworks.

Session Content

Flow Best Practices

Deep dives on core automated flows:

• Welcome series: First-purchase conversion optimization
• Post-purchase flows: Driving repeat purchase and reviews
• Winback campaigns: Re-engaging lapsed customers
• Browse/cart abandonment: Recovery flow optimization

Segmentation Strategies

Segmentation approaches that actually move metrics:

• RFM-based segments: Recency, frequency, monetary segmentation
• Behavioral triggers: Event-based segmentation logic
• AOV optimization: Segments targeting average order value
• Repeat rate focus: Identifying and nurturing best customers

Personalization Tactics

Using customer data for personalization:

• Zero-party data: Collecting and using preference data
• First-party signals: Behavioral data for personalization
• Dynamic content: Personalized blocks and product recommendations
• Timing optimization: Send time personalization

Live Teardown Format

Real Program Reviews

The intensive features live teardown sessions of real email/SMS programs:

• Flow audits: Expert review of attendee automated flows
• Campaign critiques: Feedback on recent campaign performance
• Template analysis: Design and copy optimization suggestions

Peer Learning

Learn from seeing other programs reviewed:

• Cross-industry insights: See what works in different categories
• Common mistakes: Identify issues you might have missed
• Best practices: Spot tactics worth testing in your program

Implementation Focus

Prioritized To-Do Lists

Walk away with specific, prioritized improvements:

• Quick wins: Changes to implement immediately
• Major projects: Larger initiatives to plan
• Testing roadmap: Experiments to run and measure

Fresh Creative Concepts

Generate new ideas during the intensive:

• Subject line frameworks: Formulas for testing
• Email templates: Design approaches to adapt
• Campaign concepts: Seasonal and promotional ideas

Accountability

The live format creates implementation pressure:

• Real deadlines: Commit to implementation timelines
• Peer accountability: Share goals with fellow attendees
• Expert follow-up: Some intensives include check-in sessions

Accessibility Considerations

As you optimize email and SMS programs at the intensive, remember that accessible emails reach more customers. With ADA lawsuits targeting online retailers at record rates, ensuring your communications meet accessibility standards protects your brand and expands your audience.

Email Accessibility

Retention marketing requires accessible communications:

• Email design: Accessible HTML email structure
• Landing pages: Accessible destinations for email links
• Preference centers: Accessible subscription management

CRM and Accessibility

Your customer experience extends to accessibility:

• Account portals: Accessible customer account areas
• Order history: Accessible transaction information
• Support interfaces: Accessible customer service

The Complete Guide to Shopify Digital Accessibility covers these touchpoints comprehensively.

Frequently Asked Questions

What is the NYC Email & CRM Intensive?

The intensive is a deep-dive program on retention and lifecycle marketing. Attendees work on restructuring flows, segmentation, and campaigns with expert guidance, featuring live teardowns of real email/SMS programs.

How is this different from online courses?

The intensive provides live implementation with expert feedback, peer learning from program teardowns, and accountability through in-person commitment. You're implementing live rather than watching pre-recorded content.

What email platform experience is assumed?

The intensive works with any major email platform (Klaviyo, Attentive, Mailchimp, etc.). Participants should have active email programs to audit and improve. Basic platform familiarity is assumed.

What should I prepare before attending?

Export your flow performance data, recent campaign metrics, and segment sizes. Come prepared to have your program reviewed and to implement changes during the session.

How can I ensure my email destinations are accessible?

Use TestParty's free scan to identify accessibility gaps on landing pages and customer account areas. TestParty fixes WCAG compliance issues at the code level, ensuring accessible destinations for all email traffic.

Optimize Retention—Including Accessibility

Before optimizing email flows, ensure your landing pages and customer areas are accessible for all customers.

Book a Demo →

See how TestParty delivers code-level accessibility—accessible experiences for every customer touchpoint.

Get Your Free Scan →

Identify accessibility gaps in your customer journey—better retention through accessible experiences.

Last updated: November 2025

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TestParty helps ecommerce and DTC brands build accessible online experiences. Explore accessibility solutions for Shopify stores →