To protect sensitive business data and honour client confidentiality, this ESP migration case study has been white-labelled. While the insights, strategies, and outcomes are based on a real engagement, all identifying details have been anonymised. This approach allows us to showcase the value and impact of our ESP migration work while maintaining the highest standards of privacy and trust.
Our client is a SaaS provider of hybrid workspace solutions and a pioneering global platform connecting businesses with flexible workspaces worldwide, streamlining the complexities of hybrid work management. They also offer white-label solutions for companies wanting to customise the platform with their own branding.
| Services | Systems |
| ESP Migration | SendGrid |
| Liquid Coding | Customer.io |
| Data Definition and Strategy | |
| Data Verification and Implementation | |
| Automation and Template Migration |
The Project and Goals
Our client needed to migrate their customer data and automation workflows from SendGrid to Customer.io. This case study outlines our approach to the project, particularly in defining data points, ensuring proper data accessibility, and migrating automation workflows.
Challenge
The primary challenge in this migration was ensuring a seamless transition of customer data while maintaining automated workflows across multiple brands under the client’s platform. Additionally, while the client handled the data migration internally, we needed to verify data accessibility and provide strategic recommendations for future marketing campaigns.
Solution:
Our ESP Migration approach focused on three key areas:
- Data Definition and Strategy
- We collaborated with the client to create a comprehensive data point report, defining the key recommended attributes needed for future campaigns.
- We assessed the feasibility of tracking various data points, such as geolocation, ensuring alignment with the client’s capabilities.
- Data Verification and Implementation
- Once the client integrated their customer data into Customer.io, we tested its accessibility within templates using the templating language Liquid code (Liquid is a templating language, it’s used to create templates that can be populated with dynamic data), including through triggers and segmentations.
- We verified whether the data was tracking correctly at the individual customer level, ensuring reliability for future campaigns.
- Automation and Template Migration
- We reviewed and rebuilt the client’s existing automation workflows in Customer.io.
- Given that four additional companies were using the platform under the client’s brand, we also developed white-labelled email templates for a consistent brand experience across all entities.
Outcome
By working closely with the client, we facilitated a smooth transition and laid the foundation for more advanced, data-driven campaigns in the future. Our involvement ensured:
- A clear and structured approach to data definition, benefiting future marketing initiatives.
- Accurate and effective implementation of customer data tracking.
- Seamless migration of automation workflows and email templates.
Conclusion
This project demonstrates the importance of strategic collaboration in data migration projects. While the client handled the bulk of the data migration, our expertise in data structuring, automation setup, and validation played a crucial role in ensuring the success of the transition. If you are considering a similar migration, our team is ready to help streamline the process and maximise the potential of your customer engagement platform.
Client Testimonial
”We’ve been very happy with the work from WeDoCRM. They seamlessly managed our CRM migration from SendGrid to Customer.io, ensuring a smooth transition. The team was an absolute delight to work with – organised, responsive and incredibly supportive throughout the process.”
Co-Founder – SaaS provider of hybrid workspace solutions
Are you looking for support with a CRM & ESP Migration?
Whether you’re migrating from one CRM system to another or embracing CRM for the first time, we’ll support you in creating a highly efficient system. Data migrations are our bread and butter – one of our most popular services.
We helped this SaaS seamlessly transition from SendGrid to Customer.io, and we can do the same for your business. Our approach ensures smooth data migration, enhanced automation, and a more consistent customer experience.
Want to see another successful migration project? Check out how we transformed Go Henry’s entire ESP ecosystem by migrating their system from Salesforce to Customer.io in just 8 weeks – turning a complex challenge into a seamless digital transformation.
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