When the talented team at GoHenry approached us to migrate their entire customer marketing operation from Salesforce Marketing Cloud to Customer.io, they had an ambitious goal – to complete the transformation in just 8 weeks while maintaining seamless communication with millions of families across the UK and US.
This wasn’t just about moving data from one platform to another. It was about reimagining their entire customer engagement strategy, building a robust multichannel communication system, and empowering their team to drive even greater results.
The timeline was tight. The stakes were high. And we were ready to deliver.
| Services | Systems |
| CRM / ESP Migration | Salesforce Marketing Cloud |
| Customer Journey Development | Customer.io |
| Email Template Development | ClickUp |
| IP Warm-Up and Data Management | |
| Multi-Channel Experience | |
| Extensive Testing Across UK and US Regions |
The Challenge
GoHenry was on a tight deadline for ESP migration; their customer data and communications were managed across multiple platforms, requiring seamless and rapid transfer of journeys and emails for the UK and US.
They needed all of this completed in just 8 weeks, a timeline that would give most agencies panic. But we saw it as an opportunity to showcase what’s possible when you have the right expertise, tools, and partnership.
WeDoCRM’s Solution
To address this urgent need, we utilised ClickUp for project management and migrated their email templates and customer journeys to Customer.io. Despite having existing email templates in Salesforce Marketing Cloud, we rebuilt new templates in Customer.io due to its distinct drag-and-drop interface. This transition included developing main templates for marketing and service emails from scratch.
Why we rebuilt rather than copied:
Customer.io’s interface offers fundamentally different – and more powerful – capabilities than Salesforce Marketing Cloud. Simply migrating old templates would have meant missing out on features that could dramatically improve GoHenry’s results. We wanted to set them up for success, not just replicate what they had before.
What this delivered:
Beautiful, high-performing email templates that looked stunning across every device and email client, with the flexibility to support GoHenry’s ambitious growth plans.
What We Did for GoHenry:
We successfully migrated GoHenry from Salesforce Marketing Cloud to Customer.io, delivering a comprehensive multi-channel communication platform.
Email Template Construction & Optimisation
- Developed new email templates using Customer.io’s interface from scratch
- Optimised templates across various devices and email clients
- Conducted thorough testing, including dark mode compatibility checks
- Ensured visual appeal and functionality across all settings
Customer Journey Development
- Created comprehensive customer journeys with refined data selections
- Enhanced targeting capabilities for more relevant communications
- Facilitated seamless migration of all existing email workflows
- Built a tailored preference centre to manage customer preferences and unsubscribes effectively
Multi-Channel Experience
- Migrated SMS communications to Customer.io
- Set up and configured push notifications
- Integrated all channels for a seamless multichannel customer experience
- Ensured consistent and effective communication across email, SMS, and push
IP Warm-Up & Deliverability Management
- Managed the IP warm-up process to maintain sender reputation
- Achieved deliverability results comparable to their previous Salesforce Marketing Cloud performance
- Implemented best practices for successful email deliverability
- Monitored engagement metrics throughout the transition
Complex Data Structure Handling
- Solved GoHenry’s unique challenge: parent accounts linked to multiple child accounts
- Collaborated directly with Customer.io’s team (leveraging our Gold Partner status) to develop custom solutions
- Built intelligent triggers based on child account actions while maintaining the parent as the primary contact
- Successfully navigated the platform’s data structure requirements
Extensive Testing & Innovation
- Conducted comprehensive testing across both the US and UK regions
- Ensured seamless data transmission between markets
- Developed innovative personalisation methods for families with multiple children
- Validated that all complex data relationships worked flawlessly
The Results
The migration was a resounding success, achieved within the constraints of a tight deadline. This successful migration initiative marks the beginning of a new chapter in GoHenry’s journey towards digital transformation and operational excellence.
- Powerful Centralised ESP System
- Dramatically Enhanced Operational Efficiency
- Superior Data-Driven Decision-Making
- Exceptional Multichannel Customer Experience
- Robust Foundation for Ambitious Growth
- Empowered, Confident Team
- Enhanced Customer Personalisation
- Improved Deliverability & Engagement
How we upskilled their team and are providing ongoing support
The team at GoHenry expressed immense satisfaction with our services, placing a high priority on upskilling their team to ensure they could confidently manage tasks independently. This emphasis on training and development underscored their trust in our expertise and our ability to empower their team for long-term success.
Our training philosophy:
The best migration isn’t just about delivering a working system – it’s about empowering the team to maximise its potential independently. We invested heavily in ensuring that GoHenry’s team not only knew how to use Customer.io but also felt excited and confident about what they could achieve with it.
Client Testimonial from GoHenry
”After initially helping us with a CRM migration to a new platform, we reached out to WeDoCRM again to support us with Maternity cover for our Head of CRM role. We wanted someone to work in-house, they sourced and vetted candidates in good time and have provided us with a level of cover that suits our needs. We are really pleased with the individual we selected to cover the role and it’s reassuring to know that we have the backup of their team should we need it.“
Neil Gardiner, Chief Product Officer
Ready to Transform Your CRM or ESP Platform?
Whether you’re migrating between platforms or implementing your first CRM system, we’ll help you build a robust, scalable solution that delivers measurable ROI for years to come.
What we offer:
- Expert migration planning and execution with minimal disruption
- Strategic platform selection and implementation
- Team training and ongoing support
- Proven methodologies from dozens of successful migrations
Options for you to explore:
📥 Download our CRM Migration Starter Guide – Everything you need to know about planning and executing a successful migration
📞 Schedule a discovery call – Let’s discuss your specific challenges and goals with no obligation
💡 Explore our case studies – See how we’ve helped other businesses achieve exceptional results
Want more insights? Check out:
- CRM Migration: What Non-Tech Teams Need to Know – Questions to ask your migration team
- AI and CRM: Enhancing Personalisation – Deep dive into AI magic
- CRM Audit Services – Find out if you need a CRM Migration.
- CRM Migration: Checklist for Success – The checklist for you to follow for success
