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Seamless CRM Migration: Dyspatch’s Flexibility Powers Healthylife’s Email Transformation

By Dyspatch | February 5, 2024 | Categories: Case Studies
Case study - healthylife
⏱ 3 minute read
Seamless CRM Migration:

Dyspatch’s Flexibility Powers Healthylife’s Email Transformation

Dyspatch’s adaptability to different ESPs and CRMs proved to be instrumental during Healthylife’s rapid expansion.

Healthylife email templates built with the Dyspatch drag and drop email builder

The challenge|The Dyspatch solution|Premium onboarding|The results

The Technical Challenge

Before coming to Dyspatch, Healthylife was building their emails directly in their marketing automation platform using a WYSIWYG email designer. But the built-in editor didn't offer enough flexibility for reusing modules or designing guardrails to accommodate their strict brand guidelines. Creating email templates was a cumbersome, one-off process that was prone to design errors, and emails were slow to build. What Healthylife needed was an email design system that complemented their brand guidelines, to make sure that anyone on their team could create new emails that were on-brand and ready to send in minimal time.

Being a fast-growing startup, it was important for Healthylife to find an email production platform that allowed them to decouple their email templates from their marketing automation platform – giving them the flexibility and ease to move templates across to another platform as, and when, the business scaled.

“In the back of my mind, I always wanted to make sure that we had an email template provider that allowed us to easily integrate with different platforms as the business scaled.”

Lakshi Perera
CRM Manager, Healthylife

The Dyspatch Solution

The transition to Dyspatch was pivotal for Healthylife. Their CRM team lead, Lakshi Perera, shared their journey with us, emphasizing the impact of the platform’s built-in guardrails, and the Dyspatch team’s excellent support. 

With Dyspatch, Healthylife seamlessly migrated from one marketing automation platform to another, thanks to a robust library of built-in integrations. They were able to translate their existing email templates into liquid templates with a single click, which enabled them to migrate their automated flows quickly and easily. 

This fluidity also meant that Healthylife could take their time and focus on the details that mattered when migrating their emails into their new CRM: migrating campaigns separately, and taking time to focus on replicating their more complex workflows without the pressure of having to migrate all of their templates and workflows at once.

The Dyspatch email builder

“Dyspatch has been great at forward thinking on what we need as a customer, and adapting their platform to then work well with our use case.”

Lakshi Perera
CRM Manager, Healthylife

Premium Onboarding

Perera also expressed appreciation for Dyspatch’s exceptional customer success team. They highlighted how Dyspatch’s forward thinking approach simplified their onboarding process, and their rapid response to issues and questions played an important part in the success of the migration of marketing automation platforms.

Moreover, Healthylife lauded Dyspatch's rapid response to issues or questions that arose during the migration. Our team even went so far as to help them debug issues with external apps and services. Dyspatch was quick to jump into action, always maintaining open communication, swiftly resolving any issue that came up.

Heathylife using built in device testing as part of the dyspatch suite

“One click of changing our email templates to render in our new automation platform allowed us to change a lot of our emails really quickly, especially for our numerous automated flows!”

Lakshi Perera
CRM Manager, Healthylife

The Results

Dyspatch has transformed Healthylife's email operations, offering a built-in email design system, seamless ESP and CRM migration, and outstanding customer support. Dyspatch's no-code features have significantly optimized their email marketing processes. 

Dyspatch’s ability to automatically translate their existing email templates into liquid templates with a single click guaranteed a quick and seamless migration of their automated flows. This fluidity also helped Healthylife refocus their efforts to the details that matter when migrating their emails into their new CRM. 

Ensuring Healthylife had the flexibility to migrate their campaigns, and giving them time to focus on replicating their more complex workflows, was key to their migration’s success. Dyspatch’s adaptability to different ESPs and CRMs proved to be instrumental during their transition.

Request a demo to learn more about how Dyspatch can get your emails out of your ESP or CRM, simplifying your email creation process, and allowing you to easily sync your emails to your sending platform of choice!

With Dyspatch, you can focus on what matters most: creating effective and compelling emails without the worry of complicated email code.

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About Healthylife

Healthylife is a digital platform for health, wellness, and pharmacy needs, priding themselves in delivering trusted products and services, straight from the experts. While Healthylife started as a relatively small team, they’ve undergone rapid expansion with the inclusion of pharmacy and telehealth services. This expansion necessitated new tools and ways of working to help their team scale their operations.

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Streamline your email workflow and get better results today.

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With Dyspatch, you can build engaging, interactive emails, without having to write code. By leveraging a custom modular email design system, non-technical teams can deploy beautiful, on-brand campaigns faster and achieve greater operational efficiency.

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Tags: CRM Email Migration, Email Marketing Articles, Email Production, Klavio Email Builder
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