Customer.io

πŸ’ͺ Difficulty: medium

⏳ Time to complete: approx. 5-10 minutes

πŸ’¬ Description

Customer.io is an event-based marketing automation platform that can send newsletters, text messages, emails and push notification based on events, triggers and customer segmentation. We can extract newsletters, campaigns, segments and performance from Customer.io

πŸ€‘ Use Case

The first step could be to have transparency along with all your other marketing efforts. Maybe you wanna track which of your email campaigns drives most conversions. Or continuously see the difference in open rates, click-throughs, etc. between customers and non-customers. A more advanced use case could be to combine your entire marketing funnel and traction in a single overview.

πŸ› οΈ Setup

Setting up Customer.io can be complex if you’re new to its account settings. If you need our help, schedule a call here.

Step #1: Account Settings

Navigate to Account Settings

Step #2: API Credentials

Go to API Credentials

Step #3: App API Keys

Click App API Keys

Step #4: Create new key

Create a new App API Key

Step #5: Configure Key

Add a name and workspace. Afterward, click Create App API Key again when done.

Step #6: Copy/Paste key

Add a name and workspace. Afterward, click Create App API Key again when done.

IMPORTANT. After clicking β€œAdd” you will be shown a β€œUsername” and β€œSecret”. You must copy/paste these into a notes program, password manager, or whatever your company uses to store passwords. In other words - don’t just rush through the next steps.

Step #7: IP Address

Make sure that your settings are as they are presented below. If they are not - schedule a call with us.

Step #8: Data Residency

Go back to Account Settings and navigate to Privacy & Data.

Step #9: Data Center

Note down where your data center is. It's probably in either EU or the US.

Step #10: Input all data in Less

Go to your Less platform and input all the 2 parameters in the Customer.io Connector configuration window. #1 is the API Key you copy/pasted in STEP 6 and in #2 input EU if your data center is in the EU and other if it's somewhere else.

Click Save Changes and you've set up your Customer.io Connector

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