Customer.io
Last updated
Last updated
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
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.
Setting up Customer.io can be complex if you’re new to its account settings. If you need our help, schedule a call here.
Navigate to Account Settings
Go to API Credentials
Click App API Keys
Create a new App API Key
Add a name and workspace. Afterward, click Create App API Key again when done.
Add a name and workspace. Afterward, click Create App API Key again when done.
IMPORTANT. After clicking “Add” you will be shown a “Username” and “Secret”. 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.
Make sure that your settings are as they are presented below. If they are not - schedule a call with us.
Go back to Account Settings and navigate to Privacy & Data.
Note down where your data center is. It's probably in either EU or the US.
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
