> For the complete documentation index, see [llms.txt](https://resources.less.tech/less-tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://resources.less.tech/less-tech/connectors/connector-guides/customer.io.md).

# Customer.io

{% hint style="info" %}
💪 **Difficulty:** medium

⏳ **Time to complete**: approx. 5-10 minutes
{% endhint %}

## 💬 Description

[Customer.io](http://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

## 🤑 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.

## 🛠️ Setup

Setting up [Customer.io](http://Customer.io) can be complex if you’re new to its account settings. If you need our help, schedule a call [here](https://calendly.com/thomas-less/speak-to-less).

### Step #1: Account Settings

Navigate to **Account Settings**

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2F9ao4dewj7Wp9iWflwS5l%2Fimage.png?alt=media&amp;token=2758077f-0f4a-4390-9cdd-e2850726a5ec" alt=""><figcaption></figcaption></figure>

### Step #&#x32;**: API Credentials**

Go to **API Credentials**

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2F7OcW5MyNCYyhRIujpleW%2Fimage(1).png?alt=media&amp;token=f284ad95-203b-4244-a64a-7e656e3d9b42" alt=""><figcaption></figcaption></figure>

### Step #&#x33;**: App API Keys**

&#x20;Click **App API Keys**

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FrzDPnf2dW9wDDh6vikxR%2Fimage(2).png?alt=media&amp;token=0781f6ee-863b-450a-a812-2e8ecb0c8ba8" alt=""><figcaption></figcaption></figure>

### Step #&#x34;**: Create new key**

Create a new App API Key

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2F6pwjMANTlwwlAbdO4gA6%2Fimage(3).png?alt=media&amp;token=d50fed27-44dd-4d32-b195-8b7a5887860c" alt=""><figcaption></figcaption></figure>

### Step #5: Configure Key

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

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FoHRbkk26ZVysgZP50GR5%2Fimage(4).png?alt=media&amp;token=c314047a-fad9-48bc-aa17-ec99937f3504" alt=""><figcaption></figcaption></figure>

### Step #6: Copy/Paste key

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

{% hint style="warning" %}
**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.
{% endhint %}

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2F0u47QfASmDGBpl6guz6c%2Fimage(5).png?alt=media&amp;token=847661d8-c0a3-4119-82b8-caf702b9e081" alt=""><figcaption></figcaption></figure>

### Step #7: IP Address

Make sure that your settings are as they are presented below. If they are not - [schedule a call with us](https://calendly.com/thomas-less/speak-to-less).

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FBNpmbFKFmV01DqoqbNg7%2Fimage(6).png?alt=media&amp;token=0a002a77-9b45-4f47-91b5-c9717341813f" alt=""><figcaption></figcaption></figure>

### Step #8: Data Residency

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

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FS4YSYNdwx03UA0WJezZH%2Fimage(7).png?alt=media&amp;token=04177a99-9a1b-4586-b02a-fa5f113d3f65" alt=""><figcaption></figcaption></figure>

### Step #9: Data Center

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

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FHWdCpVyqXD6W9Wftrja4%2Fimage(8).png?alt=media&amp;token=4926750a-4909-4d7f-9544-4da855e2ba5f" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://1596277999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaSJL6Od4KuV8hrdCZbXp%2Fuploads%2FpDNP0YK3sp7VkdJTaWag%2Fimage(9).png?alt=media&amp;token=12333ebf-1aab-42f6-918a-e099fb0942e0" alt=""><figcaption></figcaption></figure>

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