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Overview

Customer.io is an automated messaging platform for tech-savvy marketers who want more control and flexibility to craft and send data-driven emails, push notifications, in-app messages, and SMS.

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Your marketeers will be able to start and exit campaigns both on changing properties as well as on specific incoming events.

How to connect

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Customer.io

Go to your connections menu and click the '+' button. You'll find the customer.io connector under the 'all' or 'marketing automation' tabs :

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These information can be found back in customer.io -> Settings -> Manage API credentials

Customer.io

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general settings

If you go to the 'Connections' menu and lick on 'Settings' on the customer.io panel, you'll see the general 'Connection' Tab

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Simply select the properties for users and accounts you want to sync to customer.io.

Companies in

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Customer.io

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By default, customer.io only comes with people, not accounts/companies. You have to set in Settings->Workspace settings->Custom Objects. You'll be able to create 1 (one!) Customer object which object_id should be 1. This will be the object in customer.io where journy.io accounts are sync'ed.

Customer.io

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actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user meeting signal conditions, following customer.io actions can be triggered:

  • Trigger event: You can trigger a customer.io event, which will immediately execute actions in customer.io.

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