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.
Connecting customer.io to journy.io, we allow users to sync out PLG scores and any other properties, as well as trigger custom customer.io events.
Your marketeers will be able to start and exit campaigns both on changing properties as well as on specific incoming events.
How to connect 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 :
A popup window will open and ask you for the following information (all easily copy-pasteable from your Customer.io instance:
Name: A name, referenced throughout journy.io.
Sire ID: The Site ID provided by Customer.io.
API Key: The API Key provided by Customer.io.
Region: The region in which your Customer.io account is based.
These information can be found back in Customer.io -> Settings -> Manage API credentials
Customer.io 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
Here are the different settings:
Destination: If set, Customer.io can be used as destination.
Name: Set/Edit a name for the connection.
Customer.io destination settings
If you go to the destination submenu, you can indicate which properties to sync out into Customer.io.
Using segments to limit which user and account properties will be sync'ed
When no segments are selected, journy.io will sync every user to Customer.io. To sync only a subset of users to Customer.io, you can select one or more segments that will act as a filter.
Selecting properties
Simply select the properties for users and accounts you want to sync to Customer.io.
Companies in Customer.io
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 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.