Overview
Customer.io is a messaging automation platform for sending targeted email, transactional email, push notifications, SMS, in-app messages, and webhooks based on customer behavior and data attributes. Persona’s Customer.io integration lets you manage Customer.io people from a Persona Workflow.
Integration features
The Customer.io integration supports these Workflow actions:
- Add or update customer: Create a person when the identifier is new, or update attributes for an existing person.
- Delete customer: Remove a person and their information from Customer.io.
Prerequisites
Before configuring the integration, you need:
- A Customer.io workspace.
- Customer.io Track API credentials that use HTTP Basic authentication.
- The Track API region for your workspace:
https://track.customer.iofor the US region orhttps://track-eu.customer.iofor the EU region.
Set up Customer.io credentials
- In the Persona Dashboard, go to Integrations > Marketplace and select Customer.io.
- Select Add Credential.
- Enter a nickname and the Customer.io Track API credentials used for HTTP Basic authentication.
- Select the Customer.io Track API region for your workspace, then save the credential.
Use Customer.io in a workflow
- Create a workflow or open the workflow you want to update.
- Add an Action step and select Integrations.
- Select Customer.io, choose the saved credential, and select an action.
- Map Persona data to the action inputs.
- Save and publish the workflow.
Customer.io actions
Add or update customer
Add a customer when the identifier does not exist in Customer.io, or update the provided attributes when it does.
Required fields:
- Identifier: The person’s unique identifier. Depending on Customer.io workspace settings, this can be an ID, email address, or a
cio_-prefixed Customer.io ID. - Customer attributes: A JSON body containing one or more attributes to assign or update.
Optional attributes include:
- Customer ID and email
- Anonymous ID
- Created-at timestamp and update timestamp
- Update only, which prevents profile creation when the identifier is not found
- Subscription preferences or an unsubscribe value
- Custom attributes with string, integer, or boolean values
Delete customer
Remove a customer and all their information from Customer.io.
Required field:
- Identifier: The person’s unique identifier. Depending on workspace settings, this can be an ID, email address, or a
cio_-prefixed Customer.io ID.
Customer.io may recreate the customer if another data source later sends data with the same identifier.
Plans Explained
Customer.io Integration by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Customer.io integration | Not Available | Not Available | Limited | Available |