Customer.io (Actions) Destination

Customer.io lets you send automated email, push, SMS, letters, and webhooks based on your customer’s activities in your app or product. It makes conversion tracking, optimization and remarketing easier.

Good to know: This page is about the Actions-framework Customer.io Segment destination. There’s also a page about the non-Actions Customer.io destination. Both of these destinations receives data from Segment. There’s also the Customer.io source, which sends data to Segment!

Benefits of Customer.io (Actions) vs Customer.io classic

  • Track an anonymous event. Track events from users who are not yet known to Customer.io. If you have the Customer.io event merging feature enabled, Customer.io associates all incoming events that share an anonymous_id received in the last 30 days.

Getting started

  1. From the Segment web app, click Catalog, then click Destinations.
  2. Find the Destinations Actions item in the left navigation, and click it.
  3. Select Customer.io (Actions).
  4. Click Configure Actions Customer.io.
  5. Select an existing Source to connect to Customer.io (Actions).
  6. Enter the API Key and Site ID. Find these values on the Customer.io API Credentials Page.
  7. Select Quick Setup to start with pre-populated subscriptions, or Customized Setup to configure each action from scratch. Click Configure Actions.

Destination Settings

Setting Description
Account Region Required.

Learn about Account Regions.

API Key Required.

Customer.io API key. This can be found on your API Credentials page.

Site ID Required.

Customer.io site ID. This can be found on your API Credentials page.

Available Presets

Customer.io (Actions) has the following presets:

Preset Name Trigger Default Action
Create or Update Person Event type = "identify"
Create or Update Person
Track Event Event type = "track"
Track Event
Track Screen View Event type = "screen"
Track Screen View
Delete Device Event event = "Application Uninstalled"
Delete Device
Create or Update Device Event event = "Application Installed"
Event event = "Application Opened"
Create or Update Device
Track Page View Event type = "page"
Track Page View

Available Actions

Build your own subscriptions! Combine supported triggers with the following Customer.io-supported actions:

Track Page View

Track a page view for a known or anonymous person.

Click to expand fields

Field Description
Person ID Type: STRING

The ID used to uniquely identify a person in Customer.io. Learn more.

Anonymous ID Type: STRING

An anonymous ID for when no Person ID exists. Learn more.

Page URL Type: STRING

The URL of the page visited.

Timestamp Type: STRING

A timestamp of when the event took place. Default is current date and time.

Event Attributes Type: OBJECT

Optional data to include with the event.

Convert Timestamps Type: BOOLEAN

Convert timestamp to a Unix timestamp (seconds since Epoch).

Create or Update Person

Create a person in Customer.io or update them if they exist.

Click to expand fields

Field Description
Person ID Type: STRING

The ID used to uniquely identify a person in Customer.io. Learn more.

Anonymous ID Type: STRING

An anonymous ID for when no Person ID exists. Learn more.

Email Address Type: STRING

The person’s email address.

Created At Type: STRING

A timestamp of when the person was created. Default is current date and time.

Person Attributes Type: OBJECT

Optional attributes for the person. When updating a person, attributes are added or updated, not removed.

Convert Timestamps Type: BOOLEAN

Convert created_at to a Unix timestamp (seconds since Epoch).

Delete Device

Track an “Application Uninstalled” event to delete a person’s device.

Click to expand fields

Field Description
Person ID Type: STRING

The ID of the person that this mobile device belongs to.

Device ID Type: STRING

The device token of a customer’s mobile device.

Track Event

Track an event for a known or anonymous person.

Click to expand fields

Field Description
Person ID Type: STRING

The ID used to uniquely identify a person in Customer.io. Learn more.

Anonymous ID Type: STRING

An anonymous ID for when no Person ID exists. Learn more.

Event Name Type: STRING

The name of the event.

Timestamp Type: STRING

A timestamp of when the event took place. Default is current date and time.

Event Attributes Type: OBJECT

Optional data to include with the event.

Convert Timestamps Type: BOOLEAN

Convert timestamp to a Unix timestamp (seconds since Epoch).

Create or Update Device

Track an “Application Installed” or “Application Opened” event to create or update a person’s device.

Click to expand fields

Field Description
Person ID Type: STRING

The ID of the person that this mobile device belongs to.

Device ID Type: STRING

The device token of a customer’s mobile device.

Platform Type: STRING

The mobile device’s platform. (“ios” or “android”)

Last Used Type: STRING

The timestamp for when the mobile device was last used. Default is current date and time.

Convert Timestamps Type: BOOLEAN

Convert last_used to a Unix timestamp (seconds since Epoch).

Track Screen View

Track a screen view for a known or anonymous person.

Click to expand fields

Field Description
Person ID Type: STRING

The ID used to uniquely identify a person in Customer.io. Learn more.

Anonymous ID Type: STRING

An anonymous ID for when no Person ID exists. Learn more.

Screen name Type: STRING

The name of the screen visited.

Timestamp Type: STRING

A timestamp of when the event took place. Default is current date and time.

Event Attributes Type: OBJECT

Optional data to include with the event.

Convert Timestamps Type: BOOLEAN

Convert timestamp to a Unix timestamp (seconds since Epoch).

Migration from Customer.io classic

Upgrade to Analytics.js 2.0

Actions-based destinations require features found in Analytics.js 2.0. Upgrade your Analytics.js source to take advantage of Actions-based destinations, performance improvements, and more.

Keep the following in mind if you plan to move to Customer.io (Actions) from the classic Customer.io destination.

Customer-io settings mapping

customer-io Classic Destination Setting How to enable in customer-io (Actions)
Connection Settings
API Key
Cloud Device-web

Set the API key as a connection setting during initial configuration, or on the Settings tab.

Customer.io Datacenter
Cloud Device-web

Select the Account Region in Connection Settings.

Site ID
Cloud Device-web

Set the Site ID as a connection setting during initial configuration, or on the Settings tab.

Connection Mode
Cloud Device-web

Customer.io (Actions) supports cloud-mode.

Other Settings
Convert to Unix Time
Cloud Device-web

tbd

This page was last modified: 02 Dec 2021



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