Get users to your Aha moment faster with email via Customer.io

Not all users reach milestones like the “Aha” or “Habit” moment after starting the onboarding experience. With Segment and an email notification tool like Customer.io, you can easily identify product usage and nudge users towards these meaningful moments via email.

How this works:
  1. Define the various milestones in your product onboarding experience like 30 follows, 1 file upload, 2000 messages sent, etc.
  2. Send track events to Segment when users reach these milestones (you can also use Segment Personas to build an audience that aggregates events like “invited friend event has been sent > 10 times in 7 days”
  3. Connect Segment and Customer.io to sync events and user traits to Customer.io
  4. Send notifications via Customer.io (you can either trigger emails from events, or group segments of users into stages of your onboarding funnel to send at specific times)
Steps to get started:
  1. Configure event tracking (here’s a guide on tracking for SaaS)
  2. Get data flowing into Customer.io
  3. Use Segment Personas for granular audience building
Tools you need:
Connect Segment + Customer.io

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How Customer.io works with Segment

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 than ever.

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