Use email to move users through your onboarding funnel with Customer.io

Email is essential for onboarding users. Timely emails can nudge users toward activation by surfacing relevant tutorials, use cases, features, benefits, and more. With Segment and a message automation tool like Customer.io, you can use email to activate new users based on their stage in the customer lifecycle—and you can automate the whole process when you send user events and audiences to Customer.io via Segment!

How this works:
  1. Connect Segment and Customer.io to sync events like Account Created, Invite Sent, and Trial Started to Customer.io
  2. Define your key onboarding and activation stages
  3. Trigger email campaigns via Customer.io based on Segment events (You can also use Segment Personas to build custom audiences and push them to Customer.io)
Steps to get started:
  1. Set up event tracking with Segment (here’s a quick start guide for B2B SaaS)
  2. Get data flowing from Segment to Customer.io
  3. Optional: Use Segment Personas to build custom audiences and send to Customer.io
Tools you need:
Connect Segment + Customer.io

Collect data once with Segment and send it any tool you use. No more tedious integrations. No more engineering resources wasted.

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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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