Customer.io is a powerful customer engagement platform that enables marketers to create highly automated messaging campaigns.
By leveraging real-time behavioral data, marketers can craft personalized and relevant messages that effectively engage and retain customers.
Now, if this sounds attractive, you’ve most likely considered integrating Customer.io with the tools you already use.
Let’s delve deeper into this issue
Data Transfer
When it comes to getting data into this tool, you have several options to choose from.
The method you select will largely depend on the type of data you want to send, its source, and the development resources available within your team for setting up the integration.
Let’s take a look at the Customer.io integrations and their methods below.
Methods and Data
There are several methods available to send data to the tool for your Customer.io integration.
These methods include the Track API, Customer Data Platforms (CDP), SQL Sync, CSV Import, JavaScript Snippet, Connected Forms, Data Campaigns, and Third-Party Tools.
With the Track API, you can send attributes, events, page views, devices, manual segments, and forms data to Customer.io.
Customer Data Platforms (CDP) enable you to send attributes, events, page views, and device data.
SQL Sync allows you to send attribute data, while CSV Import supports sending both attributes and events data.
The JavaScript Snippet method lets you send attributes, event data, anonymous events, and page views. Connected Forms allow sending attribute data.
The data Campaigns method supports sending attributes, events, and webhooks data.
Track API
This tool also offers a RESTful API and the company states that they see it as their preferred method for receiving the data.
This integration method provides maximum flexibility and minimizes intermediaries between your code and ours, making troubleshooting easier.
The company also has official libraries available for several programming languages, and they also appreciate contributions from customers who have generously shared their own libraries.
Customer Data Platforms
A Customer Data Platform (CDP) is a valuable third-party tool that enables engineering teams to streamline data integration from various sources, such as backend systems, mobile apps, and websites, to multiple destinations.
While the Customer.io integrations between sources and destinations are typically managed by the CDP, this may not always be the case.
Consider taking advantage of a CDP if you need to send the same data from your software to multiple services and add Customer.io as a destination within the CDP.
This approach can be particularly useful when the tool does not provide a client library for your preferred programming languages, such as Java, Flutter, OS X, Scala, .NET, and others.
Some of the most commonly used CDPs include Segment, Rudderstack, and mParticle.
SQL
Utilizing the tool’s SQL Sync lets you easily connect your Microsoft SQL, Snowflake, BigQuery, MySQL, PostgreSQL, or Redshift database to your workspace.
This integration allows for the seamless addition and updating of people on a recurring interval from your backend systems.
Additionally, you have the option to automatically trigger campaigns by adding or updating people in a manual segment during each sync interval.
CSV Import
In the user-friendly interface (UI), you have the convenience of a CSV import feature that allows you to quickly and easily upload people or events to your account without requiring any coding skills.
All you need to do is create a properly formatted file that contains the data you wish to upload for each person and then easily upload it to the tool with a few simple steps.
No coding is required!
JavaScript Snippet
The most straightforward method for Customer.io integration is by installing the JavaScript Snippet, which can be found in your account's integration settings.
It's as simple as copying and pasting the JavaScript snippet into your website's code, ensuring it is placed just before the closing body tag. No complex coding is required!
Connected Forms
Connected Forms in Customer.io provide automated triggers for campaigns, data sending to other services, and people addition or update when forms are submitted on your website or app.
There are multiple ways to connect forms to your workspace:
- Use the forms JavaScript snippet with your custom form or integrate with a form provider.
- Use the Forms API for backend integrations.
Webhook Campaigns
Webhook-triggered campaigns are campaigns triggered by an incoming webhook, where the data is the subject of the campaign instead of a person.
They allow you to integrate with external APIs without writing code or using middleware products like Zapier.
With webhook-triggered campaigns, you can manipulate incoming data to create people, update people, and trigger events. Learn more from our webhook-triggered campaign documentation.
Third-Party Integrations
The tool supports various third-party integrations regularly updated and maintained by third-party providers.
You can refer to their documentation to determine the supported aspects of each service.
Here are some examples of third-party integrations used by Customer.io customers:
- Census - Reverse ETL platform for large data sets.
- Zoho CRM - Easy-to-use CRM with a flexible data structure.
- Zapier.com - No-code tool that makes building integrations with 4000+ apps easy.
Can You Get Data From It?
Don’t worry, there are numerous ways that you can use to get data from the tool too.
The approach you choose will depend on the specific data you need, where you want to send it, and the developer resources available in your team for setting up the integration.
You can access various data about Customers (People), Campaigns, Newsletter Broadcasts, Segments, Message Templates, Messages (Deliveries), Exports, Activities, Sender Identities, trigger API Triggered Broadcasts, and send Transactional messages using the App API.
Additionally, you can receive real-time data about select events, such as email clicks and email opens, through Reporting Webhooks.
CSV export allows you to extract People, Segments, Campaign Metrics, and Delivery Logs data. Workflow Webhook Actions allow you to receive data sent by your Campaign Workflow or Broadcast.
Lastly, using Data Warehouse Sync, you can export bulk historical and real-time data from this tool to your data warehouse.
Final Thoughts
With its flexibility, ease of use, and wide range of integrations, the tool enables businesses to optimize their communication strategies and create personalized experiences for their customers, ultimately driving better results and customer satisfaction.
Explore the various features and integrations offered by the tool to leverage your customer data and enhance your marketing and business efforts.
If you have any uncertainties or need help with the tool, reach out to Wired Messenger! We are happy to help!