Customer.io Connector

The Customer.io Connector enables your team to synchronize users from Hull with Customer.io to automate customer lifecycle emails and campaigns.

Getting Started

Go to the Connectors page of your Hull organization, click the button “Add Connector” and click “Install” on the Customer.io card. After installation, start at the “Settings” tab by authenticating with Customer.io. Getting Started Step 1

Scroll down to the section labelled “Configuration” to finish your technical configuration: Getting Started Step 2

Here you can determine the whitelisted segments which a user needs to belong to in order to send it to customer.io. If you don’t specify any segments, no user will be send to customer.io.

You can also determine how to handle when a user leaves a segment. When you enable user deletion, the Connector will automatically remove users from customer.io if they no longer belong to any of the whitelisted segments.

Furthermore, you can specify which events shall be send to customer.io by selecting the events from the dropdown list. You can also activate Anonymous Events, which is an advanced feature in customer.io. If you are not familiar with this feature, you can read more in Customer.io’s own documentation.

The most important decision you have to make here is which user attribute to send as the **customerId** to customer.io which is the unique identifier within customer.io. Our recommendation is to either use the external_id if you assign your own identifier to users in Hull or use the Hull id.

The last step of the setup is to specify the fields to send from Hull to customer.io: Getting Started Step 3

Features

The customer.io connector allows you to synchronize users from Hull with persons in customer.io to automate customer lifecycle emails and campaigns. You can also forward events/activities from Hull to customer.io to use this behavior data to trigger powerful workflows to send emails, SMS and more.

You can also feed events related to email activity back from customer.io into Hull to leverage this information in your other connected tools.

The Customer.io Connector supports to update traits and create events.

How to obtain your credentials

Navigate to your customer.io dashboard and locate the “Integrations” item on the menu to the left side of your screen. Click on the button “Settings” next to Customer.io API: Credentials Step 1

Note down the “Site ID” and “API Key” from the following page: Credentials Step 2

How to set up the webhook to receive data from customer.io

Navigate to the tab “Dashboard” on the Customer.io Connector in Hull and copy the displayed Webhook Url: Webhooks Step 1

Open your customer.io dashboard, select “Integrations” from the menu to the left side of your screen and click the button “Settings” next to Email Activity Webhook: Webhooks Step 2

On the next page, paste the Url obtained from Hull into the field “Webhook Endpoint”: Webhooks Step 3

Click on the button “Send Test” and save your changes if the symbol indicates success.

How to determine which events customer.io sends to Hull

You can specify the events Hull will receive from customer.io. The list of all events is available in the customer.io docs under http://learn.customer.io/developer-documentation/webhooks.html#events.

To customize this events, navigate to your customer.io dashboard, select “Integrations” from the menu to the left side of your screen and click the button “Settings” next to Email Activity Webhook: Webhook Events Step 1

On the next page, you can select the events you want to receive from the list and save your changes: Webhook Events Step 2