Customer.io

Customer.io is powerful marketing automation to help you lower churn, create stronger relationships, and drive subscriptions.

Connection

  1. Visit the Sources tab
  2. Click Customer.io
  3. Follow the instructions on how to configure Customer.io

Historical Sync

We support ingesting historical data from this source (i.e. events and users from before you connected it to Windsor). Please email us after connecting the source and we'll take care of it right away.

Identifying Users

Windsor automatically links Customer.io events to Windsor users as long as Customer.io has their user_id, email or phone. If you're using the Customer.io javascript library to track user events, then just make sure to identify your users correctly.

// Only send this when a user is logged in
<script type="text/javascript">
_cio.identify({
// Required
id: "user-123",
email: "john@example.com",
// Optional
firstName: "John",
lastName: "Doe",
avatar: "https://avatar.windsor.io/user-123",
phone: "+1 (415) 123-4567",
});
</script>

If you use Segment to integrate Customer.io instead of the Customer.io javascript library, then you can skip this. Segment automatically sends the user context to Customer.io.