Customer.io

Configuration details for the Customer.io integration.

Overview

This integration allows you to sync data between your sources and Customer.io events, customers, and segments.

Initial Setup

Navigate to Settings > Account Settings > API Credentials > Tracking API Keys to get the Tracking Site ID and Tracking API Key.

Navigate to the App API Key tab to create an App API Key for Hightouch, and use that as App API Key.

If in the EU, submit "eu" as a Region when creating the destination, otherwise submit "us".

Syncing Customer.io Customers

Sync Modes

This integration only supports the Upsert mode.

In this mode, new customers will be inserted into Customer.io and all customer attributes will be kept up-to-date within Customer.io.

Record Matching

Records can be matched from your source to your Customer.io workspace by your Customer User ID.

Field Mapping

You can sync columns from your source to Customer.io's fields. Customer.io does not provide info about existing fields, so you will have to type the names of the fields inside.

Delete Mode

You can choose what Hightouch's behavior is when records leave the query result set. The default is doing nothing, but you can also set Hightouch to delete the Customer.io customer on record exit.

Syncing Customer.io Events

Event Types

There are two types of events that can be sent to the Customer.io destination

• Track Event: Sends events of a particular name when a record is added

• Track Page View: Track when a customer views a particular page URL

Track Event Configuration

Hightouch allows you to choose the event name, user ID and event timestamp for a track event.

Note: Hightouch accepts a normal date time format for the timestamp, and automatically converts it to the format required by Customer.io.

Page View Configuration

Hightouch requires the columns containing both the user ID and the page view URL to be set.

Field Mapping

Hightouch allows you to pass data to the event properties of a Customer.io event.

Syncing Customer.io Segments

Segment mode syncs a query result to a Customer.io segment. Segments are automatically created in Customer.io based on the name of the query, and each query can sync to only one segment.

Hightouch adds and removes users to a segment as records are added and removed in the query results.

Record Matching

Records can be matched from your source to your Customer.io workspace by your Customer.io User ID.