Customer.io Questions & Answers

A conversion is recorded and attributed to a user's campaign when a person completes the conversion criteria within the given time, this way the user can track conversions using Customer.io.

If the person doesn't complete the conversion criteria or performs it outside the time frame that is set, then it is not recorded.

Customer.io helps in email marketing using features like drag and drop functionality and template creation with ease.

It is a centralized area where all the campaigns can be seen and configured by anyone on the team and automation tools that make the process simple and efficient.

Custom layouts can be built in different ways in Customer.io, they are as follows:

Email layouts

• Create a new layout
• Copy the code of an email template that is inclined
• modify the content with Customer.io tags
• Now, you can remove the preheader text if needed
• Save the layout

In-app messages

• Create a blank template and name it
• Click on create message
• Select Code View
• Now, Copy and paste the desired code from the template into a new message
• Now, customization of the template can be done from there.

Starter layouts

• Navigate to the content section
• Click on the layout option to see the starter layouts
• Select a layout and name it
• Customize the CSS and HTML as per your need.

Using Customer.io form integration feature, one can collect forms without the help of a java snippet or any code. The feature automatically adds and updates people to a workspace when they submit a form. The form integration feature can also be beneficial as:

• Trigger campaigns can be automated based on submission of forms
• Data can be integrated to other platforms
• Targeted and Personalized messages can be sent to customers
• Automated messaging allows user data to be kept up to date
• Lead generation and nurturing becomes efficient.

To archive or unarchive a segment in Customer.io, follow the steps given below:

• Open your Customer.io account
• Navigate to the Segments page
• Select the segment that you wish to archive or unarchive
• Now, click on the ‘Options’ button and choose the option to archive or unarchive the segment
• Multiple unused segments can be archived or unarchived in the segments page by checking the box next to them selecting the archive or unarchive option

Note: A segment that is currently in use cannot be archived, you can see if a segment is in use in your workspace by checking the usage tab.

To export a segment in Customer.io follow the steps given below:

• Open your Customer.io account
• Navigate to the Segments page
• Select the segment that you wish to export a list from
• Click on Export and download the CSV file on the Exports page.

To create a segment in Customer.io, follow the steps given below:

• Open your Customer.io account
• Navigate to the Segments page and select the Create Segment option
• Rename your segment and description
• Now, you can choose whether to create a Manual segment or a Data-driven Segment.

To change the denominator for your metrics in Customer.io follow the steps given below:

• Open your Customer.io account
• Navigate to the Settings tab
• Select the Workspace Settings Email option
• Tap on Settings > Custom SMTP
• Now just press the ‘Delivered’ or ‘Sent’ button to decide how your metrics are computed.

The metrics that can be calculated in the dashboard in Customer.io are as follows:

• Segment membership metrics using which one can see and understand how membership in segments change over time
• Test metrics that allow a user to see which entry in the test was better and how well A/B testing has performed over the elements of the campaign
• Link metrics provides insights on which links get the most clicks.

The key features of Customer.io are as follows:

• Campaign management allows a user to manage events, forms and webhooks
• A/B testing help in optimizing messages and monitoring performance
• Reporting and Dashboards creation one can get a fine understanding of how every aspect of their workspace is performing and running. And by using reporting users can get insights into audience demographics and gain success
• Using segmentation user can segregate their audience as per their demographics
• Live chat features using which one can solve customer queries efficiently which is only accessible during business days
• Landing page creation features which help in creating campaigns by adding images, buttons and content blocks using Drag and Drop functionality.