Start using Customer.io to send emails
Join our chatroom if you’re stuck at any point.
Step 1: Add our javascript snippet to your site (2 mins)
Or, get your kind developer friend to do it. :) We work much the same way as google analytics, kissmetrics, or mixpanel. Once you’ve done this, you’ll be able to start sending us data that you want to base emails on.
Step 2: Create segments that are important to your business (15 mins)
Segments are groups of people that you’d like to email. You can email people based on three types of data: pageviews (URLs people visit), events (things that people do or don’t do in your app), and user attributes (unique qualities about a user). Here’s more info on setting up each of these types of segments.
Step 3: Set up your first email campaign (5 mins)
Once you’ve created your desired segments and are sending data for them, you’re ready to setup your automated email. Here’s a screencast of how to set up an email that pushes new users to use a critical feature.
Step 4: Write some killer email copy
This can be the toughest step… we know. If you want a second opinion before you hit send, Colin, our CEO and in-house copy expert, will be more than happy to help you.
Step 5: Test out your email
Once you’ve created a campaign and you’re sending us the necessary segment data, you’ll start to see emails addressed to people who match the conditions for the campaign. You can then send these emails manually (or delete them if the email logic and/or copy isn’t quite right).
Step 6: Make an email automatic.
Go big! Once you’re happy with the logic and copy, switch the sending mode for your email to be automatic. Now we’ll do the work for you. \o/