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Customer.io Blog

How Notion Switched to Customer.io 8 Days Before Their Annual Renewal

Alex Heurich
Notion is an all-in-one workspace where you can write, plan, collaborate, and get organized. Notion strives to create a simple, beautiful, and easy-to-use product for their customers, which is one of the main reasons why they switched to Customer.io. They needed an automated marketing platform t…

How Timetastic Increased Their Free Trial Conversion Rate With Customer.io

Alex Heurich
Timetastic is the paperless way to track employee’s time off with an up-to-date record of absences, so you can plan better and work smarter. Every new company starts with a trial and then has the option to upgrade to a paid account. To increase more paid customers, Timetastic knew they had to cr…

Customizing My Welcome Campaign with Local Weather

Bill Miksich
I recently re-joined the team at Customer.io to head a new Professional Services team after about a year away from the company. After spending that year leading the Marketing team at Simple Finance, I had a greater appreciation for the struggles that B2C companies face when trying to keep their …

Oh, the other features you’ll ship if you focus on your product’s onboarding!

Richard Hawkes
How you approach the work is as important as what you ship. Want a masterclass in @UserOnboard ing? Try @CustomerIO. They asked about me, my company, and how I want to use the product and then highlighted where they used that info to customize the onboarding flow.. which is exactly w…

Building Your First Product Onboarding Email Campaign

Alex Patton
Once you’ve started to acquired users, you’ll want to build the perfect onboarding email series for your product very soon. Whether you’re a B2C product or a B2B SaaS platform, a well-thought-out product onboarding series can play a key role in turning your new users into lifelong paying custome…

How to Build a Round-Robin Assignment for your Inbound Sales Funnel

Alex Patton
Imagine you run a sales team. Every time a new lead comes in, you want to assign that lead a salesperson, and you want each salesperson to get the same number of leads overall. A quick solution would be to randomly assign a salesperson—in the long run, that would equally distribute your leads. B…

Business Continuity at Customer.io During Coronavirus (COVID-19)

For many businesses, Customer.io is a mission critical part of infrastructure. With the ongoing covid-19 (coronavirus) pandemic, I want to reassure you about our resiliency. We’re confident that service from Customer.io will continue unaffected. Here’s what you might want to know: Globa…

How to use Snippets for Id Lookups

Alex Patton
Depending on the emails you’re sending or systems you are integrating with, you frequently have a value but need to find the id (or vice versa) from a static list. With Customer.io’s Snippets, you can use Liquid Logic to lookup a list of ids and their corresponding values. For this example, w…

Send an Automated Message to Intercom’s Chat Widget

Colin Nederkoorn
Intercom is a popular live chat tool that lets your users talk in real-time to a customer support representative – frequently, companies will also use Intercom for in-app notifications. Using Intercom’s API and Customer.io’s Webhook Action, you can trigger automated messages to specific users th…

How mirroring people’s mental models unleashes superpowers

Madeline Pickering
The most satisfying part of my role as a Product Designer is when we release something that helps our customers become heroes at their jobs. When I help reveal or amplify people’s superpowers, I feel connected to the meaning of my work. There are lots of ways to do that through new featur…