Getting started with CDPNew
Customer.io Data Pipelines (CDP) reshape data from sources to fit your destinations. You can collect data from any number of sources and send it to destinations where you can act on it—for analytics, marketing automation, and so on. This page provides basic instructions to get you started with Customer.io Data Pipelines (CDP), including how to get data flowing from sources to destinations.
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Basic setup path
The following steps are the basic path you’ll follow to set up your CDP. You’ll find more detailed instructions within each individual source and destination in our catalogs, but this can help you better understand the high-level tasks you need to accomplish to get things up and running.
- Add a source.
- Set up calls to send data from the source.
- Add a destination to receive data from the source.
- Test your implementation.
page tracking. This is a simple path to get you started and prove your implementation.
to your website) subgraph c [Source Events] direction LR d(
group) end b-->c e-.->|Sent automatically
& anonymously|h(CDP) h-->i(New destination)
1. Add a source
A Source is a website or server that sends data into Customer.io. You’ll add sources to collect data that helps you understand who your customers are and how they use your product. Create a source for each website or app you want to track.
- Go to the CDP tab. On the Connections page under Sources, click Add New.
That’s it! Now you’re ready to capture data from your website.
2. Make a page call
However, these events are still anonymous. You’ll need to set up
While your source might change, our event types don’t. You can capture the same events—or a subset of events—from the sources we support.
3. Add a destination
A destination is the place you want to send your data to. You can send data to analytics platforms, CRMs, support tools, or other marketing platforms from any of your sources. We reshape data from your sources to fit the shapes expected by your destinations.
- Go to the CDP tab and click Connections.
- Click Add New under Destinations.
- Select your destination. In our examples, we’re using the Customer.io destination.
- Configure your destination. Each destination has its own configuration settings—depending on the ways in which you authenticate with a destination, the types of events it accepts, and so on. See our catalog and select your destination to get detailed instructions.
- Click Enable Destination.
If you go back to your website and reload a page, you’ll see data flowing right away! These are anonymous
page events—pageviews. But, to take advantage of data in your destination, you’ll need to implement the
track, and other calls to your website to get the most out of the CDP and send actionable data to your destinations.
4. Validate your implementation
When you look at a source or destination, you can go to the Actions tab to see the individual events that flow from your source, and the calls that we make to your destination.
You can use these tabs to make sure that your source events are set up properly and mapped correctly to your destination. These pages show events as they come in—a nearly live stream.
Events and Actions: How we map source data to destinations
identify call come into your source.
You can check these events to make sure that you’re sending the right information into Customer.io.
When you set up a destination, you’ll see an Actions tab. An action is an event that we’ve mapped to your destination. You can change your actions and the way we map events to your destination in the Mappings tab. In most cases, you’ll want to stick with our default actions. But you can customize these if you want—like if you want to filter out specific calls from certain destinations.