Workspaces are a way of working with multiple products, sites or apps from a single Customer.io account. Everyone starts with one (its name is the same as your account name), and you can add or remove them as needed.
Workspaces are managed in your account Settings. You can get there via the dropdown in the navigation bar:
Clicking the ‘Manage’ button takes you to your workspace settings:
Here, you can see your current workspaces and their delivery settings, as well as add, edit or delete them (if you have more than one).
To add a new workspace, click the Add button in the top right-hand corner. You’ll be prompted to give it a name, as well as define delivery settings. You can give it a custom color, as well, to help you differentiate between them.
The Delivery Settings work as follows:
Once you have more than one workspace added, you can switch between them from the main navigation bar:
To edit an existing workspace’s name or delivery settings, click ‘Edit’ in the Manage settings:
You can change your workspace’s name or delivery settings. You can also change its color.
To remove a workspace, click ‘Delete’ in the same row.
You’ll be required to type in your workspace’s name (case-sensitive) in order to delete it. Be certain, because this permanently deletes all campaigns, emails, customers, deliveries, metrics, and data associated with that workspace!
They’re essentially separate instances of Customer.io. Each workspace has its own people, campaigns, metrics, and other data. No information is shared between workspaces.
If you have this feature, you’re still using our old infrastructure. Once you’re migrated, each Environment will become its own workspace. Your current campaigns will carry over, but any changes you make are specific to each workspace.
The important thing to remember is that certain settings (custom SMTP and action credentials, such as Slack) - are now workspace-level, so you’ll have to make individual changes.
No. Our billing remains the same; you’re billed for how many profiles and messages you use across all workspaces on your account.
Not in V1, but it’s in the plans.
No, there isn’t. Workspaces are completely separate instances of Customer.io, each with their own people and associated data. This prevents sharing information and potentially messaging the wrong person.
Workspaces can be used in this way, but they weren’t built for that purpose. We’re working on better solutions to the testing/staging/production workflow within Customer.io.