Premium and Enterprise Features
Customer.io offers different billing plans. These plans determine how much information you can store before incurring overages, and, in some cases, what features you can use.
Beginning December 26, 2022, Customer.io offers three different types of plans: Essentials, Premium, and Enterprise. You’ll find a detailed list of the differences between plans on our pricing page, but your plan determines whether or not you can use some features in the system. These are typically advanced features that take more resources to support (in terms of storage, processing, and people).
If you began using Customer.io before 26/12/2022…
You have access to all features and can continue creating more than two workspaces.
|Data warehouse integrations|
If you’re on our Premium or Enterprise plans, you’ve got access to the following features.
- Extra workspaces: Workspaces hold your people, campaigns, etc. Different workspaces provide a mechanism to manage separate business entities, groups of people, and so on.
- Collections: Collections provide a mechanism to keep data independently of people. You can query this data as a part of a campaign and associate it with people to populate additional information in messages.
- Data warehouse integrations: You can export data to your data warehouses—Amazon Redshift, Google BigQuery, MySQL, Snowflake etc—for reporting and advanced analysis.
If you’re new to Customer.io, you might start out on our Essentials plan. You can request an upgrade if you want to try out our premium features.
You can request an upgrade to a premium trial on any of our pages representing premium features—like the Content > Collections page or on all of our data warehouse integration pages. Or you can go to your Account > Plan & Payment page to request an upgrade.
If you were on a premium trial and enabled some premium features but decide that you want to use our Essentials plan going forward, you’ll need to disable or remove some of these features before you can downgrade.
When you try to downgrade, we’ll let you know what you need to change, and we’ve included instructions to disable or delete items below.
The Essentials plan is limited to two workspaces. If you have more than two workspaces and want to downgrade, you’ll need to delete the excess workspaces. Deleting workspaces removes all data associated with the workspace—campaigns, messages, people, etc. This action is not recoverable. You may want to export your people data before you delete you workspaces.
- In the upper-right corner, where you see your workspace name, click and select Manage all workspaces.
- Click Delete for the workspaces you want to remove.
Remember, you only need to remove workspaces until there are two or fewer!
If you used collections, you’ll need to remove them from your workspace before you can move to our Essentials plan. However, you can’t delete collections until you remove Query Collection blocks from your campaigns.
We don’t currently have a way to find where you’ve used Query Collection actions in campaigns and broadcasts.
- Go to Content > Collections.
- For the collection you want to remove, click and select Delete.
If your collection is used in a campaign or broadcast, you’ll receive an error. You must find and delete Query Collection actions in campaign or broadcast workflows that are associated with your collection before you can delete the collection itself.
If you want to downgrade to our Essentials plan, you’ll need to delete your data warehouse integrations that export data from Customer.io to your data warehouse(s)—Amazon Redshift, Amazon S3, Google BigQuery, Google Cloud Storage (GCS), Microsoft Azure, or Snowflake.
To disable these integrations:
- Go to Data & Integrations > Integrations and select your data warehouse.
- Click Disconnect Sync.
This disables your integration. It doesn’t affect the data already stored in your storage bucket(s) or data warehouse.