Enable Time Zone Match in 10 Minutes with Clearbit

Introduction

Time Zone Match can be very handy, especially for onboarding campaigns to help reach and teach people who are trying out your app for the first time. Being able to define a delivery time window that’s specific to individual users will help you reach them at the right time.

If you use Clearbit and Customer.io, you can enable Time Zone match in about 10 minutes.

Ingredients

This recipe works for teams who use Clearbit enrichment via Segment.com. Clearbit will send two attributes to Customer.io:

  • clearbit_person_time_zone
  • clearbit_company_time_zone

Method

Step 1. Add a timezone attribute to your profile data

To enable Time Zone Match in Customer.io, there must be an attribute named timezone in your users’ profiles. So we’ll be using an Attribute Update action to transform your Clearbit fields into the required timezone field for Time Zone Match.

Haven't enabled Attribute Update Actions yet? Just head to the Email & Actions section of your workspace.

Create a new Segment Triggered Campaign

This campaign will modify existing profiles in your Customer.io Workspace — as well as add the required timezone attribute for new profiles as they get added and enriched in your Workspace.

attribute update campaign

For your trigger, you’ll use a segment looking for profiles that have been successfully enriched with either the person’s time zone OR the company time zone. (You can, of course, just look for matches on one of these, but here, we’re going for the largest number of users.)

trigger segment is anyone with a time zone attribute

Add an Attribute Update Action

Next step is the workflow! You only have to add one action - an Attribute Update Action. Once a user’s profile is enriched with Clearbit’s timezone data, this action will update their profile with a new timezone attribute.

workflow set up for timezone attribute update campaign

Set up the Attribute Update Content

Here, we’ll simply use a Liquid if/else statement:

{% if customer.clearbit_person_time_zone.size > 0 %}
{{ customer.clearbit_person_time_zone }}
{% elsif customer.clearbit_company_time_zone.size > 0 %}
{{ customer.clearbit_company_time_zone }}
{%endif%}

This creates an attribute called timezone and sets it to the same value as either clearbit_person_timezone OR clearbit_company_timezone. (We prioritized the person’s timezone since companies may have geographically distributed employees.)

Test your Liquid

After saving, use some sample data and preview to verify that the current selected profile computes to the expected timezone value.

preview attribute update in composer

Step 2. Turn on Time Zone Match

You’re almost done! Head to the Email & Actions section and click “Get Started”. To enable Time Zone Match, you’ll first have to test and confirm that you’re sending in the right time zone attribute.

If you haven’t performed Step 1, you’ll see the following:

time zone attribute testing error message


Once you get a confirmation on your test customer, you can enable Time Zone Match.

time zone attribute testing confirmation


Congratulations, you can now add Time Zone based Time Windows to your campaigns in Customer.io! To begin to use that time zone data, edit any Time Window in a triggered campaign (or add a new one) to set the window to the user’s timezone.

setting time window to user's timezone

Now, as users enter the time window, they’ll wait until its 9AM to 5PM in their own timezone before progressing through the remainder of your campaign.

Have questions about Time Zone Match, Attribute Update Actions, or connecting to Clearbit? we’re here to answer!