Release Notes

Features and fixes for the Customer.io platform. This page covers releases beginning in 2021. Check out a history of releases before 2021!

May 2021

Consolidate leads and customers in the same workspace

data/integrations api/developers automation

Search for attributes belonging to a person

ui-improvements
Search for attributes belonging to a person

When you select a person, you can now go to the attributes tab and search that person’s attributes by name. This can help you find specific attributes when you associate people in your workspace with large amounts of data.

Webhook conversions

api/developers automation
Webhook conversions

You can now count conversions from webhooks, providing a mechanism to track conversions for messages that you trigger with webhooks in services outside of Customer.io. When you set up a webhook in your campaigns, toggle Allow conversion from this webhook to count conversions from your webhook.

April 2021

Twilio opt-out keyword handling

messaging

Twilio supports response keywords, letting people opt-out of Twilio SMS messages by replying with keywords like STOP or QUIT. We wrote a script you can use and a quick recipe to help you set up a Twilio workflow to send opt-outs back into Customer.io.

Go to the docs
March 2021

Data Warehouse Sync UI

ui-improvements data/integrations
Data Warehouse Sync UI
ui-improvements data/integrations
Disable link tracking in the drag-and-drop editor

We added the option to disable link tracking in the drag-and-drop editor, so you can exclude unsuccessful click outcomes, like custom unsubscribe clicks, and maintain an accurate click rate. To disable link tracking, just add the untracked class to the button, image, or text link that you don’t want to track.

Search for Team Members in your Workspace

ui-improvements admin/billing

You can search for team members in your workspace settings, making it easier to determine who has access to your workspace, especially when you have a large team.

Twilio WhatsApp Support

messaging
Twilio WhatsApp Support

You can now send WhatsApp messages via Twilio just like SMS messages. When WhatsApp support is enabled, you can compose WhatsApp messages with customer data, and preview the output directly in our Twilio composer.

To support Twilio WhatsApp messages, you must set up access to the WhatsApp Business API. When you do, contact win@customer.io, and we’ll enable WhatsApp support for your account.

Go to the docs
February 2021

Liquid Filters: Format Numbers and Negative Conditions

messaging

We added three new liquid filters:

  • The currency and format_number take regional parameters, so you can format numbers to suit your audience’s local conventions. For example: {{ 123456.78 | currency: "fr" }} outputs 123 456,78€.
  • The where_not condition lets match negative conditions—people who do not match an attribute value or an event where a value isn’t present.
Go to the docs

Facebook Lead Ads Integration

data/integrations messaging
Facebook Lead Ads Integration

Set up a Facebook Lead Ads integration automatically adds people to your email-based workspace when they fill out Facebook Lead Ad forms. You can also trigger campaigns whenever people fill out Facebook Lead Ads, automatically sending follow-up messages to nurture conversions.

Go to the docs

Multi-select, Copy, and Move in the Workflow Builder

ui-improvements
Multi-select, Copy, and Move in the Workflow Builder

We added the ability to select, move, copy, and delete multiple workflow items so that, in just a few clicks, you can copy and move blocks while preserving their structure. The workflow builder supports both hotkeys and click-and-drag functionality, so you can select and modify items using the input method that works best for you.

Go to the docs

Copy Entire Workflows Across Campaigns

ui-improvements

We also made it easier to copy entire workflows across campaigns and workspaces, helping you reuse your most successful messages and workflows. You can copy entire or partial workflows to or from another workflow using the Copy to and Copy from options.

Go to the docs

Segment on Newsletter Test Variants

messaging automation

Now when you A/B test your newsletters, you can create segments of recipients based on the variation of the newsletter that they received. These segments can help you tailor follow-up messages based on the test variant that each member of your audience received.

Filters