Release Notes

Check out the latest features and fixes for the Customer.io platform. This page covers releases beginning in 2021. Go to our blog to see a history of releases before 2021!

October 2021

Segment source integrations support people without an ID

data/integrations

Previously, our Segment Source integration wouldn’t send events for people who did not have an ID. Now, if a person has an email but does not have an id, we send events to Segment using the email address as an anonymousId. This lets you map events for leads in Customer.io to another destination.

Go to the docs

Segment people based on messages in a campaign

ui-improvements messaging

You can now segment people based on messages in individual campaigns. This helps you see which individual people opened a message, or received a specific message in a campaign split.

When you create a segment, select the message type under Message Data. Then you can click Any , and search for the campaigns or individual messages that you want to segment on by name.

Go to the docs

See recent journeys

ui-improvements
See recent journeys

After you start a campaign, you can click the campaign’s Journeys tab to see the most recent journeys that started for that campaign. These journeys can help you understand if your campaign works the way you expect it to.

Automatically resolve duplicate people

api/developers data/integrations
Automatically resolve duplicate people
September 2021

Resolve duplicate people using the API

api/developers data/integrations

We’ve added an API endpoint that you can use to merge duplicate people. The payload lets you identify a primary person and a secondary person. The primary person remains after the merge. The secondary person’s information is merged into the primary, and then it is deleted.

Go to the docs

Find messages with the new Message Library

ui-improvements
Find messages with the new Message Library

We added a new message library, making it easy to search for messages in your workspace without having to click through your campaigns and broadcasts to find them. Go to Content > Message Library to search through your messages.

Go to the docs

Merge and resolve duplicate profiles

ui-improvements admin/billing
Merge and resolve duplicate profiles

Send webhooks for a newsletter audience

data/integrations api/developers

Set up a newsletter webhook, sending a request for every member of a newsletter audience. This provides a handy way to trigger in-app messages and other external services based on a segment of people in Customer.io!

Go to the docs
August 2021

SQL Sync: import people from a MySQL or Postgres database

data/integrations api/developers
SQL Sync: import people from a MySQL or Postgres database

Edit and delete saved rows in the drag-and-drop editor

ui-improvements
Edit and delete saved rows in the drag-and-drop editor

Now you can edit, recategorize, and delete rows saved rows in our drag-and-drop editor. This helps you prune saved rows and prevent other members of your team from accidentally reusing stale content! Note that deleting a row does not remove it from existing messages; it only prevents you (and others) from using that row in the future.

Go to the docs

Disable open tracking

data/integrations ui-improvements

Connect web forms to your workspace

data/integrations automation
Connect web forms to your workspace

Campaign and Journey Metrics Update

data/integrations ui-improvements
Campaign and Journey Metrics Update

Save rows in the drag-and-drop editor

ui-improvements
Save rows in the drag-and-drop editor

You can save rows of content in emails that you create in our drag-and-drop editor. This helps you save reusable content, like headers and footers, so that your messages all have the same look and feel without having to re-create message blocks every time you write an email!

Go to the docs
July 2021

Message metrics are now based on the number of delivered messages

data/integrations ui-improvements
Message metrics are now based on the number of delivered messages

CSV Upload by Email or ID

ui-improvements

In Email or ID workspaces, you can now add people from a CSV file by email address. Previously, you could only add people from CSV files by ID.

Go to the docs
api/developers data/integrations

Customer.io now automatically identify people when they click tracked links that send them to pages containing the JavaScript snippet. We append your links with a _cio_id URL parameter to identify people who click tracked links. This feature is on by default when you create new workspaces. If you want to turn this feature on in an existing workspace, go to Settings > Workspace Settings > URL Parameters and turn on the Add _cio_id URL parameter setting.

Go to the docs

Segment on page view event parameters

ui-improvements

You can now segment your audience based on URL parameters passed in a page view event. Page view events captured by our JavaScript snippet automatically convert query parameters to event properties you can segment on.

Capture URL parameters in pageviews

data/integrations api/developers

Our JavaScript snippet now automatically captures URL parameters in page view events, helping you retain information about the pages a person views, like filters, search queries, etc.

Associate anonymous events with people

data/integrations api/developers automation
June 2021
ui-improvements

Unsubscribe links generated by Customer.io are now untracked by default. You no longer have to worry about unsubscribe links counting as tracked clicks.

Enable multiple identifiers in your current workspace

data/integrations ui-improvements
Enable multiple identifiers in your current workspace
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