Professional Services

Hands-on automated messaging support.
Our Professional Services team has decades of marketing experience and is obsessed with our customers’ success. Every engagement is customized to support your most pressing work.


What Professional Services Can Do for You

Add expertise without adding headcount.

Pre-Integration Consulting

Do you need help translating marketing requirements into engineering requirements? So do most of our customers. We’ll help you and your engineering team avoid common integration mistakes when data starts flowing into Customer.io.

Triggered Campaign Setup

New onboarding campaign? New product launch? No problem. Let us help you plan, setup, and create the perfect lifecycle campaign in Customer.io.

Template Migration

Sometimes marketing teams don’t have time for even the smallest jobs! Let our team of experts take care of packing up your old templates and moving them into Customer.io.

Platform Migration

Ready to move your messages, data, and segments to Customer.io, but don’t have the time or resources to do it? Our team will act as an extension of your own to get you up and running the right way.

Message Migration

Whether you have one transactional message or 100+ marketing emails, we’ll use your designs and code all of your messages directly in your Customer.io account for maximum efficiency.

Platform Consolidation

We understand working with different email platforms is time-consuming and confusing. Our team will work with you to create and execute a consolidation plan to alleviate unnecessary stress.

“The Pro Services team at Customer.io was critical in expediting our migration to their platform. They were communicative, experts in the platform, and incredibly efficient. Without their help and flexibility, we may have dropped important communications to our customers, and worse yet, been stuck on a platform that wasn’t working for us.”

Jamie Quint Head of Growth at Notion

Our Process

Discovery
We want to hear what makes your team, product, and lifecycle marketing unique. This helps us determine which services will best suit your team’s needs.

Proposal
We’ll deliver a proposal that addresses the opportunities we found during the discovery process. This gives your team a chance to visualize what success could look like.

Delivery
Where the rubber meets the road. The team will be hard at work to fulfill the proposal. We’ll check in and review deliverables as frequently as is needed to ensure frictionless project completion.

Testimonial
If we don’t earn a good word for the work we completed, then we haven’t met our own expectations. 

We Get It Done, Fast.

“The Customer.io Professional Services team was incredibly helpful and proactive in helping us create our campaigns. Not only did they respond to questions right away, they even went above and beyond in helping us get integrated. The platform is easy and intuitive, and data and metrics are very accessible. Our campaign was complicated and required set up in 12 different languages, and their team took it all in stride and made the process incredibly easy.”

Rebecca Velez Senior Account Executive at Fenton

“Customer.io’s Pro Services team got us up and running as fast as we could possibly manage. We were able to collaborate with them to divvy up the tricky migration work to get us up on the platform and it saved us a ton of time and headaches. Really happy with the service.”

Brian Fioca Founder of RescueTime

“Working with the Professional Services team has been wonderful. They are super knowledgeable and responsive. I’m incredibly happy we decided to work with them. They’ve proven to be amazing partners in driving our company’s marketing initiatives forward.”

Katie Turley Project Manager at Balanced Body