Onboarding

Create great first impressions and customers will stay for years

It’s not about the emails; it’s about the experience. Show customers the value of your product or service with personalized onboarding campaigns. 

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Be creative, yet deliberate, with your engagements

Illustration of a light bulb Onboard new users

Drive product adoption with campaigns that adapt to key moments in your product experience, like following up with users based on whether they have or have not completed a step in your product.


Customer.io has been a critical part of our onboarding process since the very early days of Segment. From the 43-minute founder email, which has allowed us to stay in contact with everyone who signed up, to much more complex challenges today. Using the data we [Segment.io] send to Customer.io, we’re continually improving our onboarding strategy.


Headshot of Ilya  Ilya Volodarsky | Co-Founder & President of Segment

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Illustration of a woman holding a sign that reads "Timetastic"

Grow your user base by maximizing engagement

Timetastic leveraged Customer.io to improve their onboarding experience by tailoring every message and optimizing each email’s engagement period, which led to a nearly 10% month-over-month uptick from trials to paid accounts.

Create a strategy for every kind of message

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Message types

Create automated or API triggered workflows, newsletters, and transactional messages – all within one platform using the same customer data.

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Channels

Send  email, push, SMS, and Slack . For anything else you can dream of, we have  webhooks  to deliver data immediately. 

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Logic

Make sure a message gets delivered within a very specific time range using  time delays, time windows, or wait until  a user takes an action.

  • Data & Integration

    Integrate data from your app, CRM, or CDP provider in  just a few clicks . Without delay, send identify and track calls to create user records and align associated events in Customer.io.

    Demo
  • Segmentation

    Create sophisticated, data-driven segments in Customer.io using everything you know about your users.

    purple arrow  Everything they have done in your product or service
    purple arrow   Messages delivered within a specific time period 
    purple arrow    Anything else you want to send through our API

    By tracking segment memberships over time, you can confidently target the right audience all the time.

  • Messaging

    Create complex workflows with sophisticated logic and deliberate personalization by using branched workflows with A/B testing, time delays, action conditions, and more.

    Send emails, push notifications, Slack, and SMS messages to deliver relevant information, or use a custom webhook action to send data through any service that has an API.

  • Metrics & Analysis

    Measure the success of your campaigns by defining custom conversion goals using the same profile attributes and behavioral conditions in your data-driven segments, like when people:

        Complete the onboarding program
        Upgrade to a new plan type
    purple arrow    Reactivate their account

  • Experimentation

    Our Customer Success experts work alongside you to design and refine highly effective acquisition and retention campaigns to meet your business goals. 

    Learn more about Customer Success  purple arrow