Onboarding campaigns
It was love at first send
Create first impressions that last a customer lifetime. Introduce your audience to the value of your product or service with personalized onboarding campaigns.
TRUSTED BY 2,400+ AWESOME COMPANIES
Be creative, yet deliberate, with your engagements
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.
Ilya Volodarsky | Co-Founder & President of Segment
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
Message types
Create automated or API triggered workflows, newsletters, and transactional messages – all within one platform using the same customer data.
Channels
Send email, push, SMS, and Slack . For anything else you can dream of, we have webhooks to deliver data immediately.
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.
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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.
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Segmentation
Create sophisticated, data-driven segments in Customer.io using everything you know about your users.
Everything they have done in your product or service
Messages delivered within a specific time period
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.
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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.
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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
Reactivate their account
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Experimentation
Our Customer Success experts work alongside you to design and refine highly effective acquisition and retention campaigns to meet your business goals.
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