You can add participants automatically to your Customer.io segments using the native Customer.io integration.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Customer.io's card.

In order to connect the integration, start by entering an Internal Connection Name, then enter your Customer.io Site ID, Tracking API Key and App API Key.

Once you have connected integration, you'll be able to see the name of your connection as well as the Site ID of the Customer.io account you're using.

Data mapping for the Customer.io integration

The integration will send email and default properties automatically.

Fields that are automatically mapped with the system fields in Customer.io:

  • Email

  • Outcome

  • Project

  • Title

  • Gender

  • Job title

  • Organization name

  • Street

  • Country code

  • Mobile phone

  • Fax

  • Website

  • Full birthday with year

  • Correctly answered questions

  • Score

  • Outcome points

  • Calculator result*

  • Calculators by ID (eg. ca_xxxxxxx)**

  • Facebook

  • Twitter

  • Instagram

  • Linkedin

  • Embed URL

  • Remote id

  • First name

  • Last name

  • Phone

  • Zip

  • City

  • State

  • Country

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Data from question elements:

Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Good to know

  • If you have configured a Customer.io integration on a project and you duplicate said project, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated project and add a different one.

  • Custom fields on existing contacts will be updated when the same email is sent again.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing your integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact support.

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