cdp menu

Customerlabs CDP Documentation

You are here:

Adding Customer.io as a Destination in CustomerLabs CDP

Customer.io is a versatile marketing automation tool for sending relevant messages based on behavior across web and mobile products. Customer.io enables teams to, automate product messaging, with the ability to build, test, and send messages from one platform; Create and manage newsletters, transactional messages, & behavioral messages; Do more with behavior and data.

See how you can send unified customer data from CustomerLabs CDP to Customer.io without writing a single line of code below, 

1. Login to your CustomerLabs CDP account (https://app.customerlabs.co/login/).

2. Navigate to Destinations & select Customer.io

Destinations tab in Customerlabs CDP showing customer.io

3. Click on Enable to set up the integration.

enable data integration between Customerlabs CDP and customer.io

4. Login to Customer.io, navigate to Settings select Account Settings Click on API credentials

Customer.io dashboard to show API credentials to receive data in CustomerLabs CDP

customer.io API integration with CustomerLabs CDP

5. Click the Site ID & API key.

Site ID and API Key to manage API integration for CustomerLabs CDP and Customer.io

6. Back in CustomerLabs CDP, click on Configuration settings to proceed with the integration.

7. Add the copied Site ID under “Integrate with Customer.io”.

Integration configuration settings of Customer.io and CustomerLabs CDP integration.

8. Now add the API key under “Integrate with Customer.io via Rest API”.

Rest API integration with Customer.io and CustomerLabs CDP inside CustomerLabs CDP configuration

9. Choose how you’d want to identify users in Customers.io. Common User ID parameters include ‘identify_by_email’ from the dropdown.

Customer.io CustomerLabs CDP configuration

10. Once the Site ID, API key & User ID are saved, click on Back to home on top of this screen to proceed to filter the events being sent to Customer.io.

11. Now click on “Setup Action Workflow”.

Setup event workflow for Customer.io and CustomerLabs CDP integrations

12. In this screen, you’ll be able to see the list of events being tracked from both the website as well as from other sources. Choose the events that you want to send to Customer.io with a simple toggle & save changes.

toggle buttons for Server side and client side call backs in CustomerLabs CDP

13. The server-side callback function lets you modify data being sent from your server to Customer.io. Whereas with the client-side callback functions, we collect users’ event data from their browser (using No-Code Event tracker) and you are free to modify data before sending it to Customer.io.

14. In the “Setup Trigger path”, enter specific URLs where you want or don’t want the event to be fired.

CustomerLabs CDP trigger setup

15. Voila! You’ve successfully integrated Customer.io with CustomerLabs CDP.

16. To access the event data in Customer.io, navigate to Activity Logs in Customer.io as shown below.

Customer.io dashboard showing activity logs with data integration between CustomerLabs and Customer.io with Anonymous user data

17. If you’re still facing issues, get in touch with our team by clicking on the chat icon on the lower right corner.

Was this article helpful?
0 out Of 5 Stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we improve this article?
How Can We Improve This Article?
Need help?
Table of Contents
CustomerLabs gives freedom, flexibility and wings to digital marketers.
Sign Up

Schedule a 1-1 Demo

Ecommerce

Unified data to boost ecommerce growth

B2B

Engage your customers across the funnel with a unified martech stack

SaaS
Saas

Increase product metrics with a unified martech stack

Agency
Agency

Scale your customers quickly with the right data