Customer.io

The Customer.io modules allow you to track, create, update, and delete a customer event and customers in your Customer.io account.

Getting Started with Customer.io

Prerequisites

  • A Customer.io account

In order to use Customer.io with Make, it is necessary to have a Customer.io account. If you do not have one, you can create a Customer.io account at customer.io/signup.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Customer.io to Make

To connect your Customer.io account to Make you need to obtain the Site ID and API Key from your Customer.io account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your Customer.io account and open your Dashboard.

  2. Click Integrations > API .

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  3. Copy the Site ID and API Key to your clipboard.

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  4. Go to Make and open the Customer.io module's Create a connection dialog.

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  5. In the Connection name field, enter a name for the connection.

  6. In the Site ID and Secret API Key fields, enter the Site ID and secret API key copied in step 3 respectively. Click Continue.

The connection has been established.

Actions

Tracks a new customer event.

Connection

Establish a connection to your Customer.io account.

Customer ID

Enter the Customer ID whose events you want to track.

Event Name

Enter the event name which you want to track.

Event Type

Enter the event type. For example, to view the page events, enter page.

Data

Enter the custom data to include with the event. For example, products, attachments.

Creates a new customer or updates the existing one.

Connection

Establish a connection to your Customer.io account.

Customer ID

Enter the Customer ID for the new customer or the existing customer you want to update.

Email

Enter the email address of the customer.

Created At

Enter the ID at which the customer is created.

Attributes

Adds people to a manual segment.

Connection

Establish a connection to your Customer.io account.

Segment ID

Enter the Segment ID to which you want to add the people.

Customer IDs

Add the Customer IDs you want to add to the Segment ID.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Customer.io account.

Domain

Select the domain whose API calls you are making:

  • api

  • beta-api

  • track

URL

Enter a path relative to https://<api|beta-api|track>.customer.io/docs/api/. For example: /v1/api/cusotmers

Note

For the list of available endpoints, refer to the Customer.io API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all tasks from your Customer.io account:

URL:

/v1/api/customers

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body > results.

In our example, 5 were returned:

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Deletes a customer and all their information from Customer.io.

Connection

Establish a connection to your Customer.io account.

Customer ID

Enter the Customer ID you want to delete.