Connect Customer.io and Sam can report from your real messaging data: who is in each segment, what a customer has received and opened, and how your campaigns and newsletters are performing. The connection is read-only, so Sam never changes anything in your workspace.
What Sam can look up in Customer.io
- Your customers, found by filter, ID or email, with their activity: emails received, opened and clicked, and page views
- Your segments and who belongs to each one
- Your campaigns, the messages inside them, and how each one performed
- Your newsletters and their results
What Sam can't do in Customer.io yet
- Write, schedule or send messages in Customer.io. Sam writes the email in Sam, and you paste it in.
- Add or update customers, or track events for them.
- Change segments or campaigns.
Connect Customer.io
- →Access to your Customer.io account settings.
Step 1 - Copy your App API key from Customer.io
- In Customer.io, go to Settings > Account Settings > API Credentials.
- Copy your App API key. It gives read access to your workspace data.
Step 2 - Open the integrations marketplace
Select Connect your tools at the bottom of the left sidebar, above your profile. Search for Customer.io or find it under Browse Integrations.
Step 3 - Paste it in and connect
Select Customer.io, paste what you copied into the fields Sam shows, and select Connect. Once it succeeds, it moves to your Connected tab.
When you connect, you may see a screen of checkboxes, and some are easy to scroll past. Sam can only do what you allow. If you untick one, the matching actions in the list above will fail with a permission error.
If Sam says it can't reach Customer.io later on, see When Sam can't reach one of your tools.
Frequently Asked Questions
Can Sam send emails through Customer.io?
Not yet. The connection is read-only for now. Sam can write the email, based on your real segments and results, and you paste it into Customer.io.
What can I ask Sam about Customer.io?
Questions like which campaign had the best open rate last month, how many people are in a segment, or what a particular customer has received recently.