Customer.io Setup Guide

Customer.io is a behavioral messaging automation tool that allows you send both automatically triggered and manual emails to your customers based on behavioral data and other attributes. If you already collect customer data through Segment (a simplified customer data tracking API with pre-built integrations for hundreds of tools) you can easily enrich contacts in Customer.io using Clearbit's Segment integration.

  • Send individualized welcome emails: welcome new users with emails customized to Clearbit's role, job title, and seniority attributes
  • Create powerful drip campaigns: combine customer activity data with enriched Clearbit attributes to build incredibly relevant drip campaigns
  • Fill in the gaps: use Clearbit's geo, name, industry tags and more to augment existing data you have about your customers

Important: before you can start pushing Clearbit data into Customer.io you'll need to integrate Clearbit with Segment by following the steps in the Segment Setup Guide.

Setup

  1. Make sure the Customer.io integration is set up properly in Segment

    Follow the steps in Segment's Customer.io Integration guide and make sure Customer.io is Enabled in the Integrations section of your Segment dashboard.

  2. Verify that Clearbit data is populating in Customer.io

    Assuming you've set everything up correctly, you should see enriched Clearbit data in the Attributes section of each enriched Person record in Customer.io. All Clearbit-supplied properties will be prefixed with clearbit_.

    Questions? Comments? Bugs?

    Send an email to  support@clearbit.com