Customer.io vs. Fin by Intercom vs. Metadata.io

Talking from the perspective of a marketer at a SaaS with average. 50K email subscribers, Customer IO has been an excellent tool for us. Our requirements include sending users newsletters, marketing emails, and transactional emails, running lead-nurturing campaigns, and more. For a comprehensive use case like ours, CustomerIO is great. While it also has a learning curve, when you have such requirements, it’s worth it. I don’t think CustomerIO is the best fit if you have basic requirements like only weekly newsletter emails.

Incentivized

Fin is great for using for first line support. We use Fin for conversations where customers have a standard question, and Fin is able to pull from our content to answer this accurately and go above and beyond to include some basic problem solving. This really helps us free up our Support Team's time for more complex queries. Fin isn't appropriate for us on technical issues or conversations which require human support. We've had to remove Fin from interacting on these conversations as customers were becoming frustrated with speaking to AI, or having Fin be unable to problem solve. However, this was easy to set up through Intercom, and now customers with complex questions/situations or bugs/technical issues do not engage with Fin and Fin only handles suitable conversations.

Incentivized

Metadata is well suited when you have a really large ad budget (>50k per month at least). This is because the power of metadata lies in the ability to quickly set up and run a large number of experiments (combinations of channel, audience, creative, and conversion assets). To evaluate these variations, all of them need a large number of impressions, clicks, and conversions to be statistically relevant. If your budget is smaller, you will either have a very small number of experiments (not fully utilizing the power of metadata), or your experiments will not have enough clicks to make informed decisions. We had expected a better explanation of this from metadata before signing up.

Incentivized

• Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
• Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
• We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
• Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
• Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
• Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
• We don't use environments, but it might be very useful for a bigger company.

Incentivized

• Serves as the first point of interaction.
• Answers questions based on the knowledge base.
• Tries to suggest a solution for reported issues (in some cases).
• Gives the option to improve its answer.
• Learns from other conversations and replies by humans.
• Understands other languages.
• Interprets images (somewhat).

Incentivized

• Best paid ops tool I've ever used (and I've used a lot): we can launch a new LinkedIn & Facebook campaign in minutes.
• Lead gen ops: no more dealing with broken zapier zaps, we are able to automate pushing native lead gen leads directly to our CRM.
• Attribution: see influenced & triggered opportunities/CW deals
• Multivariate testing: Metadata scales audience, ad, creative testing so you learn what performs much faster than manual process

Incentivized

• Price is quite expensive for Premium or once you get into high volumes of contacts.
• Depending on how you'll use it, it may require some help from developers to set up.
• Despite the support being great, you have to email them, there's not chat feature.

• It seems some users really struggle to figure out how to escalate to a human (especially through email).
• Not excited about how "soft" resolutions still count as resolutions and are paid for. Though some abandoned cases appear to be able to be concluded as "the user got the answer they needed", there are others where they clearly didn't, because they just open up another chat (or even more), trying to get more info. This pads the resolution stats and makes it seem more effective than it actually is.
• Cost -- Fin is quite expensive. It helps us with scaling coverage, but we're not really saving money.

• If you don't have a large budget and audience it's hard to meaningfully optimize. If I have 4 ad creatives, to 2 audience groups on FB and LinkedIn, that creates 16 experiments, each of which needs an ample enough budget, say $40/day, that's now $640 per day or $19K per month.
• Limited ability to edit ads after they've been launched. You usually have to stop the ad, clone it, and launch a new campaign.
• Can't add new ads to existing campaigns which limits the ability to optimize. If I start an MD campaign with 4 ads, and in a few weeks we see that one is working well and the other 2 are not performing, I can pause those (or it can autopause by rules), but I can't add 2 more new creatives to the mix against the high performer. I'd have to either stop the high performer, and recreate it in a new campaign (losing likes and comments), OR - leave the high performer in the first campaign, and create. a second campaign with the new ones, which will only optimize against each other.
• Limited to a single conversion event on a landing page. I'm not able to choose either a Demo Request OR a Sign-Up conversion, I can only choose one.
• Google search ads are doable but aren't necessarily more feature-rich or easy-to use than native, so there's no value added to doing it through Metadata in my opinion aside from unifying ad reporting.

Incentivized

We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.

Incentivized

Super intuitive and easy interface to start off with. There are not a lot of guides and the documentation is helpful but not super extensive, but even if you're a little technical, you can easily figure most of the things out by yourself. Everything is super easy to start with and the platform does not overwhelm you with a lot of options, or data.

Incentivized

From an administration standpoint, Fin is very easy to set up, train, and test. Having the ability to impersonate a user in our system to see how Fin responds is huge. It lets you test several situations and throw curveballs at it (as customers will) without the risk of setting Fin live and wondering what will happen. It's also easy to fine-tune. Some chatbots you can never quite get right without spending hours on, but Fin usually takes a few minutes to dial it in. From a customer standpoint, Fin couldn't be easier to engage with. We tell customers up front it's an AI bot and they're wow'd with the experience

Incentivized

always there

Incentivized

works perfect

Incentivized

My experience with their support team has always been great. Very quick to respond, have an online chat, and are very helpful. They helped me resolve any issues I've had every time in a professional and knowledgeable manner. We've now switched to another tool, and I can't even compare the service level we get there to customer.io

Incentivized

Intercom is the premier customer support/engagement model and it definitely has one of the top tier customer support teams as well. I don't think I have ever waited more than 5 minutes to get the information I need or get help with an issue. They are incredible and I aim to model our customer service department after them.

Incentivized

Metadata's customer support is a difference-maker! They really do care how well your campaigns perform and will help you improve them.

Incentivized

Easy to know the learning path

Incentivized

The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.

Incentivized

Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.

Incentivized

We only used the free live chat version from HubSpot, so Intercom is yards better! If I were just comparing an actual live chat between the two tools, HubSpot was often clunky and delayed, and it was hard to find past conversation information

Incentivized

We chose [Metadata.io] because it was a smaller company and could get more personalized attention. The price was better and they seemed more eager to support us. The feature set was what we were looking for and not more - it was exactly as robust as we needed it to be. Didn't want to pay for features we weren't going to use.

Incentivized

• Positive impact on the sales side. I'm not sure about the specific ROI (you have to include the designer and the time it takes to set up) but you certainly get back the investment in a few months, once you are able to scale your email marketing.
• Customer experience is way better by having more segmented, contextual and accurate messages sent to them.
• Integration is costly and it will take several days or weeks to be fully achieved. Expect to invest some money on this.

Incentivized

• New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
• Enabling Fin has also reduced our response time and allowed us to meet SLA's.

Incentivized

• Huge decrease in CPLs, CPMQL and Cost Per Opportunity
• Big improvement in MQL to SQL rates
• 90%+ of our leads from paid social now have valid business emails, before it was like 30%
• Saving us hundreds of hours over the course of the next year doing daily manual optimization and budget management tasks for us so we can focus on strategy and testing new things

Incentivized