For marketing, we are using it for two things: sending …
Email deliverability reporting (12)
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Customer.io allows small to mid-size B2B and B2C companies to send triggered or segmented, contextual marketing or transactional (e.g. payment receipts) emails. Customer.io supports A/B Testing, timed messages, multi-touch automated email campaigns based on a trigger event or segment membership (or both), and the requisite conversion tracking to capture what worked. Segmentation assimilates information from events, profile data, message activity, and page views to locate the best customers who are profiled in detail.
Customer.io offers a free, 30-day trial, and pricing starts at $150 for 12,000 profiles. Beyond this, Customer.io has tiered pricing through 50K profiles - and offers annual contracts starting at $1,000 a month
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Ability to test dynamic content
- Supported: A/B testing
- Supported: Email deliverability reporting
- Supported: Triggered drip sequences
- Supported: Lead nurturing
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
- Supported: Integration with Salesforce.com
- Supported: Integration with Microsoft Dynamics CRM
- Supported: Integration with SugarCRM
- Supported: API Triggered Messages
- Supported: Role-based permissions
- Supported: Newsletters
- Supported: Webhooks
- Supported: Slack integration
- Supported: Urban Airship integration
- Supported: Twilio SMS integration
- Supported: Zapier integration
- Supported: Custom DKIM, SPF
- Supported: Timezone sending
- Supported: Optional dedicated sending IP
- Supported: Multiple sending workspaces
- Supported: Conversion tracking
Visit http://customer.io/product-demo to watch Customer.io video.
- Twilio Programmable SMS, part of Twilio CPaaS
- Twilio SendGrid Email API, part of Twilio SendGrid
- Mailgun, from Pathwire
- Airship (formerly Urban Airship)
- Mailchimp Transactional Email (Mandrill)
|Small Businesses (1-50 employees)||60%|
|Mid-Size Companies (51-500 employees)||35%|
|Enterprises (more than 500 employees)||5%|
Frequently Asked Questions
- Customer Segmentation
- Email Campaigns
- Email Newsletters
- A/B Testing
- Sorting of Data
We are just starting to use SMS and it isn't using a native system but tying into Twilio, so I think you would be better off with a dedicated SMS platform if you are focusing heavily on that channel.
- Workflow building and management.
- Extremely flexible and integrates easily with other services.
- Solid email builder.
- Webhook makes it easy to send and receive data in event-driven contexts.
- Support for liquid makes highly detailed personalization possible in every message.
- Push notifications are very rudimentary. Everything has to be done by hand unless you're sending an extremely simple message.
- A bit too email centric.
- Lacks an ability to schedule messages on a daily, weekly, etc. basis.
Training customers with this tool is also easy, people who are not tech savvy catch up quick. It's really easy to use and fun to build.
- Ease of use, a good tool for non programmers, or not so tech savvy people.
- Great support, willing to help a lot, by chat, calls, or screen sharing.
- Fast updates, it's a newer tool, but they are coming with fixes and updates fast.
- Better visual automation builder, they are a little behind here.
- Automate reports, I would love to see this.
For marketing, we are using it for two things: sending newsletters (massive) and triggered campaigns, that means, based on behavior or attributes of our users.
In the case of customer experience, we use them based on behavior. For example, if someone gives us an NPS of 10, we send them an email thanking and inviting them to share their testimony.
Basically, it solves our email issues with the scalability it provides based on their attributes and events engine.
- 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.
- Data collection is a very weak part of Customer.io.
- You can't export data. You can't see it in any other way except the one they provide... definitely don't expect to rely only on their data because it's poor and can't be segmented.
- A/B testing could be better. You could use multivariate tests and you should be able to track which parts of the email you sent are most clicked, and so on.
- Onboarding isn't easy. Sending pageviews every time with the ID is very useful but not very easy to achieve, at least for a smaller company. Docs help but are extremely technical. I think it would be useful to have a friendlier or even an integration team for smaller/less technical teams.
- Integrating with other APIs for sending special content. For example, trying to send personalized emails to customers based on previous purchases isn't easy to achieve at all.
If you want a scalable and powerful platform, that will take some time to pay off, and you can wait, then do it. Once you get integrated and start sending events and attributes, the things you can do are almost limitless.
We were able to send out dynamic series based on whether new clients were actively using certain features of our own software -- so we could send the right emails based on behaviors our clients or prospects took using our system. This made our engagements more useful, personalized, and effective.
- Drip emails
- Analytics and reporting
- Integrations and API access
- Reporting could be more customizable -- for example, seeing breakdowns of analytics by cohorts took a little bit of finagling
It's perfect if you want your email series to change dynamically based on customer engagement: for example, let's say you get a new client and want them to complete 3 key steps to register with you. If they take Step 1, but not Step 2 and 3, you don't want to email them asking to do Step 1. So Customer.io would automatically skip your "Step 1 Email" and move on to Step 2 and 3.
It's also excellent for A/B testing, so you can optimize whatever you're using it for.
- Integrate with our existing tools
- Trigger emails based on events
- Automating our email drip campaigns
- Time based/triggered emails for new users signing up
- I may be missing it in the UI, but a place to see the list of emails who qualify for a certain email.
- One easy to view chart of all our automated/lifecycle emails to see what a given user would see over their customer journey. (This is really just a feature request/idea - the product itself is really awesome.)
Where Customer.io is not as well suited would be an environment where each lead/customer requires a personalized email/attention. Customer.io is designed to help you scale, but if you are just writing one off emails you might like another tool.
- Automatic email triggers
- HTML editor
- Mobile app