Customer.io Information Reviews & Insights

We not only use Customer.io for all of our email and SMS communications, but we also use it as a database of sorts to segment our members. We send a monthly newsletter as well as about 50 different flows that are sent to our members based on their activity and involvement.

If you are sending email campaigns or newsletters, I have yet to find a better solution. You can easily tie all of your systems into Customer.io, which makes segmenting your customers based on location, preferences, activity, or any data point you measure.

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.

We use Customer.io to automate all our email campaigns. I personally use it to trigger auto-messages for trial users signing up. It's all about urgency and timeliness when replying/messaging a new user and Customer.io allows me to do that hands free and automatic. The tool is addressing the problem of urgency and needing to be always available by allowing us to automate our email messaging.

A few specific scenarios where Customer.io is well suited would be attempting to scale your email campaigns, personalize and trigger emails based off of events from your system. Companies who use Segment and other third party tools would be well suited as Customer.io integrates super easy with other tools.

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.

Customer.io was used for our drip email campaigns. A drip email campaign is a bit more complicated than a regular newsletter campaign: drips are an automatic series of emails that go out, and can change based on different behaviors. We used Customer.io ever since they first launched and found their system the easiest and most feature-rich for this type of campaign.

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.

Customer.io is perfect for drip email campaigns, meaning any scenario where you need to send a series of emails to a certain client. Ideal for engaging new prospects, maybe ones on a free trial for your own product, or for upselling clients based on their activity on your own site or their engagement with your own products. Also ideal for onboarding and tutorials/training emails.

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.