Customer.io -- great software if you can leverage all its parts
Use Cases and Deployment Scope
We use Customer.io to send marketing emails and newsletters to our customers and clients. We have a variety of audiences and products with very different needs (some are medical clients, others are healthcare professionals), and we send most of our communications via Customer.io. We do not use it for appointment reminders, as those are integrated in our scheduler.
Pros
- Audience Segmentation
- Security and User Control
- Integrated Campaigns (email, SMS, etc.)
- Metrics and Analytics
Cons
- Not native SMS features (integrates with Twilio)
- Email designer (low/no code version)
- Send criteria clarity
Return on Investment
- Increased schedule rates for appointments
- Increased consistent customer interaction (monthly newsletter)
- Helps us segment our audience better so we can target based on need instead of a lot of generic emails to broad audiences
Usability
Alternatives Considered
Intuit Mailchimp and MailerLite
Other Software Used
monday.com, Acuity Scheduling, a Squarespace company, Zendesk Suite







