Understanding Customer.io Terminology
Last updated October 11, 2024
Customer.io is a powerful customer engagement platform that allows businesses to communicate with their users through targeted messaging. To effectively utilize the platform, it’s essential to familiarize yourself with key terminology. This article will introduce you to important terms that will help you navigate Customer.io with ease.
Key Terminology in Customer.io
- Campaign: A set of automated messages designed to achieve a specific goal, such as onboarding new users or re-engaging lapsed customers.
- Message: The actual content sent to users, which can be in various forms such as emails, SMS, or push notifications.
- Trigger: An event that initiates a campaign, such as a user signing up, making a purchase, or abandoning a cart.
- Segment: A group of users defined by specific criteria (e.g., location, behavior) that you can target with tailored messaging.
- Event: An action taken by a user that can be tracked and used to trigger campaigns or messages.
- Properties: Attributes associated with users or events that provide additional context (e.g., user location, account type).
- Workflow: A visual representation of the steps and conditions that dictate how messages are sent based on user behavior.
Step-by-Step Guide to Using Customer.io Terminology
- Familiarize Yourself with the Dashboard:
- Log in to your Customer.io account.
- Explore the dashboard to locate sections for campaigns, messages, segments, and workflows.
- Create a Campaign:
- Navigate to the "Campaigns" section.
- Click on “Create Campaign” and select the type of messages you wish to send.
- Define the campaign goal and audience.
- Set Up Triggers:
- Determine the events that will trigger your campaign.
- Use the "Triggers" section to define conditions for initiating messages.
- Build Your Segments:
- Go to the "Segments" tab.
- Create new segments based on user behavior or properties.
- Use segments to refine your campaign audience.
- Design Messages:
- In the "Messages" section, create the content you want to send.
- Choose the message type (email, SMS, push) and customize the content.
- Define Events and Properties:
- Understand the events you want to track by navigating to the "Events" section.
- Add properties to your events for better segmentation and personalization.
- Visualize Workflows:
- Access the "Workflows" feature to map out the user journey.
- Create a flowchart of how users interact with your messages based on triggers and events.
- Test Your Campaign:
- Before launching, use the preview features to test your messages.
- Ensure all triggers, segments, and properties are functioning as intended.
- Launch and Monitor:
- Launch your campaign and monitor performance through analytics.
- Adjust messages and strategies based on user engagement data.
Was this article helpful?