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Customer.io

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Customer portal

Welcome to Customer.io! This guide will walk you through the essential steps to set up your account, ensuring you get the most out of our platform. Whether you’re new to email marketing or transitioning from another service, these simple steps will help you hit the ground running.

Step-by-Step Guide to Setting Up Your Account

 and click on the "Sign Up" button located at the top right corner of the homepage.


Check your inbox for a verification email from Customer.io. Click on the link in the email to verify your account.


Familiarize yourself with the Customer.io dashboard. Take note of the various features and tools available, such as analytics, templates, and audience segmentation.


Visit the Customer.io Knowledge Base for additional resources, tutorials, and best practices to maximize your account’s potential.


With your account set up, you’re ready to create personalized messaging experiences for your customers. Begin sending your first campaigns and engaging with your audience!

A step-by-step guide to creating and configuring your Customer.io account for the first time.

Setting Up Your Account

Welcome to Customer.io! This guide will help you get familiar with the dashboard and navigate its features to make the most out of your customer engagement campaigns.

Step-by-Step Guide to Navigating the Dashboard

Learn how to effectively navigate the Customer.io dashboard and access key features.

Navigating the Dashboard

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.

: A set of automated messages designed to achieve a specific goal, such as onboarding new users or re-engaging lapsed customers.

: The actual content sent to users, which can be in various forms such as emails, SMS, or push notifications.

: An event that initiates a campaign, such as a user signing up, making a purchase, or abandoning a cart.

: A group of users defined by specific criteria (e.g., location, behavior) that you can target with tailored messaging.

: An action taken by a user that can be tracked and used to trigger campaigns or messages.

: Attributes associated with users or events that provide additional context (e.g., user location, account type).

: 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

An overview of important terminology and concepts used in Customer.io.

Getting Started

Setting Up Your Account

Navigating the Dashboard

Understanding Customer.io Terminology