All You Need to Know About Customer.io

The Ultimate Glossary
[Updates in 2025]

Customer.io is a marketing automation platform that enables businesses to engage users through personalized, data-driven messaging across email, push notifications, and SMS.

With behavioral targeting, user segmentation, and event tracking, it ensures the right message reaches the right audience at the right time.Designed for lifecycle marketing, Customer.io simplifies automated messaging workflows through an intuitive interface. It integrates with CRM solutions and supports omnichannel marketing, helping businesses maintain consistent customer engagement.

This glossary serves as a quick reference for key Customer.io terms, helping marketers maximize the platform’s capabilities.
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

A/B Testing

Testing two versions of a message to determine which performs better in Customer.io campaigns.

Actions

Tasks performed within a campaign, such as sending an email, push notification, or SMS.

Active Polling Rate

The default 10-second interval at which Customer.io checks for new in-app messages when a user has active messages in the queue.

Ad Audiences

Segments synced with advertising platforms like Facebook and Google Ads for targeted marketing.

Alias

A method to merge two identities, allowing Customer.io to combine data from different sources for the same user.

Alphanumeric Sender ID

A custom sender name (e.g., a brand name) used instead of a phone number for sending SMS through Twilio. Not supported in all countries, including the USA.

Allowlisting IP Addresses

Adding Customer.io's IPs to a firewall to ensure secure data transfer when using webhooks.

Amazon S3 Integration

A feature that enables storing and retrieving Customer.io data via Amazon S3.

Anonymous Activity

Actions performed by unidentified users before they are recognized in Customer.io.

Anonymous Events

Events triggered by users who haven't been identified yet.

Anonymous Messages (Beta)

In-app messages sent to unidentified users before they are recognized.

Anonymous People

Users who have interacted with a Customer.io-tracked touchpoint but are not yet identified.

API (Application Programming Interface)

A method that allows external applications to communicate with Customer.io for data exchange and automation.

API Rate Limits

The maximum number of API requests allowed within a set time period to prevent excessive load on Customer.io's servers.

API Triggered Broadcasts

Messages sent to a large audience based on an API call, often used for announcements or updates.

App API

An API designed for app-based integrations with Customer.io, enabling mobile apps to send and receive data.

Apple Push Notification Service (APNs)

The service used to send push notifications to iOS devices through Customer.io.

APNs (.p8 Certificate)

A certificate required to authenticate Customer.io when sending push notifications via Apple Push Notification Service.

Attributes

User details (e.g., name, email, preferences) stored in Customer.io to personalize messaging.

Auth Token

A Twilio authentication credential required to integrate SMS messaging with Customer.io.

B

Batch Processing

Handling multiple users at once instead of processing them individually, improving efficiency in Customer.io workflows.

Behavioral Data

Information about user actions collected in Customer.io, used for segmentation, targeting, and personalization.

Behavioral Targeting

Sending messages based on user interactions, such as page visits, purchases, or abandoned carts, to enhance engagement.

Bot Scope

The authorization level required for Customer.io to send messages in Slack, enabling it to act as a bot within a workspace.

Broadcasts

One-time messages sent to a segment of users, such as newsletters, announcements, or promotions.

Broadcast Workflow

The process of setting up a broadcast in Customer.io, including selecting recipients, defining content, and setting campaign goals.

Bulk Messaging

Sending the same message to a large audience at once, often used for promotions or system-wide notifications.

C

Campaign Triggers

Events or conditions that start a marketing campaign in Customer.io.

Campaigns

Automated workflows in Customer.io that send messages based on user actions and behaviors.

Campaign Workflow

The sequence of actions within a Customer.io campaign, including messages, data updates, and delays.

Campaign Exit Conditions

The rules that determine when a user should leave a campaign early in Customer.io.

Campaign Journey Metrics

Data tracking how users move through a campaign, including entries, exits, and conversions.

Campaign State

The status of a Customer.io campaign, such as active, paused, or archived.

Campaign Tags

Labels applied to campaigns for better organization and filtering within Customer.io.

Campaign Metrics & Reporting

Data tracking the performance of campaigns in Customer.io, including conversions and engagement rates.

Channel Selection

The process of choosing a Slack channel during integration in Customer.io. The selected channel isn't used for messages; instead, message channels are set per campaign.

Churn Rate

The percentage of customers who stop using a product or service over a given period, often tracked in Customer.io campaigns.

Churn Prevention

Strategies implemented in Customer.io to keep users engaged and prevent drop-off.

Click-to-Open Rate (CTOR)

The percentage of users who clicked a link within an email after opening it, measured in Customer.io email reporting.

Client-Side JavaScript

A method of integrating Customer.io by running JavaScript in the browser to track user activity and identify people in real time.

CNAME Record

A DNS record used to set up link tracking for email messages sent through Customer.io.

Collections

Groups of related objects used in Customer.io to organize data efficiently.

Common Fields

Standardized fields in Customer.io that provide additional context to debug issues or add special handling in actions.

Conditions

Rules in Customer.io that determine whether an action should be performed based on user attributes or behaviors.

Conversion Goal

A tracking feature in Customer.io that marks a campaign as converted if a user performs a specified action.

Conversion Tracking

Monitoring in Customer.io to determine if users complete desired actions, such as purchases or sign-ups.

Conversion Tracking for Webhooks

A setting in Customer.io that allows webhook actions to be counted toward campaign conversion metrics.

Content-Type Header

A request header in Customer.io webhooks that defines the format of data being sent, such as JSON or XML.

Current People and Future Additions

A segmentation option in Customer.io that includes current users and automatically adds new users who meet the set criteria.

Customer Engagement Platform

A tool for automating and personalizing customer interactions, such as Customer.io.

Customer.io Managed Email

The default email sending option in Customer.io that uses a shared IP pool and built-in authentication.

Customer Journey

The complete experience a user has with a product or brand, often mapped in Customer.io campaigns.

Customer Profiles

Detailed user information stored in Customer.io for segmentation and personalization.

Customer.io

A platform for sending automated messages based on user behavior, enabling businesses to improve engagement and retention.

Customer.io Journeys

A tool in Customer.io to create automated workflows for messaging and engagement.

Customer Data Platforms (CDPs)

Platforms that collect, manage, and activate customer data from multiple sources to provide a unified view of each customer, which can integrate with Customer.io.

Customer Lifetime Value (CLV)

A prediction of the total revenue a customer will generate throughout their relationship with a business, often tracked in Customer.io analytics.

Customer Segmentation

Grouping users in Customer.io based on shared traits, behaviors, or attributes for targeted messaging.

Custom Objects

A feature in Customer.io that allows you to define and track non-person entities, such as accounts, courses, or teams, and relate them to users.

Custom Payloads

Data formatted in a specific structure when sending webhooks or API requests in Customer.io.

Custom Push Payloads

Push notifications in Customer.io that include images, deep links, sounds, or other interactive elements beyond a simple title and body.

CSV Import

Uploading user or event data into Customer.io using CSV files for bulk updates or segmentation.

D

Data Enrichment

Adding more details to user profiles in Customer.io to enhance personalization and targeting.

Data In

Methods for importing data into Customer.io, such as APIs, integrations, and CSV uploads.

Data Index

A tool in Customer.io that allows users to view and manage data attributes and events available in their workspace.

Data Mapping

The process of matching data fields from one source to another to ensure accurate data integration within Customer.io.

Data Out

Methods for exporting data from Customer.io to external platforms, such as analytics tools or CRMs.

Data Pipelines

A feature in Customer.io that enables businesses to send information from websites, apps, and other sources into various destinations without writing custom integrations.

Data Warehouse

A centralized storage system used for large-scale data analysis, often integrated with Customer.io for reporting and insights.

Data-driven Segments

Customer.io segments that update automatically based on user behavior and predefined conditions.

Data Replay

Reprocessing past data in Customer.io to simulate events or campaigns, often used for testing and optimization.

Dashboard Metrics

A workspace-level overview of key performance indicators in Customer.io, such as segment changes, test results, and message engagement rates.

Deep Links

Links within push notifications that direct users to a specific page inside an app instead of opening the homepage, supported in Customer.io campaigns.

Dedicated IPs

Exclusive IP addresses used in Customer.io for sending email campaigns, improving deliverability and sender reputation.

Deduplication

A process in Customer.io that prevents multiple messages from being sent to the same email address when duplicate emails exist in a workspace.

Delays

Pauses between actions in a Customer.io workflow, helping to space out messages and optimize campaign timing.

Delivery ID

A unique identifier assigned to each message sent from Customer.io, useful for tracking, troubleshooting, and analytics.

DELETE

An HTTP request type used in Customer.io webhooks to remove an existing record from an external system, such as unsubscribing users or deleting data.

Deliverability Rate

The percentage of messages that successfully reach users' inboxes in a Customer.io email campaign.

Destination Integrations

External tools where Customer.io sends data for analysis, such as analytics platforms, CRMs, and data warehouses.

Device Token

A unique identifier assigned to a device for receiving push notifications. It must be registered in Customer.io for successful message delivery.

Disable In-App Messaging

A setting in Customer.io that cancels all outstanding in-app messages and prevents future in-app messages from being sent.

Domain Authentication

The process of verifying and authenticating a domain in Customer.io to improve email deliverability and prevent spoofing.

Downstream Destinations

External tools or services that receive data from Customer.io, such as email analytics or reporting platforms.

Dynamic Content

Message content in Customer.io that changes dynamically based on user attributes, behavior, or other conditions.

E

E.164 Format

The international standard for phone numbers required by Twilio, formatted as [+][country code][subscriber number] (e.g., +14155552671 for a US number) when sending SMS through Customer.io.

Email Deliverability

The success rate of emails reaching inboxes, a key performance metric in Customer.io's email campaigns.

Email Deliverability Monitoring

Customer.io's built-in system for tracking spam complaints, denylistings, and sender reputation to improve email success rates.

Email Marketing

Using email to nurture, engage, and convert customers through Customer.io's automated messaging workflows.

Email Personalization

Customizing emails in Customer.io with user details like names, purchase history, or preferences to enhance engagement.

Email Provider Integration

The ability to connect external email service providers like Mailgun, SendGrid, and Amazon SES to Customer.io for improved email sending flexibility.

Engagement Score

A measure in Customer.io that evaluates how much users interact with messages, helping optimize targeting and content.

Event-Based Triggers

Automated messages in Customer.io that are sent when users perform specific actions, such as making a purchase or abandoning a cart.

Event Triggers

Events in Customer.io that start automated campaigns when a user completes a predefined action, like signing up or completing a checkout.

Events

Actions performed by users that are tracked in Customer.io, such as signing up, making a purchase, or clicking a link.

Event Data

Information passed along with an event in Customer.io, such as product name, price, or location, used for personalization and segmentation.

Event Properties

Data fields within an event in Customer.io that provide additional context, such as purchase amount, signup date, or referral source.

Event Tracking

The monitoring and recording of user activities or behaviors in Customer.io, which can trigger automated messages or actions.

Exporting Data

The process of downloading user or event information from Customer.io for external analysis or reporting.

Exit Criteria

The conditions in Customer.io under which a user exits a workflow, stopping further automated actions in a campaign.

F

Failed Messages

Messages in Customer.io that weren't successfully delivered due to issues like invalid email addresses, network problems, or authentication errors.

Fallback Values

Default content in Customer.io that displays when personalized data is missing or unavailable, ensuring messages remain coherent.

Filter Conditions

Rules in Customer.io that determine which users receive specific messages based on their attributes or behaviors.

First-time Events

Actions tracked in Customer.io when a user performs them for the first time, often used to trigger welcome or onboarding campaigns.

Frequency Capping

A feature in Customer.io that limits how often messages are sent to users to prevent overwhelming them.

Full-Stack Integration

A method of implementing Customer.io that combines both server-side and client-side tracking for comprehensive user data collection.

Future Segmentation

A feature in Customer.io that automatically adds users to segments when they meet the defined criteria, even after the segment is created.

G

GET

An HTTP request type used in Customer.io webhooks to retrieve data from an external source without modifying it.

Goal Tracking (Newsletter Goals)

A feature in Customer.io that tracks whether recipients perform a specific action (such as making a purchase) after receiving a newsletter.

Grace Periods

A temporary pause in a Customer.io journey that allows users to rematch campaign conditions before continuing.

Group

An API call in Customer.io that associates a user with a group, such as a company or team, enabling group-based messaging and analytics.

Group Call

A method in Customer.io to associate a person with a group, like a company or organization, helping to manage group-level data.

H

HIPAA Compliance

Ensuring user data protection in Customer.io under healthcare regulations, particularly for handling sensitive personal information.

HubSpot Integration

Connecting Customer.io with HubSpot to enable seamless marketing automation, data syncing, and customer engagement workflows.

HTTP Request Types

The five supported request types for webhooks in Customer.io: GET (retrieve data), POST (send data), PUT (update data), DELETE (remove data), and PATCH (partially update data).

I

Identify

The process in Customer.io of linking anonymous activity to a known user by assigning a unique identifier.

Identify Calls

API calls used in Customer.io to capture information about users and their traits, enabling personalized communication.

Identifiers

Unique data points (such as email addresses or user IDs) used in Customer.io to track and recognize users.

Identify Method

The API method in Customer.io used to add or update a person's attributes, ensuring accurate user data.

Identify People for Push Notifications

A requirement in Customer.io that users must be logged in or identified before they can receive push notifications.

Idempotency Key (X-CIO-Idempotency-Key)

A unique key included in Customer.io webhook requests to prevent duplicate actions from being processed multiple times.

IFTTT (If This Then That)

A workflow automation tool that connects Customer.io with other apps and services to trigger actions based on conditions.

Importing Data

The process of bringing external user or event data into Customer.io for segmentation, personalization, and automation.

In-App Messages

Notifications sent directly inside a mobile or web app through Customer.io, appearing as pop-ups, banners, or modals.

In-App Messaging

The feature in Customer.io that enables sending messages within an app to engage users in real-time.

Inactive Polling Rate

The 60-second interval at which Customer.io checks for new in-app messages when a user has received a message in the last 30 days but has no active messages in the queue.

Inline Messages

Persistent in-app messages in Customer.io that function as banners or UI elements rather than disappearing after user interaction.

In-App Message Queue

A holding system in Customer.io where in-app messages wait until a user opens the app or website.

Incoming Webhooks

Mechanisms in Customer.io that allow external services to trigger campaigns or send data by making HTTP requests to designated endpoints.

Integration

The process of connecting Customer.io with external tools such as CRMs, analytics platforms, and data warehouses.

Integration Methods

Various approaches supported by Customer.io for data integration, including client-side JavaScript, mobile SDKs, reverse ETL, and partnerships with Customer Data Platforms.

Integrating via Database

The process of adding users and their event data to Customer.io directly from a database instead of using client-side or server-side methods.

Invite Bot to Private Channel

A requirement in Customer.io where users must manually invite the Customer.io bot using the /invite @Customer.io command before it can post messages in a private Slack channel.

Invoking Our API

Making a request to Customer.io's API to perform an action, such as adding or updating a user.

IP Warming

The process in Customer.io of gradually increasing email sending volume to establish a positive sender reputation and avoid spam filters.

IP Allowlisting

A security measure in Customer.io that permits access requests only from specified IP addresses, enhancing data protection.

J

JavaScript Client Library

A Customer.io library used to track and identify people on a website using JavaScript, enabling real-time data collection.

JavaScript Snippet

A code block added to a website to enable in-app messaging in Customer.io and track user interactions.

Journeys

Automated workflows in Customer.io that guide users through a sequence of messages based on their behavior and attributes.

Journey Metrics

Data points in Customer.io that track a user's progress through a campaign, including triggered, started, in progress, completed, exited early, and converted.

JSON-Formatted Webhooks

The recommended format for sending structured data via Customer.io webhooks, ensuring seamless integration with external systems.

JSON Data

Data structured in JavaScript Object Notation (JSON) format within Customer.io, commonly used for API requests, event tracking, and message personalization.

L

Lead Nurturing

The process of building relationships with potential customers through automated messaging in Customer.io.

Lifecycle Marketing

Messaging users at different stages of their journey in Customer.io to guide them from onboarding to retention.

Limiting Send Rate

A setting in Customer.io that controls the speed at which messages are delivered to prevent server overload or spamming users.

Link Metrics

Tracking user engagement in Customer.io by analyzing clicks on URLs within messages.

Link Tracking

A Customer.io feature that records clicks on email links by setting up a CNAME record to ensure accurate engagement reporting.

List Hygiene

The process in Customer.io of removing inactive or incorrect email addresses to maintain a high deliverability rate.

Liquid

A templating language used in Customer.io for dynamic message personalization based on user attributes and event data.

Liquid Personalization in Campaigns

The use of Liquid templating in Customer.io to dynamically customize campaign messages based on user behavior and profile data.

Liquid Tag for Slack Channel

A dynamic variable (e.g., {{customer.channel}}) used in Customer.io to personalize the Slack channel where messages are posted.

Liquid Template Language

A tool in Customer.io for embedding dynamic content in messages to personalize user interactions.

Liquid Templating

A method in Customer.io for customizing messages using simple code that dynamically adjusts content based on user data.

Liquid Syntax for Phone Selection

A Customer.io method for dynamically selecting a phone number attribute (e.g., primary_phone, cell_phone) when sending messages.

Low Polling Rate

The 180-second interval at which Customer.io checks for new in-app messages when a user has not received any messages in the last 30 days.

M

Managed vs. Custom SMTP

The choice in Customer.io between sending emails via its shared infrastructure or using a custom SMTP provider for more control.

Manual Segments

User-created groups in Customer.io based on specific criteria for targeted messaging.

Manual Segment Import

Uploading a CSV or Google Sheet in Customer.io to manually add people to a segment for campaign targeting.

Manually Ending a Journey

The process in Customer.io of manually removing a person from an active campaign before it completes.

Manual Webhook Triggering

The ability in Customer.io to trigger webhooks manually from the People page without requiring an automated campaign.

Marketing Automation

Using Customer.io's software to send targeted messages automatically based on user behavior and data.

Mailgun

A cloud-based email service provider that integrates with Customer.io for sending and tracking emails.

Mailjet

An email platform that allows businesses to send marketing and transactional emails, supported as an external provider in Customer.io.

Mandrill

A transactional email API for Mailchimp users, designed for sending one-to-one emails and compatible with Customer.io email workflows.

Mention Users in Slack

The ability in Customer.io to tag Slack users in messages using their unique Slack Member ID format: <@U012AB3CD>.

Merging Anonymous Activity

Combining actions from unidentified users with their Customer.io profiles once they are recognized.

MMS (Multimedia Messaging Service)

A Twilio-supported message type that includes images (PNG, JPEG, GIF) and supports up to 1,600 characters, usable in Customer.io SMS campaigns.

Message Channels

Different communication methods in Customer.io, including email, SMS, push notifications, and in-app messages.

Message Condition

A filter in Customer.io that determines recipients based on their previous interactions with messages (e.g., opened an email, clicked a link).

Message Performance Metrics

A set of analytics in Customer.io that evaluate message effectiveness, including delivery, open, click, unsubscribe, and spam rates.

Message Queues

A system in Customer.io that manages the order and timing of message delivery.

Messaging Automation

Automatically sending messages in Customer.io based on user actions or pre-defined schedules.

Metrics

Data in Customer.io that tracks message performance, including delivery, open, and engagement rates.

Metrics & Reporting

Tools in Customer.io for analyzing message performance and campaign effectiveness.

Mobile SDK for Push Notifications

A set of tools provided by Customer.io to simplify the integration of push notifications into mobile apps.

Multi-Channel Campaigns

Marketing efforts in Customer.io that span multiple platforms, such as email, SMS, and push notifications.

Multi-Channel Messaging

The process of sending messages in Customer.io through multiple communication methods, including email, SMS, in-app, and push notifications.

N

Newsletters

One-time messages sent in Customer.io to a list of subscribers, often used for updates or promotions.

Newsletter Metrics

The specific set of message performance metrics in Customer.io that apply to newsletters, as they are single-send broadcasts rather than ongoing campaigns.

Net Promoter Score (NPS)

A metric in Customer.io that measures customer satisfaction and loyalty based on their likelihood to recommend a product or service.

Notification Preferences

User settings in Customer.io that allow individuals to choose which messages they want to receive.

Nurture Campaigns

A series of automated messages in Customer.io designed to keep users engaged over time and encourage retention.

O

Objects

Non-person entities in Customer.io, such as a company, account, or subscription, that can be associated with users.

Objects in Campaigns

The ability in Customer.io to trigger campaigns based on object data, such as notifying account admins about plan upgrades.

Object-Triggered Campaigns

Campaigns in Customer.io that begin when an object (such as an account or subscription) is created or updated.

Objects in Liquid

Using Liquid templating in Customer.io to reference object attributes dynamically in messages for personalization.

Object Types

Categories of non-person entities in Customer.io, such as products, plans, or subscriptions, used in campaigns.

Object Relationships

Associations in Customer.io between people and objects, such as an employee's link to a company or a student's enrollment in a course.

Object Updated

An event in Customer.io triggered when a custom object (like a subscription or product) is modified.

Onboarding

The process in Customer.io of guiding new users through their journey to help them understand and effectively use a product.

Oracle Dyn

A cloud-based email and DNS provider used for delivering transactional and marketing emails through Customer.io.

Outgoing Webhooks

A feature in Customer.io that enables real-time data transmission to external services or endpoints as part of campaigns or event triggers.

P

Page

An API call in Customer.io that records a user viewing a web page, useful for tracking page views and user navigation patterns.

Page View Events

Events in Customer.io that track visits to specific web pages and can be used for segmentation and triggering in-app messages.

Page Rules

Conditions in Customer.io set to trigger actions when users visit specific website pages.

Pause & Resume Newsletters

A feature in Customer.io that allows users to temporarily stop sending a newsletter and resume it later without modifying the recipient list.

PATCH

An HTTP request type in Customer.io webhooks that partially updates an existing record without replacing the full dataset.

People

Contacts or users stored in Customer.io for messaging and segmentation.

People Page

The section in Customer.io where users are listed, along with their attributes, segments, and event history.

Personalization

Tailoring messages in Customer.io based on user attributes and behaviors for improved engagement.

Person Assigned Attributes

Attributes in Customer.io assigned to a user, such as name, email, and preferences, used for segmentation and targeting.

Personalization Variables

Data fields in Customer.io (e.g., name, location) used to dynamically customize messages.

Personalized Messaging

The process in Customer.io of customizing messages using user data to make them more relevant and engaging.

Phone Number Attributes

The stored phone number data for each user in Customer.io, used for sending SMS messages.

POST

An HTTP request type in Customer.io webhooks that sends data to create a new record in an external system, such as submitting form data or adding new users.

Polling Frequency

The interval at which Customer.io checks for new in-app messages, adjusted based on user activity.

Premium Integrations

Advanced third-party connections available in Customer.io for expanded functionality.

Primary Phone Number

The default phone number in Customer.io used for SMS messaging, which can be modified dynamically using Liquid.

Push Notifications

Messages sent through Customer.io that appear on a user's mobile or desktop screen for real-time engagement.

Push Provider Credentials

Authentication details (e.g., APNs .p8 certificate, FCM JSON key) that authorize Customer.io to send push notifications on behalf of an app.

PUT

An HTTP request type in Customer.io webhooks used to update an existing record in an external system, such as modifying user data or updating settings.

R

Real-Time Data

Live user activity and event tracking in Customer.io, enabling immediate updates and insights for automation.

Real-Time Messaging

Sending messages in Customer.io the moment a specific event or trigger occurs, ensuring timely engagement.

Recipient List

The set of users in Customer.io who will receive a broadcast or newsletter, defined by segment conditions or manual import.

Relationships

Associations in Customer.io between people and objects, such as users linked to accounts, products, or teams.

Relationship Added or Changed

An event in Customer.io logged when a relationship between objects (e.g., a user and a subscription) is created or modified.

Relating Objects to People

The process in Customer.io of associating objects like accounts, memberships, or purchases with individuals for personalized messaging and segmentation.

Reporting Webhooks

Webhooks in Customer.io used to send campaign performance metrics and data to external platforms for analysis.

Resolve Duplicate People

The feature in Customer.io that helps identify and merge multiple profiles representing the same user.

Retention Rate

The percentage of users in Customer.io who continue engaging with a product or service over a given period, measured to assess user stickiness.

Retention Strategy

A set of methods in Customer.io designed to keep users engaged, reduce churn, and increase long-term customer value.

Revenue Attribution

Linking Customer.io messages to revenue generation by tracking how marketing campaigns influence purchases and conversions.

Reverse ETL

A process in Customer.io that extracts data from a data warehouse and loads it into operational tools for better customer engagement and automation.

Request URL

The endpoint where webhook data is sent from Customer.io, often requiring authentication for secure data transfer.

Response Attributes

Data returned by a webhook request in Customer.io that can be stored as customer attributes for segmentation and personalization.

Rich Push Notifications

Push messages in Customer.io that contain multimedia elements such as images, videos, and buttons for enhanced engagement.

S

Salesforce Integration

Syncing Customer.io with Salesforce CRM to enable seamless data sharing and automated workflows.

Secure Webhook Verification (X-CIO-Signature)

A security header in Customer.io that uses HMAC-SHA256 encryption to verify that incoming webhooks are legitimate.

Send to Unsubscribed Users

An option in Customer.io that allows sending critical updates to unsubscribed users while ensuring compliance with email laws.

Sender Phone Number

The Twilio number used in Customer.io to send SMS/MMS, which can be a short code, toll-free number, or alphanumeric ID.

Send to an Individual Person

A feature in Customer.io that allows users to manually send a newsletter to a single recipient after it has already been sent.

Send and Receive Data Action

A workflow action in Customer.io that triggers webhooks for external data exchange.

Segmentation

The process in Customer.io of grouping users based on attributes or behaviors to target specific audiences effectively.

Segment-Triggered Campaigns

Automated campaigns in Customer.io that start when a user enters a specified segment.

Segment Membership Metrics

Data in Customer.io that tracks how the number of users in a segment changes over time.

Screen

An API call in Customer.io that records a user viewing a screen in a mobile app, aiding in tracking in-app behavior.

Screen View Events

Events in Customer.io that track visits to specific screens in a mobile app, similar to page views for websites.

SDK (Software Development Kit)

Tools provided by Customer.io for developers to integrate features into mobile or web applications.

SDK (Software Development Kit) for In-App Messaging

A toolset in Customer.io required for integrating in-app messaging into mobile apps, including SDKs for iOS, Android, React Native, Expo, and Flutter.

Searching People

Finding specific user profiles in Customer.io based on attributes or behavioral data.

Segments

Groups of users in Customer.io categorized by shared behaviors or attributes for better targeting.

Segment Criteria

The rules in Customer.io that determine which users belong to a specific segment.

Segmentation Rules

Conditions in Customer.io used to group users dynamically based on their interactions and attributes.

Semantic Events

Events in Customer.io that represent user actions in meaningful terms, such as "Added to Cart" or "Completed Purchase."

SendGrid

A cloud-based email delivery service that integrates with Customer.io for sending transactional and marketing emails.

Send Time Optimization (STO)

A feature in Customer.io that determines and sends messages at the best time for each user based on engagement data.

Server-Side Library

A method in Customer.io where user data and events are sent from a backend system rather than the client's browser for improved security and accuracy.

Set Up Integrations

The process in Customer.io of connecting with other platforms to automatically add people and track their events.

Short Code

A 5-6 digit number used for high-volume SMS sending in Customer.io to improve deliverability and recognition.

Slack Message Composer

The interface within Customer.io where users create and format Slack messages, including mentions, links, and custom Liquid variables.

SMTP Relay

A method of sending emails through an external mail provider while still using Customer.io for automation and reporting.

SMS Opt-Out Keywords

Predefined keywords (e.g., STOP, UNSUBSCRIBE) that allow users to opt out of receiving SMS messages in Customer.io.

SparkPost

An enterprise-grade email API service that integrates with Customer.io for sending bulk and transactional emails.

Split Testing (A/B Testing)

A feature in Customer.io that compares two versions of a message or campaign to determine which performs better.

Static Lists

Non-dynamic lists of users in Customer.io that do not update automatically, commonly used for manual segmentation.

Storing JSON

The process in Customer.io of saving data in JSON format within user attributes or events for structured storage and retrieval.

Subscription Preferences

A setting in Customer.io that determines whether users receive marketing or transactional emails based on their opt-in status.

Surveys in In-App Messaging

A feature in Customer.io that allows businesses to collect user feedback through in-app messages.

Suggested Segments

Predefined user groups in Customer.io recommended based on common attributes or behaviors.

Syncing Phone Numbers

The process in Customer.io of updating sender phone numbers after changes in Twilio to ensure SMS and MMS deliverability.

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Testing A/B Variations

The process in Customer.io of comparing different versions of a newsletter or message to determine which performs best before sending to the full audience.

Test Device Token

A unique device token in Customer.io used for testing push notifications to ensure proper delivery and formatting.

Test Slack Message

A feature in Customer.io that allows users to send a real test message before activating a campaign to verify formatting and channel selection.

Timestamp Conditions

Criteria in Customer.io based on specific dates and times, used to segment users or trigger actions at the right moment.

Throttling

The practice in Customer.io of limiting the number of messages sent over a specific period to manage server load and avoid overwhelming recipients.

Timeout and Retry Logic

A system in Customer.io that retries webhook requests up to 10 times with exponential backoff if they fail due to network issues or errors.

Track Call

A method in Customer.io to record events representing user actions, such as "Signed Up" or "Purchased," along with associated properties.

Track API

An API in Customer.io that records customer events and attributes, facilitating the creation of personalized and automated messaging based on user behavior.

Transactional Emails

System-driven emails in Customer.io, such as order confirmations or password resets, that are essential for user communication.

Tracking Opens and Clicks

A Customer.io feature that monitors whether users open emails or click links for engagement tracking and campaign optimization.

Triggers

Actions in Customer.io that start an automated message, such as a user joining a segment or completing an event.

Trigger Conditions (Campaign Triggers)

The rules in Customer.io that determine when a user enters a campaign, based on segment changes, events, or object updates.

Twilio Account SID

A unique identifier for a Twilio account, required for SMS and push notification integration with Customer.io.

Twilio Region Restriction

A limitation in Customer.io that only supports Twilio credentials from the US region for SMS and push notification services.

Twilio Trial Account

A free Twilio account used for initial setup and testing in Customer.io before switching to a paid plan.

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User Attributes

User details stored in Customer.io, such as name, email, and preferences, used for personalization and segmentation.

Using Liquid for Dynamic Sender ID

A method in Customer.io that dynamically selects a sender ID based on customer attributes to personalize messages.

UTM Parameters

Special tracking parameters in Customer.io used to identify the source, medium, and campaign of incoming traffic.

Upload a CSV of People

A method in Customer.io for manually importing users by uploading a CSV file to update or add new contacts.

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Verified Sending Domain

A domain that has been authenticated in Customer.io for sending emails, ensuring improved deliverability, preventing spoofing, and enhancing inbox placement.

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Webhooks

A Customer.io feature that sends real-time data to external apps or services in response to specific events or triggers.

Webhook Actions

Actions within Customer.io workflows that send data to external services or APIs, enabling seamless integration with other platforms.

Webhook Shortcuts

A feature in Customer.io that allows users to manually trigger webhooks for a person without running a full campaign.

Webhook Signing Key

A secret key in Customer.io used to authenticate and verify webhook requests for secure data transfer.

Webhook Delivery Logs

A feature in Customer.io that provides detailed logs of webhook requests, including response status, request payload, and timestamps for troubleshooting and tracking.

Workflows

Automated sequences of actions in Customer.io triggered by user behavior, designed to streamline messaging and engagement.

Workflow Automation

The process in Customer.io of setting up automatic message sequences to engage users based on their actions.

Workspace

An individual environment within Customer.io where teams can manage data, campaigns, and integrations separately from other projects.