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Customer.io

People focused, automated marketing campaigns via email and SMS messages

What is Customer.io?

Modern marketing campaigns involve a lot of different touch points and platforms, most businesses are wanting to convert their manual marketing campaigns and automate them to event-triggered campaigns. This type of marketing automation can become complex to manage, we prefer to build these systems with an automated email campaign manager like Customer.io. 

It's a simple, yet powerful and flexible way to automate a marketing campaign, allowing your team to create messages that are triggered by interactions from your customers. 

Creating campaigns that allow people to be put into automated segments allows you to be more creative and targeted with your messages. Campaigns can be run automatically based on events from the people in your database, or you can send newsletter style updates on a regular basis. 

 

 

What is a Workflow?

A campaign workflow is an automated process that runs in response to a campaign trigger, so for example when a customer signs up to your app, or a new team member is added to your company.

Workflows can be created, edited, saved, and deleted from within your Customer.io account, for example:

  • Email marketing campaigns / broadcast messages
  • Drip campaigns that can include multi variant message content
  • Real-time business data emails, like transactional messages
  • Data-driven Segments, like messaging cart abandoners segments
  • Complex workflows that start multi event-triggered campaigns

  

Merging marketing and company automations

These types of people focused marketing campaigns can become really powerful when combined with internal business functions, for example, a new user signup. 

By automatically capturing new user attributes in a web form we can send that data to various platforms to be used for different workflows and event-triggered campaigns, for example sending the data to 

- Airtable

Saving the user data to Airtable might allow you to create a user profile, connecting the user to a company or organization - then using that data to send an automated welcome email drip campaign trigger

- Quickbooks

The same customer data can be sent to your finance software, creating a new customer and connecting that information back to Airtable so that billing 

- Customer.io

Automatically creating user data and attributes which allows for automated segments to be created, you might want a segment for users who have never signed in for example.

Additionally you can send a push notification or slack message to your internal team to notify them that an internal task has to be completed. 

There are endless possibilities, ACE Workflow uses our Bespoke workflow design process to create an automated workflow that helps your company run on autopilot. 

Do More, With Less, With Ace.

About Our Workflow Design Process
Book a call
With our workflow consultants
Fast: Average project time 2 weeks
Support: Free support & training
Bonus: $400k+ of savings on many popular Saas Tools including Notion & Airtable