Execute Customer.io primary messaging workflow. Use when setting up email campaigns, push notifications, SMS messaging, or in-app message workflows. Trigger with phrases like "customer.io campaign", "customer.io workflow", "customer.io email automation", "customer.io messaging".
Installation
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skills listSkill Instructions
name: customerio-primary-workflow description: | Execute Customer.io primary messaging workflow. Use when setting up email campaigns, push notifications, SMS messaging, or in-app message workflows. Trigger with phrases like "customer.io campaign", "customer.io workflow", "customer.io email automation", "customer.io messaging". allowed-tools: Read, Write, Edit, Bash(npm:), Bash(pip:), Grep version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io
Customer.io Primary Workflow
Overview
Implement Customer.io's primary messaging workflow: identify users, track events, and trigger automated campaigns.
Prerequisites
- Customer.io SDK configured
- Campaign/workflow created in Customer.io dashboard
- Understanding of your user lifecycle events
Instructions
Step 1: Define User Lifecycle Events
// events/user-events.ts
export const USER_EVENTS = {
// Onboarding
SIGNED_UP: 'signed_up',
EMAIL_VERIFIED: 'email_verified',
PROFILE_COMPLETED: 'profile_completed',
FIRST_LOGIN: 'first_login',
// Engagement
FEATURE_USED: 'feature_used',
CONTENT_VIEWED: 'content_viewed',
SEARCH_PERFORMED: 'search_performed',
// Conversion
TRIAL_STARTED: 'trial_started',
SUBSCRIPTION_STARTED: 'subscription_started',
UPGRADE_COMPLETED: 'upgrade_completed',
PURCHASE_COMPLETED: 'purchase_completed',
// Churn Risk
INACTIVE_WARNING: 'inactive_warning',
SUBSCRIPTION_CANCELLED: 'subscription_cancelled',
ACCOUNT_DELETED: 'account_deleted',
} as const;
export type UserEvent = typeof USER_EVENTS[keyof typeof USER_EVENTS];
Step 2: Implement Event Tracking Service
// services/customerio-service.ts
import { TrackClient, RegionUS } from '@customerio/track';
import { USER_EVENTS, UserEvent } from '../events/user-events';
interface User {
id: string;
email: string;
firstName?: string;
lastName?: string;
plan?: string;
}
export class CustomerIOService {
private client: TrackClient;
constructor() {
this.client = new TrackClient(
process.env.CUSTOMERIO_SITE_ID!,
process.env.CUSTOMERIO_API_KEY!,
{ region: RegionUS }
);
}
// Called on user signup
async onSignup(user: User): Promise<void> {
await this.client.identify(user.id, {
email: user.email,
first_name: user.firstName,
last_name: user.lastName,
created_at: Math.floor(Date.now() / 1000),
plan: 'free',
onboarding_status: 'started'
});
await this.track(user.id, USER_EVENTS.SIGNED_UP, {
signup_source: 'web',
signup_date: new Date().toISOString()
});
}
// Called when email is verified
async onEmailVerified(userId: string): Promise<void> {
await this.updateUser(userId, {
email_verified: true,
email_verified_at: Math.floor(Date.now() / 1000)
});
await this.track(userId, USER_EVENTS.EMAIL_VERIFIED);
}
// Called on subscription change
async onSubscriptionStarted(userId: string, plan: string): Promise<void> {
await this.updateUser(userId, {
plan,
subscription_started_at: Math.floor(Date.now() / 1000)
});
await this.track(userId, USER_EVENTS.SUBSCRIPTION_STARTED, { plan });
}
// Generic tracking method
async track(userId: string, event: UserEvent, data?: Record<string, any>): Promise<void> {
await this.client.track(userId, {
name: event,
data: {
...data,
timestamp: new Date().toISOString()
}
});
}
// Update user attributes
async updateUser(userId: string, attributes: Record<string, any>): Promise<void> {
await this.client.identify(userId, attributes);
}
}
export const cioService = new CustomerIOService();
Step 3: Integrate with Application
// routes/auth.ts
import { cioService } from '../services/customerio-service';
app.post('/signup', async (req, res) => {
const user = await createUser(req.body);
// Fire and forget - don't block signup on analytics
cioService.onSignup({
id: user.id,
email: user.email,
firstName: user.firstName,
lastName: user.lastName
}).catch(err => console.error('Customer.io error:', err));
res.json({ user });
});
app.post('/verify-email', async (req, res) => {
const userId = await verifyEmailToken(req.body.token);
cioService.onEmailVerified(userId)
.catch(err => console.error('Customer.io error:', err));
res.json({ success: true });
});
Step 4: Create Dashboard Campaign
In Customer.io Dashboard:
- Go to Campaigns > Create Campaign
- Select trigger: Event "signed_up"
- Add workflow steps:
- Wait 1 day
- Send welcome email
- Wait 3 days
- Branch: if email_verified = false, send reminder
- Continue nurture sequence
Output
- User lifecycle event definitions
- Customer.io service integration
- Application route integration
- Campaign workflow triggering
Error Handling
| Error | Cause | Solution |
|---|---|---|
| Event not triggering | Wrong event name | Match exact event name in dashboard |
| User not receiving | Missing email attribute | Ensure email is set on identify |
| Duplicate sends | Multiple event fires | Deduplicate or use idempotency |
Resources
Next Steps
After implementing primary workflow, proceed to customerio-core-feature for advanced features.
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