Customer.io Primary Workflow

Overview

Implement Customer.io's core messaging workflow: identify users with segment-ready attributes, track lifecycle events that trigger campaigns, and set up the data layer for automated onboarding, nurture, and re-engagement sequences.

Prerequisites

• customerio-node configured with Track API credentials
• Campaigns created in Customer.io dashboard (triggered by events you define)
• Understanding of your user lifecycle stages

How Campaigns Work

Your App (SDK)           Customer.io Dashboard          User
─────────────           ────────────────────          ────
cio.identify(user)  →   Profile created/updated
cio.track("signed_up")  →   Campaign trigger fires
                             Wait 1 day             →   Welcome email