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

Step 2: Implement Event Tracking Service

Step 3: Integrate with Application

Step 4: Create Dashboard Campaign

For detailed implementation code and configurations, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

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

• Customer.io Campaigns

• Trigger Events

Next Steps

After implementing primary workflow, proceed to customerio-core-feature for advanced features.

Examples

Basic usage: Apply customerio primary workflow to a standard project setup with default configuration options.

Advanced scenario: Customize customerio primary workflow for production environments with multiple constraints and team-specific requirements.