Customer.io Docs | PostgreSQL (2023)

Import people, objects, and relationships from a Postgres database. This reverse ETL integration makes sure that people in your workspace reflect the latest information from your CRM or other backend system.

A "reverse ETL" integration extracts, transforms, and loads data from your Postgres database to your workspace. With this integration, you can automatically add or update people, objects, and their relationships in Customer.io from your database on a recurring interval.

When you set up your integration, you can import people or objects—you cannot import both with the same query. In either case, you can also use a separate "relationships" query to set relationships between people and objects—relative to the thing you import. So, if you import people, you set relationships to objects; if you import objects, your relate them to people.

When you sync people, you can also add people to, or update people in, a manual segment. This helps you trigger campaigns automatically based on changes from each sync interval.

Requirements

We support both SSL and non-SSL database connections. As a part of setup, you’ll need to provide the credentials of a database user with read-access to the tables you want to select data from.

If you use a firewall or an allowlist, you must allow the following IP addresses (corresponding to your account region—US or EU), so that we can connect to your database.

Account regionIP Address
US34.122.196.49
EU104.155.37.221

You cannot connect to your database via SSH

We don’t support SSH tunnelling today. If this is a part of your use case, let our product team know!

Query Requirements

When you create a database sync, you provide a query selecting the people or objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or colege course itinerary. you want to import, and respective attributes. Each row returned from your query is a person or object that you’ll add or update in Customer.io; each column is an attribute that you’ll set on the people or objects that you import.

Query rules:

  • For People: your query must select at least one column representing a person’s identifier—email and/or id, depending on your workspace settings.

    Your query can only use Select * when the table you import from contains columns called id or email. If a column does not map directly to an identifier, you’ll receive an error, and you’ll need to rewrite your query to select individual columns.

  • For Objects: your query must select a column representing an object_id.

    Your query can only use Select * when the table you import from contains a column called object_id. If a column does not map directly to an object identifier, you’ll receive an error, and you’ll need to rewrite your query to select individual columns.

    If your query doesn’t include an object_type, we assume that the object_type is 1—your first or original object type.

  • For Relationships (Optional): your query must contain one column representing object_id and one representing an ID or email for people. Each Row represents a relationship.
  • Your query cannot return more than 40,000,000 rows and 300 columns, where each row represents a person and each column represents an attribute. Contact us if you want to import more than ten million records per sync. See optimize your query for help limiting your query.

Best Practices

Before you add this integration, you should take some measures to ensure the security of your customers’ data and limit performance impacts to your backend database. The following “best practice” suggestions can help you limit the potential for data exposure and minimize performance impacts.

(Video) What's New in Customer.io

  • Create a new database user. You should have a database user with minimal privileges specifically for Customer.io import/sync operations. This person only requires read permissions with access limited to the tables you want to sync from.

  • Do not use your main database instance. You may want to create a read-only database instance with replication in place, lightening the load and preventing data loss on your main instance.

  • Sync only the data that you’ll use in Customer.io. Limiting your query can improve performance, and minimizes the potential to expose sensitive data. Select only the columns you care about, and make sure you use the {{last_sync_time}} to limit your query to data that changed since the previous sync.

Add a sync

When you set up a sync, you’ll choose whether you want to import People or objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or colege course itinerary.. If you want to import both, you’ll need to set up multiple syncs. But, after you configure a database, your database information persists, making it easy to set up subsequent database sync operations.

If you use a firewall or an allowlist, you must allow the following IP addresses (corresponding to your account region—US or EU), so that we can connect to your database.

Account regionIP Address
US34.122.196.49
EU104.155.37.221
  1. Go to Data & Integrations > Integrations and select Postgres. You can search for your database type or click Databases to find it.

  2. Click Set up sync.

  3. Enter a Name and Description for your database and click Sync settings. These fields describe your database import for other users in your workspace.

  4. Set your sync settings and click Select database.
    1. How often should this import sync? Set an interval for reverse ETL operations that you’re comfortable with.
    2. Schedule start time lets you set the date and time when you want to begin importing from your database.
    3. Choose what to sync is where you determine whether you want to import People or ObjectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or colege course itinerary.. If you want to import both, you’ll need to set up multiple sync operations.
    4. How do you want to identify people? Select whether you want to add and/or update people. If your workspace supports both email and ID as identifiers, select the value you’ll use to identify people—email or id.
    5. Sync these people to a segment?: As a part of each sync, you can add people to a new or existing segment. Use Create a new segment to set up a new segment specifically for your sync and Sync to an existing segment to add people to another segment in your workspace.

  5. Enter a database user’s credentials and click Add database. We suggest that you use someone with read-only credentials for your database.

    While we don’t write to your database, using read-only credentials ensures that you can’t inadvertently make changes to your database through your query.

    When you add your database, we’ll try the connection to make sure your settings are correct. When you’re done, click Write query to move to the next step. If you added a database as a part of another reverse ETL integration, you can select it instead of adding a new database.

  6. Enter your query and click Run query to preview up to 100 rows of results.

    Your query:

    • Should SELECT individual columns.
    • Must include columns representing id or email to identify people. If your columns aren't named id or email, you can use AS to map them to attributes in Customer.io.
    • Should include a WHERE clause, comparing recent updates against the last_sync_time (Unix epoch timestamp) to limit syncs to the most recent updates.

    Use SELECT * to see available columns

    You can use SELECT * in the Query step to preview the first 100 rows in your query and all available columns. This can help you determine which columns you actually want to select. We may show errors if you need to rename columns using AS.

    (Video) Getting Customer io API credentials for n8n
  7. (Optional) Set up a Relationship Query. If you don’t use our objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or colege course itinerary. feature, you can skip this step. When you set up a relationship query, you have to indicate how you’ll identify people—by id or email, regardless of the fields in your query. See Relationship Query below for more information.

  8. Click Review import to review your sync setup.

  9. Click Set up sync to start the import process.

Relationship Query

As a part of your sync, you can add a secondary query that imports relationships between people and objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or colege course itinerary.. This query is independent of your initial import; it doesn’t matter whether your initial Query imports people or objects.

Your relationship query must contain one column representing Object IDs and another representing identifiersThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace. for people—one of email or id. By default, each row returned from your query represents a relationship that you want to add. You can also include a boolean column called deleted, where true removes a relationship and false sets the relationship.

SELECT person_id as id, company_id as object_id, new_relationship_bool as deleted from customer_obj_relationships

Check the status of a sync

The Imports tab for your integration shows recent sync intervals. Click an interval to see how many people you imported, how long the sync operation took to complete, and other information.

Sync operations will show Failed if the query contained any failed rows. While some rows may have synced normally, we report a failure to help you find and correct individual failures. See Import failures for more information.

  1. Go to Data & Integrations > Integrations and select Postgres
  2. Click the sync you want to check the status of and go to the Imports tab.

Pause or resume a sync

Pausing a sync lets you skip sync intervals, but doesn’t otherwise change your configuration. If you resume a sync after you pause it, your sync will pick up at its next scheduled interval.

  1. Go to Data & Integrations > Integrations and select Postgres.
  2. Click next to the sync you want to modify and select Pause. If your sync is paused and you want to resume it, click Activate.

Update a sync

When you update or change the configuration of a sync, your changes are reflected on the next sync interval.

  1. Go to Data & Integrations > Integrations and select Postgres.
  2. Click the sync you want to update.
  3. Make your changes. Click between Query and Settings tabs to make changes to different aspects of your sync.
  4. Click Save Changes.

Delete a sync

Deleting a sync stops syncing/updating people from your database using a particular query. It does not delete or otherwise modify anybody you imported or updated from the database with that query.

  1. Go to Data & Integrations > Integrations and select Postgres.
  2. Click next to your sync and select Delete.

Optimize your query

Because your database sync operates on an interval, you should optimize your query to ensure that we import the right information, quickly, with the least noise. When setting up your query, you should consider:

  • Your database timeout value: Queries selecting large data sets may timeout.
  • Cost: Are you charged per query or for the amount of data returned?
  • Can you narrow your query?: Add a “last_updated” or similar column to tables you import, and index that column. You’ll use this column to select the changeset for each sync.
SELECT id AS "id", email AS "email", firstn AS "first_name" , created AS "created_at"FROM my_tableWHERE last_updated > {{last_sync_time}}

Last Sync Time

We strongly recommend that you index a column in your database representing the date-time each row was last-updated. When you write your query, you should add a WHERE clause comparing your “last updated” column to the {{last_sync_time}}.

(Video) Customer.io Basics - Using the Video, Icons, and Text Blocks

The last sync time is a Unix timestamp representing the date-time when the previous sync started. Comparing a “last-updated” column to this timestamp helps you limit your sync operations to the columns that changed since the previous sync.

If you use ISO date-times, you can convert them to unix timestamps in your query.

This value is 0 until at least one sync is Completed

If you’re just getting started, or if all of your previous syncs have a Some Rows Failed status, this value is 0. If your previous syncs show Some Rows Failed, you should download the error report and fix those errors so that an import finishes completely and the last_sync_time obtains a non-zero value.

If you use ISO date-times, you can convert them to unix timestamps in your query.

SELECT id, email, first_name, created AS created_atFROM my_tableWHERE extract(epoch from last_updated) > {{last_sync_time}}

Mapping columns to attributes

We map column names in your query to attributes in your workspace, exactly as formatted in your query. However, queries are not case sensitive: if a column in your database is called Email, you can use AS "email" to map the column to the email attribute in your workspace.

Attributes in Customer.io are generally lowercased. We recommend that you rename columns with uppercased characters accordingly.

SELECT id, email, primary_phone AS phoneFROM my_tableWHERE extract(epoch from last_updated) > {{last_sync_time}}

Sync intervals and ‘skipped’ syncs

You can set your workspace to import from your database on an interval of minutes, hours, days, etc. If we’re still processing an import operation when the next interval occurs, we’ll skip the import and try again at the next interval. Skipped sync operations show a Skipped status in the UI.

We tested reverse ETL performance for a MySQL server against an empty workspace with no concurrent operations (API calls, running campaigns, etc) with the following results. Your results may vary if your query is more complex, or your workspace has multiple concurrent, active users during the sync interval.

Adjust your sync intervals to provide significant buffer between intervals and account for concurrent users in your workspace or other operations (active campaigns, segmentation, or other operations that affect your audience).

Database rowsDatabase columnsAverage sync time (mm:ss)
100,000104:20
250,0001010:36
500,0001021:49
750,0001031:22
1,000,0001040:39

Import failures

Rows that fail to add or update a person report errors. You can find a count of errors with any sync and download a list of errors for failed rows by going to Data & Integrations > Integrations > Postgres.

If a sync interval contained any failed rows, the operation shows Failed. Rows may still have been imported, but we report a failure so that it’s clear that the sync interval contained at least one failure. Click the row for more information. Click Download to get a CSV file containing errors for each failed row.

(Video) Marketing Automation With Customer io + Next js

If you see Failed Attribute Changes, try changing your workspace settings

Reverse ETL syncs that change a person’s email address can be a frequent source of Failed Attribute Change errors. You can enable the Allow updates to email using ID setting under Settings > Workspace Settings > General Workspace Settings to make it easier to change people’s email values after they are set and avoid Failed Attribute Change errors.

In general, most issues are of the Failed Attribute Change type relating to changes to id or email identifiersThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace.. You are likely to see this error if:

You set an id or email value that belongs to another person.

If your workspace identifies people by either email or id, these values must be unique. Attempting to set a value belonging to another person will cause an error.

You attempt to change an id or email value that is already set for a person.

You can set an id or email if it is blank; you cannot change these values after they are set. You can only change these values from the People page, or when you identify people by cio_idAn identifier for a person that is automatically generated by Customer.io and cannot be changed. This identifier provides a complete, unbroken record of a person across changes to their other identifiers (id, email, etc).), which you cannot use in a Reverse ETL operation.

You set an invalid email value

Emails must conform to the RFC 5322 standard. If they do not, you’ll receive an attribute change failure.

FAQ

What other databases do you support for import operations?

In addition to Postgres, we also support MySQL, Microsoft SQL, Google BigQuery, Amazon Redshift, and Snowflake. Contact us to let us know if you want us to support another database as a part of our reverse ETL integrations.

Do you support SSL or TLS connections?

We support SSL connections. You can also secure your connection by limiting access to approved IP addresses.

Do you support connections via SSH?

No. We do not support SSH tunneling.

Is there a limit to the number of people I can import at a time?

You cannot add or update more than 10,000,000 people (rows) at a time. Consider adding a LIMIT and ORDER BY to your query, or using a WHERE clause to limit updates to people who have been added or updated since the {{last_sync_time}}. See optimize your query for more information.

Your query cannot SELECT more than 300 columns, where each column represents an attribute.

Contact us if you want to import more rows or columns.

Copied to clipboard!

(Video) How To Run Marketing Campaign With Customer.io And Generate Marketing Leads

FAQs

What is the purpose of customer IO? ›

Customer.io is a messaging platform that allows marketers to take an idea and turn it into a powerful automated message campaign. The world never stops growing and changing, and neither should your data. Our powerful logic based tools help you capture every edge case and connect to the real people in your audience.

How do I send data to customer IO? ›

Set up webhooks
  1. Log in and go to Data & Integrations > Integrations.
  2. Find and select Reporting Webhooks.
  3. Click Add Reporting Webhook.
  4. Enter the Webhook Endpoint—the URL where you want to receive events. ...
  5. Select the events you want to receive.
  6. (Optional) Select the Send Frequency and Body Content options.

What are profile attributes in customer io? ›

Profile Attributes

Attributes are properties stored, per Person, in your account. You use them for messaging, segmenting, or triggering Date Triggered Campaigns. They are named values you use in various places throughout Customer.io.

Who owns customer io? ›

Colin Nederkoorn - Founder & CEO - Customer.io | LinkedIn.

When did customer IO start? ›

Since their launch in 2012, Customer.io has grown rapidly — to 41 employees and more than 1200+ customers ranging from SaaS to lot and beyond!

How does customer data platform work? ›

A customer data platform (CDP) is designed for marketing. It collects and unifies first-party customer data from multiple sources to build a single, coherent, complete view of each customer. It then makes that data available to marketers to create targeted and personalized marketing campaigns.

How will I transfer data to someone? ›

Just dial *131*7*1# and follow the prompt. You can also do it by texting Transfer Phone Number Data Amount to 131. For example, you may text “Transfer 01234567891 1700” to 131.

How do I add an attachment to customer IO? ›

Customer.io doesn't support attachments of any type in Campaigns or Broadcasts. But, there are other, better ways to send files to recipients! Rather than trying to send links, or add attachments to events, you can send attachments as a part of our transactional message service.

How can someone transfer data to me? ›

To access the Me2U service, follow the steps below.
  1. Dial *141#.
  2. Select the “Share Data” option. It's option 8 on the list.
  3. Select option 4 which is the “Data Me2U”.
  4. Select “Enter from existing balance”.
  5. Enter the recipient's number and amount of data to send.
  6. Send.
Jun 24, 2022

What 3 things are included in a customer profile? ›

The basic customer profile includes demographics, the products or services used, pain points, and solutions.

What are the 4 types of data that can be used to create a customer profile? ›

4 types of customer data
  • Basic data. Basic data refers to the data you can use to create a database of customer profiles. ...
  • Interaction data. Interaction data includes the variety of methods customers use when they engage with a business. ...
  • Behavioral data. ...
  • Attitudinal data.
Jun 24, 2022

What are the four customer profiles? ›

The 4 main types of customer profiling & segmentation. As I mentioned earlier in this blog, geographics, demographics, psychographics and behaviour are the four types of profiling we generally focus on when creating segments.

How long has customer IO been in business? ›

About Customer.io

The company was founded in 2012 and is based in Portland, Oregon.

Is customer io a cdp? ›

Connect first-party data to every tool in your tech stack with Customer.io Data Pipelines (CDP) so you can focus on what matters most – building relationships with your customers.

Where is customer io located? ›

Where is Customer.io 's headquarters? Customer.io is located in Portland, Oregon, United States .

Is customer IO a startup? ›

About Our Startup Program

The goal of Customer. io's startup program is to give businesses access to a best-in-class messaging tool that harnesses real-time behavioral data and advanced segmentation for those who normally wouldn't have the opportunity due to funding and budgetary restrictions.

What is the annual revenue of customer io? ›

Customer.io ended 2021 profitable for the year with annual recurring revenue (ARR) of $29.9m, up 78% from a year ago.

How many customers does Frame io have? ›

Frame IO claims around one million users so far, but we don't know how many of those are on the basic zero-money subscription. Adobe is no doubt finding out as we speak. When Adobe does finally control the company, Frame IO will become part of the Creative Cloud app list, another subscription model.

What makes a customer happy? ›

One of the best things you can do to make customers happy is to thank them for their business. A simple “thank you” goes a long way, and it's a great way to show your appreciation. Send them a follow-up email after their purchase or send them a coupon for their next purchase.

What are the five steps of customer interaction? ›

Here are some key pointers:
  • Anticipate & Understand the needs of the customer. Most problems result from a misalignment between customer expectations and the products or services actually provided. ...
  • Making amends. ...
  • Empowerment & Ownership. ...
  • Respond in a timely manner & Follow-up. ...
  • Keep an open line of communication.

What do you say to attract customers? ›

What do you say to attract customers?
  • Beautiful in Its Simplicity. ...
  • Artistically Inspired. ...
  • Enhance Your Life. ...
  • Enhance Your Beauty. ...
  • Looks so Good on the Outside, It'll Make You Feel Good Inside. ...
  • Never Looked so Good. ...
  • Simply Awesome. ...
  • Perfect From Beginning to End.
Nov 8, 2020

What are the 6 techniques to gain customer insights? ›

A powerful 6-step customer insights framework for your business
  • Understand customer wants and needs.
  • Better allocate time, money, and energy.
  • Prioritize projects with high ROI.
  • Design marketing materials that reflect your customers' needs.
  • Personalize customer communication.
Oct 12, 2022

How do I become more customer oriented? ›

5 key components of a customer-oriented strategy
  1. Get customer feedback often. Find out what customers think of your customer service so you know what needs to improve. ...
  2. Use that feedback to set goals. ...
  3. Monitor social media feedback. ...
  4. Encourage compassion. ...
  5. Get sales and customer service to collaborate.
Jan 24, 2022

How can I be a good customer assistant? ›

What it takes
  1. customer service skills.
  2. to be thorough and pay attention to detail.
  3. the ability to work well with others.
  4. sensitivity and understanding.
  5. patience and the ability to remain calm in stressful situations.
  6. the ability to accept criticism and work well under pressure.
  7. excellent verbal communication skills.

How do you track customer data? ›

How can I collect customer data?
  1. Surveys.
  2. Newsletter and blog subscriptions.
  3. Promotions, competitions, and offers.
  4. Customer orders.
  5. Transaction history.
  6. Web-tracking.
  7. Marketing analytics.
  8. Social media.

What is customer data strategy? ›

Unlike a CRM, a CDP contains all customer touchpoints across the business and is primarily used to drive marketing decisions and applications. A CDP can provide a single view of the customer, enabling personalized and targeted marketing across a multi-channel customer journey.

How data platforms work in 3 steps? ›

The Three Steps to Customer Engagement Via Data Platforms
  • Integration. The first hurdles you have to clear when thinking about gathering data that you can subsequently make use of down the line are silos. ...
  • Insights. If you really want to engage your customers, you have to understand them. ...
  • Personalization.

What is the easiest way to transfer data? ›

The 4 Fastest Ways to Transfer Files From One Computer to Another
  1. Use a USB 3.2 Gen 2x2 External SSD or Faster. ...
  2. Use an M. ...
  3. Share Files via a Local Area Network. ...
  4. Save Files on a Cloud Drive. ...
  5. Connect Your Phone Using a Cable. ...
  6. Use Apple AirDrop. ...
  7. Transfer Files Using Mobile Apps. ...
  8. Use a microSD Card.
Feb 21, 2023

How do I transfer all my data to another device? ›

Built-in transfer tool using Android
  1. Turn on the new phone.
  2. Select start.
  3. Connect to a Wi-Fi network.
  4. Choose which apps and data to copy.
  5. Plug in the cable between the two phones.
  6. Follow the on-screen prompts.
Mar 9, 2023

Can I send someone data from my phone? ›

Most Android phones can share mobile data by Wi-Fi, Bluetooth, or USB. Important: Some mobile carriers limit or charge extra for tethering. We recommend checking with your carrier.

How do I create an email in customer io? ›

Emails are a little different in Customer.io than other platforms you might have used.
...
Ready to send? Here's how it happens!
  1. Create the email body. ...
  2. Take that body, and insert it into the Layout where the {{ content }} tag is.
  3. Add everything else – things like Subject and sender ID(s), and render the full email!

Why links are better than attachments? ›

Better Security and Governance

This is perhaps the most powerful reason to use links rather than attachments. By using links, Egnyte detects shared information and can apply Content Safeguard policies to warn or prevent unauthorized sharing of sensitive information.

How can I transfer data without getting caught? ›

To absolutely leave no trace, the easiest and best way to guarantee you don't is to not have the operating system running at all. If you boot into another OS via a live CD or USB, you can then mount the drive, copy files, and no trace would be left.

What are the 3 C's of customer experience? ›

The three Cs of customer satisfaction: Consistency, consistency, consistency. It may not seem sexy, but consistency is the secret ingredient to making customers happy. However, it's difficult to get right and requires top-leadership attention.

What are the 3 most important parts of customer service? ›

Essentially, the 3 important qualities of customer service center around three “p”s: professionalism, patience, and a “people-first” attitude. Although customer service varies from customer to customer, as long as you're following these guidelines, you're on the right track.

What are 5 of things you should have on a product profile? ›

The 5 Components of an Effective Target Product Profile
  • Key indications. ...
  • Safety and efficacy claims. ...
  • Potential economic value of indications and claims. ...
  • Best differentiating features or outcome. ...
  • Exclusivity strategy.
Dec 14, 2016

What is basic customer information? ›

Basic data

A contact's name, email address, phone number, job title, and linked organizations are examples of basic customer data. Demographic data, such as gender and income, or firmographic data, such as annual revenue or industry, are also basic customer data.

What customer data is most valuable? ›

First-party data is valuable because it gives businesses a direct line of sight into their customers' wants, needs, and behaviors. This data can be used to improve the customer experience, personalize marketing efforts, and drive sales.

What are the four 4 components of customer engagement? ›

For a customer interaction to embody the 4 P's, it must be personal, predictive, proactive, and pervasive.

What are the customer service 4 keys? ›

There are four key principles of good customer service: It's personalized, competent, convenient, and proactive. These factors have the biggest influence on the customer experience.

What is ideal customer profile? ›

The ideal customer profile (ICP) defines the firmographic, environmental and behavioral attributes of accounts that are expected to become a company's most valuable customers. It is developed through both qualitative and quantitative analyses, and may optionally be informed by predictive analytics software.

What is the purpose of customer relationship management software? ›

A customer relationship management (CRM) solution helps you find new customers, win their business, and keep them happy by organizing customer and prospect information in a way that helps you build stronger relationships with them and grow your business faster.

What is the purpose of a customer success platform? ›

Customer success software is used by businesses to ensure, through interactions with the company, customers achieve the outcome that enterprises anticipate them to reach as they use the product.

Where is customer io? ›

About Customer.io

The company was founded in 2012 and is based in Portland, Oregon.

What is one of the three major objectives of customer relationship management? ›

The overall business goals of CRM systems are to help organizations 1) capture new leads and move them through the sales process; 2) support and manage relationships with current customers to maximize their lifetime value to the company; and 3) boost productivity and lower the overall costs of marketing, sales, and ...

What is one main objective of customer relationship management? ›

Customer relationship management (CRM) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal is to improve customer service relationships and assist in customer retention and drive sales growth.

What are the three goals of customer success? ›

The Three Primary Objectives of Customer Success and How to Make Them More Effective. Mature, well-structured customer success teams serve three primary objectives: increasing customer satisfaction, decreasing churn, and increasing product adoption or opportunities for revenue expansion.

What is the most important thing in customer success? ›

When it comes to customer success strategy, the critical ingredient is customer focus. Spend time getting to know your customers and their motivations and developing processes that support them in the way they want you to help them.

What are the benefits of customer success? ›

By proactively eliminating potential customer problems and recognizing customer needs, customer success gives your business a better chance at retaining those other 26 customers. When done effectively, customer success can reduce churn, improve retention and renewals, and drive revenue.

What are 5 benefits of outsourcing? ›

Advantages of outsourcing
  • Improved focus on core business activities. ...
  • Increased efficiency. ...
  • Controlled costs. ...
  • Increased reach. ...
  • Greater competitive advantage. ...
  • Offshore outsourcing issues.

Who benefits the most from outsourcing? ›

businesses

What are the cons of outsourcing? ›

So, what are the disadvantages of outsourcing?
  • Loss of control.
  • Negative impact on staff.
  • Data protection and confidentiality risks.
  • Lack of consistency.
  • Financial and reputation risks.
  • Less flexibility.
Feb 3, 2022

How many employees does customer IO have? ›

View Employees

Customer.io has 195 employees.

How do you track customer information? ›

There are several ways to track your customers:
  1. Invoicing tools.
  2. File system.
  3. Online calendars.
  4. Filters and labels.
  5. Customer relationship management (CRM)

How do I add a user to customer IO? ›

As an Admin, you can add or remove team members from your Customer.io account.
...
Add team members
  1. Go to your Account Settings > Team Members page.
  2. Click Add Team Member.
  3. Enter the new team member's name and email address.
  4. Select the new team member's role: Administrator, Workspace Manager, Author, or Viewer.

Videos

1. How Healthmatch.io Launched their New Business Model in 24 hours
(customerio)
2. Customer Meeting Notes and Follow Ups Template and Tutorial - Google Docs Alternative (Coda)
(Al Chen)
3. Mashery I/O Docs
(TIBCO Mashery)
4. Getting Started with Segment
(Segment)
5. Feature showcase: Chartbrew Customer.io Integration Campaign Metrics Charts
(Chartbrew)
6. Customer.io sees “massive ROI” with Vitally
(Vitally)
Top Articles
Latest Posts
Article information

Author: Patricia Veum II

Last Updated: 03/26/2023

Views: 6056

Rating: 4.3 / 5 (64 voted)

Reviews: 87% of readers found this page helpful

Author information

Name: Patricia Veum II

Birthday: 1994-12-16

Address: 2064 Little Summit, Goldieton, MS 97651-0862

Phone: +6873952696715

Job: Principal Officer

Hobby: Rafting, Cabaret, Candle making, Jigsaw puzzles, Inline skating, Magic, Graffiti

Introduction: My name is Patricia Veum II, I am a vast, combative, smiling, famous, inexpensive, zealous, sparkling person who loves writing and wants to share my knowledge and understanding with you.