Customerio Primary Workflow

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:

1. Go to Campaigns > Create Campaign
2. Select trigger: Event "signed_up"
3. 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

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.