# Customerio Primary Workflow

> Manage 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".

- Skill: `micsapp/customerio-primary-workflow` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add micsapp/customerio-primary-workflow`
- Raw SKILL.md: https://api.skillmd.com/api/skills/micsapp/customerio-primary-workflow/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- License: MIT
- Author: micsapp (https://skillmd.com/u/micsapp)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/micsapp/customerio-primary-workflow

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# 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
| 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](https://customer.io/docs/campaigns/)
- [Trigger Events](https://customer.io/docs/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.