Customer.io
Share Targeted and Customized Emails to Learners
Customer.io enables you to send targeted, personalized messages to your learners based on their interactions with your school. This guide provides step-by-step instructions for integrating Customer.io with your system and customizing your emails.
Integration and Configuration
Requirements
- Customer.io Account: You must have an active Customer.io account. Start a free trial here.
- Applicability: This guide is for schools not using URL Authentication or SSO. If using the 'Add' button in the People Center, this option is available to you.
Steps for Integration
- Navigate to Integration. Copy the Site ID and API Key.
- Click Apps in the navigation bar.
- Find Customer.io and click Configure.
- Paste the Site ID and API Key into the fields.
- Click Save.
- Set up workflows to automatically resend invitation emails until the user activates their account.
- Monitor email delivery status within Customer.io.
Invitation Emails
Invitation emails will be sent to all new users (Admins, Instructors, Learners). Customize emails for different roles if desired.
Creating a Segment for Pending Learners
- Click on Segments.
- Click Create Segment.
- Select "have not performed" and type "person_activated".
Creating Learner Invitation Emails
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Create Campaign:
- Name your campaign and select Create Event-Triggered Campaign.
- Enter the event name “person_invited”.
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Add Event Data Filter:
- Type “role” into the first box and “learner” into the second box.
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Apply Segment Filter:
- Add a filter to send the email only to learners in the pending segment.
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Add Workflow Action:
- Select Email from the dropdown and name your email.
- Add content, ensuring to insert a critical link with the text ## as the URL.
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Finalize and Automate:
- Click Done.
- Choose to send the email automatically.
- Add time delays between emails as needed.
- Define your goal based on the pending segment.
- Review and start the campaign.
Creating Admin and Instructor Invitation Emails
Repeat the above steps, customizing the copy for inviting admins and instructors. Ensure to modify the filter in Step 2 to exclude learners.
Event Triggers
Default Events
-
Person Events:
person_invited: Triggered when a person is invited.person_activated: Triggered when a person accepts their invitation.
-
Enrollment Events:
course_group_enrolled: Triggered when access is granted via a group.course_manually_enrolled: Triggered when assigned individually.course_self_enrolled: Triggered when self-enrolled, e.g., via Shopify.
-
Engagement Events:
activity_completed: Triggered upon activity completion.course_completed: Triggered upon course completion.
Note: To create specific course emails, use UUIDs found in the Customer.io app within Northpass.