Customer.io integration

Customer.io can help you automate feedback collection, following up with un/happy users, or automate hiring users for user interviews.

There are two parts of the integration between SatisMeter and Customer.io:

  1. Send email surveys via Customer.io
  2. Send gathered responses and feedback into Customer.io as traits and events

Send email surveys via Customer.io

You can send email surveys (provided by SatisMeter) directly from Customer.io. This integration allows you to be sure you are sending out the survey to the right user at the right time using the Customer.io UX flow designer.

Here is how to set this up:

  1. Create a new survey in SatisMeter
    Screen_Shot_2020-10-08_at_15.49.10.png

  2. In the survey editor, choose the Survey template and customize the texts and colors to match your brand
    Screen_Shot_2020-10-08_at_15.51.10.png

  3. In the survey editor choose the Email channel, set the survey live, and save the email template for Customer.io
    Screen_Shot_2020-10-08_at_15.52.45.png

  4. In Customer.io go to Content > Layouts and click Create layout.
    Screen_Shot_2020-10-08_at_16.20.25.png

  5. Choose the Start from scratch option in the Template menu
    Screen_Shot_2020-10-08_at_16.20.30.png

  6. Paste the SatisMeter survey template code in the code field of the Layout
    Screen_Shot_2020-10-08_at_16.21.46.png

  7. Check the survey in a preview mode
    Screen_Shot_2020-10-08_at_16.23.21.png

  8. Set up the triggers in Customer.io to send out the survey at the right time for the right user group, and use the Layout you created in step 4. to send out the email.

  9. Set it live.

Send gathered responses and feedback into Customer.io as traits and events

You can easily automate the reaction to the survey response inside Customer.io based on the user response: target your unhappy users with an educational campaign, leverage the power of brand advocates and ask them for a review on a review site, or schedule a customer interview with users that mentioned a certain topic in their response.

You can do this easily using our Zapier integration, just use SatisMeter as the Trigger, and Customer.io as the Action.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more
Our Support hours:
Monday to Friday from 9:00 am - 2:00 am CET. Monday to Friday from 0:00 am - 5:00 pm PST.