Customer.io can help you automate feedback collection, follow up with happy and unhappy users, and automate recruiting users for user interviews.
The integration between SatisMeter and Customer.io has two parts:
- Sending email surveys via Customer.io
- Sending gathered responses and feedback into Customer.io as traits and events
Sending email surveys via Customer.io
You can send SatisMeter email surveys directly from Customer.io. The Customer.io UX flow designer helps you send the survey to the right user at the right time.
To set this up:
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Create a new survey in SatisMeter.
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In the survey editor, choose the survey template and customize the text and colors to match your brand.
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In the survey editor, choose the Email channel, set the survey live, and save the email template for Customer.io.
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In Customer.io, go to Content > Layouts and click Create layout.
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In the Template menu, choose Start from scratch.
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Paste the SatisMeter survey template code into the code field of the layout.
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Check the survey in preview mode.
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In Customer.io, set up triggers that send the survey to the right user group at the right time. Use the layout you created in step 4 to send the email.
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Set the triggers live in Customer.io.
Sending gathered responses and feedback into Customer.io as traits and events
Automate how you react to each survey response inside Customer.io, based on what the user answered. For example, you can target unhappy users with an educational campaign or ask brand advocates for a review on a review site. You can also schedule an interview with users who mention a certain topic in their response.
To do this, use our Zapier integration, with SatisMeter as the trigger and Customer.io as the action.