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Customer.io is a messaging platform for sending automated, behavior-based messages. Connect it to Adapt with your Track API credentials.

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Set up credentials

1

Open API Credentials

Sign in to Customer.io and go to Settings > Account Settings > API Credentials (in newer accounts, Settings > Workspace Settings > API and Webhook Credentials).
2

Create Track API credentials

Under Track API Keys, click Create Track API Key. Give the credentials a name and select the workspace they belong to.
3

Copy the Site ID and API Key

Click Create Track API Key to generate the pair, then copy the Site ID and API Key.
The Track API Key is used as the password and the Site ID as the username for basic authentication. Store the key securely.

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Connect to Adapt

1

Open Integrations

In Adapt, go to Settings > Integrations.
2

Find Customer.io

Search for Customer.io and select it from the catalog.
3

Start the connection

Click Connect to open the connection form.
4

Add your credentials

Enter the values you gathered above, then click Add connection:
Secret NameValue
CUSTOMERIO_SITE_IDYour Track API Site ID
CUSTOMERIO_API_KEYYour Track API Key
You can rename the connection and choose whether it is shared with your organization or kept personal to you.
5

Test the connection

Ask Adapt to look up a customer profile.

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Security

  • Credentials are encrypted at rest with AES-256
  • Use a separate set of Track API credentials for each integration
  • Optionally restrict API access with an IP allow list on the Manage API Credentials page
  • Never share your Site ID and API Key or commit them to source control

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Capabilities

Identify and track customers and their events through the Customer.io Track API, and add or remove people from manual segments from Adapt.

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Examples

Identify a customer: 
Create or update a Customer.io profile for user 123 with the email new@example.com.
Track an event: 
Track a "completed_purchase" event in Customer.io for user 123 with a $49 value.
Update an attribute: 
Set the plan attribute to "pro" for Customer.io user 123.
Manage a segment: 
Add Customer.io user 123 to the "newsletter" manual segment.