> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer.io

> Connect Customer.io to Adapt to identify customers and send messages

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

## Set up credentials

<Steps>
  <Step title="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**).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Copy the Site ID and API Key">
    Click **Create Track API Key** to generate the pair, then copy the
    **Site ID** and **API Key**.

    <Note>
      The Track API Key is used as the password and the Site ID as the username
      for basic authentication. Store the key securely.
    </Note>
  </Step>
</Steps>

## Connect to Adapt

<Steps>
  <Step title="Open Integrations">
    In Adapt, go to **Settings > Integrations**.
  </Step>

  <Step title="Find Customer.io">
    Search for **Customer.io** and select it from the catalog.
  </Step>

  <Step title="Start the connection">
    Click **Connect** to open the connection form.
  </Step>

  <Step title="Add your credentials">
    Enter the values you gathered above, then click **Add connection**:

    | Secret Name          | Value                  |
    | -------------------- | ---------------------- |
    | `CUSTOMERIO_SITE_ID` | Your Track API Site ID |
    | `CUSTOMERIO_API_KEY` | Your Track API Key     |

    You can rename the connection and choose whether it is shared with your
    organization or kept personal to you.
  </Step>

  <Step title="Test the connection">
    Ask Adapt to look up a customer profile.
  </Step>
</Steps>

### 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

## Capabilities

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

### 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.
```