Customer.io

Why combine Customer.io and Purchasely?

Pre-requisites

The minimal version of the Purchasely SDK supporting this integration is v3.4.0. If the Purchasely SDK integrated in your app is under the minimal version, please update it.

The Customer.io SDK also needs to be integrated inside the app.

Subscription events

General overview

Customer.io is a leading is automated messaging platform for tech-savvy marketers who want more control and flexibility to craft and send data-driven emails, push notifications, in-app messages, and SMS.

This integration will allow you to get all the available Purchasely events to Customer.io and get a better and deeper understanding of your subscription business and customer behaviour.

Purchasely provides a unified dataset to track the subscription events for all stores. These events are generated by the Purchasely Backend and can be sent to Customer.io.

Subscription events generated by Purchasely will be sent to Customer.io using a server-to-server integration. As a result, you will be able to see all the subscription events in your Customer.io Dashboard and map them with your acquisition campaigns.

Events

The following events are the main ones that can be sent to Customer.io by Purchasely. See the full list here.

Event	Description
SUBSCRIPTION_STARTED	Sent when the user purchased a product wether it is the start of a trial or a regular purchase of a consumable product.
SUBSCRIPTION_RENEWED	Sent when a subscription renews
SUBSCRIPTION_EXPIRED	Sent when the subscription actually ends
SUBSCRIPTION_REACTIVATED	Sent when an expired subscription is reactivated. This event is particularly useful for win-back & retargeting campaigns
SUBSCRIPTION_REFUNDED_REVOKED	Sent when the subscription actually ends
RENEWAL_DISABLED	Sent when the user deactivates the renewal of a subscription wether it is in trial period or not.
RENEWAL_ENABLED	Sent when the user reactivates
TRIAL_STARTED	Sent when a trial starts
TRIAL_CONVERTED	Sent when a user converts from a free trial to a normal paid-period
TRIAL_NOT_CONVERTED	Sent when a user finishes it's trial period without renewing to a paid-period

The names of events sent to Customer.io can be overriden when setting up the integration.

Integrating Purchasely with Customer.io

The integration requires ${integration_setup_steps_count} steps:

1. Associate the user to events by providing the ${integration_sdk_property} to the Purchasely SDK

2. Activate the Customer.io integration in the Purchasely Console

1. Associating users to events

See the Customer.io Documentation for more information

2. Activating the Customer.io integration

The activation requires 3 steps:

1. Retrieving your Customer.io Tracking API Key and Site ID from Customer.io's dashboard

2. Retrieving your Customer.io Reigon from Customer.io's dashboard

3. Enabling the Customer.io integration in the Purchasely Console

a. Retrieve your Customer.io Tracking API Key from Customer.io's dashboard

1. Access the Customer.io API Credentials Management dashboard
2. If necessary, create a new Tracking API key for your app

3. Write down your API Key and Site ID

b. Retrieve your Customer.io Region from Customer.io's dashboard

1. Follow the Customer.io documentation
2. Write down your Region

d. Enabling the Customer.io integration in the Purchasely Console

1. Go in the "External integrations" section, and open the edition form for Customer.io:

2. Enable the integration

3. Set your Customer.io API Key

4. Set your Customer.io Site ID

5. Set your Customer.io Region

6. Enable the events you want to be sent to Customer.io

7. (Optional) Override the names of the events that will be sent to Customer.io

8. Enable the user properties you want to be updated in Customer.io

9. (Optional) Override the names of the events that will be sent to Customer.io

10. Save

Testing your integration

To test your integration, you can perform a set of in-app purchases in a Sandbox environment (eg: TestFlight for the App Store) and verify your events are received in the Customer.io dashboard.

Please bear in mind that Customer.io's free plan doesn't offer API access.