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Customer.io

Brand: Peaberry Software

  • 4.0

  • 10 Ratings & 10 Reviews

Create strong relationships with your customers with personalized communication and powerful automation tools that would help you grow your business.

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Starting at $100

Customer.io Software Overview

What is Customer.io?

Customer.io is a powerful marketing automation software designed to create personalized customer journeys. It is a high-powered tool that helps engage, convert, and upscale the number of sales. Customer.io tracks every user's activity with the business and provides personalized feedback, ensuring that the customers’ requirements are being met.

Several of Customer.io's highly valued features, such as email integration, marketing analysis, lead management, contact management, and much more, assist businesses in reaching their objectives and making more money.

Why Choose Customer.io Marketing Automation Software?

There are several reasons why one should choose Customer.io as their ideal marketing automation platform. Some of them are listed below:

  • Omnichannel marketing: Omnichannel marketing provides a consistent consumer experience across all platforms. Customer.io provides this key component, making it one of the biggest reasons why people tend to use this software.
  • Metrics + Analytics: Customer.io assists users in identifying their customers’ progress on campaigns and their behavior over the platform. Using this information, the user can maintain data and work on the leads as per.
  • CRM functionalities: Customer.io excels in providing advanced CRM functionalities like campaign management, lead generation, lead scoring, etc. that act as an asset for the companies that hunt for both marketing automation software with CRM capabilities.
  • Data-driven Segmentation: The user can easily use a data-driven segmentation engine and increase engagement and conversions of leads. Make use of first-party data, dynamic consumer categorization and personalized communication, to engage with the customers on a deeper level.
  • Localization: Customer.io facilitates you with the bandwidth of storing your language preference across multiple campaigns. Therefore, giving you the freedom to work in the language of your choice.

Additional Features of Customer.io

There are some features of Customer.io that make it stand out. Some of them are listed below:

  • Visual Workflow Builder: Users are provided with an empty canvas wherein they can construct their workflow models. It assists them in creating personalized message sequences. Users can choose the templates for their campaigns and broadcast and then edit them as per their requirements.
  • Data Warehouse Sync: An integrated functionality that lets you send your Customer.io data to your existing data warehouse, via Amazon S3 or Google Cloud Project.
  • Subscription Center: With the help of a Subscription Center, users can separate the types of communications they can send and receive from their customers.
  • Data Pipeline Creation: Using this feature, users can ingest, process, and manage data from various sources, allowing companies to combine and make use of real-time data for marketing automation and customized messaging.
  • Link Tracking: The user helps them understand the customer’s engagement with your campaign and understand the functioning of the user. Use Link Tracking to monitor the quantity and proportion of recipients.

Who are the Potential Users of Customer.io?

Customer.io is becoming popular across various industries. Here are some well-known sectors that use Customer.io:

  • SaaS-Based Industries: Customer.io helps SaaS-based companies centralize their workflow, manage their data, and automate mundane tasks.
  • Education Firm: It lets its users provide precise customization, advise them based on their new signups, and segment their clients as per their needs.
  • Fintech Industries: Financial advisors use Customer.io as it helps them with revenue management tools, compliance capabilities, and robust security measures.
  • Marketing Firms: Customer.io helps marketing agencies build a customized client journey with dynamic processes and precise targeting.
  • Healthcare Centers: Patients are assisted with getting onboard and offboarding. While the staff members are assisted with handling the hospital’s data with utmost efficiency.

Key Takeaways of Customer.io

Some of the important takeaways of Customer.io are as follows:

  • Customer.io can help businesses increase engagement, convert leads, and enhance engagement with the user.
  • It provides a unified platform for customers across multiple channels like email, push alerts, SMS, etc., and makes sure that the journey builder process is smoothly carried out.
  • Customer.io provides features like data warehouse synchronization, link tracking, and visual workflow builder that help users create visually appealing workflow models.
  • It is a versatile marketing tool that has spread its wings in almost every possible sector, starting from educational institutes to SaaS-based industries.

Customer.io Pricing

Customer.io has divided its services into three main categories.

The Essential pack costs $100/month and can hold up to 5,000 profiles with an unlimited number of email-sending availability. Recommended for small companies and growing startups.

The second is the Premium $1,000/month, wherein you can decide the number of profiles and the number of emails the user can send. Recommended for well-settled big organizations.

The third plan is the Enterprise plan, wherein the user gets everything present in the Premium pack and several other features.

As per the user’s convenience, they can choose the pack that satisfies their requirements.

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Peaberry Software Company Details

Founded Year:  2012

Peaberry Software

Director/Founders Colin Nederkoorn
Company Size 1-100

Customer.io Pricing & Plans

Essentials
Starting at $100
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • 1 million emails per month

  • 500 object profiles + 2 object types

  • Email and community support

  • Ad audience sync

Premium
Starting at $1000
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Custom profile volume & pricing

  • Custom email volume & pricing

  • 5,000 object profiles & 10 object types

  • Premium chat & email support

Customer.io Features

Core Functionalities

  • icon_check Contact Management
    Automatically organize, track, and nurture leads and contacts for personalized marketing outreach.
  • icon_check Templates
    Ready-to-use email and campaign templates
  • icon_check SMS Marketing
    Facilitates the users with a strategy that uses text messages to engage customers and generate sales.
  • icon_check Automated Workflow Optimization
    Helps in boosting marketing efficiency by automating repetative tasks.
  • icon_check A/B Testing
    Enables you to compare two versions of your page using the same URL making it easier for you to select the superior version.
  • icon_check Custom Workflows
    Allows the user to streamline their workflow and educates them about the sections that need attention.
  • icon_check Customer Journey Mapping
    Enables marketers to design and oversee automated customer journeys through a variety of media.
  • icon_check Progressive Profiling
    It collects the information from the user over time to create efficient consumer profiles.
  • icon_check Social Media Automation
    Process via which content gets scheduled on social media in an automated manner.
  • icon_check Dynamic Content
    Produces personalized campaigns as per users' interests, behavior, and preferences.
  • icon_check Visual Editor
    Helps in quickly assembling campaigns by dragging and dropping elements.
  • icon_check Behavioral Targeting
    Delivers messages and advertisements based on the users' activity.
  • icon_check Cart Recovery Automation
    A tactic that sends automated messages to users who abandon their online shopping carts.
  • icon_check Behaviour Management
    A marketing technique that targets consumers with personalized content based on their past activity.
  • icon_check Compliance Management
    Ensure all marketing campaigns follow legal and industry regulations with automated compliance checks.
  • icon_check Content Marketing Automation
    Automate content creation, scheduling, and distribution to engage audiences across channels.
  • icon_check Landing Page / Web Forms
    Helps the user create attractive landing pages which further helps them attract new customers.
  • icon_check Loyalty Management
    Allows the users to strategize design patterns, manage, and analyze loyalty programs.
  • icon_check Through Channel Marketing Automation (TCMA)
    Helps companies with automated marketing activities across various channels.
  • icon_check User Access Management
    Allotting access to a specified user, as per their level of importance in the workflow

Campaign Management

  • icon_check Channel Management
    Manage multiple marketing channels seamlessly for consistent messaging and performance tracking.
  • icon_check Campaign Optimization
    Improve conversion rates, enhance user engagement and increase ROI.
  • icon_check Omnichannel
    Omnichannel enhances customer experience across all platforms, boosting engagement, satisfaction, and conversions.
  • icon_check Multichannel
    To plan, execute, and measure marketing tasks across multiple channels.
  • icon_check Channel Optimization
    Analyze and optimize marketing channels to maximize ROI with real-time performance insights.
  • icon_check Data Driven Optimization
    Uses analytical tools and data to enhance systems, procedures, and decision-making capabilities
  • icon_check Performance Analytics
    Enables marketers to track, analyze, and optimize marketing campaign performance across different channels in real-time
  • icon_check Conversion Rate Optimization (CRO)
    Boost conversions by automating A/B testing, user behavior analysis, and performance improvements.
  • icon_check Advertising Management
    Process that involves planning and executing campaigns to promote a product or service
  • icon_check Landing Page Optimization
    It assists the users with improving the design and layout of web pages and increases conversions.

Lead Management

  • icon_check Lead Scoring
    It uplifts potential customers based on their likelihood of becoming customers.
  • icon_check List Management
    Helps in organizing, maintaining, and optimizing lists of potential customers or leads
  • icon_check Lead Generation
    It helps in attrracting new potential customers
  • icon_check Lead Nurturing
    It engages with the potential customers to encourage them to make further purchases
  • icon_check Lead Qualification
    Helps the users in identify and prioritize the best leads.
  • icon_check Leads Conversion
    It helps organization in converting potential client to prominent customers
  • icon_check Segmentation
    Helps in separating customers as per their choice, behaviour and their pattern.

Email Marketing

  • icon_check Auto - Responders
    Send predefined messages to customers based on the choices that they make
  • icon_check Drip Campaigns
    Sends personalized promotional emails at predetermined intervals, as per the user's demographic
  • icon_check Email Optimization
    Segments your email in an optimal manner
  • icon_check Behavioral Targeting
    Delivers messages and advertisements based on the users' activity.
  • icon_check Cart Recovery Automation
    A tactic that sends automated messages to users who abandon their online shopping carts.

WhatsApp Marketing

  • icon_check Auto - Responders
    Send predefined messages to customers based on the choices that they make
  • icon_check Drip Campaigns
    Sends personalized promotional emails at predetermined intervals, as per the user's demographic
  • icon_check Segmentation
    Helps in separating customers as per their choice, behaviour and their pattern.
  • icon_check Bulk Messaging
    Facilitating the user with the feature of sending a huge number of text messages on multiple channels and individuals in one go.
  • icon_check Behavioral Targeting
    Delivers messages and advertisements based on the users' activity.
  • icon_check Cart Recovery Automation
    A tactic that sends automated messages to users who abandon their online shopping carts.

Integrations Supported

  • icon_check CRM Integration
    Integrate CRM systems to automate lead nurturing, sales processes, and track customer interactions.
  • icon_check Third Party Integration
    Allows the user to integrate with several thrid party applications with ease.
  • icon_check API Integration
    Ability to connect two or more applications via APIs.
  • icon_check Webhooks
    Messages that are sent from one application to another, when the trigger is set.
  • icon_check Barcode Integration
    Deliver clients prewritten messages depending on specified triggers.
  • icon_check Event Marketing
    Method via which particular behaviours or occurrences cause an automated reaction
  • icon_check Influencer Marketing
    It helps in building a partnership between influencers and brands that benefits both parties
  • icon_check Project Management
    With the help of AI, organizations can manage thier projects with utmost efficiency.

Analytics and Reporting

  • icon_check Visitor Tracking
    Users can analyze and track customer's activity over the platform.
  • icon_check Real-Time & Actionable Insights
    Real-time data analysis with immediate data-driven recommendations for action.
  • icon_check Heatmaps
    Helps marketers spectate their visitor's activity on their page.
  • icon_check Live View
    It offers real-time insight into your audience's interactions with your marketing materials.
  • icon_check PDF Report
    Allows the user to export the data in PDF format
  • icon_check Predictive Analytics
    Helps the users with analyzing the data using advance ML algorithms.
  • icon_check Session Recording
    Records visitor's interaction with the platform (including mouse movement as well)
  • icon_check Web Form Tracking
    Allows the user to track the activities of the users once they submit the form.
  • icon_check Dashboards
    Projects the user's data in a visual format

Alerts & Notifications

  • icon_check SMS Notification
    Keeps the customer notified of the changes via text messages.
  • icon_check Email Notifications
    You would be notified of the alterations that takes place in the campaign onto your email
  • icon_check Push Notifications
    A powerful tool that helps in converting clients to prominent customers
  • icon_check Desktop Notification
    Gives you a pop-up notification on your desktop itself.
  • icon_check In-App Notifications
    Facilitates the user with notification with-in the app as well.
  • icon_check Real-Time Alerts
    Allows companies to instantly send clients tailored and pertinent marketing messages.

AI Capabilities

  • icon_check Customer Journey Mapping
    Enables marketers to design and oversee automated customer journeys through a variety of media.
  • icon_check Generative AI
    The system automates creating emails, ads, social media posts, images and product descriptions.
  • icon_check Predictive Analytics
    Helps the users with analyzing the data using advance ML algorithms.
  • icon_check Smart Recommendations
    Provides the user with engaging content that could uplift the organization's revenue and reputation.
  • icon_check Subject Line Helper
    Assists the users with engaging email subjet lines
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Customer.io Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos
Compliance Regulation
HIPAA

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Customer.io Reviews

4.0

Out of 5

img

Overall Rating

Based on
10 Verified Reviews

Rating Breakdown

  • Features 4.2
  • Value for Money 3.9
  • Ease of Use 4
  • Customer Support 4.0

84% Recommend this Product

Add Review

Pros

  • "Customer.io has been a perfect solution in scaling our email marketing efforts with its segmentation and automation features. The customer support team is responsive and helpful."

    Taujh JsisjAug 5, 2024

  • "Customer.io has improved our ability to personalize communication through advanced segmentation and automated workflows."

    Nishikant BawankuleAug 5, 2024

  • "Customer.io consistently offers essential features for better customer communication, audience building, and performance reporting."

    Harsha Rajpal Aug 5, 2024

Cons

  • "The initial setup can be complex, it requires dedicated time to understand it better."

    Taujh JsisjAug 5, 2024

  • "The analytics and reporting section could use more details for each email sent. There's room for improvement in this area."

    Sunita KhuranaAug 5, 2024

  • "Some timing features like campaign scheduling and email scheduling doesn’t work well."

    Harsha Rajpal Aug 5, 2024

taujh jsisj

Founder

Industry: Finance User since: 1-2 years

4.1

Reviewed on: Aug 5, 2024

Techjockey Verified

“This product is ideal for Growing Businesses”

Customer.io allows us to send targeted, personalized emails, providing insightful analytics.

Pros

Customer.io has been a perfect solution in scaling our email marketing efforts with its segmentation and automation features. The customer support team is responsive and helpful.

Cons

The initial setup can be complex, it requires dedicated time to understand it better.

Reason to switch

We switched to Customer.io for its scalability, advanced features and customer service.

nishikant bawankule

Manager

Industry: E-commerce User since: 1-2 years

4.2

Reviewed on: Aug 5, 2024

Techjockey Verified

“Great for Personalized Communication”

Customer.io streamlines email marketing.

Pros

Customer.io has improved our ability to personalize communication through advanced segmentation and automated workflows.

Cons

Learning all the features is a bit difficult at first.

Switched from Klaviyo

Reason to switch

Needed more user-friendly software which is easy to understand.

Sunita khurana

User

Industry: Finance User since: 1-2 years

4

Reviewed on: Aug 5, 2024

Techjockey Verified

“Customer.io is one of the best tools Out There”

Customer.io is reliable for efficient marketing email campaigns.

Pros

I really like how Customer.io allows us to create user segments, which are important for targeted email campaigns and analytics. Further, the email campaign creation and implementation process is easy and straightforward.

Cons

The analytics and reporting section could use more details for each email sent. There's room for improvement in this area.

Reason to switch

Customer.io offers a robust set of features like custom events, connected forms, dashboard, and more.

See All Customer.io Reviews

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Who is the top competitor of Customer.io?

The top competitors of Customer.io include CakeMail, Moengage, MailChimp, and HubSpot Marketing Hub.

Can I download reports locally from Customer.io?

Yes, you can export reports from Customer.io as CSV files locally into your system.

Does Customer.io offer a free plan?

No, Customer.io does not offer a free plan. Although it does provide a free trial for 14 days. Using this time, the user can get used to the platform and get a glimpse of features that they’ll be getting once they buy the full subscription.

Do I get migration support in Customer.io?

Yes, users get migration support in the Enterprise pack of Customer.io.

Customer.io Questions

Q:

How can a user track conversion using Customer.io?

Sanjeev Kumar Aug 8, 2024
A:

A conversion is recorded and attributed to a user's campaign when a person completes the conversion criteria within the given time, this way the user can track conversions using Customer.io.

If the person doesn't complete the conversion criteria or performs it outside the time frame that is set, then it is not recorded.

Nilankur Das Aug 8, 2024
Q:

How does Customer.io help in email marketing?

ankit yadav Aug 8, 2024
A:

Customer.io helps in email marketing using features like drag and drop functionality and template creation with ease.

It is a centralized area where all the campaigns can be seen and configured by anyone on the team and automation tools that make the process simple and efficient.

sunil shah Aug 8, 2024
A:

Custom layouts can be built in different ways in Customer.io, they are as follows:

Email layouts

  • Create a new layout
  • Copy the code of an email template that is inclined
  • modify the content with Customer.io tags
  • Now, you can remove the preheader text if needed
  • Save the layout

In-app messages

  • Create a blank template and name it
  • Click on create message
  • Select Code View
  • Now, Copy and paste the desired code from the template into a new message
  • Now, customization of the template can be done from there.

Starter layouts

  • Navigate to the content section
  • Click on the layout option to see the starter layouts
  • Select a layout and name it
  • Customize the CSS and HTML as per your need.
Pannalal Aug 8, 2024
A:

Using Customer.io form integration feature, one can collect forms without the help of a java snippet or any code. The feature automatically adds and updates people to a workspace when they submit a form. The form integration feature can also be beneficial as:

  • Trigger campaigns can be automated based on submission of forms
  • Data can be integrated to other platforms
  • Targeted and Personalized messages can be sent to customers
  • Automated messaging allows user data to be kept up to date
  • Lead generation and nurturing becomes efficient.
anjny sharma Aug 8, 2024
A:

To archive or unarchive a segment in Customer.io, follow the steps given below:

  • Open your Customer.io account
  • Navigate to the Segments page
  • Select the segment that you wish to archive or unarchive
  • Now, click on the ‘Options’ button and choose the option to archive or unarchive the segment
  • Multiple unused segments can be archived or unarchived in the segments page by checking the box next to them selecting the archive or unarchive option

Note: A segment that is currently in use cannot be archived, you can see if a segment is in use in your workspace by checking the usage tab.

jagdishbhai padiya Aug 8, 2024
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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.