customerio-primary-workflow

# Customer.io Primary Workflow ## Overview Implement Customer.io's primary messaging workflow: identify users, track events, and trigger automated campaigns. ## Prerequisites - Customer.io SDK configured - Campaign/workflow created in Customer.io dashboard - Understanding of your user lifecycle events ## Instructions ### Step 1: Define User Lifecycle Events ```typescript // events/user-events.ts export const USER_EVENTS = { // Onboarding SIGNED_UP: 'signed_up', EMAIL_VERIFIED: 'email_verified', PROFILE_COMPLETED: 'profile_completed', FIRST_LOGIN: 'first_login', // Engagement FEATURE_USED: 'feature_used', CONTENT_VIEWED: 'content_viewed', SEARCH_PERFORMED: 'search_performed', // Conversion TRIAL_STARTED: 'trial_started', SUBSCRIPTION_STARTED: 'subscription_started', UPGRADE_COMPLETED: 'upgrade_completed', PURCHASE_COMPLETED: 'purchase_completed', // Churn Risk INACTIVE_WARNING: 'inactive_warning', SUBSCRIPTION_CANCELLED: 'subscription_cancelled', ACCOUNT_DELETED: 'account_deleted', } as const; export type UserEvent = typeof USER_EVENTS[keyof typeof USER_EVENTS]; ``` ### Step 2: Implement Event Tracking Service ```typescript // services/customerio-service.ts import { TrackClient, RegionUS } from '@customerio/track'; import { USER_EVENTS, UserEvent } from '../events/user-events'; interface User { id: string; email: string; firstName?: string; lastName?: string; plan?: string; } export class CustomerIOService { private client: TrackClient; constructor() { this.client = new TrackClient( process.env.CUSTOMERIO_SITE_ID!, process.env.CUSTOMERIO_API_KEY!, { region: RegionUS } ); } // Called on user signup async onSignup(user: User): Promise { await this.client.identify(user.id, { email: user.email, first_name: user.firstName, last_name: user.lastName, created_at: Math.floor(Date.now() / 1000), plan: 'free', onboarding_status: 'started' }); await this.track(user.id, USER_EVENTS.SIGNED_UP, { signup_source: 'web', signup_date: new Date().toISOString() }); } // Called when email is verified async onEmailVerified(userId: string): Promise { await this.updateUser(userId, { email_verified: true, email_verified_at: Math.floor(Date.now() / 1000) }); await this.track(userId, USER_EVENTS.EMAIL_VERIFIED); } // Called on subscription change async onSubscriptionStarted(userId: string, plan: string): Promise { await this.updateUser(userId, { plan, subscription_started_at: Math.floor(Date.now() / 1000) }); await this.track(userId, USER_EVENTS.SUBSCRIPTION_STARTED, { plan }); } // Generic tracking method async track(userId: string, event: UserEvent, data?: Record): Promise { await this.client.track(userId, { name: event, data: { ...data, timestamp: new Date().toISOString() } }); } // Update user attributes async updateUser(userId: string, attributes: Record): Promise { await this.client.identify(userId, attributes); } } export const cioService = new CustomerIOService(); ``` ### Step 3: Integrate with Application ```typescript // routes/auth.ts import { cioService } from '../services/customerio-service'; app.post('/signup', async (req, res) => { const user = await createUser(req.body); // Fire and forget - don't block signup on analytics cioService.onSignup({ id: user.id, email: user.email, firstName: user.firstName, lastName: user.lastName }).catch(err => console.error('Customer.io error:', err)); res.json({ user }); }); app.post('/verify-email', async (req, res) => { const userId = await verifyEmailToken(req.body.token); cioService.onEmailVerified(userId) .catch(err => console.error('Customer.io error:', err)); res.json({ success: true }); }); ``` ### Step 4: Create Dashboard Campaign In Customer.io Dashboard: 1. Go to Campaigns > Create Campaign 2. Select trigger: Event "signed_up" 3. Add workflow steps: - Wait 1 day - Send welcome email - Wait 3 days - Branch: if email_verified = false, send reminder - Continue nurture sequence ## Output - User lifecycle event definitions - Customer.io service integration - Application route integration - Campaign workflow triggering ## Error Handling | Error | Cause | Solution | |-------|-------|----------| | Event not triggering | Wrong event name | Match exact event name in dashboard | | User not receiving | Missing email attribute | Ensure email is set on identify | | Duplicate sends | Multiple event fires | Deduplicate or use idempotency | ## Resources - [Customer.io Campaigns](https://customer.io/docs/campaigns/) - [Trigger Events](https://customer.io/docs/events/) ## Next Steps After implementing primary workflow, proceed to `customerio-core-feature` for advanced features.