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Campaigns

Questions on campaign setups, goals and triggers.

  • 192 Topics
  • 388 Replies
192 Topics
A
AngelicaNovice
posted in Campaigns
Can I create a workflow that is the "second step" of another workflow?

Is there a way to create a workflow that would receive the people who accomplished the goal of a previous workflow? Do you have any idea of how to create this?

2
R
8 days ago
J
JeffMahanScholar
asked in Campaigns
How do I control for frequency of messages a user receives?

Can I do this per channel or cross-channel? How about frequency across all my campaigns? For example, if I have one user in 3 campaigns and I only want them to receive a maximum of 3 messages per week, is there a way I can set up that rule in Customer.io? 

3
R
8 days ago
J
jmshoeNovice
asked in Campaigns
Rate Limiting API Calls in Campaigns?

Has anyone found a good way to rate limit API calls in campaigns? Currently I’m using a series of random cohort branches and minute interval wait times to space out batches of customer moving through the campaign.

5
Penny
9 days ago
E
eldar99Scholar
asked in Campaigns
sync manually updated attributes

Hi there!in CIO we have several person attributes that are being updated manually from CIO User Interface.So we were looking for a solution on how to sync this attributes with another service we are using (Helpscout in out case).Since the attributes are being updated manually i could not find any trigger to catch when it is happening.So i decided to create a segment of people, that have at least 1 manually updated attribute. and first campaign that runs within this segment at fixed intervals once a day. since once a day sync is not an option for us, inside created campaign i send an event every 15 minutes​​​​​​​The event that is being sent every 15 minutes, fires the second campaign, that calculates a checksum based on the manual attributes values, and if at least one of the attributes has changed, sends updated attributes to helpscout via webhook. ---i would like to clarifydoes it seem like a workaround ?or there is a better way to accomplish this ?is there any Customer IO limits, tha

1
M
19 days ago
R
rushil23Scholar
asked in Campaigns
API Broadcast Trigger Idempotency 2

How do I guarantee idempotency when triggering an API broadcast? 

3
Kratai P.
21 days ago
G
GeorgiNovice
asked in Campaigns
how to use screen view event as campaign trigger

I use segment.io as analytics instrumentation hub. It tracks all the events, screen view included.customer.io is configured as target and when I check person’s profile, screen views are in there. Sync is working.Trying to set-up campaign that is triggered by user navigating to specific screen, but I don’t see screen view in the event drop-down options.

4
boostmyemail
28 days ago
R
rushil23Scholar
asked in Campaigns
API Broadcast Trigger Idempotency

How do I guarantee idempotency when triggering an API broadcast? 

2
R
1 month ago
S
StinaNovice
asked in Campaigns
No message gets deliveried

Hi,It says that I have sent messages but nothing is deliveried. What have I done wrong? 

2
S
1 month ago
T
TomasNovice
asked in Campaigns
webook - is it possible to assign a value to an attribute during the send/receive data step?

The use case is:I want to create a personalised promocode that is a random generated number during the campaign and send it through emailI am doing this:Create the webhook step. In the request I create the random number (promocode) In the response I receive a confirmation (I just receive 200 OK, not the promocode) I want to send the promocode through an email on the same campaignI got stuck because I can/know to store the generated promocode and then retrieve it during the email step. I tried to assign a profile attribute during the request, but I couldn’t. I tried use the response attributes, but the variable used in the request is not there. Please help :) 

2
T
2 months ago
S
StinaNovice
asked in Campaigns
Stripe integration in campaigns

In this guide https://customer.io/docs/journeys/stripe-data-campaign/ it says that I should choose: .data.object.customer.id but It's not in the list. Should it only be data.object.customer?

6
C
2 months ago
R
roee_cachlonNovice
asked in Campaigns
How to manage different plans subscription?

Hey everyone! 🕺We are launching 3 plans for paid services (per month, half year and year), and I'm trying to figure out if the right way to manage this would be through objects.I'm new to objects and even though I've read the manuals and seen the tutorials, I still haven't been able to figure out if this is the right way for us to manage customer communications around their purchase interactions.Examples of interactions I would like to create:- Email after purchasing a plan- Email towards the end of the payment period- Email after renewing/upgrading a packageThe attributes ​​I am wondering whether it is correct to manage them at the object level or at the profile level:subscription start datesubscription end daterenewal subscription [Yes/No]subscription status [Active/Not Active]subscription type [1 month, 3 months, 6 months]Any suggestion, tips, best-practices and more would be welcomed :)Thanks!

5
boostmyemail
3 months ago
blairnangle
blairnangleNovice
asked in Campaigns
Why does the API not allow for creating campaigns?

I want to codify our Customer.io configuration as we have identical config across multiple environments (workspaces).  Is this on the roadmap somewhere?

3
P
3 months ago
T
TomNovice
asked in Campaigns
Your colleague joined us

Has anyone succeeded in setting up a mail campaign where you mail to a previous user, when a new user with the same mail domain name registers on your platform? I can’t seem to figure out if and how this would be possible with Customer.io 😅

1
Felix
3 months ago
A
ambNovice
asked in Campaigns
Campaign with 4 emails spread out over several days/weeks - Not sending 2nd Emails

I have a campaign setup to send 4 emails. After the first one, it was suppose to send 4 days later the second email, then another email 4 days after that, and then again. For a total of 4 emails spread out between 4 days. The first email was sent, but the second email never trigger. I even spot check to sent automatically and not in draft. I updated the campaign to a Time Window and asked to send the next day between x and x time, hoping it would catch and send the 2nd email, but it did not.Anything else I can troubleshoot or force the second email to send? Thanks! 

2
boostmyemail
3 months ago
J
JobeNovice
asked in Campaigns
How to create and export a list of people who have finished/exited a specific campaign?

How can I create and export a list of people who have finished/exited a specific campaign? I tried going into peoples and adding in conditions with attributes for these people to come up but it doesn’t give an accurate list. I know this because when i go into the campaign itself and click on journeys I can see the entire list of who’s in and out but cant refine it in their to only include those that are leaving or who have exited early already. 

3
boostmyemail
3 months ago
T
tjc59Novice
asked in Campaigns
Using multiple webhook events to progress user through campaign workflow

Hello!I would like to use CustomerIO Workflows to manage the logic and content for a real-time chat with our customers. Currently, I have a campaign that is triggered by an initial “customer_message” event that sends an initial welcome message asking what they would like to do (e.g. reply “1” if you want customer service, “2” if you would like more information, etc). I then have the campaign waiting for another “customer_message” event with the customer’s response as an attribute, however, it doesn’t seem like I have any way of branching my workflow based on this second event’s attributes. Is the only solution here to update the customer’s attributes with the content of the latest response message rather than relying on event attributes? Or is there another solution? Because this is a real-time conversation, I am nervous about the customer’s attributes failing to update before the event is processed. 

4
boostmyemail
3 months ago
L
LinaNovice
asked in Campaigns
Campaign if condition

Hi guys,I am creating the campaign that has a few conditions:user will receive an email with a promo offer promo will only be applied if user opens an email (wait until delay) and downloads the app I was think to add True/False branch after “wait until” delay. Should I add any time delay for mobile app download condition to be checked? How I image the user behaviour - someone opens the email and might download the app within the next few. I am afraid that the condition will be checked straight away and users who will download the app later, will not qualify for the promo.Can please someone advice? 🧐Thank you!

3
L
4 months ago
E
Eva_1604Novice
asked in Campaigns
Use liquid with objects

Hi,I’ve got some issues using liquid with my objects’ attributes.I was previously using {{company.owner}} when I was referring to the CRM owner of a company. But I recently created new Objects to refer to these companies and can’t figure out how to create liquid for an attribute linked to my objects companies. I’m using {{ objects.companies[0].name }} to refer to the company itself but can’t find out how to refer to the owner as {{ objects.companies[0].owner }} doesn’t work.  I also would like to use this in the following formula : {% if objects.companies | owner == 'Anaïs'  %} … Could you please help me? :) 

2
Penny
4 months ago
V
valerie_engin_coNovice
asked in Campaigns
Tracking clicks on dynamic links

Hello,We are using a collection of ad units. Each ad unit contains an image and a link. In my campaign, we associate a customer with an ad unit (using the query collection). Then in the email, we display the ad unit using a dynamic image. The graphic is pulled from {{customer.ad_unit.image}} and the link from {{customer.ad_unit.link}}.In the campaign metrics, the TOP CLICKED LINKS report a single generic entry: “{{customer.ad_unit.link}}”. We would have hoped to see the clicks on the actual links pulled from the collection instead.Is there a way around this?

2
V
4 months ago
R
robertnashNovice
asked in Campaigns
Campaign True/False Branch OR Condition

I am trying to create a True/False Branch with an or condition in a campaign. I can only seem to specify one value for “is equal to” and I can only add further AND conditions. Is this possible, if so what am I missing?Here is a screenshot which outlines the problem. Users have an attribute expressed_user_type which can equal “driver”, “rider” or “both”. I want to match users who a value of either “driver” or “both”. As far as I can see, the only way to do this is to add a condition for “is not equal to” to the value “rider”. Whilst this will work for the moment, it would not work in other situations where there were more possible attribute values.Thanks!

2
M
4 months ago
K
KatennNovice
asked in Campaigns
Links Click report export

Hi guys, Any ways we can export the link click report?In each email in a campaign, we have some links in that email. How can we export a clcik report telling how many clicks on that links under each email or link click report in general?Thanks

1
Mau
5 months ago
I
Iva23Novice
asked in Campaigns
need help with basic settings

Can anyone help? I'm afraid I'm missing the very basic settings of e-mail workflows. 

1
Felix
5 months ago
T
TomasNovice
asked in Campaigns
Recommended way to create conversational flows

Is there a recommended way to create conversational flows with whatsapp/SMS where a user can answer and receive a response like an initiated conversation?I know that customer.io is not for this use case, but is there a external tool recommended for doing this?

3
Felix
5 months ago
K
kelseywNovice
asked in Campaigns
Download Broadcast as a PDF

Can I download a published broadcast as a PDF?

1
Mau
5 months ago
S
SoleneGreenlyNovice
asked in Campaigns
Use attribute change in a segment

Hi! I need to use an attribute change as a condition in a data-driven segment.For example, I want a person to enter the segment when the attribute “score” changes value. This doesn’t seem possible in the Segment creation, is there a workaround? Many thanks!!

3
S
6 months ago
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