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Data & Integrations

Getting reporting out, data in, tips on specific integrations, forms, webhooks, etc

  • 132 Topics
  • 210 Replies
132 Topics
R
rendeyw
asked in Data & Integrations
Recurring Weekly Events based on timestamp 

Hello there,  I’m trying to work out the design for a weekly planner feature in our app where the user can schedule a practice session on any day of the week with a time stamp, and they  receive a recuring push reminders of that practice session weekly until they remove it from their planner.  I can’t find the right solution in customer.io using events / profile attribute / segments / delays and wondering if anyone has any idea how I can achieve this, perhaps its an integration with our db (mongo)?

1
Penny
8 months ago
V
valerie_engin_coNovice
asked in Data & Integrations
Data pipeline connector: re-authorization is needed.

We are using the data pipeline feature with a connector to Hubspot as a destination. It’s very convenient, but we are facing the following problem. The connection to Hubspot is authorized by oAuth: a window pops-up when we can login to Hubspot in order to authorize the connection.However, the oAuth token expires regularly. When this happens, there is no email send by customer.io to tell us so. It’s only by navigating to this specific connection in customer.io that one gets to see an error message: “There seems to be an issue with your token. Please re-authorize your connection.” Only then can we re-authorize it: it cannot be done proactively.So in short, the connection will fail regularly because tokens expire, the connection has to fail before it can be reauthorized, there’s no warning about the failure unless you check the page itself.I am wondering if anyone else has experienced a similar situation with an Hubspot connector or other, and whether they were able to work around it. Tha

2
Mau
8 months ago
M
mangrovereNovice
asked in Data & Integrations
Dynamic coloring of emails

Hi - we are a B2B2C company.  Our business users customize the look and feel of our software with their unique colors, logo, etc.  That business’ customers then engage with a custom version of our software.  For example, Business A customizes our software to be green and red. Everything that BusinessA’s customer engages with has a green and red interface as opposed to our branding.As part of our solution, we send out emails to the end customer. Can I customize each individual email with a different color scheme, logo, etc. via customer.io? Thank you!

2
jacks11031984
8 months ago
T
trentkriete
asked in Data & Integrations
Mixpanel Integration issues

Hi!  I’m having some issues setting up a basic Mixpanel integration in the “Data & Integrations” section of customer.io I’m getting the error “Unexpected Server Error” when I test the connection.  No other useful error info unfortunately.  I’ve confirmed I am using the correct project token as I can track and create mixpanel events using it in other applications.  Has anybody ran into this issue before?   I was able to get the same project working using the “Data Pipelines” functionality.  Unfortunately that won’t suffice for my needs due to limited info being sent using that method. Thanks in advance! ~Trent

2
T
8 months ago
P
pilot
asked in Data & Integrations
Only test records sending successfully?

My test records are sending fine from Postgres to Customer.io and Intercom but the rest of my records are not. Any tips? Thank you!

1
Penny
8 months ago
DevTech
DevTech
asked in Data & Integrations
unable to create people

I send a creation request according documentation https://customer.io/docs/api/track/#operation/identify: # coding=utf-8from customerio import CustomerIO, Regionssite_id = '...'api_key = '...'def add_people(userid, user_data): cio = CustomerIO(site_id, api_key, region=Regions.EU) # create a Person cio.identify(id=userid, **user_data) the response is 200, but this data is not displayed in the People section. How to create?

1
Penny
8 months ago
Anna Tori
Anna ToriNovice
asked in Data & Integrations
Is there a way to manually upload people to the Suppression List?

Is there a way to manually upload people to the Suppression List? I mean bounces and spam complaints from the previous ESP. Thank you!UPD: I found this ‘https://customer.io/docs/journeys/deleting-users/#esp-suppression’ > you cannot add addresses to the suppression list through Customer.io.What do you recommend to do with bounces and spam complaints? Do not import these to Customer.io?

1
Ryan_cio
8 months ago
Anna Tori
Anna ToriNovice
asked in Data & Integrations
Can we use spaces in attributes values?

Hi, found in the documentation this:“We also recommend that you avoid using spaces, periods or special characters in attribute names, because it can make it hard to reference your attributes with liquid.”But will this be true for attribute values? Can we use spaces and special characters there? Thank you.

1
aaron
9 months ago
A
anandmararNovice
asked in Data & Integrations
Segmentation based on event timestamps

Hi everyone I wish to create a segment of profiles who have performed an event between 2 pre-defined timestamps. How can I do that?  As of now, I can only segment based on “within the last” condition. Can anyone here help me please?  

1
Penny
9 months ago
H
hwqatalogNovice
asked in Data & Integrations
How to create a salesforce event when customer perform a email action?

So that we can see all the email action listed in the Activity panel  

1
R
9 months ago
E
eldar99Scholar
asked in Data & Integrations
how to investigate attribute update details in CIO

Hi there!i have following attribute license_renewal set to 1how can i check, when and how (API call, Customer IO Campaign, third party API call etc) it was updated.I do not see any info in activity tabThanks in Advance!  

1
Penny
9 months ago
E
eldar99Scholar
asked in Data & Integrations
how to investigate attribute update details

Hi there!i have following attribute license_renewal set to 1how can i check, when and how (API call, Customer IO Campaign, third party API call etc) it was updated.I do not see any info in activity tabThanks in Advance!  

0
E
9 months ago
A
abhiNovice
asked in Data & Integrations
Missing People from Snowflake Identify Sync

I am on Customer.io trial working to configure a CDP which takes events from Snowflake to create a person on Snowflake.My Snowflake sync is working and yielding the current number of rows which I can confirm by checking Sources → Snowflake → Successful Rows = 942. However the people count on Journeys is varying arbitrarily. I have tried the same sync several times and the number of people created has varied from 44, to 52 and now down to 5.Could someone perhaps explain what could explain this? I’ve even tried setting up a completely fresh workspace and am encountering the same issue and it’s becoming a huge blocker for us.

2
A
9 months ago
D
diegocNovice
asked in Data & Integrations
How can i make the in app message appear faster in my website?

Hey!I created a campaign where if i clicked the add_to_cart button in the catalog of the website it should show me an in app message but it takes like 12 seconds to appear in screen. Here is a video that i did showing the problem:  

1
R
9 months ago
A
AGNT
asked in Data & Integrations
Integrating Platform with Customer.io for Event-Talent Matching

Hello,We are exploring ways to optimize our integration between AGNT, our event-talent connecting platform, and Customer.io, utilizing Segment data. In AGNT, users create ‘Talent Profiles’ (with the possibility of having multiple profiles), and organizers set up events.To facilitate this in Customer.io, we’ve introduced two custom objects: ‘Opportunities’ (to represent events) and ‘Talent Profiles.’ For instance, when an event is created on AGNT, it spawns a new ‘Opportunity’ in Customer.io, endowed with attributes like desired artist types, budget, etc.Our goal is to initiate automated, relevant campaigns in Customer.io when a new Opportunity matches the specifications of a Talent Profile. For example, if an organizer creates an Opportunity seeking a jazz musician with a budget of $500, we want to trigger a campaign targeting Talent Profiles that fit this specific criteria.Given the limitations of object-to-object relationships in Customer.io, what would be your recommended approach t

2
D
9 months ago
A
aliyormuminov
asked in Data & Integrations
BigQuery Sync

I have a wierd situation. I am sending events from rudderstack to customer io, such as login, which is triggering identify call, and which is then creating a person within customer io. This event has email and id. However, the same event is being used to create a cohort in bigquery, which is then being sent to customer io every 30 mins. Now by the time its reaching customer io, there is already a person created with this email and id, since the login event is reaching the platform instantly (whereas bigquery - customer io sync happens every 30 mins). Hence I am getting this error last error: row id "5d24fdd0-bef9-4abf-8223-841eacd2294a": the email identifier is already associated with a different profile. What could be solution? My usecase: Send emails to people in the bigqueary cohort (e.g users who purchased products worth 1000 or more in the last month) when they come back to the site but don’t purchase. 

1
Ryan_cio
10 months ago
E
eldar99Scholar
asked in Data & Integrations
Resolving Execution Order Issue with CustomerIo Events and Campaigns

I'm working with an API that interacts with CustomerIo. My code is structured to send user attributes to CustomerIo and, upon receiving a successful response, it makes an additional call to CustomerIo with an 'attributes_updated' event. The code looks like this: result = CustomerIoApiGateway.send_user(user_attributes, {'id' => @user.id}) if result.success? result = CustomerIoApiGateway.send_event(@user, 'attributes_updated', user_attributes) endOn the CustomerIo side, I have a campaign triggered by the attributes_updated event. This campaign calculates new attribute values such as crm_usage_setup based on the attributes I've sent (such as team_clients_count ) ​​​​​​  However, I'm facing an issue with the order of execution on CustomerIo’s side. Sometimes, the sequence of operations is not as expected, leading to scenarios where CustomerIo:Registers the 'attributes_updated' event. Executes the campaign, updating the crm_usage_setup value based on old `team_clients_count

1
Ryan_cio
10 months ago
T
tom-mffy
asked in Data & Integrations
Are form submission integrations rate limited somehow?

We are integrating a form (HubSpot) into our customer.io workspace, but it doesn’t seem to be sending all the submissions through when we test. We are able to get submissions to send when we use a VPN which leads me to believe there is some sort of filter happening (presumably to stop spamming) but I can’t see it documented anywhere if there is.

1
aaron
10 months ago
E
eldar99Scholar
asked in Data & Integrations
n-App Message Display Issue with Third-Party Cookie Settings in Different Browsers

Hello Customer IO Support Team,Is it expected behavior that when 'Block third-party cookies' is enabled in Chrome under 'Privacy and security,' in-app messages do not appear in the browser? Additionally, are there any other popular browsers like Safari, Firefox, Internet Explorer, or Chromium-based browsers where in-app messages may not work due to default third-party cookie settings? We are interested in gathering statistics to understand the percentage of users who might not see our in-app messages due to their choice of browser.Thank you for your assistance.Best regards,

2
E
10 months ago
E
eldar99Scholar
asked in Data & Integrations
split the display of in apps on two different sites

​We have the main webstite name  A and a one more website B with our learning materials.depending on our customers data in our Customer IO  Workspace, we want to show different in-apps on both websites.i assume that because i have to use  YOUR_SITE_ID inside JS tag to make in apps work. t.setAttribute('data-site-id', 'YOUR_SITE_ID');that is bound to a workspace, there could be no way to split in-apps, depending on the webstie we want to show, and they will appear on both websites.Could you please confirm my assumptions that it is not possible, or suggest a solution. ​

4
E
10 months ago
A
Alexey_Eliseev
asked in Data & Integrations
Query the '/v1/customers?email=' with email that contains '+' sign

Hi Team,I integrated the backend with Customer.io and it’s working fine except for some corner cases.We have some customers with non-standard emails - their emails contain a ‘+’ sign.The API, which I’m using in the backend, https://api.customer.io/v1/customers?email= doesn’t retrieve existing customers.I’ve tried to apply encoding to the URI, and even partially encoding applied only to the ‘+’ sign, but the result was not successful.Examples: test+test@test.comtest%2Btest%40test.com test%2Btest@test.comThe interface the customer accessible via https://fly.customer.io/workspaces/<workspace_id>/journeys/people?email=test%2Btest%40test.comand the email is fully encoded.I hope we soon find a solution,Thank you

2
A
10 months ago
Rachel
RachelCommunity Manager
asked in Data & Integrations
Migrating from Mailchimp

Our marketing team is thinking of migrating off of Mailchimp and joining us in Customer.io. Is there a standard migration process they should follow?

1
NancyB
10 months ago
O
olinad95Novice
asked in Data & Integrations
Segment Creation using App API

Hello, I want to create a manual Segment using the Rest App API.I can do that by hitting the endpoint listed here: https://customer.io/docs/api/app/#operation/createManSegment The problem that I face is, we are only able to give a “name” and “description” prop in the body to create the segment.I would like to specify the Tag which the Segment should be tagged as aswell. Is there any way to add a Tag to a Segment through the API by updating the Segment or even better to add the Tag during Segment creation? Would really help! Best regards.

2
O
10 months ago
H
Holly
asked in Data & Integrations
Loyalty & Rewards integration?

Has anyone set up a loyalty & rewards program using Customer.IO? If so, did you use any integration? It looks like Loyalty Lion is not available yet. 

1
Penny
10 months ago
A
ayooNovice
asked in Data & Integrations
Delete People Using Reverse ETL

I have Reverse ETL setup to read from my database and update my people. I would like to delete people using this sync as well. I know there is an option to remove relationships to objects by adding a `deleted` column. Is there such a feature to delete people through reverse ETL? Rather than relying on calling the delete person API each time, it would be nice to just use the sync so i don’t have to keep track of who was properly deleted in CIO.My use case is to delete users who have deleted their accounts on my product.Another use case is i have a list of leads I am syncing. A lead becomes no longer viable and rather than updating the person with an attribute to no longer market towards, i would rather just delete them with the sync as well. 

2
A
10 months ago
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