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Question

Can campaigns use targeting that was created outside of the campaign?

  • February 27, 2023
  • 1 reply
  • 17 views

Is there a way to import segments via a third party (our CRM or CDP for example) into Customer.io and use it to trigger campaigns? Even though the segment is not built in Customer.io?

 

Felix
  • Novice
  • February 27, 2023

Hey Tina,

that depends a little bit on the trigger you want to use:

Timestamp / static segment

If the trigger is a date/time, you can upload a list with all the profiles and the timestamps and use it as a trigger (see “When a specific time occurs” in the screenshot). But the list will be static and thus there will not be added any new people to this segment.

Other triggers / dynamic segment

You can also work with webhooks (besides an API), in case you want to use a “dynamic segment” or in case your trigger ist not a date/time. You will need to frist create a webhook campaign in CIO (see “Create your own trigger from a webhook”), use the created webhook URL in your CRM or CDP to send the segment members to CIO and create an event inside the CIO webhook campaign. For more information I think it is best to check out this help page.

 

Hope that helps and happy to help with follow up questions,

Felix

 


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