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?
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?
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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