We have a fintech B2B SaaS solution. Each customer (company) can have multiple users associated with it. Each user can perform actions on behalf of the company.
Customer.io’s new “Object” feature seems to be ideal for associating multiple users (“people”) with a single company (“objects”).
That said, how do we associate events with objects, instead of with people? Here are some use-cases that I’d like to achieve.
Use-case 1: Person acting on behalf of company
ACME Inc. has three users, John, Sarah, and Mara. Sarah updated their company profile, John created a digital invoice, and Mara accepted an invite to manage the company’s account. These are three distinct events tied to three distinct users, but all tied to the same one company. For all three events, I would like to trigger a notification to all of the company’s users. How do I achieve this?
Use-case 2: Company-level events not triggered by a person
Our SaaS solution has automated/scheduled events on the company-level (i.e. not tied to a person). For instance, everyday, our system settles funds into a company’s account. I’d like to create an event for this that we can use in our campaigns. Is this possible?
Best answer by Mau
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