Customer.io uses a visual workflow builder to automate your customer journeys. Follow these simplified steps to get your first campaign running.
- On your Customer.io main dashboard, click Campaigns in the left sidebar.
- Start building a new campaign by clicking on the Create Campaign button.
- Click Untitled at the top-left to name your campaign.
- Click the Trigger block at the center of the canvas and select Attribute or Segment to target users when they first sign up.
- Click the + Build button and drag and drop a Time Delay to give the user time to explore the app before their first nudge.
- Click the Delay block and set it to 2 days, then click Save.
- Drag a True/False Branch onto the canvas to check if the user has completed a key action, like "Created First Project."
- Drag and drop an In-App Message onto the False path to show a helpful tip to users who haven't started yet.
- Click the Start Campaign button to define who enters the journey.
- Click again on Start Campaign to launch your automated journey.
