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 Add Description or Add Tags below the name to help your team categorize the campaign. (Optional)
- Click the Trigger block at the very center of the visual canvas.
- Select your Trigger Type from the sidebar, or click Templates to choose from a library of pre-built automation journeys.
- Define your specific Trigger Conditions and click Start Campaign.
- Click Review & Start in the top-right corner to Review your campaign for any missing links or logic errors.
- Click again on Start Campaign to officially launch the automation.
