How to Send Transactional Emails in Customer.io

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Transactional emails in Customer.io allow you to send critical, one-to-one messages (like password resets or purchase receipts) triggered by an API call rather than a segment-based campaign.

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1. On your Customer.io main dashboard, click Transactional in the left sidebar.
2. Start building your message by clicking on the Create Transactional Message button.
3. Enter a clear title in the Name field and provide an optional Description to help your team identify the message’s purpose.
4. Select or create a Tag if you want to categorize this message for better reporting.
5. Click the Next: Add content button to proceed to the message editor.
6. Choose your Template or build the email from scratch, ensuring you use Liquid tags for dynamic data like names or order numbers.
7. Click Save and move to the Review tab to Review your campaign for any missing links or code errors.
8. Click the Send Message button to confirm your audience and delivery settings.
9. You’re all set!