How to personalize your website for Customer.io segments

By connecting Customer.io to ConvertFlow, you can now personalize your website for your Customer.io segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning Customer.io segments based on conditions.

Dynamically displaying website content for Customer.io segments

Once you've connected your Customer.io account, you'll now find these Customer.io targeting condition options: 

  • If person is a member of segment in Customer.io
  • If person is NOT a member of segment in Customer.io
  • If custom field contains value in Customer.io
  • If custom field does NOT contain value in Customer.io

When building a call-to-action in ConvertFlow, to display it only for a certain Customer.io segment, head to the Launch page and you'll be able to add Customer.io targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are Customer.io targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition".Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing funnel outcomes for Customer.io segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in Customer.io.

For example, by using conditional actions, when a returning Customer.io contact on your website engages with a survey, you can display a personalized outcome of that survey based on a current Customer.io custom field value, as well as track a specific Customer.io event.

You can also use skip logic to tailor your funnels for returning contacts based on their current Customer.io segmentation. An example of this would be skipping contacts of a certain Customer.io segment past the email collection step of your funnel, so they don't have to re-enter their email address

Targeting Sync – How to target your existing Customer.io subscribers

ConvertFlow syncs a visitor's tracking with their Customer.io subscriber record when either... 
  1. The visitor submits a form
  2. The visitor visits your website with their Customer.io email in the URL
So, this means once ConvertFlow is installed on your website, you will be able to target all of your new form submissions by their Customer.io data. 

However, if you want to sync the tracking with your existing Customer.io subscriber database, all you have to do is append their contact details to your email hyperlinks in Customer.io, and ConvertFlow will sync their visitor session with their Customer.io data. 

You would do this by adding... 
?customerio_id={{customer.email}}
...to the end of all of your Customer.io email’s links, like how you would add any other URL parameter.

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