| Stop second-guessing which message type to use. This quick guide breaks down one-time sends, automations, and transactional messages—so you can confidently pick the right one and start building. |
| Learn how to trigger automations based on customer behavior, segment membership, or specific dates so that you're always reaching people when your message matters most. |
| Define the goal and exit criteria of your automation to set the boundaries of your automation and how you’ll measure success. Use these important automation settings to provide high-level guidance for the operation of your automation. |
| Combine messaging, branching, and timing actions in workflows to create truly responsive and engaging automations that nurture and convert your customers. |
| Land your email in the inbox, where it belongs. Follow the best practices in this section to establish and maintain strong deliverability and a high sender reputation. |
| Accounts. Companies. Plans. Policies. Opportunities. These are all examples of entities that can be related to people that you might want to use to activate and/or personalize your messaging. |
| Send critical messages like password resets, email confirmations, and purchase receipts using the Customer.io transactional API. |
| Drive targeted campaigns and messaging by bringing your data into Customer.io. This course introduces the data concepts and structures you’ll be working with within Customer.io, as well as the menu of data integration options available to you. |
| Uh, oh. Have your open rates landed in the basement? Learn best practices and proven methods to repair your domain reputation and start landing more of your email in the inbox versus the spam folder. |
| Learn about the email deliverability traps that can keep your customers from seeing your emails in their inboxes–no matter how good they are–and the best practices to sidestep the landmines. |
| Reconnect with customers who have drifted away from your email. This "live build" recording will walk you step-by-step through creating a re-engagement campaign that gives your customers a few final chances to re-engage with your email communications. |
| Get a jump on the most profitable sales event of the year. Learn best practices to prepare for and execute successful Black Friday & Cyber Monday email campaigns. |
| Flex your powers with the drag-and-drop email editor. From creating reusable templates that enforce your brand and save you time, to levelling up your design skills, this course will make you a drag-and-drop pro! |
| Send messaging metrics and/or customer data out of Customer.io to other systems like your CRM, data warehouse, or analytics platform. Use built-in integrations to simplify the sharing of data whether it be for data enrichment or deeper analysis. |
| Discover the building blocks of Customer.io—people, attributes, and events—that make smart, personalized messaging possible. |
| Build dynamic segments that automatically group customers based on behavior and attributes, so you send the right message to the right people every time. |
| Make sure your customers make it to more appointments and events by sending accurate and timely confirmations, reminders, and follow-ups. |
| Create and send targeted one-time messages for product announcements, updates, and promotions. |
| Bring customers back with well-timed messages for abandoned carts, sign-up flows, courses, and more. |
| Create in-app messages that boost engagement, drive conversions, and gather valuable feedback. (Webinar replay) |
| Learn how to boost your open and conversion rates with incremental experiments. (Webinar replay) |
| Design multi-step automated workflows that personalize based on customer behavior, delivering onboarding and lifecycle messaging at scale. |
| Learn how to set up the Customer.io Salesforce integration to nurture leads, activate new customers, drive renewals, and more. *Premium plans only* |
| Analyze automation metrics, identify optimization opportunities, and make data-driven improvements to boost engagement and conversions. |
| Stop guessing what data you need. Build a complete tracking plan that makes developers say "Finally, someone who knows what they want!" |
| Speak your developer's language. Understand integration methods, data structure, and formatting requirements to turn your tracking plan into working automations. |
| Turn your data into a well-organized, maintainable system. Clean up inconsistencies, add documentation, and establish governance practices that scale. |
| Create custom roles that match your team's actual work, so people have the access they need without security risks or admin bottlenecks. |
| New to Customer.io? This quick guide explains what the platform does, how it works, and what you can build with it. |
| Build once, reuse everywhere. Set your brand, create templates and components, and send your first email with Design Studio. |
| Message people based on shared data, like accounts, courses, and teams. And learn when objects solve problems person data can't. |
| Define the outcomes that matter, attach your work to them, and see what truly makes an impact. |
| Build an automation that adapts to each person. Use LLM actions to classify intent, route customers down different paths, and generate ultra-personalized copy. |
| Your AI tool is already where you work. Bring Customer.io into the chat and pull metrics, build segments, and draft automations in the same tab. |
| Understand what decides whether your email reaches the inbox. And walk away with the framework and metrics to keep your sender reputation healthy. |
| Learn how to use Liquid loops to display items from JSON arrays in your messages, like showing multiple products from an order or event. |
| Learn how to pause automated campaigns when someone replies, so you can move to personal outreach at the right time. |
| Enroll your team into courses, track their progress, and manage training assignments as a Team Lead. |
| Ask the agent about your automations, get answers from your actual data, and act on what you find. |
