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Geofencing

Updated August 17, 2026

How it works

Geofences let you react when a person enters or exits a real-world location—a store, a venue, a neighborhood. You define geofences in Customer.io. The SDK downloads them, monitors them on the device, and automatically sends a Geofence Transition event to Customer.io when your users—represented by profiles in Customer.io—cross into (or out of) a geofence. You can use that event to trigger journeys and build segments, the same way you use any other event.

In Customer.io, you can group geofences into geofence sets. A geofence set is a group of geofences that you act on together. For example, you might group all of your stores into a geofence set, and trigger an automation when a device enters any of the geofences in the set. Each Geofence Transition event includes both the geofence crossed and the geofence set it belongs to.

The SDK relies on the operating system’s native geofencing so transitions can arrive while your app is in the background (subject to permissions).

Geofencing depends on the Location module, which supplies the device’s current location. This tells the SDK which geofences to monitor.

Event payloads exclude coordinates

For privacy, Geofence Transition events don’t include the profile’s precise latitude and longitude—only whether they entered or exited a geofence.

Prerequisites

Geofencing requires:

  • The Location module (a required dependency). See location tracking.
  • The Geofence module (CioLocationGeofence).
  • Location permission from the person using your app.
  • Location services enabled on the device.

Install the geofence module

Add the CioLocation and CioLocationGeofence packages to your project. Geofencing depends on the Location module, so add both. If you use Swift Package Manager, add them the same way you added the other Customer.io packages. They’re part of the customerio-ios package.

.product(name: "Location", package: "customerio-ios")
.product(name: "LocationGeofence", package: "customerio-ios")
pod 'CustomerIO/Location'
pod 'CustomerIO/LocationGeofence'

Add location permissions

Add usage descriptions to your Info.plist so iOS can prompt the person for location access:

<key>NSLocationWhenInUseUsageDescription</key>
<string>We use your location to send you relevant, location-based messages.</string>

<key>NSLocationAlwaysAndWhenInUseUsageDescription</key>
<string>We use your location to send you relevant, location-based messages.</string>

The SDK doesn’t request permission on its own. Request it at runtime with CLLocationManager:

import CoreLocation

let locationManager = CLLocationManager()

// When someone first reaches a feature that uses location
locationManager.requestWhenInUseAuthorization()

// Later, when background detection is worth asking for
locationManager.requestAlwaysAuthorization()

You want users to Always grant background location permissions

Your audience must set location authorization to Always for geofencing to work the way you probably expect it to. Without this permission—including when your audience has set it to While Using the App—your app can’t detect transitions while it’s closed or in the background; it’s unlikely that your audience has your app open and in the foreground when they pass through a geofence.

AuthorizationWhat you get
AlwaysFull geofencing support. Geofence transitions arrive when the app is in the foreground, in the background, and whenever iOS relaunches your app. The SDK logs Geofence background delivery active.
While Using the AppGeofence transitions only arrive while your app is in the foreground. The SDK logs Geofence registered for foreground delivery only.
Denied, Restricted, or not yet askedGeofencing is effectively disabled. The SDK skips registration and logs Geofence registration skipped: location permission not granted.

Requesting permissions

iOS doesn’t set the location authorization to Always from a single prompt, so you’ll want to plan your permission flow around it:

  1. Request when-in-use authorization the first time someone reaches a part of your app where location matters. Explain what they get in return—your NSLocationWhenInUseUsageDescription string is the only explanation that iOS shows.
  2. Request always authorization later, at a moment when the benefit is obvious—after someone saves a favorite store, or opts into arrival reminders. iOS shows the upgrade prompt on its own schedule, and it may ask the person again whether to keep allowing background location permissions after your app uses location features.

Don’t ask for both permissions when you first launch your app. A person who denies the prompt can only change their mind in Settings, and iOS won’t ask a second time.

You don’t need to tell the SDK when permission changes. It watches for authorization changes and registers geofences on its own when someone grants access—whether they answer a late prompt or change the setting in Settings.

If users turn off precise location, iOS can delay or miss transitions, especially for small geofences.

Initialize the SDK with the geofence module

Register both LocationModule and GeofenceModule when you initialize the SDK. The Location module’s mode controls location tracking only—it doesn’t affect geofencing. By default, the geofence module acquires the location it needs on its own, even when location tracking is off. See location modes below.

import CioDataPipelines
import CioLocation
import CioLocationGeofence

let config = SDKConfigBuilder(cdpApiKey: "your-cdp-api-key")
    .addModule(LocationModule(config: LocationConfig(mode: .onAppStart)))
    .addModule(GeofenceModule())
    .build()

CustomerIO.initialize(withConfig: config)

Call initialize on the main thread.

The Geofence Transition event

The SDK sends the Geofence Transition event automatically when a person enters or exits a geofence. You don’t need to track enter or exit transitions yourself.

When a person crosses a geofence, the SDK sends one event for each geofence set the geofence belongs to, each carrying that set’s geosetId. A geofence that isn’t in any geofence set produces a single event without a geosetId.

The event’s timestamp reflects when the user’s device crossed into or out of a geofence, not when the SDK delivered the event. A transition captured while the device isn’t connected to the network still lands on the timeline at the moment it occurred.

PropertyDescription
transitionThe direction the device crossed the geofence boundary—enter or exit.
geofenceIdCustomer.io-generated ID of the geofence. This is different from the external_id used for imports.
geofenceNameThe geofence’s name. Included only when the geofence has one.
geosetIdCustomer.io-generated ID of the geofence set.
metadataThe metadata you define on the geofence in Customer.io. Values keep their types—a numeric value arrives as a number, not a string. If the geofence has no metadata, the property is an empty object.
transitionIdA unique ID for the transition into or out of the geofence. Events sent for different geofence sets share the same ID, and it stays stable if the SDK retries delivery. To de-duplicate transition events, use transitionId and geosetId together.

Example event:

{
  "name": "Geofence Transition",
  "timestamp": "2026-07-06T17:42:10.482Z",
  "properties": {
    "transition": "enter",
    "geofenceId": "48122",
    "geofenceName": "Downtown flagship store",
    "geosetId": "25678",
    "transitionId": "b3f1c2a4-8e7d-4c2b-9f10-2a6f1e0d5c33",
    "metadata": {
      "region": "northeast",
      "priority": 2
    }
  }
}

Location modes and monitoring

Devices can only monitor a limited number of geofences at once, so the SDK monitors the geofences nearest to the user, ranked by distance from the device’s location. The SDK automatically refreshes that set as the device moves. Geofence sets don’t affect monitoring—the SDK ranks individual geofences, and geofence set membership only determines the events it sends.

The geofence module needs a location fix to select that set. The locationMode in GeofenceModuleConfig controls how it gets one:

Location modeBehavior
.automatic (default)The SDK acquires a location fix on its own whenever geofencing needs one and none is already available—for example, when you identify a profile.
.manualThe SDK doesn’t acquire location on its own. Call CustomerIO.geofence.refreshFromCurrentLocation() after you identify someone and they grant location permission.
.addModule(GeofenceModule(config: GeofenceModuleConfig(locationMode: .automatic)))

Location the SDK acquires for geofencing is used for geofencing only—it never produces a Location Update event or updates the profile. It also works independently of the Location module’s tracking mode, even when location tracking is .off.

refreshFromCurrentLocation() works in either mode—call it any time you want to force an immediate refresh. Geofences are tied to the identified profile, so in .manual mode call it after you identify someone; a refresh requested before you identify anyone isn’t retried automatically.

Neither mode limits detection to the moment the SDK acquires a location. Once the SDK registers geofences, iOS monitors them natively—it wakes your app when the device crosses one, in the background and even between launches, without continuously tracking their location.

The device won't see new geofences immediately.

Any changes you make to geofences or geofence sets in Customer.io won’t be available on the device until it fetches updates from Customer.io. This happens within 24 hours for an active app, or sooner if the person travels a long distance, or your app forces a refresh. See Geofence refresh.

Geofence refresh

The SDK re-downloads your geofence definitions from Customer.io—picking up any geofences you’ve added, changed, or removed, along with the geofence sets they belong to, when:

  • Your app launches, or you identify a person—at most once every 24 hours. Geofencing needs an identified profile, so if no one is identified when your app launches, the fetch waits until you identify someone.
  • The person travels a long distance (about 5 km by default) from where the SDK last fetched.
  • Your app forces a refresh by calling refreshFromCurrentLocation().

So changes you make in Customer.io aren’t instant. They reach a device the next time one of these happens—typically within a day for an app in regular use, but longer for an app no one opens.

Duplicate event suppression

The SDK suppresses duplicate enter and exit events for the same geofence within 1 hour. If a device crosses into a geofence, out again, and then crosses back into the geofence within the next hour, the SDK drops the second entrance event.

Limitations

  • The SDK doesn’t continuously track the profile’s location.
  • Geofencing depends on operating-system callbacks.
  • Background delivery depends on platform permissions.
  • Geofencing needs the device’s location services. If location is turned off—for example, airplane mode with location disabled—iOS can’t detect crossings until location is available again. Delivery of already-captured transitions resumes when a network connection returns.
  • Mobile operating systems limit how many geofences an app can monitor at once. If your app uses geofencing from more than one source (for example, Customer.io and another SDK), all monitored geofences share the same operating-system limit. The Customer.io SDK manages its own geofences within that limit, but it can’t control geofences registered by other SDKs or by your app.