This page is part of the Customer.io documentation. For the complete documentation index, see llms.txt.

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Batch update

A batch update lets you apply data to a group of up to 1,000 profiles matching your criteria. For each profile your batch update matches, you can update attributes or send events (to trigger a message automation, for example).

How it works

You can perform a batch update in any automation, but you’re most likely to use it in a webhook-triggered automation, which starts with arbitrary data from an incoming webhook. This data isn’t associated with anybody, and it can take any shape. A batch update lets you associate this data with one or more profiles—either as attributesA key-value pair that you associate with a person or an object—like a person’s name, the date they were created in your workspace, or a company’s billing date etc. Use attributes to target people and personalize messages. or eventsSomething that a person in your workspace did. Events can trigger automations, add people to segments, etc, and you can use properties from events to personalize messages..

For example, if you support multiple users in a single account, you might send an automation that triggers (via webhook) when an account state changes—it’s cancelled or upgraded. In your webhook-triggered automation, you can use a batch update to set attributes for everybody belonging to the account, so that you can reflect their account’s status at an individual level. You can also trigger automations based on the account status change, sending a message to everybody involved with the account! This process makes it easy to message or update a group of profiles based on a single piece of incoming data—a true one-to-many interaction.

Set up a batch update

If you’re using a batch update in a webhook-triggered automation, you may want to send a test webhook before you begin. We’ll display your incoming test webhook in your batch update to help you understand the data that you can use in your batch update.

Check out Batch Update for all automation types to finish setting up batch update actions.