Release Notes
Check out the latest features and fixes in Customer.io.
Want to see what we're working on? Take a look at our roadmap!
Build campaigns faster with our redesigned experience!
Ui improvementsOur new campaign builder has all the same features and functionality as before, but now you can modify settings, trigger data, and your workflow from one place! Modify campaign settings in the top-left menu, and click + Build at the bottom to drag messages and actions onto your workflow. You’ll automatically have the new experience the next time you log in; no action is needed on your part. All your existing campaigns will continue to work as expected.
Go to the docsDuplicate campaigns within a workspace
Messaging Ui improvementsYou can now duplicate campaigns within a workspace to preserve campaign settings like triggers, goals, and exit criteria in addition to workflow actions. Previously, you could only copy workflow items across campaigns.
Go to the docsSend records to your Attio workspace
Data pipelines Data integrationsAttio is a Customer Relationship Management (CRM) tool that helps you manage your customers and their relationships. With this integration, you’ll send records—the people and companies you identify—to Attio, where you maintain a holistic view of your customers and their activities. This means you can add new people and companies to Attio or enrich records in your CRM with attributes from Customer.io
Go to the docsCreate branches based on object and relationship conditions across campaign types
MessagingYou can relate people to non-people data called objects - like companies, accounts, and online courses - and trigger campaigns based on this data. Previously, you could only use object and relationship attributes in branches within object and relationship-triggered campaigns. Now, you can use this data to split people in your workflows across all campaign types - segment-triggered, event-triggered, etc. Check out how you can use this functionality to personalize onboarding, drive feature adoption, and more!
Go to the docsData warehouse outputs for objects and campaign names
Data integrationsIf you’ve exported Customer.io data to a data warehouse, you might have noticed that while we exported information about people and campaigns, it might be hard to figure out what campaigns and messages people received because we exported IDs for those things. We’re fixing that problem with new outputs, so you can resolve campaigns, messages, and object-relationships to the right data with new Campaign Metadata and Object exports.
To use these new exports, simply go to your data warehouse integration and turn on the Campaign Metadata, Objects, and Object Attributes outputs.
Go to the docsOur SDKs support Firebase v11
Mobile sdkFirebase is a core dependency for many mobile apps and version 11 produced significant changes for Firebase users. Now we support the latest major Firebase release with our iOS-compatible SDKs. To take advantage of Firebase 11 in your Customer.io-integrated app, upgrade to the SDK versions below (or later):
- iOS SDK 3.4.1 or 2.14.2
- React Native SDK 3.9.1
- Flutter: follow our instructions to update your iOS Native dependency version 2.14.2.
Sync data between Salesforce and Customer.io
Data integrationsOur Salesforce integrations were available in early access for the past few months while we polished the feature. Now we’re excited to announce our Salesforce integration is available to everyone on premium or enterprise plans. By syncing your Salesforce data with Customer.io, you’ll be able to nurture leads, keep up with your contacts, and activate all the complex relationships that you normally store in your enterprise CRM.
Read more
Sending in-app messages just got easier
MessagingIn the past, you not only had to know who you wanted to send your in-app message to, but how you identified them—by email or ID. Now, you can send in-app messages to your audience without needing to know how you identified them. Whenever and however you identify people, they’ll get your message.
If you already set them up with the To field, you have nothing to worry about. We’ve taken care of things for you. Your messages will go to the right person, whether you identify them by ID or email address.
Pause and resume newsletters
Messaging Ui improvementsYou can now pause a newsletter, fix a typo or other information in your message, then resume sending. You can pause a newsletter using any message channel - email, in-app, etc. You must have Workspace Admin or Author permissions to pause and resume a newsletter.
Go to the docsBuild in-app messages the easy way with our new drag-and-drop editor
Messaging Ui improvementsWhile we’ve supported in-app messages for a while, we knew that our initial in-app message editor was clunky and hard to use. We’ve rebuilt it from the ground up, so you can create in-app messages with a drag-and-drop editor. Now you can easily build in-app messages that look and feel like parts of your app or website. With this release, we even added support for video in in-app messages!
Read more
Test emails before verifying your domain
Messaging Ui improvementsYou can now send emails to a team member before verifying your domain so you can test them without delay. Admins and Workspace Admins can manage message sending and who receives test emails from General Workspace Settings.
Go to the docsExport attributes and events from your Data Index
Data integrations Ui improvementsYou can now export attribute and event data by going to Data & Integrations > Data Index in your workspace. You must be a Workspace Admin to export your data index.
Go to the docsGrant read-only access to account settings with the new Member role
Admin billing Ui improvementsWe’ve added a new account-level role, Member, so you can grant read-only access to account settings. You can also grant Members the ability to manage account info and billing, manage API credentials, or enable access for Customer.io support teams. Everyone who was a Workspace Admin, Author, or Viewer now also has a Member role to reflect the account-level permissions they already had. No one’s access to your account has changed. We did not grant or remove permissions from any team member.
Go to the docsAssign different roles for each workspace a team member has access to
Admin billing Ui improvementsIn the past, you could only assign a single role to each team member then limit which workspaces they had access to. Now, you can specify a different role for each workspace they have access to. This gives you more control over what your team members can manage across workspaces.
Go to the docsEnable SSO with SAML
Data integrationsWe now support SAML for many single-sign on (SSO) providers, so you can use your identity provider (IdP) with Customer.io—including Cloudflare, Jumpcloud, and more. Go to Account Settings > Security > Enable Single Sign-On (SSO) to get started. You must have the Admin role to configure SSO.
Go to the docsCapture data from Salesforce (now in Early Access)
Data integrationsSalesforce is great at storing and organizing relationships with your customers. Customer.io is great at activating those relationships. Now, if you’re on a premium or enterprise plan, you can use the two together and send your Salesforce data to Customer.io where you’ll send messages to your contacts, nurture leads, and more. With this native, two-way integration, you can even send your Salesforce data to other downstream destinations, like your analytics platform or data warehouse.
Read more
Apple Vision Pro Support
Mobile sdkAlong with all the other great features in our iOS 3.0 SDK release, we also added support for Apple’s visionOS. You’re no longer limited to phones and tablets; now you can engage with your Apple Vision Pro users in augmented reality too, sending personalized push notifications and tracking behavioral activity like you would from your mobile apps.
We’ve added a handy sample app to our iOS SDK, so you can see what Customer.io looks like in VR. But, if you’ve developed an app with our mobile SDK already, our visionOS support should come naturally to you.
Go to the docsDisable CSS pre-processing for your workspace
MessagingCSS pre-processing converts your CSS styles to inline attributes in your emails. Disabling this means we won’t change the code of your template, ensuring it stays exactly as you designed it. We’ve added a workspace setting so you can disable CSS pre-processing for emails created in the code editor. In the past, you could only disable this on an email. Now, you can also disable this for all new messages made with the code editor. Go to Workspace Settings then click Email > Default Email Settings to change this setting.
Go to the docsMeeting Apple’s App Store Privacy Requirements
Mobile sdkBeginning May 1, 2024, Apple’s App Store requires mobile apps and the SDKs you use to build your app to include privacy manifests. This includes Customer.io’s SDKs. We’ve updated our SDKs to include privacy manifests. Update your app to one of the versions listed below (or later) before May 1st, 2024 to ensure that your apps meet Apple’s requirements and aren’t rejected from the App Store.
- iOS: ≥ 3.1.0 or ≥ 2.13.0
- React Native: ≥ 3.6.0
- Flutter: requires iOS ≥ 2.13.0. Follow our update instructions to update the iOS native package in Flutter.
- Expo: requires React Native ≥ 3.6.0. Install the latest React Native SDK and run
expo prebuild --clean
.
Add/remove an individual from a manual segment
Messaging Ui improvementsYou can now add a person to or remove them from a manual segment through their profile page. Go to a person’s profile then click the Segments tab. Go to the tab Doesn’t Belong To then click Add to segment beside any manual segment so they join it. Or, under Belongs To, click Remove from segment so they leave it. Keep in mind, after you remove people from or add them to manual segments, they may trigger campaigns.
Go to the docsiOS 3.0 release
Mobile sdkThe latest version of our iOS SDK is out, providing a seamless integration with Customer.io Data Pipelines. This update makes it easier to support both Customer.io and your data to downstream destinations—like your analytics platform, CRM, or data warehouse—and lets you track anonymous users.
Read more
Upgrade your liquid version for new messages in Workspace Settings
MessagingThis applies to accounts created before Nov 28, 2023; all other accounts use our latest liquid version. You can now upgrade your workspace so that all new messages moving forward use our latest liquid version. The latest liquid version offers improved filters (e.g. default
filter), faster rendering, and better tools for troubleshooting liquid syntax. Take a look at the differences between our latest and legacy versions of liquid to see if you’re ready to make the switch. Then go to General Workspace Settings to upgrade. Keep in mind, you will still have to manually upgrade existing messages. If you run into unexpected syntax issues with the latest liquid, use our fallback logic.