How to Connect OptinMonster with Customer.io

OptinMonster offers seamless integration with Customer.io. Connecting OptinMonster to your Customer.io email list is very easy. Follow our step by step guide on how to connect OptinMonster with your Customer.io account.

  1. Integrations Tab
  2. Log into Your Customer.io Account
  3. Enter the Site ID and API Key
  4. Configure Lead Options

Step 1 – Integrations Tab

In the Builder, select the Integrations tab to view the Integrations panel.

Select the Integrations tab in the optin builder to begin connecting your Email Service Provider to OptinMonster.

If this is your first time connecting an integration to your campaign you’ll see a “New Integration” item in the Integrations panel of the Builder. Select that to begin configuring your integration.

Select the New Integration item to begin connecting your Email Provider to OptinMonster.

Next, select Customer.io from the Email Provider dropdown.

Select the Email Provider from the dropdown list to begin connecting them to your OptinMonster campaign.

Step 2 – Log into Your Customer.io Account

To obtain your Customer.io API credentials, log into your Customer.io account dashboard and select the Integration link in the sidebar menu, then the Settings button for the Customer.io API item.

Your API credentials can be found in the Customer.io API settings page.

The credentials will be located under the Access Keys section of the Customer.io API page. You will need both the Site ID and API Key.

Customer.io Access Keys

Step 3 – Enter the Site ID and API Key

In the Builder, paste your Customer.io Site ID and Customer.io API Key into their corresponding fields. Don’t forget to add an account label for easy identification! Then, click Connect to Customer.io.

Enter the API credentials for your Customer.io account into the provided fields and select the Connect with Customer.io button.

Step 4 – Configure Lead Options

Customer.io does not use lists, but instead uses segments. Once connected you’ll see text indicating that there is no List option to configure for Customer.io.

Customer.io doesn't use Lists, so there is no need to select a specific list to add subscribers to.

Under the Lead Options section you’ll be able to configure the Customer ID Prefix and Customer ID Value for segmenting.

Once connected you can configure additional Lead Options for Customer.io.

That’s all, you have successfully connected OptinMonster to your Customer.io account!


FAQs

Q: Is it possible for me to add a Phone Field to my campaign?

A: Yes! You can add a phone field. Check out How to Capture Phone Numbers with OptinMonster here.