OM Documentation Marketing Integrations

How to Connect OptinMonster with Customer.io

OptinMonster offers seamless integration with Customer.io email marketing service. Connecting OptinMonster with your Customer.io email segment is very easy.

In this article, you’ll learn how to connect Customer.io with OptinMonster.

Before You Start

Here are some things to know before you begin:

  • Our native Customer.io integration requires a Plus or higher subscription.
  • Alternatively, you can use our Custom HTML integration to add a custom Customer.io form to your OptinMonster campaign. This is available with all plans.
  •  As a best practice, we recommend you also connect your campaigns to Monster Leads as a backup.

Connect Customer.io

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to Customer.io, follow these steps:

  1. Navigate to the Integrations tab in the campaign builder.
  2. Click Add New Integration.
    Monster Leads Add New Integration
  3. Search for and select Customer.io from the dropdown field.
    Customer IO
  4. Log into your Customer.io account to obtain your API credentials. To do this:
    1. In your Customer.io account dashboard navigate to the Settings > Integrations page.
      Integrations link in Customer.io
    2. From the Integrations page, select the Customer.io API option.
      Customer.io API integration option
    3. Here you’ll find the Site ID and API Key.
      Customer.io Site ID and API Keys.
  5. Returning to the OptinMonster campaign builder, paste the Site ID and API Key into the corresponding fields.
    Don’t forget to add a unique label for easy identification (internal use only).
    Connect to Customer.io
  6. Next, select the Connect to Customer.io button.
  7. Once connected, you’ll see a notice indicating Customer.io does not use lists to organize your leads.
    Customer.io No Lists
  8. Under the Leads Options section, you’ll be able to configure the Customer ID Prefix and Customer ID Value for segmenting.
    Customer.io Lead Options
  9. When you’re finished, click Save.

Troubleshooting

How do I configure single or double opt-in?

See our guide on single vs. double opt-in for Customer.io.

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

Yes! See our guide on how to capture phone numbers with OptinMonster.