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
REQUIREMENT: Our native Customer.io integration required a Plus subscription. However, you can still use our Custom HTML integration with a lower subscription.

Step 1 – Integrations Tab

If you’re uncertain how to add your integration, you can follow our guide for connecting to Email Service Providers and CRMs.

Next, select Customer.io from the Email Provider drop-down.

Customer IO

Step 2 – Log into Your Customer.io Account

To obtain your Customer.io API credentials, log into your Customer.io account dashboard and go to the Integration page.

Integrations Page

Click on the Settings button for the Customer.io API.

API Settings

Under Credentials, you will need to copy both the Site ID and API Key.

Copy Credentials

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.

Connect to Customer.io

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 No Lists

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

Customer.io Lead Options

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


FAQs

Q: How do I configure single or double opt-in?

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


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.