Customer.io

Add/update Customer.io people with their unique share link and referrer information.

Note: The Customer.io integration is only available to users on a GrowSurf paid plan.

Sync with Customer.io

Step 1: In Campaign Editor > 4. Options > Integrations, open the Customer.io integration card and enter your Customer.io Site ID and Tracking API Key (click here to get your Customer.io Site ID and Tracking API key).

IMPORTANT: Because the GrowSurf data sync to Customer.io only occurs after you have connected with the integration, it is imperative to connect with the integration BEFORE importing participants. Click here to see remedy options if you have already imported participants into your campaign but would like to sync their GrowSurf data to Customer.io.

Step 2: Once connected, GrowSurf will add/update your Customer.io people every time a new participant is added or referred to your referral campaign.

Step 3: Save changes. You should now see a screen that looks like the one below:

Examples

View our Customer.io tutorials to see different kinds of examples that you can copy/paste into your email templates.

Attributes

GrowSurf will automatically create these new attributes for your Customer.io people.

Attribute Name	Attribute Tag	Type	Description	Example
grsf_share_url	{{customer.grsf_share_url}}	TEXT	The participant's unique referral link	https://growsurf.com?grsf=absc123
grsf_participant_id	{{customer.grsf_participant_id}}	TEXT	The participant's unique GrowSurf ID	abc123
grsf_referral_status	{{customer.grsf_participant_id}}	TEXT	The referral status of the participant*
grsf_participant_first_name	{{customer.grsf_participant_first_name}}	TEXT	The participant's first name	Bob
grsf_participant_last_name	{{customer.grsf_participant_last_name}}	TEXT	The participant's last name	Loblaw
grsf_referrer_first_name	{{customer.grsf_referrer_first_name}}	TEXT	The first name of the participant's referrer (if applicable)	Gavin
grsf_referrer_last_name	{{customer.grsf_referrer_last_name}}	TEXT	The last name of the participant's referrer (if applicable)	Belson
grsf_referrer_email	{{customer.grsf_referrer_email}}	TEXT	The email address of the participant's referrer (if applicable)	[email protected]
grsf_total_referral_count	{{customer.grsf_total_referral_count}}	NUMBER	The participant's all-time referral count	0
grsf_monthly_referral_count	{{customer.grsf_monthly_referral_count}}	NUMBER	The participant's current month referral count	19
grsf_prev_monthly_referral_count	{{cusotmer.grsf_prev_monthly_referral_count}}	NUMBER	The participant's previous month referral count	200
grsf_next_milestone	{{customer.grsf_next_milestone}}	TEXT	The text for the next/upcoming milestone reward (only applies to milestone rewards. See example here)	You are only 2 referrals away from winning a free t-shirt!
grsf_next_monthly_milestone	{{customer.grsf_next_monthly_milestone}}	TEXT	The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See example here)	You are only 2 referrals away from winning a free t-shirt!
grsf_total_invite_count	{{customer.grsf_total_invite_count}}	NUMBER	The participant's all-time invite count	112
grsf_total_impression_count	{{customer.grsf_total_impression_count}}	NUMBER	The participant's all-time impression count	150

*grsf_referral_status can be the following: CREDIT_PENDING (This participant must still trigger a referral for their referrer to receive referral credit), CREDIT_AWARDED (This participant triggered a referral and their referrer received referral credit), CREDIT_EXPIRED (This participant did not trigger the referral credit within the referral credit expiration window so their referrer did not receive referral credit).

You can use these attributes in your Customer.io email templates. Whether you launch a new marketing campaign or have an automated Customer.io campaign going on, make sure to always include {{customer.grsf_share_url}} in your emails to provoke your people to make referrals!

​Learn more about Customer.io emails here.​

Backfilling Data

If you want to backfill your Customer.io people with GrowSurf participant attributes, the way to accomplish this is by following these steps:

1. Connect your GrowSurf campaign to the Customer.io integration

2. In your Customer.io portal, export your Customer.io people as a CSV file. Follow the instructions here.

3. Import the CSV file into your GrowSurf dashboard. Once the import has completed, your Customer.io people will have their GrowSurf participant attributes automatically synced.

Troubleshooting Tips

• If the new participant isn't being added to Customer.io, or if they are being added but their unique referral link isn't being synced to Customer.io:

  • Activity logs will denote if a participant was added to Customer.io or if they failed to be added. (In the case of failure, GrowSurf will re-attempt to add them for 7 days).