🔧
Integrate
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_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)
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
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!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).
Last modified 4mo ago