Funnel Draw / Integrations / Customer.io
Funnel Draw + Customer.io
A Customer.io campaign's webhook action posts the events you choose to your Customer.io address, signed, with the body Funnel Draw gives you.
Sales and leads · Webhooks
How it works
- Event-triggered Purchases, sign-ups or your own events, the moment they're tracked.
- Signed and retried Customer.io signs each request and retries for about an hour.
- Your fields Amount, currency and email from the event and the person.
Set it up
Create its address
In Funnel Draw open Integrations → Customer.io, pick the funnel and the step it counts on, and create Customer.io's address. Copy it: it's shown in full once.
Send it from Customer.io
In Customer.io make a campaign triggered by the event to count, add a Send and receive data (webhook) action, Method POST, the address, body JSON, and paste the body Funnel Draw shows. Funnel Draw shows the body to paste, in Customer.io's own template syntax: change "purchase" to the event the step counts (sign_up, trial, lead…) and point the value at the property holding the amount.
Link the steps
Link Customer.io on the step the event counts on.
Check it arrives
Send a test or wait for the next real event: it shows up under Latest events in the same panel, and on the step's Real results on the canvas.
Ideas to try
Onboarding emails against the plan
A SaaS counts trial sign-ups from Customer.io on its Trial step and sees how many reach the paid step.
Questions
Which Customer.io plan do I need?
Webhook actions are on Essentials, Premium and Enterprise.
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