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

Set it up

  1. 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.

  2. 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.

  3. Link the steps

    Link Customer.io on the step the event counts on.

  4. 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

Questions

Which Customer.io plan do I need?

Webhook actions are on Essentials, Premium and Enterprise.

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