Customer.io is a platform for centralizing and personalizing communications with your audience based on their own behavior. And as it includes powerful features for automating messaging, it can be a big help when it comes to staying in touch with your affiliates.
Rewardful is able to mirror each new affiliate as a Person in Customer.io upon registration. First, you'll need to click the "Integrations" link in the dropdown menu of your Rewardful dashboard, or just go directly to https://app.getrewardful.com/integrations.
You should now see a list of Rewardful's integrations, one of which has the Customer.io logo. When you find it, click the "Connect" button to begin filling in your information.
Rewardful needs two pieces of information to make the connection with Customer.io: your site ID and your API key.
Both of these can be found in the API Credentials section of your Account Settings page on the Customer.io dashboard. There's also a direct link to that page below each of these text fields in the Rewardful form.
Once you've copied these, you might want to consider adding segment IDs to use when adding people to Customer.io. Rewardful lets you select segments for each of your current campaigns as well as a default segment ID to be used in cases where there's no campaign-specific segment selected.
You can see your currently defined segments by logging into your Customer.io dashboard and clicking the Segments option from the left side navigation menu.
You'll want to limit your selections to Manual Segments only since it's not possible to assign to Data-Driven Segments in Customer.io.
Once you've either created or decided on a segment, you should click it in the list to open it and then get its ID by inspecting the URL and copying the corresponding section of the address shown below.
We've compiled more detailed information about how to set up your segment mappings and how Rewardful uses them in a separate article on Campaign Syncing article, so check that out if you have questions.
Finish filling in the form, and that should do it for you. New affiliates should be added to Customer.io when they register, and there, you'll be able to manage them and start sending them targeted content by adding them to affiliate-specific campaigns.
As new affiliates sign up for your program, you should see them replicated as new people in your Customer.io account with the first and last name and email address they registered with and as members of any segments that you specified depending on which campaign they're associated with . Rewardful also adds three additional fields to each contact it creates that can help you answer any questions your partners might ask concerning which link to use to access the Rewardful portal and how and where to direct new customers to your site. These will be displayed in the Attributes panel of the person detail screen as shown below.
If you have any questions or issues getting set up, get in touch with at firstname.lastname@example.org or by clicking the chat icon at the bottom of your screen. We're here to help!