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Creating and Sending Newsletters

Newsletters in Customer.io are different than traditional “list-based” newsletter tools, in a few ways.

Recipient lists are dynamic based on segments

When you’re setting up your newsletter, you can select your recipient list. You can send to all the people in your system, or you can define a smaller segment to send to.

Segmented newsletter

For each recipient option you should immediately see how many people will be sent the email as well as see a few sample matching users.

Note: this preview includes unsubscribed users, so the actual number of sent newsletters may be smaller than the preview.

Segment

This option allows you to send to any combination of segment matches. For example: The segment Upgraded to premium service could be combined with the segment Active in the last 30 days to more closely target the recipients of your newsletter.

Everyone

This will attempt to send to every person in your Customer.io account.

Upload CSV

Some people may not belong to a segment or have a specific shared attribute that makes them easy to target. If you know their IDs, though, you can send a newsletter to them by uploading a CSV.

You will need to provide a CSV file with one column that contains the Customer.io IDs of the users that you intend to message. After uploading the file we will attempt to validate a small sample of the IDs you provide to ensure we can use the file.

Note: The file size limit is 10 Mb. If you try to upload a bigger file, you’ll see an error message. If you need to target a larger audience, please get in touch with our support team to discuss the available options.

Advanced options

Tracking

In the Goal section of the workflow, you can set up a conversion goal, as well as decide if you want to track opens and clicks (on by default).

Newsletters - Goal

Change your email settings

Within the message composer, you can define different from addresses, reply-to address, and even change your To address to go to something other than the default “email” attribute.

Newsletters - From Address

Sending to unsubscribed users

By default, newsletters do not send to unsubscribed people. However, when setting up your newsletter, you may have noticed this option:

Option: send newsletters to unsubscribed users

This option will override the Customer.io default.

We ask that you be careful when doing this. Continuing to email someone who has unsubscribed could result in your breaching anti-spam laws in your country, and we do reserve the right to terminate your account if you do so.

How to “opt-in” to a newsletter

To use Customer.io for a regular newsletter, you might want to explicitly have people opt-in to the newsletter. You can do this by setting an attribute on each person who should receive the newsletter. Something like:

newsletter = true

Then you’d create your segment and send newsletters to it.

Newsletter subscribers segment

Scheduling and Sending your Newsletter

Newsletters can be both sent immediately, or scheduled for a future date/time.

Newsletter schedule or send

To schedule in advance, you’ll click schedule, and choose your date and time! Always schedule at least 5 minutes in advance, and note that the timezone defaults to your local time.

Newsletter schedule or send