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.
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.
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.
This will attempt to send to every person in your Customer.io account.
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.
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).
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.
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.
Scheduling and Sending your Newsletter
Newsletters can be both sent immediately, or scheduled for a future date/time.
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.