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Customer.io Features

What are the features of Customer.io?

Integration

  • Data Import & Export Tools
  • Integration APIs

Platform

  • Customization
  • Workflow Capability
  • User, Role, and Access Management
  • Performance and Reliability

Email Marketing

  • Building and Personalizing Emails
  • Sending Outbound Emails
  • Manage Email Deliverability
  • Automated Email Responses

Online Marketing

  • Dynamic Content
  • A/B Testing
  • Mobile Optimized

Lead Management

  • Segmentation

Reporting & Analytics

  • Basic Reporting

Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

Filter for Features

Integration

Data Import & Export Tools

Based on 212 Customer.io reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
86%
(Based on 212 reviews)

Integration APIs

Based on 209 Customer.io reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
86%
(Based on 209 reviews)

Breadth of Partner Applications

Based on 187 Customer.io reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
78%
(Based on 187 reviews)

Platform

Customization

Based on 206 Customer.io reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
85%
(Based on 206 reviews)

Workflow Capability

Based on 203 Customer.io reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
87%
(Based on 203 reviews)

User, Role, and Access Management

Based on 201 Customer.io reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
88%
(Based on 201 reviews)

Internationalization

Based on 179 Customer.io reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
77%
(Based on 179 reviews)

Sandbox / Test Environments

Based on 195 Customer.io reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
78%
(Based on 195 reviews)

Performance and Reliability

Based on 200 Customer.io reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
89%
(Based on 200 reviews)

Output Document Generation

Based on 165 Customer.io reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
72%
(Based on 165 reviews)

Custom Tracking Domain

As reported in 123 Customer.io reviews. Ability to define a custom domain from which emails are sent.
84%
(Based on 123 reviews)

Multiple Domains

Able to send emails from multiple domains. This feature was mentioned in 120 Customer.io reviews.
84%
(Based on 120 reviews)

Dedicated IPView full feature definition

See feature definition
As reported in 119 Customer.io reviews. Ability to use a dedicated IP for deliverability.
81%
(Based on 119 reviews)

Documentation

Based on 151 Customer.io reviews and verified by the G2 Product R&D team. Availability and quality of documentation for API, code library, implementation, and set up.
84%
(Based on 151 reviews)

Sender Reputation Management

Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others. This feature was mentioned in 132 Customer.io reviews.
81%
(Based on 132 reviews)

Tracking & Reporting

Tracks emails sent and delivery rates and compiles them into standard reports. This feature was mentioned in 151 Customer.io reviews.
83%
(Based on 151 reviews)

Enterprise Scalability

Provides features and infrastructure to allow scaling for large organizations. 132 reviewers of Customer.io have provided feedback on this feature.
82%
(Based on 132 reviews)

Performance and Reliability

Emails are consistently received and software performs reliably. 151 reviewers of Customer.io have provided feedback on this feature.
90%
(Based on 151 reviews)

Optimization

Optimizes marketing campaigns for mobile devices. This feature was mentioned in 39 Customer.io reviews.
80%
(Based on 39 reviews)

Internationalization

Facilitates global text message and mobile marketing campaigns. 37 reviewers of Customer.io have provided feedback on this feature.
78%
(Based on 37 reviews)

Email Marketing

Building and Personalizing Emails

Based on 243 Customer.io reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
91%
(Based on 243 reviews)

Sending Outbound Emails

Based on 232 Customer.io reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
90%
(Based on 232 reviews)

Manage Email Deliverability

Based on 225 Customer.io reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
87%
(Based on 225 reviews)

Automated Email Responses

Based on 210 Customer.io reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
85%
(Based on 210 reviews)

Online Marketing

Landing Pages and Forms

As reported in 184 Customer.io reviews. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
63%
(Based on 184 reviews)

Dynamic Content

Based on 203 Customer.io reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
82%
(Based on 203 reviews)

A/B Testing

Based on 223 Customer.io reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
86%
(Based on 223 reviews)

Mobile Optimized

Based on 208 Customer.io reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
79%
(Based on 208 reviews)

Lead Management

Marketing Lead Database

Based on 188 Customer.io reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
77%
(Based on 188 reviews)

Data Quality Management

Data quality consists of deduplication, cleansing, and appending your marketing database. This feature was mentioned in 190 Customer.io reviews.
78%
(Based on 190 reviews)

Segmentation

Based on 224 Customer.io reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
89%
(Based on 224 reviews)

Lead Scoring and Grading

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. This feature was mentioned in 174 Customer.io reviews.
70%
(Based on 174 reviews)

Lead Nurturing

Based on 190 Customer.io reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
78%
(Based on 190 reviews)

Online Behavior Tracking

Based on 186 Customer.io reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
75%
(Based on 186 reviews)

Automated Alerts and Tasks

Based on 179 Customer.io reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
75%
(Based on 179 reviews)

CRM Lead Integration

Based on 184 Customer.io reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
75%
(Based on 184 reviews)

Campaign Management

Program ManagementView full feature definition

See feature definition
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. 197 reviewers of Customer.io have provided feedback on this feature.
77%
(Based on 197 reviews)

Event / Webinar Marketing

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. 183 reviewers of Customer.io have provided feedback on this feature.
70%
(Based on 183 reviews)

Social

Social Sharing

As reported in 173 Customer.io reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
64%
(Based on 173 reviews)

Reporting & Analytics

Basic Reporting

Based on 226 Customer.io reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
80%
(Based on 226 reviews)

Web Analytics

Based on 197 Customer.io reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
70%
(Based on 197 reviews)

ROI Analytics

As reported in 188 Customer.io reviews. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
67%
(Based on 188 reviews)

Revenue Analytics

As reported in 179 Customer.io reviews. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
65%
(Based on 179 reviews)

Administration

Template Creation

Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates. 177 reviewers of Customer.io have provided feedback on this feature.
81%
(Based on 177 reviews)

Preset Template Availability

As reported in 147 Customer.io reviews. Quantity and quality of preset email templates for administrators to construct their own emails.
74%
(Based on 147 reviews)

Custom Unsubscribe

Able to customize the unsubscribe templates, handler, and tracking. 161 reviewers of Customer.io have provided feedback on this feature.
82%
(Based on 161 reviews)

Email SegmentationView full feature definition

See feature definition
Able to segment transactional emails based on their purpose. This feature was mentioned in 176 Customer.io reviews.
91%
(Based on 176 reviews)

Detailed Server Logs

Detailed logs for tracking and debugging mail server activity. 152 reviewers of Customer.io have provided feedback on this feature.
81%
(Based on 152 reviews)

Notifications

Alerts administrator whenever a pre-set event occurs. This feature was mentioned in 155 Customer.io reviews.
82%
(Based on 155 reviews)

Integrations

WebhooksView full feature definition

See feature definition
Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.) This feature was mentioned in 149 Customer.io reviews.
88%
(Based on 149 reviews)

Event Tracking API

Based on 155 Customer.io reviews. API used to track the status of emails.
87%
(Based on 155 reviews)

Mail Send API

API used to send emails (e.g. Web API, SMTP API) 120 reviewers of Customer.io have provided feedback on this feature.
86%
(Based on 120 reviews)

Spam Filter Testing

As reported in 93 Customer.io reviews. Testing to ensure emails do not go to recipient's spam folder.
75%
(Based on 93 reviews)

Analysis

Campaign Analysis

Measures impact and effectiveness of mobile marketing campaigns. This feature was mentioned in 45 Customer.io reviews.
82%
(Based on 45 reviews)

Uninstall Tracking

Measures user-level uninstall insights. 33 reviewers of Customer.io have provided feedback on this feature.
59%
(Based on 33 reviews)

Campaigns

Proximity Marketing

Collects geo-location data on mobile users to customize relevant campaigns. This feature was mentioned in 34 Customer.io reviews.
76%
(Based on 34 reviews)

Push Notifications

Based on 40 Customer.io reviews. Pushes notifications or text messages to mobile devices
79%
(Based on 40 reviews)

Bulk SMS

Provides templates for mass mobile messaging campaigns This feature was mentioned in 37 Customer.io reviews.
73%
(Based on 37 reviews)

Email Campaigns

As reported in 45 Customer.io reviews. Personalizes and optimizes email mobile marketing campaigns.
95%
(Based on 45 reviews)

Audience Segmentation

Identifies the most granular audience segments based on actions, inactions, and user properties. This feature was mentioned in 46 Customer.io reviews.
94%
(Based on 46 reviews)

Customize

Based on 74 Customer.io reviews. Allow users to customize their messages.
86%
(Based on 74 reviews)

Scheduling

Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages This feature was mentioned in 72 Customer.io reviews.
87%
(Based on 72 reviews)

Retarget

As reported in 70 Customer.io reviews. Retarget your messages based on previous user engagement.
82%
(Based on 70 reviews)

Segmentation

As reported in 79 Customer.io reviews. Segment audience based on device type, location, demographics, customer behavior, etc.
88%
(Based on 79 reviews)

Triggered Notifications

Automate notifications based on user behavior This feature was mentioned in 76 Customer.io reviews.
89%
(Based on 76 reviews)

Engagement

Coupons and Promotions

Sends out coupons and promotions to reward and entice mobile device users. 31 reviewers of Customer.io have provided feedback on this feature.
66%
(Based on 31 reviews)

Analytics

Campaign Performance

Track and report on performance metrics and conversions This feature was mentioned in 75 Customer.io reviews.
86%
(Based on 75 reviews)

Audience Insights

Based on 68 Customer.io reviews. Report on audience demographics and engagement
79%
(Based on 68 reviews)

Text Messaging

Bulk SMS

As reported in 43 Customer.io reviews. Enables users to send mass text message campaigns
88%
(Based on 43 reviews)

Text Scheduler

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time This feature was mentioned in 40 Customer.io reviews.
84%
(Based on 40 reviews)

Automatic URL Shortening

Based on 36 Customer.io reviews. Provides automatic URL shortening to use less characters via text
62%
(Based on 36 reviews)

MMS Marketing

Based on 38 Customer.io reviews. Sends out multimedia via text messages, such as coupons, pictures, and audio
64%
(Based on 38 reviews)

Personalization

Offers features for personalizing text messages based on customer information or past behavior 49 reviewers of Customer.io have provided feedback on this feature.
90%
(Based on 49 reviews)

Transactional SMS

Allows users to establish automated workflows and triggers to deliver transactional text messages 40 reviewers of Customer.io have provided feedback on this feature.
87%
(Based on 40 reviews)

Data Sourcing

Data Enrichment

As reported in 62 Customer.io reviews. Uses external data sources to improve customer profiles.
74%
(Based on 62 reviews)

Expandability

As reported in 63 Customer.io reviews. Can be updated to accept new sources and types of data.
78%
(Based on 63 reviews)

Content Marketing

Can act as a content marketing platform. 63 reviewers of Customer.io have provided feedback on this feature.
74%
(Based on 63 reviews)

Multiple Devices

Can engage with customers across any device with a consistent message. 65 reviewers of Customer.io have provided feedback on this feature.
80%
(Based on 65 reviews)

Intelligence

Marketing Metrics

Provides analysis of marketing program ROI and efficiency. 60 reviewers of Customer.io have provided feedback on this feature.
73%
(Based on 60 reviews)

Predictive Modeling

Based on 58 Customer.io reviews. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
58%
(Based on 58 reviews)

Recommendation Engine

Uses artificial intelligence to provide suggestions based on desired outcomes. This feature was mentioned in 57 Customer.io reviews.
57%
(Based on 57 reviews)

Optimization

A/B Testing

As reported in 74 Customer.io reviews. Test variations of a push notification on a portion of users and track conversions
86%
(Based on 74 reviews)

Personalization

Personalize messages with contextual data such as customer names or product recommendations This feature was mentioned in 76 Customer.io reviews.
89%
(Based on 76 reviews)

Rich Notifications

As reported in 72 Customer.io reviews. Enhance messages with images, emojis, animated gifs, or videos
80%
(Based on 72 reviews)

Integrations

As reported in 75 Customer.io reviews. Integrate with third-party marketing or e-commerce software
86%
(Based on 75 reviews)

SMS Platform

Reporting

As reported in 41 Customer.io reviews. Provides pre-built or customizable performance reports
80%
(Based on 41 reviews)

Automation

As reported in 47 Customer.io reviews. Automates tasks and features for added convenience
89%
(Based on 47 reviews)

White Label

Based on 36 Customer.io reviews. Offers a white labeling service for agencies or resellers to customize platform branding
70%
(Based on 36 reviews)

Text-to-Landline

As reported in 34 Customer.io reviews. Text enables landline phones so users can receive text messages sent to an existing business number
59%
(Based on 34 reviews)

Short Codes

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns 36 reviewers of Customer.io have provided feedback on this feature.
69%
(Based on 36 reviews)

API Integration

Based on 47 Customer.io reviews. Facilitates the integration of text messaging into existing business applications through an SMS gateway API
88%
(Based on 47 reviews)