Customer.io : Marketing Automation & CDP

Advantages of Customer.io

As marketing automation software, Customer.io not only relieves the burden of recurring tasks, but also performance tracking. These three advantages make all the difference:

More relevance thanks to 1st party data

Relevant targeting with Customer.io: The CDP uses first-hand data to segment target groups in real time and address them individually – via email, SMS, WhatsApp or in-app messages. This turns every communication into a targeted touchpoint along the customer journey.

Intelligent automation with AI

With lifecycle triggers, journey builders and A/B tests, you can play out campaigns automatically based on real user behavior. AI features such as text suggestions, smart segmentation and response forecasts continuously optimize your campaigns – without manual effort.

Full transparency, measurable success

Customer.io provides deep insights into sales attribution, funnel performance and segment behavior. This allows you to manage your measures based on data, continuously optimize them and use your resources more efficiently – for a sustainably stronger brand impact.

Ein Benutzer-Dashboard zeigt den Verlauf einer User Journey für eine automatisierten Onboarding-Kampagne in Customer.io.

Organization: More focus, less effort

With Customer Data Management from Customer.io, manual processing of newsletter mailings or reminder campaigns is a thing of the past. Instead, automated workflows enable continuous, personalized communication along the entire customer journey. Marketing teams gain back valuable time as target groups are automatically segmented, campaigns are triggered and reports are created. This frees up time for strategy, creativity – and real impact.

Screenshot des Customer.io Workflow-Builders für eine Webinar-Registrierung mit einem Flussdiagramm, Menüoptionen auf der linken Seite und Erstellungswerkzeugen auf der rechten Seite.

Diversity: one platform, endless possibilities

With the Journey Builder from Customer.io, even the most demanding communication channels can be controlled intuitively. Whether reactivation, onboarding, event communication or time-controlled discount campaigns: Rules, delays, conditions and A/B tests can be configured using drag-and-drop. The result: flexible, scalable campaigns that can be adapted and expanded at any time – without the need for developer resources.

Relevance: Targeted communication on all channels

Customer.io combines email, SMS, WhatsApp, push notifications, webhooks and in-app communication in one interface. This means that brands can pick up users where they are really active, without media breaks or platform changes. This seamless, consistent communication not only increases opening and click rates, but also brand loyalty across all touchpoints.

Automation: collecting – and using – data

Customer.io is much more than just marketing automation software: as a campaign tool and fully-fledged customer data platform (CDP), the platform bundles website events, user actions and CRM data into standardized user profiles. These profiles can be segmented in real time, linked to conversion targets and flexibly expanded. This turns scattered data points into strategically usable insights – for personalized communication with measurable impact.

Step by Step: implement Customer.io strategically

CDP integration made easy: As a certified Customer.io partner, we know how important it is not only to integrate the platform properly from a technical perspective, but also to anchor it strategically in your marketing. Teams at medium-sized companies in particular often struggle with limited resources, high pressure to succeed and internal hurdles. Together, we streamline processes and create new scope for innovation and ideas.

Mehr erfahren zu Step 01

Demo & use-cases

We analyze your requirements and goals together. In a customized demo, we show specific use cases for your industry – from onboarding routes and reactivation campaigns to event-based communication.

Mehr erfahren zu Step 02

Setup & data modeling

We define events, segments and customer profiles that match your customer journey. At the same time, we set up the CDP integration: interfaces to CRM, store and other systems are set up and data pipelines are established. For a stable, scalable foundation for all future campaigns.

Mehr erfahren zu Step 03

Roll-out & templates

We develop the first Customer.io templates for recurring campaigns – from welcome emails to transactional messages. Sending channels such as email, SMS and push are set up and tested. We provide you with operational support during the launch to ensure that the start runs smoothly and initial successes are quickly visible.

Mehr erfahren zu Step 04

Optimization & growth

Our work doesn’t stop after the go-live. We analyze performance data, carry out A/B tests and help you to continuously develop your Customer.io solution.

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This is schalk&friends

Competent
Advice

Comprehensive, individual, certified: With over 20 years of digital experience, we are the perfect companions on your path to digital transformation.

Customized
Solution

Every industry, every market, every challenge is different. That's why we rely on effective solutions that are perfectly tailored to your company's processes, people and environment.

Intelligent
Data models

Those who structure data in a targeted manner create measurable added value. We help you to develop a powerful data strategy that benefits your entire company.

Change-
Management

We advise and support your project far beyond implementation – right through to the human factor. Motivational coaching, training and refresher courses ensure that your employees feel completely at ease with the new software.

Workflow automation

We analyze and optimize company processes in order to identify hidden potential. The concrete definition of responsibilities and processes, for example, helps here.

Omnichannel strategy

Which channels make sense for my company? And which ones don't? How are individual media connected? How can I turn the customer journey into a convincing experience? As a multidisciplinary agency, we offer advice for a wide range of channels.

Any questions?

What is Customer.io and how does it work?

Customer.io is a CDP (Customer Data Platform) and marketing automation software in one. It combines customer data from all sources and enables personalised, automated communication via email, SMS, WhatsApp and other channels – triggered by real user behaviour in real time.

Which channels does Customer.io support?

Customer.io is a true omnichannel tool: It supports email marketing, push messages, in-app communication, webhooks, SMS and WhatsApp. Campaigns can be orchestrated, personalised and centrally controlled across all channels – without having to switch platforms.

How can Customer.io be integrated into existing systems?

Customer.io can be seamlessly integrated into existing system landscapes. With schalk&friends, we connect the platform to Google Analytics, HubSpot, Salesforce, your CMS or shop systems such as Shopify. Thanks to a flexible API, customised data models, events and CDP integrations can also be implemented.

What advantages does Customer.io offer SMEs?

Customer.io is ideal for medium-sized companies: It offers a wide range of functions with a high level of user-friendliness. The solution is flexibly scalable, grows with your requirements and fulfils the highest data protection standards (GDPR-compliant, EU hosting available).

What does it cost to implement Customer.io with schalk&friends?

Our pricing model has a modular structure and is based on the scope of your individual project, from the data model to CDP integration and campaign development. We tailor the setup, effort and budget transparently to your goals and company size. This means you get exactly the services you need, with predictable pricing and no hidden costs.