Directory/Customer.io
Customer.io

Customer.io

Partner
Integration
  • Technology Partner - Integration
Categories
  • Marketing Automation
Type of Integration
  • 1st party

Sync Convert experiment data into Customer.io to power targeted, behavior-based messaging

The Convert + Customer.io integration is built to connect your on-site experiments with your lifecycle and email marketing. It sends Convert A/B test and variation data into Customer.io so every campaign can reflect what users actually experienced on your site.

By attaching experiment exposure as attributes on Customer.io profiles, you can segment audiences, trigger flows, and analyze performance based on specific tests and variants. This turns CRO insights into actionable, automated communication.

Implementation uses a small custom code snippet alongside your existing Convert and Customer.io JavaScript, giving you control over which attributes are passed and how they map into your Customer.io data model.

Once set up, you can view, search, and filter on Convert experiment data directly in Customer.io’s People section, making it easy to validate segments and understand downstream impact.

Key capabilities

  • Send experiment and variation names from Convert into Customer.io for each bucketed visitor
  • Attach experiment exposure as custom attributes on Customer.io profiles for segmentation and triggers
  • Use a custom JavaScript snippet with Customer.io’s identify call to control which attributes are sent
  • Segment users and trigger automated campaigns based on the experiments and variants they’ve seen
  • View and filter Convert-related attributes (e.g., experiment and variation names) in Customer.io’s People section
  • Map experiment data to any custom attributes to fit your existing Customer.io data model

Benefits

  • Tie A/B test exposure directly to email and lifecycle campaigns for more relevant messaging
  • Build precise segments based on experiment and variation data to improve engagement and conversions
  • Understand how specific experiments influence downstream email performance and key lifecycle metrics
  • Automate follow-ups and nurture flows triggered by test variants, not just generic page or event activity
  • Maintain a single customer view in Customer.io that includes experimentation context for better decisions
  • Strengthen collaboration between CRO and lifecycle teams by using shared experiment data inside Customer.io

Convert and Customer.io

Customer.io is a messaging and automation platform that helps teams send targeted, behavior-based emails, push notifications, and in-app messages. It focuses on using real-time customer data and events to power personalized lifecycle communication at scale.

Together, Convert and Customer.io let you bring experimentation context into your lifecycle marketing. Convert sends experiment and variation exposure into Customer.io profiles, so marketers can segment audiences, trigger campaigns, and analyze performance based on the tests users have seen, aligning CRO efforts with downstream engagement and conversion goals.

Use Cases

Recover variant-specific cart abandoners with tailored emails

Problem: Cart abandonment campaigns treat all visitors the same, ignoring which pricing, layout, or copy variant they saw. This leads to generic reminders that don’t address the friction each test variant is actually probing. Solution: Convert passes experiment and variation attributes (e.g., checkout_layout_A/B) into Customer.io profiles. Customer.io then segments abandoners by variation and triggers tailored flows that speak directly to the layout, offer, or messaging they experienced. Outcome: Abandonment emails feel context-aware, improving open and click rates. Teams can see which on-site variant plus which follow-up sequence drives the best recovery, and double down on the winning combination to lift overall revenue per visitor.

Personalize onboarding based on tested signup experiences

Problem: New users go through different signup experiments, but onboarding emails ignore this context. Everyone receives the same sequence, even if they responded to different value props or UI flows during signup. Solution: Using the Convert + Customer.io integration, experiment and variation names from signup tests are stored as attributes on each user. Customer.io uses these attributes to branch onboarding sequences, emphasizing the benefits, features, or help content that matches the variant they saw. Outcome: Onboarding becomes an extension of the winning signup experience instead of a reset. Users get more relevant guidance, activation rates increase, and teams can attribute uplift to specific experiment-variant plus onboarding-path combinations.

Extend winning homepage variants into lifecycle campaigns

Problem: Homepage tests reveal which messaging or hero concepts resonate, but this insight often stays on-site. Email campaigns continue using outdated or generic messaging that doesn’t match what users just saw and responded to. Solution: Convert sends homepage experiment and variation data (e.g., hero_message_test: value_prop_X) into Customer.io. Marketers build segments for each variation and automatically send campaigns that mirror the tested messaging and creative users were exposed to. Outcome: Lifecycle messaging stays consistent with the best-performing on-site experiences. This continuity improves engagement and downstream conversions, while reporting in Customer.io shows which homepage concept plus email narrative drives the strongest funnel performance.

Test post-purchase upsell flows by experiment cohort

Problem: Post-purchase campaigns are optimized in isolation, without considering which pre-purchase experiments influenced the buyer. This hides how different on-site journeys affect responsiveness to upsell or cross-sell offers. Solution: The integration logs which Convert experiments and variations a buyer saw before purchasing. Customer.io uses these attributes to create cohorts (e.g., discount_vs_value_variant) and sends differentiated post-purchase upsell flows tailored to their pre-purchase experience. Outcome: Marketers uncover which combinations of pre-purchase variant and post-purchase messaging maximize repeat purchases and AOV. They can standardize on the best-performing pairings, turning experimentation insights into sustained revenue gains.

Diagnose underperforming tests with downstream email metrics

Problem: Some A/B tests look neutral or negative on immediate on-site KPIs, but their impact on email engagement and long-term conversions is unknown. Decisions are made without seeing the full lifecycle effect. Solution: Convert experiment and variation data flows into Customer.io as profile attributes. Teams analyze email open, click, and conversion metrics by experiment cohort, and trigger follow-up campaigns only for users exposed to specific variants. Outcome: CRO and lifecycle teams gain a holistic view of test impact across channels. They can rescue variants that drive better long-term engagement, kill those that hurt lifecycle performance, and design follow-up campaigns that offset short-term tradeoffs.

Run reactivation campaigns tailored to past experiment exposure

Problem: Dormant users are re-engaged with one-size-fits-all winback campaigns that ignore what they previously saw or responded to on-site. This wastes the rich experimentation history already collected. Solution: With Convert feeding experiment and variation history into Customer.io, marketers segment inactive users by the tests they experienced—such as pricing, feature emphasis, or onboarding variants—and craft winback messages aligned to those past experiences. Outcome: Reactivation emails feel highly relevant to each user’s prior journey, increasing the chances of re-engagement. Teams can compare winback performance by experiment cohort and refine both future tests and lifecycle strategies based on real reactivation results.

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