How to Integrate Customer.io with Popupsmart
Enhance customer engagement using Popupsmart-Customer.io integration. Learn how to integrate Popupsmart with Customer.io.
If you would like to use Customer.io for automated SMS and email marketing to grow your list, a Customer.io popup is what you need.
Popupsmart can seamlessly integrate with Customer.io and allow site owners to create Customer.io popups in just a few minutes.
Follow this detailed guide to connect your Popupsmart account with your Customer.io account.
Prerequisites
- You need to have a Customer.io account.
- You need to verify your website on your Popupsmart account.
How to Set Up Customer.io Integration
Create Campaign
Firstly, you need to sign in to your Popupsmart account and create a new campaign. Then, choose a blank popup or from ready templates to customize.
Add Form Element
For Customer.io's integration, you need at least one of the form input elements to add the integration. You can add a form element or choose a popup with a form element.
Add Integration
To add integration for the popup, you need to click "Integration" and "+ Add integration."
Setup API
For the Setup, you can select API from the dropdown if you have added it before. Or, you can add a new Customer.io API.
Access Customer.io Account
Going forward, you need to sign in to your Customer.io account. Then, click the profile button and Account settings on the top right of your page.
Save Connection
On the Setup, name your connection and paste the Site ID and API Key. Then, "Save" the connection.
Match Fields
On the Match fields, click "Save." The fields you will see may change based on the elements you use on your popup.
That's it! When you save the integration, the integration will be seen on the left side.
The status will be "on" by default. You can change its status from the three-dot by toggling it on and off.
Note
You can also go to Settings to integrate Popupsmart and Customer.io seamlessly. All you need to do is follow the same process here as well.
Your integration is done! If you have any other questions about Customer.io integration, feel free to mail us!
How is this guide?