Convert Pro offers seamless integration with Customer.io. You can connect Convert Pro with Customer.io by following the steps below.
Before we move on to the integration, you need to be sure that you have installed and activated the Convert Pro Connects Addon. This addon is responsible for all the integrations with the third party email marketing softwares.
Step 1 -> Create a Call-to-Action
Step 2 -> Design it as per your needs
Step 3 -> In the editor, move to Connects
Step 4 -> Select Customer.io
Step 5 -> Authenticate your ActiveCampaign account.
You are asked to enter the your Customer.io Site ID and API Key. These are needed to authenticate your account so that Convert Pro can send lead data into the respective list.
Not sure of where you’ll find this? Click on this link to get yours.
Step 6 -> Enter a pre-fix you wish to add for segmentation
Customer.io works by segmenting your customers based on data passed while creating / updating the customer. By default, any customer added to your Customer.io account through Convert Pro will be prefixed as “convertpro” and segmented as “Convert Pro” for segmentation.
Step 7 -> Save your settings and you are done!
All the leads you capture through this call-to-action will now be stored in your Customer.io account.
Need help? Get in touch!