Customer Io

Prerequisites setup

You must have a valid Customer.io account with appropriate access to your Contacts and Lists.

If you do not have an account, then you can create one at https://customer.io/.

Ensure the contacts from your Customer.io account are included in a list.

Step 1: Configure Customer.io

For the integration to work, you need first to log in to the Customer.io Console.

Access Account Settings

From your main dashboard, click the Settings icon in the top-right corner and select Account settings.

This is where you can manage your account configuration and API access.

In the Account Settings page, go to API Credentials.

The API key you receive from Customer.io must be entered into ZeroBounce when setting up the integration in the App API Key section.

Open Integrations -> Directory

From the left-hand menu, go to Data & Integrations -> Integrations, and select the Directory tab.

This is where you can find and add new integrations to your workspace.

Select Customer.io API

In the search bar, type “Customer.io” and choose the Customer.io API integration option.

This integration allows you to send customer data directly to Customer.io via API.

The API key you receive from Customer.io must be entered into ZeroBounce when setting up the integration in the App API Key section.

Customer.io requires you to run the curl command that you can see in the image below during the installation of the Pipelines API. You can either execute it yourself using a command line or you can copy paste it to our dedicated field so that we execute it for you. Regardless of your choice, you should proceed thereafter with Step 3 of the Pipelines API installation which consist of pressing the Test Connection button on Customer.io side.

Verify that you have this destination configured and enabled: Customer.io API → Journeys Workspace. The status should be Enabled, and the connected workspace should appear under Destinations.

Verify that the Journeys Workspace destination is enabled and that the Create or Update Person action is active.

If you previously had Customer.io connected and then disconnected it, you can reconnect it directly from the Settings section using the generated Customer.io API key.

Step 2:

Go to https://www.zerobounce.net/members/signin and sign in with your ZeroBounce account. After that go on the menu on the left and click.

Step 3:

On the Integrations page select Customer.io from the Integration List.

Step 4:

To connect the integration, you need to enter the required details from your Customer.io.

On validate you will be presented with a popup with one option that can assist your validation process:

ZeroBounce Activity Data - uses interaction data to identify emails that have been opened, clicked, forwarded, or unsubscribed. The matching process is performed in-house through ZeroBounce's infrastructure, and your data is not transferred or shared with any third parties.

Step 5:

You will be taken to the Email Validation Results page which will show the list you selected in queue.

Email Validation results page

Step 6:

Once your list has completed processing you should receive an email notification and you will see that the Download button will appear.

Note: The results of the validation and scoring are automatically exported to the integration they originated from.

Step 7:

When you export your contacts, you'll find the following attributes included in the exported file:

• zb_Status
• zb_SubStatus
• zb_Validation_Timestamp
• zb_Score
• zb_Scoring_Timestamp
• zb_Free_Email

The following tags will be automatically created in your integration with the first automatically validation/scoring results export.

These tags are essential for maintaining up-to-date and accurate contact information, allowing for better management and engagement with your contacts.

Essential attributes for maintaining up-to-date and accurate contact information on Customer.io.