How To: Send data to Customer.io

Setting up an Action with custom code that sends user data to Customer.io’s API

The best way to send data to Customer.io is using custom code in an Action, that is Triggered when a user takes an action, such as entering their email or completing a purchase.

Sending User Data to Customer.io

This is implemented using the Customer.io Pipelines API.

1. Set up Customer.io HTTP Source

   • Go to Customer.io and navigate to the Sources tab
   • Click “Add Source”
   • Select “HTTP” and click “Next”
   • Give the source a name and copy your API Key
2. Create a custom code Action

   • Go to the Logic sidebar and click on the Actions tab
   • Click + Add New Action
   • Give it a descriptive name (e.g. “Identify User in Customer.io”)
   • Hit Add
3. Write your custom code

   Add the following code to your Action:

   If your Customer.io account is in the EU region, use https://cdp-eu.customer.io/v1/track as the endpoint instead.

   async function output(userData, context) {
     // @TODO: Replace with your actual company name,
     // and provide the API key to Embeddables to store securely on the backend
     const API_KEY_IDENTIFIER = "{{YOUR_COMPANY_NAME---customerio---api_key}}";
   
     // Construct the customer data object
     const customerData = {
       type: "identify",
       userId: userData.entryId, // Using entryid as the identifier
       traits: {
         email: userData.email,
         name: userData.name,
         first_name: userData.first_name,
         last_name: userData.last_name,
         // Add any other user attributes you want to track
       },
       context: {
         // Optional: Add context about the source of the data
         // For example, you could add the page URL or referrer
         page: {
           url: window.location.href,
           title: document.title,
           referrer: document.referrer
         },
         userAgent: navigator.userAgent,
         channel: "browser",
       }
     };
   
     // Construct the fetch options
     const requestOptions = {
       method: "POST",
       headers: {
         "Authorization": API_KEY_IDENTIFIER,
         "Content-Type": "application/json",
       },
       body: JSON.stringify(customerData),
     };
   
     // Customer.io Pipelines API endpoint (US region)
     const url = "https://cdp.customer.io/v1/track";
   
     try {
       // Send POST request, using the Embeddables backend proxy to keep the API key secure
       const response = await fetch(
         `https://proxy-secure.trysavvy.com/?url=${encodeURIComponent(url)}`,
         requestOptions
       );
   
       if (!response.ok) {
         throw new Error(`HTTP error! status: ${response.status}`);
       }
     } catch (error) {
       console.error("Error identifying/updating user in Customer.io:", error);
       throw error;
     }
   }
   

4. Add a Trigger for your Action

   • Switch to the Triggers tab
   • Add a new Trigger
   • Choose when to identify/update the user
   • Example: WHEN Page KEY user_info_page IS Completed
   • Select your “Identify User in Customer.io” Action
   • Hit Add

Optional: Tracking Events in Customer.io

Optional: Tracking Events

If you also want to track specific events in Customer.io, you can create an additional Action:

This is implemented using the Customer.io Pipelines API.

1. Create another Action named “Track Event in Customer.io”
2. Add this code:

If your Customer.io account is in the EU region, use https://cdp-eu.customer.io/v1/track as the endpoint instead.

async function output(userData, context) {
  // @TODO: Replace with your actual company name,
  // and provide the API key to Embeddables to store securely on the backend
  const API_KEY_IDENTIFIER = "{{YOUR_COMPANY_NAME---customerio---api_key}}";

  // Construct the event data
  const eventData = {
    type: "track",
    userId: userData.entryId, // Must match the identifier used in identify/update
    event: "form_completed", // Change this to your event name
    properties: {
      form_name: context.formName,
      // Add any other event properties you want to track
    },
    context: {
      page: {
        url: window.location.href,
        title: document.title,
        referrer: document.referrer
      },
      userAgent: navigator.userAgent,
      channel: "browser"
    },
    timestamp: new Date().toISOString() // ISO 8601 timestamp
  };

  // Construct the fetch options
  const requestOptions = {
    method: "POST",
    headers: {
      "Authorization": API_KEY_IDENTIFIER,
      "Content-Type": "application/json",
    },
    body: JSON.stringify(eventData),
  };

  // Customer.io Pipelines API endpoint (US region)
  const url = "https://cdp.customer.io/v1/track";

  try {
    // Send POST request, using the Embeddables backend proxy to keep the API key secure
    const response = await fetch(
      `https://proxy-secure.trysavvy.com/?url=${encodeURIComponent(url)}`,
      requestOptions
    );

    if (!response.ok) {
      throw new Error(`HTTP error! status: ${response.status}`);
    }
  } catch (error) {
    console.error("Error tracking event in Customer.io:", error);
    throw error;
  }
}

3. Add a Trigger for when you want to track an event
   • Example: WHEN Button KEY submit_button IS Clicked
   • Select your “Track Event in Customer.io” Action

Learn more about Custom Code

Read more about writing Custom Code in Embeddables, including all the available arguments passed in to the function.

Learn more about Customer.io's APIs

Read more about Customer.io’s APIs, including detailed information about available endpoints and data formats.

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