How to Sync Web Forms and Sign-Ups Directly to Customer.io
Integrating your forms with this platform, you can automate your marketing workflows and engage your audience more effectively. In this comprehensive guide, we’ll show you a step-by-step process to achieve seamless integration between your web forms and Customer.io. Say goodbye to manual data entry and hello to automation!
1
Navigate to "Data & Integrations"
Go to your Customer.io dashboard. Locate and click on the "Data & Integrations" section.
2
Access "Integrations"
Within the "Data & Integrations" section, find and click on the "Integrations" option.
3
Locate & Choose the Web Form Tool
From the list of available integrations, locate your web form tool (like Typeform, Gravity Forms, etc.) or select an API option if your form tool isn’t listed.
4
Click Typeform
Click on the Typeform integration option to proceed.
5
Copy Webhook Link and Paste in Typeform
Copy the provided webhook link and then switch to your Typeform account to paste it into the appropriate field for webhooks.
6
Click View Deliveries and Send Test Request (Optional)
You have the option to test the integration by sending a test request. To do this, click on "View Deliveries" and then "Send Test Request."
7
View the Segment Received by Typeform
Back in Customer.io, navigate to "Segments" to view the data received from Typeform.
8
Create a New Campaign
Go back to your Customer.io dashboard and navigate to the "Campaigns" section to create a new campaign.
9
Create Email
Design and compose the email that will be sent out as part of this campaign.
10
Review and Start the Campaign
Thoroughly review all the campaign settings and your email content. Once you're satisfied, click on "Start Campaign."
Congratulations, you've made it to the end of this guide! By now, you should have all the information and know-how you need to sync web forms and sign-ups directly to Customer.io. Following these steps will not only streamline your marketing efforts but will also allow you to tailor your campaigns based on real-time user data. So go ahead, set up that integration, and watch your marketing campaigns become more efficient and effective than ever.
