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Customer.io integration

This guide walks you through connecting Customer.io to Better Email and exporting rendered HTML into newsletters, campaigns, or broadcasts.

Before you start​

To connect Customer.io, you will need:

  • a Customer.io account with access to API credentials
  • an App API key
  • the correct data-center region for your workspace (US or EU)
  • an admin user in Better Email who can create and edit integrations

1. Collect the values from Customer.io​

In Customer.io, go to Account Settings -> API Credentials and copy your App API Key.

Then confirm whether your workspace is in the US or EU region. Better Email uses that value to call the correct Customer.io API base URL.

2. Set up the integration in Better Email​

In Better Email:

  1. Go to Integrations.
  2. Create a new integration.
  3. Enter a clear name for the integration.
  4. Choose Customer.io as the type.
  5. Optional: under Access, restrict the integration to specific users or groups.
  6. Save the integration.
  7. Enter the App API Key and Data Center Region.
  8. Enable the integration.
  9. Save the integration again.

TODO: Add a screenshot of the Customer.io integration settings showing the API key field and region value.

3. Choose the export target at export time​

Customer.io export is different from template-library integrations because you choose the target asset during export.

Better Email supports three Customer.io export modes:

  • Newsletter
  • Campaign
  • Broadcast

At export time, Better Email loads the matching Customer.io assets and lets you choose the exact newsletter, campaign action, or broadcast action to update.

Important to know:

  • For campaigns and broadcasts, Better Email only shows email actions.
  • The selected target is saved on the email so future exports can reuse the same asset path.
  • Better Email updates the selected asset rather than creating a brand-new one every time.

Troubleshooting​

If Customer.io assets do not appear during export, check:

  • the App API key is correct
  • the region is set correctly to US or EU
  • the integration is enabled in Better Email
  • the relevant newsletter, campaign, or broadcast email action exists in Customer.io