CIO makes syncing Salesforce data into your customer.io instance straightforward. I appreciated being able to use advanced filtering during the sync process, which allowed us to exclude data we didn't want to import into customer.io. This was especially helpful for keeping us within our contact limit.
When we needed assistance with setting up this filtering, we contacted customer support and were very pleased with both the promptness of their response and the effectiveness of their solutions.
While we primarily use customer.io for its email sending and reporting features, I can also see the value in leveraging it to integrate data from multiple sources. Review collected by and hosted on G2.com.
We are currently using Customer.io as our email sending platform for a business that manages multiple customer types within the same workspace. Each audience requires its own subscription center; however, Customer.io only supports one subscription center per workspace, so we’ve had to build an external solution to handle that need.
Another limitation we encountered was the lack of reply-based message management (RMM). Unlike our previous ESPs, Customer.io does not automatically unsubscribe contacts who reply with “STOP” or “Unsubscribe.” We had to develop a custom workaround for this as well.
When migrating our suppression list from our previous ESP, we were informed by support that we could not upload it as a true suppression list. Instead, we had to import it as a list of contacts marked as Unsubscribed. This approach caused those contacts—who should not be emailed—to count toward our total contact volume. It was also confusing to see conflicting information between the support team and the online documentation, which suggested that suppression lists could be imported by contacting support. Ultimately, we imported the list as unsubscribed contacts and repeated the process for each workspace.
Additionally, the help documentation can be sparse, particularly when troubleshooting specific issues. The AI chatbot doesn’t always provide accurate or complete guidance and could benefit from further development. On a positive note, when we’ve reached out directly, the Customer.io support team has been responsive and helpful. Review collected by and hosted on G2.com.
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