Customer Success Onboarding Sessions
Get up and running with confidence.
Our onboarding webinar series walks you through everything you need to know to set up Customer.io the right way — from your first data integration to your first message sent.
Customer Success Onboarding Sessions
Get up and running with confidence.
Our onboarding webinar series walks you through everything you need to know to set up Customer.io the right way — from your first data integration to your first message sent.
Customer Success Onboarding Sessions
Get up and running with confidence.
Our onboarding webinar series walks you through everything you need to know to set up Customer.io the right way — from your first data integration to your first message sent.
Step-by-step
We'll help you get your footing
Getting started with a new platform is a lot. That's why we are here to guide you from account setup all the way to your first campaign — in the right order, at a pace that works for you.
Structured onboarding journey
Each webinar focuses on a key milestone in your onboarding, so you always know what to tackle next.
Flexible registration
We recommend attending all three sessions in order, but you can register for each one individually to fit your schedule.
Live sessions with recordings
Sessions run live every week. If you miss one, you’ll receive the recording so you can catch up anytime.
Step-by-step
We'll help you get your footing
Getting started with a new platform is a lot. That's why we are here to guide you from account setup all the way to your first campaign — in the right order, at a pace that works for you.
Structured onboarding journey
Each webinar focuses on a key milestone in your onboarding, so you always know what to tackle next.
Flexible registration
We recommend attending all three sessions in order, but you can register for each one individually to fit your schedule.
Live sessions with recordings
Sessions run live every week. If you miss one, you’ll receive the recording so you can catch up anytime.
Step-by-step
We'll help you get your footing
Getting started with a new platform is a lot. That's why we are here to guide you from account setup all the way to your first campaign — in the right order, at a pace that works for you.
Structured onboarding journey
Each webinar focuses on a key milestone in your onboarding, so you always know what to tackle next.
Flexible registration
We recommend attending all three sessions in order, but you can register for each one individually to fit your schedule.
Live sessions with recordings
Sessions run live every week. If you miss one, you’ll receive the recording so you can catch up anytime.
Welcome Aboard
Register today!
Register for each session separately — pick the date and time that works for you
Attend in order for the best experience: Data Mapping → Deliverability → Messaging & Content
Setting Up Your CIO Account
🗓️ Tuesdays | ~45 minutes
Your Customer.io account is only as powerful as the data behind it. In this first session, we'll walk you through your account configuration, show you how data works in Customer.io, and help you plan exactly what to bring in — so your integration is set up with your messaging goals in mind from day one.
Setting Up Your CIO Account
🗓️ Tuesdays | ~45 minutes
Your Customer.io account is only as powerful as the data behind it. In this first session, we'll walk you through your account configuration, show you how data works in Customer.io, and help you plan exactly what to bring in — so your integration is set up with your messaging goals in mind from day one.
Getting Ready to Send
🗓️ Wednesdays | ~45 minutes
Before you send a single email, your sending domain needs to be properly set up and warmed — or your messages may never reach the inbox. This session covers everything you need to know about deliverability, domain authentication, and warming up safely so you protect your sender reputation from the start.
Getting Ready to Send
🗓️ Wednesdays | ~45 minutes
Before you send a single email, your sending domain needs to be properly set up and warmed — or your messages may never reach the inbox. This session covers everything you need to know about deliverability, domain authentication, and warming up safely so you protect your sender reputation from the start.
Messaging Foundations
🗓️ Thursdays | ~45 minutes
With your platform configured and your domain ready, it's time to build. In this final session, we'll show you how to choose the right message type for your use case, create reusable templates in Design Studio, and build your first automated campaign — so you can start sending with strategy, not just speed.
Messaging Foundations
🗓️ Thursdays | ~45 minutes
With your platform configured and your domain ready, it's time to build. In this final session, we'll show you how to choose the right message type for your use case, create reusable templates in Design Studio, and build your first automated campaign — so you can start sending with strategy, not just speed.
Still have questions? 🤔
Reach out to our team at success@customer.io — we're here to help.
Looking for more resources? 🔍
Visit the Onboarding Portal, explore Customer.io Academy, or browse docs.customer.io to keep building at your own pace.