Hiding a note

screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Campaigns |/ 2024 Design Bootcamp / Workflow
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Campaigns |/ 2024 Design Bootcamp / Workflow
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Mapping fields

appCategory: Business

appTagline: Automation, data, content creation

companyHqRegion: US & Canada

companyStage: Early Stage

platform: web

pageType: Application

hotspotType: Click

screenPatterns:
Upload & Download
Select

pageType: Application Application Application Application

screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Imports / Untitled spreadsheet - Sheet1 (2).csv /| Map fields
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2 145521 2 1650963212 2 jdoe.mobbin@gmail.com
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8 S unsubscribed Reserved v cio_subscription_preferences v
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Version 21.5.52+ae1f1721 Made with @ around the world.
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" Journeys « Imports / Untitled spreadsheet - Sheet1 (2).csv /| Map fields
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Creating a layout

hotspotType: Keyboard Input

pageType: Application Application Application Application Application Application Application

screenKeywords:
Name your layout X
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Classic
|Name your layout X
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|po | JMobbin 9 days left in trial @ Needhelp? L & A&
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" Journeys « We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
Layouts / New
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Deleting a note

pageType: Application Application Application

screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Campaigns |/ 2024 Design Bootcamp / Workflow
3¢ 2) Dashboard 2024 Design Bootcamp ¢ @ 1. Trigger @ 2. Settings @ 3. Goal & Exit @ 4. Workflow 5. Review < Exit
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Campaigns |/ 2024 Design Bootcamp / Workflow
3¢ (@) Dashboard 2024 Design Bootcamp ¢ @ 1. Trigger @ 2. Settings @ 3. Goal & Exit @ 4. Workflow 5. Review < Exit m
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|Delete note X
Are you sure you want to delete this note?


Exporting an image

screenPatterns:
Import & Export
Loading

screenPatterns:
Import & Export
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Internal Tool

pageType: Application Application

screenKeywords:
Exporting...
Please wait while we generate an image. This may take a while for large workflows.
|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys « Campaigns |/ 2024 Design Bootcamp / Workflow
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Deliveries & drafts

screenElements:
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Breadcrumbs
Tab

screenElements:
Side Navigation
Breadcrumbs
Tab
Accordion

screenPatterns:
Progress
Emails & Messages

screenKeywords:
po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
" Journeys « Setup Guide /| Welcome
x Dashboard
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Get your account ready to send automated Welcome to CUStomer.iO, Jane!
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Ready to build all your customer messages in a single tool? Delight your audience at every point in their customer journey
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Increase engagement by powering your messages with real-time data from JMobbin.
Become a master of messaging. Your setup list will get you ready.
Get started
|po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
¥s  Journeys € Deliveries & Drafts
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FILTER BY Last updated today at 5:36:43 pm (+08) Auto refresh Ooff Export to CSV
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-] Transactional
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Visualize the flow of outgoing messages
& People There are no deliveries for the selected time range (Mar 04, 2024 - Apr 02, 2024)
@ Custom Objects View the delivery status for each message in the Delivery Log. Filter by status to see which
messages have been queued, sent, delivered, and more.
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A Activity Logs @ Learn more about Deliveries
g Data & Integrations v
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Version 21.5.47+57f1dafd Made with @ around the world.
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¥s  Journeys € peliveries & Drafts
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FILTER BY Last updated today at 2:11:18 pm (+08) Auto refresh Off
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Today at 2:09 pm ® Delivered VvV
Today at 2:09 pm e Delivered v
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Setting up in-app messaging

screenElements:
Skeleton
Loading Indicator

screenPatterns:
Multi-Column Layout
Loading

screenKeywords:
po | JMobbin 9 days left in trial @ Needhelp? L & A&
" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
In-App Messages |/ Example Welcome
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|po | JMobbin 9 days left in trial @ Needhelp? L & A&
" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
In-App Messages |/ Example Welcome
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|po | JMobbin 9 days left in trial @ Needhelp? L & A&
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3¢ Dashboard In-App Messaging
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Inserting a link (broadcast)

pageType: Application Application Application Application Application Application

screenKeywords:
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" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
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@/ Segments Attributes
—_ Exploring Minimalism: Dive into the elegance of minimalistic design trends, where less truly is more. Learn how
A~ Activity Logs simplicity can amplify impact.
O\ Find by attribute name
g Data & Integrations v Color Psychology: Discover how color choices influence emotions and behaviors in design. Harness the power of
_created_in_customerio_at hues to evoke desired responses.
" " Apr 5, 2024 at 5:23:17 08 - . . .
1712308997" Apr 5, @ pm (+08) Stay tuned for next week's edition, where we'll delve deeper into the ever-evolving landscape of design. Keep
@ Content v cio._id creating!
"9ad709000304"
email
"janedoe.mobbin@gmail.com"
id
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x Dashboard Design Resources of the W... > Content > Design Resources of the Week & Last saved 15 minutes ago Back to Content
(® Campaigns Sample data Hide FROM From Address can't be empty v Manage Identities
‘Q Broadcasts SEARCH BY T0 {{customer.email}} Customize
‘ adding filters SUBJECT  Subject can't be blank Add preheader text @
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8 Data & Integrations v cio id Color Psychology: Discover how color choices influence emotions and behaviors in design. Harness
- the power of hues to evoke desired responses.
"9ad709000102"
B content v Stay tuned for next week's edition, where we'll delve deeper into the ever-evolving landscape of
design. Keep creating!
OTHER ATTRIBUTES
You have unsaved changes. Discard Changes Save Changes
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¥y Journeys «
Design Resources of the W... > Content > Design Resources of the Week & Last saved 4 minutes ago Back to Content
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ol Analysis Content | B SNTAEN o + Add language Switchto code () No errors Actions +
C® Campaigns Sample data Hide FROM Jane <jsmith@content-mobbin.com> Vv Manage Identities
email address adding filters o .
B Transactional SUBJEC jane <jsmith@content-mobbin.com> ® Verified Add preheader text
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. Design Digest: Unveiling Creativity!
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N In this week's edition:
@/ Segments Attributes
—_— Exploring Minimalism: Dive into the elegance of minimalistic design trends, where less truly is more. Learn how
A~ Activity Logs simplicity can amplify impact.
O\ Find by attribute name
g Data & Integrations v Color Psychology: Discover how color choices influence emotions and behaviors in design. Harness the power of
_created_in_customerio_at hues to evoke desired responses.
" " Apr 5, 2024 at 5:23:17 08 . . . .
1712308997" Apr 5, @ pm (+08) Stay tuned for next week's edition, where we'll delve deeper into the ever-evolving landscape of design. Keep
@ Content v cio._id creating!
"9ad709000304"
email
"janedoe.mobbin@gmail.com"
id
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x Dashboard Design Resources of the W... > Content > Design Resources of the Week & Last saved 15 minutes ago Back to Content
(® Campaigns Sample data Hide FROM From Address can't be empty v Manage Identities
‘Q Broadcasts SEARCH BY T0 {{customer.email}} Customize
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OTHER ATTRIBUTES
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Filtering activity logs

screenPatterns:
Timeline & History
Date & Time

screenElements: Combobox Table

pageType: Application Application Application Application Application

screenKeywords:
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3¢ Dashboard Activity Logs
o Analysis Identified Anonymous Last updated today at 9:19:36 pm (+08) Auto refresh off
All v logs
(® Campaigns
SY Clear Filter
] Broadcasts
PERSON / OBJECT ACTIVITY TYPE ACTIVITY NAME TIMESTAMP (3 PROCESSED AT (9)
-] Transactional
Event Event > Relationship Created (to Person) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) Vv
£\ Deliveries & Drafts
janedoe.mobbin@gmail.... Relationship Created (to Object) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) V'
A People ) ) ) o .
Event Event > Object Attribute Change 3 attributes (2 identifiers) chan... Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) WV
m Events
Event Event > Object Created cio_object_id, object_id (identi...  Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) Vv
@ Segments
janedoe.mobbin@gmail.... People Merged Manual merge Today at 8:49:08 pm (+08) Today at 8:49:09 pm (+08) V
A~ Activity Logs
janedoe.mobbin@gmail.... Attribute Change email (identifier) Today at 8:45:26 pm (+08) Today at 8:45:26 pm (+08)
g Data & Integrations v
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
B content v ) . . e o
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event signedin Feb 20, 2013 at 11:02:57 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event purchased Feb 20, 2013 at 11:04:37 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
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3¢ Dashboard Activity Logs
o Analysis Identified Anonymous Last updated today at 9:19:56 pm (+08) Auto refresh off
All v logs
Q Broadcasts Anonymous Data Merged
ACTIVITY NAME TIMESTAMP () PROCESSED AT ()
i People Merged
-] Transactional
Event Event > Relationship Created (to Person) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) Vv
£\ Deliveries & Drafts
janedoe.mobbin@gmail.... Relationship Created (to Object) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) V'
A People ) ) ) - .
Event Event > Object Attribute Change 3 attributes (2 identifiers) chan... Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) v
m Events
Event Event > Object Created cio_object_id, object_id (identi...  Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) Vv
@ Segments
janedoe.mobbin@gmail.... People Merged Manual merge Today at 8:49:08 pm (+08) Today at 8:49:09 pm (+08) vV
A~ Activity Logs
janedoe.mobbin@gmail.... Attribute Change email (identifier) Today at 8:45:26 pm (+08) Today at 8:45:26 pm (+08)
g Data & Integrations v
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
B content v ) . . e .
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event signedin Feb 20, 2013 at 11:02:57 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event purchased Feb 20, 2013 at 11:04:37 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
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3¢ Dashboard Activity Logs
o Analysis Identified Anonymous Last updated today at 9:20:14 pm (+08) Auto refresh Off
People Merged Vv logs
(® Campaigns
S7 Clear Filter
] Broadcasts
PERSON / OBJECT ACTIVITY TYPE ACTIVITY NAME TIMESTAMP (® PROCESSED AT (9)
-] Transactional
janedoe.mobbin@gmail.... People Merged Manual merge Today at 8:49:08 pm (+08) Today at 8:49:09 pm (+08) V
£\ Deliveries & Drafts
A People
m Events
@ Segments
A~ Activity Logs
g Data & Integrations v
B content v
Version 21.5.57+bf6b5d35 Made with @ around the world.
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3¢ Dashboard Activity Logs
o Analysis Identified Anonymous Last updated today at 9:19:36 pm (+08) Auto refresh off
SY Add Filter
(® Campaigns
PERSON / OBJECT ACTIVITY TYPE ACTIVITY NAME TIMESTAMP (® PROCESSED AT (9)
] Broadcasts
Event Event > Relationship Created (to Person) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) Vv
-] Transactional
janedoe.mobbin@gmail.... Relationship Created (to Object) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) V'
£\ Deliveries & Drafts
Event Event > Object Attribute Change 3 attributes (2 identifiers) chan... Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) WV
A People
Event Event > Object Created cio_object_id, object_id (identi...  Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) Vv
m Events
janedoe.mobbin@gmail.... People Merged Manual merge Today at 8:49:08 pm (+08) Today at 8:49:09 pm (+08) V
@ Segments
janedoe.mobbin@gmail.... Attribute Change email (identifier) Today at 8:45:26 pm (+08) Today at 8:45:26 pm (+08)
A~ Activity Logs
g janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
Data & Integrations v
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
B content v
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event signedin Feb 20, 2013 at 11:02:57 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event purchased Feb 20, 2013 at 11:04:37 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
jdoe.mobbin@gmail.com... Attribute Change 4 attributes (2 identifiers) chan... Apr5, 2024 at 5:16:48 pm (+08) Apr 5, 2024 at 5:16:48 pm (+... WV
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3¢ Dashboard Activity Logs
o Analysis Identified Anonymous Last updated today at 9:19:36 pm (+08) Auto refresh off
All v logs
Q Broadcasts Anonymous Data Merged
ACTIVITY NAME TIMESTAMP PROCESSED AT
. Attempted to Send Action @ @
-] Transactional
Attempted To Send Email Created (to Person) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) WV
Deliveries & Drafts .
= Attribute Change
Created (to Object) Today at 9:18:46 pm (+08) Today at 9:18:46 pm (+08) Vv
Bounced Action
A People B : ) - .
ounced Email ute Change 3 attributes (2 identifiers) chan...  Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) Vv
m Events Clicked Action
Event Event > Object Created cio_object_id, object_id (identi...  Today at 9:17:50 pm (+08) Today at 9:17:50 pm (+08) Vv
@ Segments
janedoe.mobbin@gmail.... People Merged Manual merge Today at 8:49:08 pm (+08) Today at 8:49:09 pm (+08) vV
A~ Activity Logs
janedoe.mobbin@gmail.... Attribute Change email (identifier) Today at 8:45:26 pm (+08) Today at 8:45:26 pm (+08)
g Data & Integrations v
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
B content v ) . . e .
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Attribute Change id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+... WV
janedoe.mobbin@gmail.... Person Created id (identifier) Apr 5, 2024 at 5:23:17 pm (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event signedin Feb 20, 2013 at 11:02:57 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V
janedoe.mobbin@gmail.... Event purchased Feb 20, 2013 at 11:04:37 am (+08) Apr 5, 2024 at 5:23:17 pm (+.. V


Requesting for notification

screenKeywords:
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Integrations / AccountingSuite
b+ Dashboard
dll Analysis
(® Need more from this integration? Let us know!
(e Campaigns i AccountingSuite
] Broadcasts
-] Transactional
Deliverios & Draf AccountingSuite is an all-in-one application for accounting, cloud banking, order management, £\ Notify if it becomes available
£A Deliveries & Drafts inventory management, project and time tracking.
¢ Trigger the creation of accounts, bills, products and more from Customer.io
A People TYPE
Potential Integration
m Events
CATEGORY
@ Segments Billing and payment
A~ Activity Logs
g Data & Integrations ~
Data Index Logos provided by Clearbit
Integrations
Imports
Exports
B content v
Version 21.5.57+bf6b5d35 Made with @ around the world.
|We'll Email You If AccountingSuite Becomes Available
At the moment, however, it isn't in active development. If you'd like it to be,
we'd love to talk! Schedule a call with our integrations team below.
Schedule a call
Not right now


Editing password

actions:
Editing & Updating
Editing Profile

screenPatterns:
My Account & Profile
Edit

screenKeywords:
< Exit Settings 9 days left in trial (® Needhelp? L &3 A&
Settings We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
: Personal Settings See all team members
Account Settings
= i .. .
=] RetsonaliSettings Basic information
WORKSPACE SETTINGS FIRST NAME LAST NAME
Jane Smith
JMobbin
EMAIL
jsmith.mobbin2@gmail.com Edit Email
Security
PASSWORD
seceeeeee Edit Password
PERMISSIONS
Admin v
Google Account e Disabled
Link a Google account
To sign in with Google, you will need to link to your Google account.
Two Factor Authentication (2FA) via Authenticator App e Disabled
Manage
Required Two Factor Authentication (2FA) via Email Link e Enabled
All accounts are required to use 2FA via email link if they are not using either
SSO or 2FA via an authenticator app.
Password updated X Cancel
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Settings We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
: Personal Settings See all team members
Account Settings
= i .. .
=] RetsonaliSettings Basic information
WORKSPACE SETTINGS FIRST NAME LAST NAME
Jane Smith
JMobbin
EMAIL
jsmith.mobbin2@gmail.com Edit Email
Security
PASSWORD
seceeeeee Edit Password
PERMISSIONS
Admin v
Google Account e Disabled
Link a Google account
To sign in with Google, you will need to link to your Google account.
Two Factor Authentication (2FA) via Authenticator App e Disabled
Manage
Required Two Factor Authentication (2FA) via Email Link e Enabled
All accounts are required to use 2FA via email link if they are not using either
SSO or 2FA via an authenticator app.
|< Exit Settings 9 days left in trial (® Needhelp? L &3 A&
Settings We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
: Personal Settings See all team members
Account Settings
= i - .
=] RetsonaliSettings Basic information
WORKSPACE SETTINGS FIRST NAME LAST NAME
Jane Smith
JMobbin
EMAIL
jsmith.mobbin2@gmail.com Edit Email
Security
PASSWORD
eeceeeeee Edit Password
Enter your new password below (then confirm it, in case you make a typo):
PASSWORD PASSWORD CONFIRMATION YOUR CURRENT PASSWORD
Cancel
PERMISSIONS
Admin v
Google Account e Disabled
Link a Google account
To sign in with Google, you will need to link to your Google account.
Two Factor Authentication (2FA) via Authenticator App e Disabled
Manage
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Settings We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
: Personal Settings See all team members
Account Settings
= i - .
=] RetsonaliSettings Basic information
WORKSPACE SETTINGS FIRST NAME LAST NAME
Jane Smith
JMobbin
EMAIL
jsmith.mobbin2@gmail.com Edit Email
Security
PASSWORD
eeceeeeee Edit Password
Enter your new password below (then confirm it, in case you make a typo):
PASSWORD PASSWORD CONFIRMATION YOUR CURRENT PASSWORD
—  Strong
PERMISSIONS
Admin v
Google Account e Disabled
Link a Google account
To sign in with Google, you will need to link to your Google account.
Two Factor Authentication (2FA) via Authenticator App e Disabled
MMAarnama


Filtering campaigns by status

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x Dashboard Campaigns Create Campaign

uﬂﬂ Analysis FILTER BY TRIGGERED BY STATUS TAGS

O\ Filter by name or description... All v Campaign state Vv Filter by tags... v
(® Campaigns Active 1 Archived 0
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1 Campaign Metric definitions @ | (7] Mar 09, 2024 - Apr 07, 2024 Delivered v =1 |m| 1-10f1
-] Transactional
fo NAME v DELIVERED v OPENED v CLICKED v CONVERTED v
Deliveries & Drafts
m 2024 Design Bootcamp ® Draft Campaign not started. Continue editing > oo
A People 2 K
@ Custom Objects
1-10f1

@ Segments

A~ Activity Logs

g Data & Integrations v

B content v

Version 21.5.52+ae1f1721 Made with @ around the world.
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x Dashboard Campaigns Create Campaign

uﬂﬂ Analysis FILTER BY TRIGGERED BY STATUS TAGS

O\ Filter by name or description... All v e Draft v Filter by tags... v
(® Campaigns Active 1 Archived 0
] Broadcasts
1 Campaign Metric definitions @ | (7] Mar 09, 2024 - Apr 07, 2024 Delivered = | |m| 1-10f1
-] Transactional
fo NAME v SENT v DELIVERED ~ OPENED v CLICKED v CONVERTED v
Deliveries & Drafts
m 2024 Design Bootcamp ® Draft Campaign not started. Continue editing > oo
A People 2 K
@ Custom Objects
1-10f1

@ Segments

A~ Activity Logs

g Data & Integrations v

B content v

Version 21.5.52+ae1f1721 Made with @ around the world.
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x Dashboard Campaigns Create Campaign

uﬂﬂ Analysis FILTER BY TRIGGERED BY STATUS TAGS

O\ Filter by name or description... All v Filter by tags... v
® Running
(® Campaigns Active 1 Archived 0
— ® Draft
] Broadcasts o Stopped
1 Campaign Metric definitions @ | [Ta) Mar 09, 2024 - Apr 07, 2024 Delivered = | |m| 1-10f1
-] Transactional
fo NAME v SENT v DELIVERED ~ OPENED v CLICKED v CONVERTED v
Deliveries & Drafts
m 2024 Design Bootcamp ® Draft Campaign not started. Continue editing > oo
A People 2 K
@ Custom Objects
1-10f1

@ Segments

A~ Activity Logs

g Data & Integrations v

B content v

Version 21.5.52+ae1f1721 Made with @ around the world.


Expanding a component layer

hotspotType: Hover

screenElements: Accordion Tree

screenKeywords:
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In-App Messages |/ Example Welcome
b+ Dashboard
. Example Welcome Delete Revert
dll Analysis
Layers Border Width  Border Color Preview
C® Campaigns
. Select a color... v
@ Message padding
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@ Message frame Border Radius  Height Flex Top Right
) Transactional = Vertical List (hidden) Medium v Medium v . Hey $properties.name!
£\ Deliveries & Drafts 111 Horizontal List (hidc Background Image Bottom Left .
@ Image padding Choose image or type image URL Medium e Medium e :
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@ Block (hidden)
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& segments @ Close button pac Search components.. v —+ Add component ’ ) N B
Welcome! You're in for a tre
@ Close button ¢
A~ Activity Logs Get ready to level up your
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8 Data & Integrations v @ Button padding ~ [T Message frame Actions v
@ Button action Get Started
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B content ~ @ Button style
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@ Buttons padding Border Width  Border Color
Assets
2 Borders X v
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Border Radius Height Flex Top Right
In-App Messages 20 Medium v Medium v
Snippets
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In-App Messages | Example Welcome
p<4 Dashboard
. Example Welcome Delete Revert
i Analysis
Layers Border Width  Border Color Preview
(® Campaigns
. Select a color... v
v @ Message padding
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v @ Message frame Border Radius  Height Flex Top Right
B2 Transactional v = Vertical List (hidden) Medium v Medium v ‘ Hey $Pr0Pe|’tiES.namE!
(A Deliveries & Drafts v II1 Horizontal List (hidc Background Image Bottom Left -
v @ Image padding Choose image or type image URL Medium e Medium e
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In-App Messages 20 Medium v Medium v
Snippets
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In-App Messages | Example Welcome
p<4 Dashboard
. Example Welcome Delete Revert
i Analysis
Layers Border Width  Border Color Preview
(® Campaigns
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v @ Message padding
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(A Deliveries & Drafts v II1 Horizontal List (hidc Background Image Bottom Left P
v @ Image padding Choose image or type image URL Medium e Medium e ’
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pageType: Marketing Marketing Marketing

screenKeywords:
” customer. io Community v Knowledge Base v 2 LOGIN
Home > Search
Q. liquid
Source 115 Topics
(] community
Customer.io Scholar - Published in Show & Tell
(J Knowledge Base Category 0
How to dynamically increase the value of an attribute with Liquid
Topic type Introduction This article will guide you on how to increment an attribute value dynamically in
a workflow. You can update attribute values in a workflow using the ‘Create or Update..
O Question 77 &0 o34 @0 g 5monthsago
() Article 26
[ ) Conversation {10 ° Customer.io Scholar - Published in Show & Tell
(J Product Updates 2 " Using Liquid to Set a Future Date in the Reminder Email
Introduction This post addresses a common scenario where you may want to add a Liquid
community category into a reminder email to display a future date. Specifically, we'll show you how to display th..
Ask the community 79 ‘ 0 on , 0 o5 months ago
Learn & Share 15
Welcome 2 . ° Customer.io Scholar - Published in Show & Tell
"> Referencing Object Attributes in Messages Using Liquid
Knowledge base category Introduction Welcome to this tutorial! In this guide, we'll be discussing how you can efficiently
pull an attribute from a person’'s company into an email for a newsletter distribution using...
Getting Started 2 &0 ©10 @0 . 5monthsago
Guides 13
Platform & Integrations 2 i . .
9 ° Customer.io Scholar - Published in Show & Tell
. " Using Liquid for Bi-Weekly Content Changes
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Introduction Automating content delivery is an integral part of marketing campaigns. One
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|” CUStomer.iO Communityv Knowledge Base v 2 LOGIN
o L3
Welcome to the Customer.io Community
Q  liquid )
B How to dynamically increase the value of an attribute with Liquid
Featured tOpICS B Using Liquid to Set a Future Date in the Reminder Email
B Referencing Object Attributes in Messages Using Liquid
How to qutomqticqlly sen B Using Liquid for Bi-Weekly Content Changes
Are you tired of manually sending co B Personalizing Messages with Lists of Items: Liquid Loops share a simple and effective way to
automate your messages. To do so, -triggered broadcast . Don't wortry, it's
easier than it sounds! Here's how: Ste /' Ask question to the community nding to the day of the month you...
1 month ago ©8 @6
SMS Best Practices
Like email, SMS is a key piece of a well What is BIMI, and Why isit How the “fixed intervals”
rounded messaging strategy. There are a important for marketers? frequency setting actually
few things that may differ from tradition...
Email marketers are always on the lookout works
for ways to |VrUr|:).|l'ovE tht?lr email VIS.Iblllth and In campaigns triggered by a segment
open rates. While there's no one-size-fits-a.. change, the "At Fixed Intervals” frequency
setting prompts, "How much time should...
1 month ago ©25 @O0 1 month ago ©148 @0 2 months ago ©4 @0
|” customer.io Community v  Knowledge Base v 2 LOGIN
(] L3
Welcome to the Customer.io Community
Featured topics
How to automatically send communications on a specific day of the month
Are you tired of manually sending communications on specific days of the month? Look no further! In this post, | will share a simple and effective way to
automate your messages. To do so, you'd need to combine a campaign triggered by an Important date and an API-triggered broadcast . Don't worry, it's
easier than it sounds! Here's how: Step 1. Add a date attribute to a test profile. Create a date-time attribute corresponding to the day of the month you...
1 month ago o8 @6
SMS Best Practices
Like email, SMS is a key piece of a well What is BIMI, and why is it How the “fixed intervals”
rounded messaging strategy. There are a important for marketers? frequency setting actually
few things that may differ from tradition...
Email marketers are always on the lookout works
for ways to m:;ovi thejw email VIS.IbI|I'?/ and In campaigns triggered by a segment
open rates. While there's no one-size-fits-a.. change, the "At Fixed Intervals’ frequency
setting prompts, "How much time should..
1 month ago ©25 @O0 1 month ago ©148 @O0 2 months ago ©4 @O0


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|o | mobbin.com production ® Needhelp? L O & &
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screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 5 hours ago ~ Back to Workflow
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Manage tags

screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (O Needhelp? L 8 &
" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
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" Journeys « Setup Guide /| Welcome
x Dashboard
i Analysis Your Setup List
Get your account ready to send automated Welcome to CUStomer.iO, Jane!
messages that people like to receive.
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Ready to build all your customer messages in a single tool? Delight your audience at every point in their customer journey
with automated campaigns, one-time sends, and transactional messages.
Increase engagement by powering your messages with real-time data from JMobbin.
Become a master of messaging. Your setup list will get you ready.
Get started
|po | JMobbin 9 days left in trial @ Needhelp? L & A&
" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and w Product updates Tasks 5
Setup Guide / Welcome 2 daysago  Success
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Ready to build all your customer messages in a single tool? Delight your audience at every point in their customer journey
with automated campaigns, one-time sends, and transactional messages.
Increase engagement by powering your messages with real-time data from JMobbin.
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39 customer.io Q  liquid 4 X| SearchwithAl LogIn Start trial
# New! Click here to switch to Al-powered search and get answers to your questions.
9~ Get Started [ <> APls O sDks
Start sending campaigns and workflows > Personalizing messages with
FILTERS Y liquid
ACCOUNTS AND WORKSPACES o As you write your messages, you can use your audience’s attributesA key-value pair
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RELEASE NOTES liquid using customer—e.g. {{customer.email}}. and object profileAn instance of an I
object. An ...
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your own back-end integration
... the eventsSomething that a person in your workspace did. Events can trigger
campaigns, add people to segments, etc. You can access event properties in -
with {{event.<property>}} they perform.
Add People Use Liquid Mobile SDKs
b Identify the people you want to send g Personalize messages with data in or Integrate your apps so you can identify
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Send a Message Set up Webhooks Integrations
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messages o data in your campaigns backend systems
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FILTERS Y Personalizing messages with liquid > Fallback for latest liquid  video
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Use objects in liquid > Try generating liquid with Al
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po | JMobbin 13 days left in trial JEUSEIEEEM  (®) Need help? Q88 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 8 minutes ago ~ Back to Workflow
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|po | JMobbin 13 days left in trial JEUSEIEEEM  (®) Need help? Q88 &
‘s Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 8 minutes ago ~ Back to Workflow
p<4 Dashboard | - - - -
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hotspotType: Slide

screenElements: Stepper Switch

screenElements: Stepper Switch Slider

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 43 minutes ago ~ Back to Workflow
x Dashboard |
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|po | JMobbin 13 days left in trial JEUSEIEEEM  (®) Need help? Q88 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 9 minutes ago ~ Back to Workflow
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 42 minutes ago ~ Back to Workflow
b+ Dashboard | - - - -
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 43 minutes ago ~ Back to Workflow
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 42 minutes ago ~ Back to Workflow
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“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 42 minutes ago ~ Back to Workflow
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“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 43 minutes ago ~ Back to Workflow
x Dashboard |
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 42 minutes ago ~ Back to Workflow
x Dashboard |
dll Analysis
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“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 43 minutes ago ~ Back to Workflow
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Disabling account tracking

screenKeywords:
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Account Settings / Privacy & Data
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Frequently Asked Questions o
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Data & integrations

screenKeywords:
po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
¥y Journeys «
b+ Dashboard [J']
dll Analysis Create a more robust set of data
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(® Campaigns
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Version 21.5.47+57f1dafd Made with @ around the world.
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3¢ Dashboard Data Index
A snapshot of all the attributes and events in your Customer.io account.
dll Analysis
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Version 21.5.57+bf6b5d35 Made with @ around the world.
|po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
" Journeys « Setup Guide /| Welcome
x Dashboard
i Analysis Your Setup List
Get your account ready to send automated Welcome to CUStomer.iO, Jane!
messages that people like to receive.
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Ready to build all your customer messages in a single tool? Delight your audience at every point in their customer journey
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Increase engagement by powering your messages with real-time data from JMobbin.
Become a master of messaging. Your setup list will get you ready.
Get started
|po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
" Journeys « Setup Guide /| Welcome
x Dashboard
i Analysis Your Setup List
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Imports Ready to build all your customer messages in a single tool? Delight your audience at every point in their customer journey
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|po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
¥s  Journeys € Enabled integrations
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https://fly.customer.io/workspaces/158618/journeys/activity_logs |7f1dafd Made with @ around the world.
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¢ Dashboard Imports
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CREATED NAME DESCRIPTION UPLOADED BY ROWS IMPORTED STATUS
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Apr 5,2024 at 5:22:46 pm  Workshop 2024 Jan - E... jsmith.mobbin2@gmail.c... 2 Complete
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(o) Transactional Apr 5, 2024 at 5:15:49 pm  Untitled spreadsheet - ... jsmith.mobbin2@gmail.c... 2 Complete
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Apr 5, 2024 at 5:07:06 pm Untitled spreadsheet - ... jsmith.mobbin2@gmail.c... 0 Complete
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Version 21.5.57+bf6b5d35 Made with @ around the world.
|po | JMobbin 14 days left in trial JUUSSIEEEM () Need help? L 8 &
¥s  Journeys € patalndex
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Adding a comment

screenPatterns:
Comments
Empty State

screenPatterns:
Comments
Empty State
Comments

screenKeywords:
po | JMobbin 13 days left in trial JEUSEIEEEM  (®) Need help? Q88 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 9 minutes ago ~ Back to Workflow
x Dashboard - |
i Analysis
From: To: {{customer.email}} Subject: @ v
(® Campaigns
E D CONTENT ROWS SETTINGS
| Broadcasts
Content Properties ] 1@ v
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(A Deliveries & Drafts
B- t' Font family Global font v
2 Poopl ig company announcement!
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@ Custom Objects Font weight Bold v
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) Apr’l 2024 "I'. Text color .#555555
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|po | JMobbin 13 days left in trial (@ Needhelp? L & A&
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 10 minutes ago ~ Back to Workflow
b+ Dashboard | - - - -

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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 10 minutes ago ~ Back to Workflow
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JS should we put this here?
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|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
“ Journeys « 2024 Design Bootcamp > Workflow > Email1 & Last saved 10 minutes ago ~ Back to Workflow
b+ Dashboard | - - - -

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(53] Transactional yg  Jane Smith :

4/5/2024 - 11:59 AM
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Searching campaigns

screenKeywords:
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" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
x Dashboard Campaigns Create Campaign

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Version 21.5.52+ae1f1721 Made with @ around the world.
|po | JMobbin 13 days left in trial JUUSEIEEEM (3 Needhelp? L 8 &
" Journeys & We're currently reviewing your account information. In the meantime, keep exploring and we'll let you know when you can start sending.
x Dashboard Campaigns Create Campaign
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