There are two parts of the integration between SatisMeter and Customer.io:

Send email surveys via Customer.io

You can send email surveys (provided by SatisMeter) directly from Customer.io to be sure you are sending it out to the right user at the right time using the Customer.io UX flow designer.

Here is how to set this up:

  1. Create a new survey in SatisMeter

SatisMeter - Customer.io integration of customer survey

2. In the survey editor choose the Survey template and customize the texts and colors to match your brand

SatisMeter - Customer.io integration of customer survey

3. In the survey editor choose the Email channel, set the survey live and save the email template for Customer.io

SatisMeter - Customer.io integration of customer survey

4. In Customer.io go to Content/ Layouts and click "Create layout"

SatisMeter - Customer.io integration of customer survey

5. Choose the "Start from scratch" option in the Template menu

SatisMeter - Customer.io integration of customer survey

6. Paste the SatisMeter survey template code in the code field of the Layout

SatisMeter - Customer.io integration of customer survey

7. Check the survey in a preview mode

SatisMeter - Customer.io integration of customer survey

ˆ8. Set up the triggers in Customer.io to send out the survey at the right time for the right user group, and use the Layout you created in step 4. to send out the email.

9. Set it live.

Send gathered responses and feedback into Customer.io as traits and events

You can easily automate the reaction on the survey response inside Customer.io based on the user response: target your unhappy users with educational campaign, leverage the power of brand advocates and ask them for a review on a review site, or schedule a customer interview with users that mentioned a certain topic in their response.

You can do this easily using our Zapier integration, just use SatisMeter as the Trigger, and Customer.io as the Action.

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