Customer.io + Orcabase
Do your onboarding messages work?
Sync Customer.io through Fivetran and ask which campaigns and messages move people forward, across email, SMS and push, in plain words and next to what they do in your product.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
Do users who open the onboarding emails activate faster?
Yes: users who opened two onboarding emails activated in 3 days. Those who opened none took 8.
- The “connect your data” email gets the most clicks.
- Push messages after day 7 make little difference.
- Activation is up 9 points since the new sequence started.
Days to activate, by onboarding emails opened
How I got this· 4 steps
- Looked at your Customer.io messages and opens
- Matched each new user to your product’s events
- Measured days to activation
- Compared users by emails opened
Example answer. Numbers are illustrative.
In plain words
How do I know if Customer.io campaigns change behavior?
Customer.io knows who got which message and whether they opened it. Your product knows what they did next. Fivetran copies your campaigns, messages and segments into a database Orcabase hosts for you, next to your product data.
Ask “do users who get the onboarding emails activate faster?” and get the answer with a chart and the steps behind it.
Ask in plain words
What you can ask about your Customer.io data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
Do users who get onboarding emails activate faster?
Which campaigns bring inactive users back?
Which messages get the most clicks, by channel?
How many people are in each segment, week by week?
Which emails lead to upgrades?
How many messages bounced or were marked as spam?
Do push messages work better than email for us?
Show me sends and clicks by campaign.
What comes in
Your Customer.io data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Campaigns and newsletters
Messages by channel
Segments
Late opens and clicks
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Customer.io data.
Activation after onboarding
Share of new users who activate within a week of starting the onboarding campaign.
Click rate
Unique clicks divided by messages delivered.
Campaign conversion
Share of people in a campaign who reach its goal.
Unsubscribe rate
Unsubscribes divided by messages delivered.
Dashboards to start with
Your Customer.io numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Messaging
4 charts- Sends and clicks by campaign
- Click rate by channel
- Segment sizes
- Unsubscribes
Messages and product
3 charts- Activation by emails opened
- Win-back campaign results
- Upgrades after campaigns
Better together
Ask across Customer.io and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Customer.io, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Customer.io. Pick the database to sync into.
- 2
Connect Customer.io on Fivetran’s page
Fivetran’s page asks you to sign in to Customer.io, or for an API key. Your login goes to Fivetran, never to Orcabase.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Customer.io data.
What you’ll need
- A Customer.io login that can create an API key.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Does it include SMS and push messages?
Can Orcabase send messages?
Do I need a Fivetran account?
How fresh is my Customer.io data in Orcabase?
What does syncing cost?
Your Customer.io data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.