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Customer.io

Data and analyticsIntegration

About Customer.io

Messaging and lifecycle automation. Bask sends patient and order events so you can trigger campaigns on them.

How Bask works with Customer.io

  • Bask sends six events from intake flows and checkout: session_created, form_submitted, questionnaire_completed, patient_sign_up, patient_logged_in and order_created.
  • questionnaire_completed fires when an identified patient's flow session completes, and order_created fires when an order payment is captured.
  • Flow events carry the flow session ID, so events from one intake can be tied together in Customer.io.
  • Use an event such as patient_sign_up as the trigger for a campaign or journey you build in Customer.io.

Set up Customer.io

  1. Open App Store in your Bask sidebar, choose Customer.io, then choose Connect.
  2. Enter the Server key from your Customer.io workspace. Bask uses it to send events directly.
  3. Enter the Client key from the same workspace. It lets your website report activity from a patient's browser.
  4. Set Region to United States or European Union to match where your workspace was created. The default is United States.
  5. Choose Connect in the save bar.
  6. Build your segments, campaigns and journeys in Customer.io on top of the events above.

What you need for Customer.io

Your Customer.io region (US or EU), plus the JavaScript (browser) key and the Node.js (server) key from the same workspace.

Good to know

  • A region that does not match your workspace can stop events from arriving.
  • Patients must give explicit email consent before Bask reports their browser activity. If a patient opts out, Bask stops direct reports that are not tied to a transaction, and can still send that a transaction completed.
  • Disconnecting stops new events. Profiles already in Customer.io stay there.

Who it is for

Usually set up by a marketing agency or developer with permission to manage integrations in Bask. It fits teams that already run email or message journeys in Customer.io and want Bask sign-ups and orders to start them.

How it installs

Installed with keys you paste in