Tool review & tips

Customer.io

Messaging platform with fine control over events and segments, good for product led journeys and complex triggers.

Customer.io

What it does in 1 sentence

Customer.io sends email, push, and SMS messages triggered by in-app behaviour and event data.

Customer.io
Overview

Overview of

Customer.io

You will love this tool when

You want precise control over when and why messages are triggered.

Ideal for

Lifecycle marketers sending precise, behaviour-based email and push flows

Pricing

Who is it for icon

Annual pricing

1200

Who is it for icon

Monthly starting at

100

Use cases

Who is it for icon

Trigger onboarding emails based on specific feature usage.

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Create multi-step journeys with branching logic.

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Send alerts or nudges based on custom event tracking.

Tools

Alternatives for

Customer.io

Looking for other options? These are tools I've personally used with clients or tested extensively. Some might better suit your budget, tech stack, or team size. Consider this a shortlist if you need alternatives.

Marketing automation
ActiveCampaign
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ActiveCampaign

Email and automation platform with strong segmentation and conditional logic, good for B2B nurture when you need power without a full CRM migration.

Mailchimp
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Mailchimp

Email marketing with basic automation and templates, easy for newsletters and simple nurture.

Brevo
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Brevo

Simple email and SMS marketing with basic automation, good for early stage nurture and newsletters without heavy cost.

Drip
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Drip

Email and automation aimed at ecommerce, can work for simple B2B funnels that need easy flows and segmentation.

Automation tools

How to automate with

Customer.io

Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.

Read my guide on automation
Zapier
Tool

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

n8n
Tool

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Make
Tool

Make

Visual automation platform that connects tools and moves data with control and scheduling.

What to consider

Considerations before you buy

Customer.io

Learn the tool

Ultimate guide to using

Customer.io

My personal notes on how to use this tool.

My personal review

My review of

Customer.io

Playbooks

Customer.io

is part of

Marketing automation

This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.

See all playbooks
Playbook

Marketing automation

Keep leads moving with email workflows that educate and convert. Build sequences that help, not annoy, with clear triggers, goals and data capture that syncs to the CRM.

See playbook
Marketing automation
Growth wiki

Growth concepts explained in simple language

Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.

See entire growth wiki
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Lead

use case icon

Topic

Who is it for icon

Playbook

Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.

Eyebrow title

Marketing Automation

use case icon

Topic

Who is it for icon

Playbook

Execute personalised, multi-touch campaigns at scale through software that triggers messages based on prospect behaviour and characteristics.

Eyebrow title

Heatmap

use case icon

Topic

Who is it for icon

Playbook

Visualise user behaviour through colour-coded overlays showing clicks, scrolls, and mouse movement, exposing hidden friction points.

Eyebrow title

Customer journey

use case icon

Topic

Who is it for icon

Playbook

Map every touchpoint from initial awareness to repeat purchase, creating seamless experiences that guide prospects toward conversion.

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AIDA

use case icon

Topic

Who is it for icon

Playbook

Map the buyer journey from attention to action, crafting messages that guide prospects through each stage to conversion.

Course

Why most B2B marketers don't get the results they want

Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.

See entire course
Random Rick
Always-busy marketer

Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.

Specialist Steve
Single channel specialist

Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.

Solid Sarah
Full-funnel marketer

Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.

Start for free

Sarah grows faster than Rick and Steve. Want to know how Solid Sarah does it?

Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:

See full course
7-day mini-course in your inbox

Learn the system by email

Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.

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Watch module 1 for free

See the course in action

Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.

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