customerio-hello-world

Customer.io Hello World

Overview

Create a minimal working Customer.io integration: identify a user (create/update their profile), track an event, and send a transactional email. This covers the three fundamental Customer.io operations.

Prerequisites

• customerio-node installed (npm install customerio-node)
• CUSTOMERIO_SITE_ID and CUSTOMERIO_TRACK_API_KEY configured
• CUSTOMERIO_APP_API_KEY configured (for transactional email example)

Instructions

Step 1: Identify a User (Create/Update Profile)

// hello-customerio.ts
import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

// identify() creates the user if they don't exist, or updates if they do.
// The first argument is your internal user ID (immutable — use DB primary key).
await cio.identify("user-123", {
  email: "hello@example.com",          // Required for email campaigns
  first_name: "Jane",
  last_name: "Doe",
  plan: "pro",
  created_at: Math.floor(Date.now() / 1000),  // Unix seconds, NOT milliseconds
});

console.log("User identified in Customer.io");

Key rules:

• id (first arg) should be your immutable database ID — never use email as ID
• email attribute is required if you want to send email campaigns
• created_at must be Unix timestamp in seconds (not ms) — Math.floor(Date.now() / 1000)
• All custom attributes are stored on the user profile and usable in segments + Liquid templates

Step 2: Track an Event

// Track a custom event on the user's activity timeline.
// Events trigger campaigns — the event name must match exactly in the dashboard.
await cio.track("user-123", {
  name: "signed_up",                   // snake_case, matches campaign trigger
  data: {
    signup_method: "google_oauth",
    referral_source: "product_hunt",
    timestamp: Math.floor(Date.now() / 1000),
  },
});

console.log("Event tracked in Customer.io");

Key rules:

• User must be identified before tracking events (call identify() first)
• Event name is case-sensitive and must match your campaign trigger exactly
• Use snake_case for event names — signed_up, not Signed Up or signedUp
• data properties are accessible in Liquid templates as {{ event.property_name }}

Step 3: Track an Anonymous Event

// Track events before the user signs up — merge later on identification
await cio.trackAnonymous({
  anonymous_id: "anon-abc-123",         // Your anonymous tracking ID (cookie, device ID)
  name: "page_viewed",
  data: {
    url: "/pricing",
    referrer: "https://google.com",
  },
});

console.log("Anonymous event tracked");

When the anonymous user signs up, include anonymous_id in the identify() call to merge their pre-signup activity:

await cio.identify("user-123", {
  email: "hello@example.com",
  anonymous_id: "anon-abc-123",         // Merges anonymous activity
});

Step 4: Send a Transactional Email

import { APIClient, SendEmailRequest, RegionUS } from "customerio-node";

const api = new APIClient(process.env.CUSTOMERIO_APP_API_KEY!, {
  region: RegionUS,
});

const request = new SendEmailRequest({
  to: "hello@example.com",
  transactional_message_id: "1",        // ID from Customer.io dashboard
  message_data: {                       // Populates {{ liquid }} variables
    welcome_name: "Jane",
    login_url: "https://app.example.com/login",
  },
  identifiers: { id: "user-123" },      // Links delivery to user profile
});

const response = await api.sendEmail(request);
console.log("Email queued:", response.delivery_id);

Step 5: Verify in Dashboard

1. Go to https://fly.customer.io
2. Navigate to People and search for "hello@example.com"
3. Verify the profile shows first_name, plan, and other attributes
4. Click the Activity tab to see the signed_up event
5. Check Deliveries for the transactional email

Complete Example

// scripts/hello-customerio.ts
import {
  TrackClient, APIClient, SendEmailRequest, RegionUS
} from "customerio-node";

async function main() {
  // Track API client — identify and track
  const cio = new TrackClient(
    process.env.CUSTOMERIO_SITE_ID!,
    process.env.CUSTOMERIO_TRACK_API_KEY!,
    { region: RegionUS }
  );

  // 1. Identify
  await cio.identify("user-hello-world", {
    email: "hello@example.com",
    first_name: "Jane",
    created_at: Math.floor(Date.now() / 1000),
  });
  console.log("1. User identified");

  // 2. Track event
  await cio.track("user-hello-world", {
    name: "hello_world_completed",
    data: { sdk: "customerio-node", step: "quickstart" },
  });
  console.log("2. Event tracked");

  // 3. Clean up test user (optional)
  await cio.suppress("user-hello-world");
  console.log("3. Test user suppressed (won't receive messages)");
}

main().catch(console.error);

Run: npx tsx scripts/hello-customerio.ts

Error Handling

Error	Cause	Solution
401 Unauthorized	Invalid credentials	Verify Site ID + Track API Key in dashboard
400 Bad Request	Malformed payload	Check attribute types and event name format
User not in People tab	identify() not called	Always call identify() before track()
Event not in Activity	Dashboard propagation delay	Wait 1-2 minutes and refresh
Transactional email fails	Wrong transactional_message_id	Verify the ID matches your template in Customer.io

Resources

• Track API Reference
• Transactional API Concepts
• customerio-node README

Next Steps

After verifying hello world works, proceed to customerio-local-dev-loop to set up your development workflow.