Create a Customer.io sending profile

A sending profile is the sender a journey uses for one channel on this Customer.io connection. Every profile uses the connection’s delivery automation. Email profiles include the From address. SMS, push, and in-app profiles use the channel setup in your Customer.io workspace.

You can add more than one email profile. A connection has one SMS profile, one push profile, and one in-app profile.

Add a profile after the account name and API credentials are saved. You can verify it after the reporting webhook is in place and the delivery automation is activated. See Connect Customer.io.

Before you begin

• The connection steps are saved, and no readiness row says Needs fixing.
• The automation is activated in Customer.io.
• For email, you know the From address, From name, and reply-to address Customer.io should use.
• You have an inbox you can open while signed in to JustAI, for the email test.

Create an email profile

1. On the Customer.io connection, in Connect a sending profile, select Add profile, then Email.

   The New Customer.io sending profile form opens.

2. Under Profile details, enter a Name and confirm the Customer.io account.

3. Under 2. Configuration, enter the From address, From name, and Reply-to.

   Save the profile. The profile page shows Profile saved in JustAI when this step is done.

4. Under 3. Verify Setup, confirm the prerequisites:

   • Customer.io connection saved
   • Profile saved in JustAI
   • Automation activated in Customer.io
   • Customer.io reporting webhook

   Finish any prerequisite that is still open. The links on the page return you to that step.

5. Send the test email to an address you can open. Open it while you are signed in to JustAI and confirm it.

   The profile shows Verified after the confirmation.

Journeys can send through the profile after it shows Verified.

SMS, push, and in-app

Add a sending profile for each of those channels the workspace uses. The profile uses the same connection and the same delivery automation as email. Finish the channel’s setup in Customer.io, including a verified sender for that channel, before you use the profile in a journey.

A draft journey can select an SMS, push, or in-app profile after the connection is set up, including for proofs, before that profile’s own test is finished. Email still has to show Verified before a journey sends through it.

Use the profile in a journey

Open the journey and select Settings. Under Delivery, choose this Customer.io connection and the sending profile for each channel the journey sends. Customer.io still applies its own subscription preferences and suppressions.