customerio-core-feature

name	customerio-core-feature
description	Implement Customer.io core feature integration. Use when implementing segments, transactional messages, data pipelines, or broadcast campaigns. Trigger with phrases like "customer.io segments", "customer.io transactional", "customer.io broadcast", "customer.io data pipeline".
allowed-tools	Read, Write, Edit, Bash(npm:*), Bash(pip:*), Grep
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>

Customer.io Core Feature Integration

Overview

Implement Customer.io core features: segments, transactional messaging, data pipelines, and broadcast campaigns.

Prerequisites

• Customer.io SDK configured
• Understanding of customer data model
• App API credentials for transactional emails

Instructions

Feature 1: Transactional Messages

// lib/customerio-transactional.ts
import { APIClient, RegionUS, SendEmailRequest } from '@customerio/track';

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

interface TransactionalEmailOptions {
  to: string;
  transactionalMessageId: string;
  messageData?: Record<string, any>;
  identifiers?: { id?: string; email?: string };
}

export async function sendTransactionalEmail(options: TransactionalEmailOptions) {
  const request: SendEmailRequest = {
    to: options.to,
    transactional_message_id: options.transactionalMessageId,
    message_data: options.messageData,
    identifiers: options.identifiers
  };

  return apiClient.sendEmail(request);
}

// Usage examples
// Password reset
await sendTransactionalEmail({
  to: '[e-mail]',
  transactionalMessageId: 'password_reset',
  messageData: {
    reset_link: 'https://app.example.com/reset?token=abc123',
    expiry_hours: 24
  }
});

// Order confirmation
await sendTransactionalEmail({
  to: '[e-mail]',
  transactionalMessageId: 'order_confirmation',
  messageData: {
    order_id: 'ORD-12345',
    items: [
      { name: 'Product A', quantity: 2, price: 29.99 }
    ],
    total: 59.98
  },
  identifiers: { id: 'user-456' }
});

Feature 2: Segments

// lib/customerio-segments.ts
import { TrackClient } from '@customerio/track';

// Update user attributes for segment membership
export async function updateUserForSegments(
  client: TrackClient,
  userId: string,
  attributes: {
    // Engagement metrics
    last_active_at?: number;
    session_count?: number;
    total_time_spent?: number;

    // Business metrics
    total_revenue?: number;
    order_count?: number;
    average_order_value?: number;

    // Feature usage
    features_used?: string[];
    premium_features_used?: boolean;

    // Risk indicators
    churn_risk_score?: number;
    days_since_last_login?: number;
  }
) {
  await client.identify(userId, attributes);
}

// Segment-triggering attribute updates
const segmentExamples = {
  // High-value customer segment
  highValue: {
    total_revenue: 1000,
    order_count: 10
  },

  // At-risk segment
  atRisk: {
    days_since_last_login: 30,
    churn_risk_score: 0.8
  },

  // Power user segment
  powerUser: {
    session_count: ,
    : 
  }
};

Feature 3: Anonymous Tracking

// lib/customerio-anonymous.ts
import { TrackClient } from '@customerio/track';

export class AnonymousTracker {
  constructor(private client: TrackClient) {}

  // Track anonymous page views
  async trackPageView(anonymousId: string, page: string, referrer?: string) {
    await this.client.trackAnonymous({
      anonymous_id: anonymousId,
      name: 'page_viewed',
      data: {
        page,
        referrer,
        timestamp: new Date().toISOString()
      }
    });
  }

  // Merge anonymous activity when user signs up
  async mergeOnSignup(anonymousId: string, userId: string, email: string) {
    // First, identify the user with the anonymous_id
    await this.client.identify(userId, {
      email,
      anonymous_id: anonymousId,
      : .(.() / )
    });

    
  }
}

Feature 4: Object Tracking (Companies/Accounts)

// lib/customerio-objects.ts
import { TrackClient } from '@customerio/track';

export class ObjectTracker {
  constructor(private client: TrackClient) {}

  // Track company/account as an object
  async trackCompany(companyId: string, attributes: {
    name: string;
    plan: string;
    mrr: number;
    employee_count: number;
    industry?: string;
  }) {
    // Use object tracking for B2B scenarios
    await this.client.identify(`company:${companyId}`, {
      ...attributes,
      object_type: 'company',
      updated_at: Math.floor(Date.now() / 1000)
    });
  }

  // Associate user with company
  async associateUserWithCompany(userId: string, companyId: string, role: string) {
    await ..(userId, {
      : companyId,
      : role
    });
  }
}

Feature 5: Data Pipeline Integration

// lib/customerio-data-pipeline.ts
export interface DataPipelineConfig {
  source: 'segment' | 'rudderstack' | 'mparticle' | 'custom';
  mappings: {
    userId: string;
    email: string;
    customAttributes: Record<string, string>;
  };
}

// Webhook handler for incoming CDP data
export async function handleCDPWebhook(
  client: TrackClient,
  event: {
    type: 'identify' | 'track';
    userId: string;
    traits?: Record<string, any>;
    event?: string;
    properties?: Record<string, any>;
  }
) {
  if (event.type === 'identify' && event.traits) {
    await client.identify(event.userId, event.traits);
  } else if (event.type === 'track' && event.event) {
    await client.track(event., {
      : event.,
      : event.
    });
  }
}

Output

• Transactional email sending capability
• Segment-ready user attributes
• Anonymous to known user merging
• B2B object tracking (companies)
• CDP data pipeline integration

Error Handling

Error	Cause	Solution
Invalid template	Wrong message ID	Verify transactional_message_id in dashboard
Missing required data	Template variables missing	Check message_data contains all variables
Segment not updating	Attribute not matching	Verify attribute types and operators

Resources

• Transactional API
• Segments
• Anonymous Events

Next Steps

After implementing core features, proceed to customerio-common-errors to learn troubleshooting.