To set up an automation in Customer.io that sends an email when a user's record is updated, follow these steps:

Create a Segment for the Target Attribute

Create a segment to group users based on the attributes needed in order to trigger the email. In this example we will send an email when a new customer is created and the step attribute equals thank-you.

• Navigate to the Segments section in Customer.io.
• Click on Create Segment and choose Data-driven.
• Set the condition: step equals thank-you.
• Save the segment with an appropriate name, such as "Step - Thank You".

Set Up the Campaign Triggered by Segment Entry

Now, create a campaign that triggers when a user enters the "Step - Thank You" segment:

• Go to the Campaigns section and click on Create Campaign.
• Choose the Segment Change trigger.
• Select the "Step - Thank You" segment you created earlier.
• Decide whether users should enter the campaign when they enter the segment, exit the segment, or both. For this case, select when they enter.

4. Design the Email Workflow

Within the campaign, set up the email to be sent:

• In the workflow builder, add an Email action.

• Compose the email content, utilizing Liquid tags to personalize the message with user attributes. For example, use {{customer.first_name}} to insert the user's first name.

• Set the email's sending behavior to Send Automatically to ensure it sends immediately when the user enters the segment.

  

5. Activate the Campaign

After configuring the workflow: