Node.js Source
UpdatedHow it works
Our Node.js library helps you record source events from your node-side code. Requests from your Node.js server go to our servers, and we route your data to your destinations.
This library uses an internal queue so that your identify
and track
calls are fast and non-blocking. It also batches requests and flushes asynchronously to Customer.io’s servers.
Like our other libraries, you can log anonymous activity—track
and page
events—with an anonymousId
. When you identify
a person, you can pass the anonymousId
and we’ll associate the anonymous activity with the identified person.
Getting Started
We support node 14 or later
If you’re on an earlier version of node, you should upgrade to take advantage of our Node.js library.
Go to the tab and click Sources.
Click Add Source and pick Node.js.
Give the source a Name and click Complete Setup. The name is simply a friendly name to help you find and recognize your source in Customer.io.
On your Node server, install the source:
# npm npm install @customerio/cdp-analytics-node # yarn yarn add @customerio/cdp-analytics-node # pnpm pnpm install @customerio/cdp-analytics-node
Use the
Analytics
constructor and initialize Customer.io with your API Key. If you’re in our EU region, make sure you set thehost
parameter tohttps://cdp-eu.customer.io
.import { Analytics } from '@customerio/cdp-analytics-node' // or, if you use require: const { Analytics } = require('@customerio/cdp-analytics-node') // instantiation const analytics = new Analytics({ writeKey: '<YOUR_API_KEY>' // if you're in our EU region // host: 'https://cdp-eu.customer.io', })
This creates an instance of
Analytics
that you can use to send data to Customer.io. The default initialization settings are production-ready and queue 20 messages before sending requests.
Now you’re ready to send requests to Customer.io. Check out our API reference, or read further to see example requests and understand the types of requests you can make using our Node.js library.
As you work on your integration, you might want to use development settings.
If you’re in our EU data center
You’ll need to set the endpoint
parameter to set our EU URL (https://cdp-eu.customer.io
). Note that our EU regional endpoints account for the location of your data in Customer.io; they don’t account for the locations of your sources and destinations.
import { Analytics } from '@customerio/cdp-analytics-node'
const analytics = new Analytics({
writeKey: '<YOUR_API_KEY>'
host: 'https://cdp-eu.customer.io',
})
Identify
The identify
method tells Data Pipelines who the current website visitor is, and lets you assign unique traitsA key-value pair that you associate with a person or an object—like a person’s name, the date they were created in your workspace, or a company’s billing date etc. Use attributes to target people and personalize messages. Attributes are analogous to traits in Data Pipelines. to a person.
You should call identify
when a user creates an account, logs in, etc. You can also call it again whenever a person’s traits change. We’ve shown a typical call with a traits
object, but we’ve listed all the fields available in an identify
call below.
You can send an identify call with an anonymousId
and/or userId
.
anonymousId
only: This assign traits to a person before you know who they are.userId
only: Identifies a user and sets traits.- both
userId
andanonymousId
: Associates the data sent in previous anonymouspage
,track
, andidentify
calls with the person you identify byuserId
.
analytics.identify({
userId: '019mr8mf4r',
traits: {
name: 'Cool Person',
email: 'cool.person@example.com',
plan: 'Enterprise',
friends: 42
}
});
- anonymousId stringA unique substitute for a User ID in cases when you don’t have an absolutely unique identifier. Our libraries generate this value automatically to help you track people before they sign up, log in, provide their email, etc.
-
- active boolean
Whether a user is active.
This is usually used when you send an .identify() call to update the traits independently of when you’ve “last seen” a user.
- channel stringThe channel the event originated from.
Accepted values:
browser
,server
,mobile
- ip stringThe user’s IP address. This isn’t captured by our libraries, but by our servers when we receive client-side events (like from our JavaScript source).
- locale stringThe locale string for the current user, e.g.
en-US
. - userAgent stringThe user agent of the device making the request
-
- content string
- medium stringThe type of traffic a person/event originates from, like
email
, orreferral
. - name stringThe campaign name.
- source stringThe source of traffic—like the name of your email list, Facebook, Google, etc.
- term stringThe keyword term(s) a user came from.
- Additional UTM Parameters* string
-
- keywords array of [ strings ]A list/array of keywords describing the page’s content. The keywords are likely the same as, or similar to, the keywords you would find in an HTML
meta
tag for SEO purposes. This property is mainly used by content publishers that rely heavily on pageview tracking. This isn’t automatically collected. - name stringThe name of the page. Reserved for future use.
- path stringThe path portion of the page’s URL. Equivalent to the canonical
path
which defaults tolocation.pathname
from the DOM API. - referrer stringThe previous page’s full URL. Equivalent to
document.referrer
from the DOM API. - search stringThe query string portion of the page’s URL. Equivalent to
location.search
from the DOM API. - title stringThe page’s title. Equivalent to
document.title
from the DOM API. - url stringA page’s full URL. We first look for the canonical URL. If the canonical URL is not provided, we’ll use
location.href
from the DOM API.
-
- Enabled/Disabled integrations* boolean
- timestamp string (date-time)The ISO-8601 timestamp when the event originally took place. This is mostly useful when you backfill data past events. If you’re not backfilling data, you can leave this field empty and we’ll use the current time or server time.
-
- createdAt string (date-time)We recommend that you pass date-time values as ISO 8601 date-time strings. We convert this value to fit destinations where appropriate.
- email stringA person’s email address. In some cases, you can pass an empty
userId
and we’ll use this value to identify a person. - Additional Traits* any typeTraits that you want to set on a person. These can take any JSON shape.
- userId stringThe unique identifier for a person. This value should be unique across systems, so you recognize the same person in your sources and destinations.
Track
The track
method tells us about actions people take—the events people perform—on your site. Every track
call represents an event.
You should track your audience’s activities with events both as performance indicators and so you can respond to your audience’s activities with campaignsA series of actions that you perform for each person who matches criteria. Campaigns typically send people a series of messages, but you can also use campaigns to send webhooks, update attributes, etc. in Journeys. For example, if your audience performs a Video Viewed or Item Purchased event, you might respond with other videos or products the person might enjoy.
You can send events with an anonymousId
or a userId
. Calls that you make with an anonymousId
are associated with a userId
when you identify
someone by their userId
.
Track calls require an event
name describing what a person did. And they generally include a series of properties
, providing additional information about the event. Beyond that, we’ve provided a complete schema for writable event fields below, and you can find more information in our API documentation.
analytics.track({
userId: '019mr8mf4r',
event: 'added_to_cart',
properties: {
product: "shoes",
revenue: 39.95,
qty: 1
size: 9
}
});
analytics.track({
anonymousId: '48d213bb-95c3-4f8d-af97-86b2b404dcfe',
event: 'added_to_cart',
properties: {
product: "shoes",
revenue: 39.95,
qty: 1
size: 9
}
});
-
- active boolean
Whether a user is active.
This is usually used when you send an .identify() call to update the traits independently of when you’ve “last seen” a user.
- channel stringThe channel the event originated from.
Accepted values:
browser
,server
,mobile
- ip stringThe user’s IP address. This isn’t captured by our libraries, but by our servers when we receive client-side events (like from our JavaScript source).
- locale stringThe locale string for the current user, e.g.
en-US
. - userAgent stringThe user agent of the device making the request
-
- content string
- medium stringThe type of traffic a person/event originates from, like
email
, orreferral
. - name stringThe campaign name.
- source stringThe source of traffic—like the name of your email list, Facebook, Google, etc.
- term stringThe keyword term(s) a user came from.
- Additional UTM Parameters* string
-
- keywords array of [ strings ]A list/array of keywords describing the page’s content. The keywords are likely the same as, or similar to, the keywords you would find in an HTML
meta
tag for SEO purposes. This property is mainly used by content publishers that rely heavily on pageview tracking. This isn’t automatically collected. - name stringThe name of the page. Reserved for future use.
- path stringThe path portion of the page’s URL. Equivalent to the canonical
path
which defaults tolocation.pathname
from the DOM API. - referrer stringThe previous page’s full URL. Equivalent to
document.referrer
from the DOM API. - search stringThe query string portion of the page’s URL. Equivalent to
location.search
from the DOM API. - title stringThe page’s title. Equivalent to
document.title
from the DOM API. - url stringA page’s full URL. We first look for the canonical URL. If the canonical URL is not provided, we’ll use
location.href
from the DOM API.
- event stringRequired The name of the event
-
- Enabled/Disabled integrations* boolean
-
- Event Properties* any typeAdditional properties that you want to capture in the event. These can take any JSON shape.
- timestamp string (date-time)The ISO-8601 timestamp when the event originally took place. This is mostly useful when you backfill data past events. If you’re not backfilling data, you can leave this field empty and we’ll use the current time or server time.
- userId stringRequired The unique identifier for a person. This value should be unique across systems, so you recognize the same person in your sources and destinations.
Page
The Page method records page views on your website, along with optional extra information about the page a person visited.
If you’re using Customer.io’s client-side set up in combination with the Node.js library, page calls are already tracked for you by default on any page that loads the client-side script.
But, if you have a single page app or you don’t use our JavaScript client library on your website, you’ll need to send your own page calls.
analytics.page({
userId: '019mr8mf4r',
category: 'Docs',
name: 'Customer.io CDP',
properties: {
url: 'https://customer.io/docs/cdp/',
path: '/docs/cdp/',
title: 'Customer.io CDP',
referrer: 'https://customer.io'
}
});
-
- active boolean
Whether a user is active.
This is usually used when you send an .identify() call to update the traits independently of when you’ve “last seen” a user.
- channel stringThe channel the event originated from.
Accepted values:
browser
,server
,mobile
- ip stringThe user’s IP address. This isn’t captured by our libraries, but by our servers when we receive client-side events (like from our JavaScript source).
- locale stringThe locale string for the current user, e.g.
en-US
. - userAgent stringThe user agent of the device making the request
-
- content string
- medium stringThe type of traffic a person/event originates from, like
email
, orreferral
. - name stringThe campaign name.
- source stringThe source of traffic—like the name of your email list, Facebook, Google, etc.
- term stringThe keyword term(s) a user came from.
- Additional UTM Parameters* string
-
- keywords array of [ strings ]A list/array of keywords describing the page’s content. The keywords are likely the same as, or similar to, the keywords you would find in an HTML
meta
tag for SEO purposes. This property is mainly used by content publishers that rely heavily on pageview tracking. This isn’t automatically collected. - name stringThe name of the page. Reserved for future use.
- path stringThe path portion of the page’s URL. Equivalent to the canonical
path
which defaults tolocation.pathname
from the DOM API. - referrer stringThe previous page’s full URL. Equivalent to
document.referrer
from the DOM API. - search stringThe query string portion of the page’s URL. Equivalent to
location.search
from the DOM API. - title stringThe page’s title. Equivalent to
document.title
from the DOM API. - url stringA page’s full URL. We first look for the canonical URL. If the canonical URL is not provided, we’ll use
location.href
from the DOM API.
-
- Enabled/Disabled integrations* boolean
- name stringRequired The name of the page.
-
- category stringThe category of the page. This might be useful if you have a single page routes or have a flattened URL structure.
- Page Properties* any typeAdditional properties tha tyou want to send with the page event. By default, we capture `url`, `title`, and stuff.
- timestamp string (date-time)The ISO-8601 timestamp when the event originally took place. This is mostly useful when you backfill data past events. If you’re not backfilling data, you can leave this field empty and we’ll use the current time or server time.
- userId stringRequired The unique identifier for a person. This value should be unique across systems, so you recognize the same person in your sources and destinations.
Group
The Group method associates an identified person with a group—like a company, organization, project, online class or any other collective noun you come up with for the same concept. In Customer.io Journeys, we call groups objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary..
Group calls are useful for destinations where you maintain relationships between people and larger organizations, like in Customer.io! In Customer.io Journeys, you can store groups as objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary., and trigger campaigns based on a person’s relationship to an object—like an account, online class, and so on.
Find more details about group
, including the group
payload, in our API spec.
analytics.group({
userId: '019mr8mf4r',
groupId: '56',
traits: {
name: 'Initech',
description: 'Accounting Software'
}
});
Include objectTypeId
if Customer.io Journeys is a destination
Customer.io Journeys lets you set up groups (called objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary.) of different types; the object type is an incrementing integer beginning at 1. If you use Customer.io Journeys as a destination, you should include the object type ID or we’ll assume that the object type is 1.
-
- active boolean
Whether a user is active.
This is usually used when you send an .identify() call to update the traits independently of when you’ve “last seen” a user.
- channel stringThe channel the event originated from.
Accepted values:
browser
,server
,mobile
- ip stringThe user’s IP address. This isn’t captured by our libraries, but by our servers when we receive client-side events (like from our JavaScript source).
- locale stringThe locale string for the current user, e.g.
en-US
. - userAgent stringThe user agent of the device making the request
-
- content string
- medium stringThe type of traffic a person/event originates from, like
email
, orreferral
. - name stringThe campaign name.
- source stringThe source of traffic—like the name of your email list, Facebook, Google, etc.
- term stringThe keyword term(s) a user came from.
- Additional UTM Parameters* string
-
- keywords array of [ strings ]A list/array of keywords describing the page’s content. The keywords are likely the same as, or similar to, the keywords you would find in an HTML
meta
tag for SEO purposes. This property is mainly used by content publishers that rely heavily on pageview tracking. This isn’t automatically collected. - name stringThe name of the page. Reserved for future use.
- path stringThe path portion of the page’s URL. Equivalent to the canonical
path
which defaults tolocation.pathname
from the DOM API. - referrer stringThe previous page’s full URL. Equivalent to
document.referrer
from the DOM API. - search stringThe query string portion of the page’s URL. Equivalent to
location.search
from the DOM API. - title stringThe page’s title. Equivalent to
document.title
from the DOM API. - url stringA page’s full URL. We first look for the canonical URL. If the canonical URL is not provided, we’ll use
location.href
from the DOM API.
- groupId stringRequired ID of the group
-
- Enabled/Disabled integrations* boolean
- objectTypeId string
If you use Customer.io Journeys as a destination, this value is the type of group/object your group belongs to; object type IDs are stringified integers. If you don’t include this value, we assume the object type ID is
1
. See objects in Customer.io Journeys for more information.You can include this value as
objectTypeId
at the top level of your payload or asobject_type_id
in thetraits
object. - timestamp string (date-time)The ISO-8601 timestamp when the event originally took place. This is mostly useful when you backfill data past events. If you’re not backfilling data, you can leave this field empty and we’ll use the current time or server time.
-
- object_type_id string
If you use Customer.io Journeys as a destination, this value is the type of group/object your group belongs to; object type IDs are stringified integers. If you don’t include this value, we assume the object type ID is
1
. See objects in Customer.io Journeys for more information.You can include this value as
objectTypeId
at the top level of your payload or asobject_type_id
in thetraits
object. - Group Traits* any typeAdditional traits you want to associate with this group.
- userId stringThe unique identifier for a person. This value should be unique across systems, so you recognize the same person in your sources and destinations.
Alias
The Alias method combines two previously unassociated user identities. Some destinations automatically reconcile profiles with different identifiers based on whether you send anonymousId
, userId
, or another trait that the destination expects to be unique. But for destinations that don’t, you may need to send alias
requests to do this.
In general, you won’t need to use the alias
call; we try to handle user identification gracefully, so that you don’t need to merge profiles. But you may need to send alias
calls to manage user identities in some destinations.
For example, in Mixpanel it’s used to associate an anonymous user with an identified user once they sign up.
Here’s how you might use the alias
call. In this case, we start with an anonymous_user
and switch to an email address when a person provides their userId
.
// the anonymous user does actions ...
analytics.track({ userId: 'anonymous_user', event: 'Anonymous Event' })
// the anonymous user signs up and is aliased
analytics.alias({ previousId: 'anonymous_user', userId: 'identified@example.com' })
// the identified user is identified
analytics.identify({ userId: 'identified@example.com', traits: { plan: 'Free' } })
// the identified user does actions ...
analytics.track({ userId: 'identified@example.com', event: 'Identified Action' })
- previousId stringRequired The userId that you want to merge into the canonical profile.
- userId stringRequired The userId that you want to keep. This is required if you haven’t already identified someone with one of our web or server-side libraries.
Configuration
The first argument for the Analytics
constructor is a dictionary of configuration settings, including your API key and optional settings.
var analytics = new Analytics({
writeKey: 'YOUR_API_KEY',
maxEventsInBatch: 20,
flushInterval: 10000,
enable: false
});
Setting | Details |
---|---|
maxEventsInBatch | (Number) The number of messages to enqueue before flushing. |
flushInterval | (Number) The number of milliseconds to wait before flushing the queue automatically. |
enable | (Boolean) Enable (default) or disable flush. Useful when writing tests and you do not want to send data to Customer.io Servers. |
Error Handling
You can use the optional errorHandler
property available to the class constructor’s options. Our node library uses Axios, so error messages are thrown by Axios.
If you specify the error handler, we’ll call errorHandler(axiosError)
when you have an error instead of re-throwing the Axios error. If this fails when flushed, Analytics won’t throw an exception. Instead, we’ll log Axios error to the console.
const Analytics = require('cdp-analytics-node');
const client = new Analytics('api key', {
errorHandler: (err) => {
console.error('cdp-analytics-node flush failed.')
console.error(err)
}
});
client.track({
event: 'event name',
userId: 'user id'
});
Development
While implementing Data Pipelines, you might want to make our library flush after every event or call. This can help you test your implementation and make sure that all of your calls work properly before you start making calls from your production environment.
var analytics = new Analytics({ writeKey: 'YOUR_API_KEY', maxEventsInBatch: 1 });
Selecting Destinations
You can pass an integrations
object to outgoing calls to turn certain destinations on or off. By default all destinations are enabled. Passing false
for an integration disables the call to that destination.
You might want to do this for things like alias
calls, which aren’t supported by all destinations. All: false
disables all destinations except the ones you explicitly specify.
analytics.track({
event: 'Membership Upgraded',
userId: '97234974',
integrations: {
'All': false,
'Mixpanel': true,
'Google Analytics': false
}
})
Destination flags are case sensitive. You’ll find each integration’s name
at the top of each integration’s page in the docs.
You can filter track calls on the source’s Schema tab
We recommend that you filter events in our UI if you can. It’s easier than writing code, and you can update your source or make changes to your filters without involving developers!
Backfilling historical data
You can backfill data by adding a timestamp
to your calls. This can be helpful if you’ve just switched to Customer.io or you’re getting started with Data Pipelines and want to send historical data.
You can only do this for destinations that accept timestamped data (most analytics tools like Mixpanel and Amplitude do). The notable destination that doesn’t support timestamped data is Google Analytics.
Leave out the timestamp if you’re tracking real-time events
If you’re only tracking things as they happen, you can leave the timestamp
out of your calls and we’ll timestamp requests for you.
Batching
Our libraries are built to support high performance environments. It’s safe to use this library on a web server that serves hundreds of requests per second.
But every method you invoke does not result in an HTTP request. Instead, we queue requests in memory and then flush them in batches, which allows for more efficient operation.
By default, our Node.js source library flushes:
- The very first call.
- Every 20 messages (controlled by
options.maxEventsInBatch
). - If 10 seconds pass after the previous flush (controlled by
options.flushInterval
)
There is a maximum of 500KB
per batch request and 32KB
per call. If you don’t want to batch messages, you can turn batching off by setting the maxEventsInBatch
option to 1
.
Batching means that your message might not get sent right away. Every method call takes an optional callback
, which you can use to know when a particular message is flushed from the queue.
analytics.track({
userId: '019mr8mf4r',
event: 'Ultimate Played'
}, function(err, batch){
if (err) // There was an error flushing your message...
// Your message was successfully flushed!
});
You can also invoke the closeAndFlush
method to stop processing data and ensure a clean exit for your program. This is especially useful for serverless applications like AWS Lambda, Cloudflare Workers when you need to ensure that your data is delivered before suspending the lambda.
await analytics.closeAndFlush();
console.log('Flushed, and now this program can exit!');
Flush long running processes
Because we queue messages, you’ll want to capture interruptions (for example, a server restart) and call closeAndFlush
so that you don’t inadvertently drop requests when you need to perform maintenance on your server.
import { randomUUID } from 'crypto';
import Analytics from 'cdp-analytics-node'
const API_KEY = '...';
const analytics = new Analytics({ writeKey: API_KEY, maxEventsInBatch: 10 });
analytics.track({
anonymousId: randomUUID(),
event: 'Test event',
properties: {
name: 'Test event',
timestamp: new Date()
}
});
const exitGracefully = async (code) => {
console.log('Flushing events');
await analytics.closeAndFlush(function(err, batch) {
console.log('Flushed, and now this program can exit!');
process.exit(code);
});
};
[
'beforeExit', 'uncaughtException', 'unhandledRejection',
'SIGHUP', 'SIGINT', 'SIGQUIT', 'SIGILL', 'SIGTRAP',
'SIGABRT','SIGBUS', 'SIGFPE', 'SIGUSR1', 'SIGSEGV',
'SIGUSR2', 'SIGTERM',
].forEach(evt => process.on(evt, exitGracefully));
function logEvery2Seconds(i) {
setTimeout(() => {
console.log('Infinite Loop Test n:', i);
logEvery2Seconds(++i);
}, 2000);
}
logEvery2Seconds(0);
Multiple Clients
Different parts of your application may require different types of batching, or even sending to multiple Customer.io sources. In these cases, you can initialize multiple instances of Analytics
with different settings!
var Analytics = require('cdp-analytics-node');
var marketingAnalytics = new Analytics({ writeKey: 'MARKETING_API_KEY' });
var appAnalytics = new Analytics({ writeKey: 'APP_API_KEY' });