Release Notes

In the past, you not only had to know who you wanted to send your in-app message to, but how you identified them—by email or ID. Now, you can send in-app messages to your audience without needing to know how you identified them. Whenever and however you identify people, they’ll get your message.

If you already set them up with the To field, you have nothing to worry about. We’ve taken care of things for you. Your messages will go to the right person, whether you identify them by ID or email address.

You can now pause a newsletter, fix a typo or other information in your message, then resume sending. You can pause a newsletter using any message channel - email, in-app, etc. You must have Workspace Admin or Author permissions to pause and resume a newsletter.

You can now send emails to a team member before verifying your domain so you can test them without delay. Admins and Workspace Admins can manage message sending and who receives test emails from General Workspace Settings.

You can now export attribute and event data by going to Data & Integrations > Data Index in your workspace. You must be a Workspace Admin to export your data index.

We’ve added a new account-level role, Member, so you can grant read-only access to account settings. You can also grant Members the ability to manage account info and billing, manage API credentials, or enable access for Customer.io support teams. Everyone who was a Workspace Admin, Author, or Viewer now also has a Member role to reflect the account-level permissions they already had. No one’s access to your account has changed. We did not grant or remove permissions from any team member.

In the past, you could only assign a single role to each team member then limit which workspaces they had access to. Now, you can specify a different role for each workspace they have access to. This gives you more control over what your team members can manage across workspaces.

We now support SAML for many single-sign on (SSO) providers, so you can use your identity provider (IdP) with Customer.io—including Cloudflare, Jumpcloud, and more. Go to Account Settings > Security > Enable Single Sign-On (SSO) to get started. You must have the Admin role to configure SSO.

Along with all the other great features in our iOS 3.0 SDK release, we also added support for Apple’s visionOS. You’re no longer limited to phones and tablets; now you can engage with your Apple Vision Pro users in augmented reality too, sending personalized push notifications and tracking behavioral activity like you would from your mobile apps.

We’ve added a handy sample app to our iOS SDK, so you can see what Customer.io looks like in VR. But, if you’ve developed an app with our mobile SDK already, our visionOS support should come naturally to you.

CSS pre-processing converts your CSS styles to inline attributes in your emails. Disabling this means we won’t change the code of your template, ensuring it stays exactly as you designed it. We’ve added a workspace setting so you can disable CSS pre-processing for emails created in the code editor. In the past, you could only disable this on an email. Now, you can also disable this for all new messages made with the code editor. Go to Workspace Settings then click Email > Default Email Settings to change this setting.

Beginning May 1, 2024, Apple’s App Store requires mobile apps and the SDKs you use to build your app to include privacy manifests. This includes Customer.io’s SDKs. We’ve updated our SDKs to include privacy manifests. Update your app to one of the versions listed below (or later) before May 1st, 2024 to ensure that your apps meet Apple’s requirements and aren’t rejected from the App Store.

• iOS: ≥ 3.1.0 or ≥ 2.13.0
• React Native: ≥ 3.6.0
• Flutter: requires iOS ≥ 2.13.0. Follow our update instructions to update the iOS native package in Flutter.
• Expo: requires React Native ≥ 3.6.0. Install the latest React Native SDK and run expo prebuild --clean.

You can now add a person to or remove them from a manual segment through their profile page. Go to a person’s profile then click the Segments tab. Go to the tab Doesn’t Belong To then click Add to segment beside any manual segment so they join it. Or, under Belongs To, click Remove from segment so they leave it. Keep in mind, after you remove people from or add them to manual segments, they may trigger campaigns.

This applies to accounts created before Nov 28, 2023; all other accounts use our latest liquid version. You can now upgrade your workspace so that all new messages moving forward use our latest liquid version. The latest liquid version offers improved filters (e.g. default filter), faster rendering, and better tools for troubleshooting liquid syntax. Take a look at the differences between our latest and legacy versions of liquid to see if you’re ready to make the switch. Then go to General Workspace Settings to upgrade. Keep in mind, you will still have to manually upgrade existing messages. If you run into unexpected syntax issues with the latest liquid, use our fallback logic.

As an Admin, you can now download your billing invoice from Account Settings > Plans & Billing > Billing History. Click Download invoice beside any billing period for a PDF.

We now check your DMARC policy when verifying your email sending domains to enforce Gmail and Yahoo’s new sending requirements. Visit your Workspace Settings and click Manage Domain to check the state of your DMARC policy and whether we recommend you update it. These requirements are designed to help prevent email spoofing and phishing attacks.

If your account was created before Nov 28, 2023, you now have the ability to upgrade to our latest liquid version, which provides faster rendering and new functionality. Check out what’s new and deprecated with the latest version. You can update a message through the Actions dropdown while editing.

We know that liquid is complicated, even moreso when you need to reference objects, relationships, and people in the same message. To make things easier, we built a tool that uses AI to generate your message and liquid for you.

Because AI features are tricky, we’ve made this an Experimental feature so you can use it if you’re comfortable taking advantage of AI-style features. To enable the feature, go to the icon in the upper right corner and click Experimental Features. From here, you can enable Email Content for Object Campaigns.

Then, in campaigns triggered by objects or relationships, you can click Generate with AI to generate messages and associated liquid. The AI tool works like most AI-chat applications, so you can continually refine your prompt to get the results you want. Then copy the results into your message and you’re ready to go.

A couple of weeks ago, we changed the file size limit from 3MB to 1MB to scale our file storage and follow best practices for email. But after considerable feedback, we’re changing it back to 3MB to better support your needs. We’ll continue looking for solutions to storage and deliverability optimization.

We appreciate your feedback and are always looking for ways to improve our product—whether by adding new features or fixing recent changes! If you have feedback on this or any other feature, please let us know.

We’ve released updates for our iOS-supporting SDKs, so they’ll automatically register device tokens and capture opened metrics for push notifications. Now that we handle these things, you can remove some code, simplifying your integration and improving reliability when you update our SDKs in the future.

This release updates the platforms below. We’ve linked to upgrade documentation for each SDK, highlighting the code you can remove from your app when you upgrade:

• iOS 2.11
• React Native 3.4
• Flutter (affects iOS native SDK)
• Expo: Upgrade to 1.0.0-beta.14 and run expo prebuild --clean.

We’ve made two updates to enhance your reverse ETL integrations. First, we added a setting that allows you to decide how imports handle suppressed profiles. Second, we updated our import logic such that all reverse ETL imports start at a predictable time based on when your imports first started and your interval setting. For more information and examples, go to your database’s documentation. For more on our suppressed profile setting, go to Add a sync > Step 4. For more on interval calculation, go to Sync intervals and skipped syncs.

We changed the limit for image uploads from 3MB to 1MB. This helps us control the scale of file storage and follows best practices for image sizes in emails.

Your toolbox in Customer.io just expanded! You can now trigger campaigns based on an update to an object, an update to a relationship, or the addition of a relationship to an object. This is helpful when, for instance, you want to send a person through a journey when an account object they’re a manager of is updated or when their role at the account has changed. Go to Campaigns in the left hand navigation and click Create Campaign in the top right to get started.

We revamped our campaign creation experience so that it is easier for you to find and refine the triggers you need. Go to Campaigns in the left hand navigation and click Create Campaign in the top right to get started.

You can now import a CSV of objects or relationships through our UI or API. This is helpful if the data is not available through an integration or you are just getting started and need to quickly backfill data. To import objects or relationships through our UI, go to Data & Integrations > Imports. To import them through our API, use our import endpoint. Note: the people and objects referenced in your relationship CSV must already exist in your workspace for the import to succeed. Also, keep in mind that importing objects and relationships can trigger campaigns! Check that your CSV is correct before initiating import.

Until now, if you wanted to take full advantage of Data Pipelines and send in-app messages to your web audience, you may have had to use both our Data Pipelines JavaScript SDK and our Journeys Web SDK. Handling multiple SDKs for the same platform can be a pain, so we’ve added in-app support to our Data Pipelines JavaScript snippet. Now you can do everything in Customer.io with a single JavaScript SDK.

You can now retrieve and update translations of messages using our App API. This includes campaigns, newsletters, API-triggered broadcasts, and transactional messages.

You can now export object and relationship data from the people or object summary pages as well as from individual people and object pages. This gives you flexibility to share this data with your colleagues that do not have access to Customer.io.

By default, our in-app messages have a maximum width of 414px—a common breakpoint for mobile design. But that might be too narrow for non-mobile mediums, like your desktop website. Now you can set a custom max width for in-app messages, expanding your message on larger screens while still being responsive when your message appears on screens smaller than the max-width value.

By default, we display modal in-app messages on top of a background overlay colored black with 20% opacity. Now you can customize the modal overlay color and opacity to better fit your brand and ensure that your messages are accessible to all of your users.

You can now hide profile and event attributes from team members with the Author role to limit who has access to personal information in your workspace. Admins can manage this setting in Account Settings > Team Members. When creating or editing a team member with the Author role, toggle on Prevent this person from viewing profile and event attributes. Authors with reduced access cannot manage segments, objects and relationships, or webhooks. They also cannot edit people or attribute conditions for broadcasts.

If your account is in our European Union region, you can now take advantage of Data Pipelines to send data from your various sources to destinations where you can activate that data. Now our full suite of features—both Journeys and Data Pipelines—are available to you, wherever you are.

Now you can set up multiple page rules for an in-app message, making it easy to show your message on any page relevant to your message and audience.

The Zendesk destination helps you identify your users, so you can keep a record of your users and can easily identify the people and organizations who ask you for help.

You can now keep banners and messages on your web or mobile app until a set expiration date. This option is perfect for announcing upcoming conferences, webinars, promotions, and more.

If you use our Web SDK, you can start sending persistent in-app messages today. If you use our Mobile SDKs, you’ll need to update to the latest version to take advantage of this feature. Persistent messages are available starting in:

• Android 3.7.0
• iOS 2.8.4
• React Native 3.2.0
• Flutter 1.3.0

If you use outgoing webhooks to trigger messages from a third-party provider that is not natively integrated with Customer.io, you can send incoming calls to our Track metrics API to capture metrics in Customer.io. This allows you to see delivery metrics for all of your messages in one place.

You can now retrieve a list of all workspaces and high-level data, like people and object counts, through our App API. This is useful if you need to track usage outside of Customer.io.

You can now hide profile and event attributes from team members with the Viewer role. Admins can manage this setting in Account Settings > Team Members. When creating or editing a team member with the Viewer role, toggle Prevent this person from viewing profile and event attributes to on.

The Google Tag Manager (GTM) destination helps you take advantage of GTM through your Data Pipelines implementation. You won’t have to drop in the GTM snippet or call gtag directly.

Following our last update, we’ve made it even easier to build in-app messages. Now you can drag-and-and drop components. This gives you the flexibility to build your message in any order and reorganize it later—you can simply change your layout and move elements to the right places at any time.

In-app messages often contain groups of nested components, which can make it hard to find the part of the message you want to edit. That’s why we added a new panel to our in-app message creator: to help you easily find and jump to the parts of your message you want to edit.

With the new message navigation panel, you can:

• See the structure of your message at a glance
• Click to a component to go directly to it in your message
• Hide and show components, making it easier to focus on what matters

You can now enable your subscription center faster by assigning a topic to multiple campaigns and broadcasts simultaneously. Note, to enable your subscription center, all your running campaigns, API-triggered broadcasts, and scheduled newsletters need a topic. To identify which message workflows still need a topic, go to Workspace Settings > Subscription center. Then go to the Topics table and click Review.

You can now view unsubscribe rates for subscription center topics when viewing Performance & Delivery Metrics or Message Metrics for campaigns and API-triggered broadcasts within the Metrics tab. For newsletters, go to the Overview tab. You can also compare metrics through your Analysis Dashboard. This data can help you determine subscription topic interest by monitoring unsubscribe rates.

React Native SDK v3 is live! Automatically update native SDK releases and integrate rich push easier. Follow our migration document (you only need to modify your Podfile) to upgrade, today.

You can now add pre-built blocks to your in-app messages to save time constructing message frames, buttons, and rounded images! Select from the component dropdown to get started.

You can now override a subscription topic at the message level. Within a campaign, select an email then select a different topic from the Subscription Preference dropdown. This way, you can target different audiences within a single campaign.

We’ve made a series of improvements to our in-app message editor that make it easier to build and preview your message.

• Sticky preview: The preview stays in view, so you can see your message as you edit it.
• Expanded editing space: We increased the size of the in-app message editor and reduced the impact of other UI elements, making more room for you to work on your messages.
• Expand and collapse elements: The hierarchy of elements in your message are clearer, and elements aren’t hidden by default when you start a new message from a template. You can also collapse and expand parent elements without collapsing children, making it easier to focus on the elements you’re working on. Collapsed areas save with your message, so you can pick up where you leave off.

You can now create your own, custom subscription preferences page by fetching preferences from our App API and updating them through our Track APIs. This gives you full control over the branding, formatting, and location of your subscription preferences page.

We now support SSO with providers that are compliant with OpenID Connect. This includes but is not limited to OneLogin and Auth0. Go to Account Settings > Security > Enable Single Sign-On (SSO) to get started. You must have the Admin role to configure SSO.

We’ve added functions to all of our SDKs to manually dismiss in-app messages. This is especially helpful in handling custom actions, so you can dismiss messages after your audience interacts with a custom button or link. You can listen for message interactions and then perform dismissals based on the actions users take in your messages.

You can now change the order of your subscription center topics through Workspace Settings > Subscription center > Edit on the Topics table. This can be useful when you add or remove topics or want to rearrange them to reflect a hierarchy of importance.

You can now add and delete relationships between objects and people in the UI, which allows you to explore objects without engineering. You can use relationships to segment users and to personalize messages with object data.

You can now verify webhook requests sent through our Send and receive data actions using a key that is separate from your reporting webhooks. To find the signing key in your workspace, go to Settings > Workspace Settings > API & webhook credentials and select the Webhook Signing Key tab. Users with the Admin, Manager, and Author roles can view this key. You can continue to find the key for your reporting webhooks in Data & Integrations > Integrations > Reporting webhooks.

You can now translate your subscription center topics and headers for your audience. You can add translations for 29 languages and decide when to make them live to your users. Go to Workspace settings > Subscription center > Settings to get started.

We now support single sign-on (SSO) with Azure AD. Go to Account Settings > Security > Enable Single Sign-On (SSO) to get started. You must have the Admin role to configure SSO.

You can now update the branding of your global unsubscribe page! Go to Settings > Workspace Settings > Subscription Center to add a logo and/or update the background color of your Unsubscribe button. If you have not enabled our Subscription Center, your users will see this page after selecting Unsubscribe.

Easily create, personalize, and measure your transactional push notifications with our Transactional Push API. Need to add an image or deep link or send in multiple languages? No problem — make updates to your transactional messages without changing a single line of code.

To protect accounts on our platform, we’ve enabled two-factor authentication (2FA) for all accounts that do not use SSO. If you’ve already enabled 2FA via authenticator app, there will be no change to your sign-in pattern. If you have not enabled 2FA via auth app and do not use SSO, you will now verify your log-in attempt through an email from us here at Customer.io. Just make sure you click the emailed link on the same browser and device on which you attempted to sign-in, and you’ll be good to go!

You can now use liquid syntax to set the expiration date for an in-app message. Use event properties, profile attributes, snippets, and more. For example, if you want an in-app message to expire based when an online course is scheduled to start, you can use liquid syntax to set the expiration date to {{event.class_start_date}}.

You now have more flexibility when setting preferences for subscription topics. You can update some topic preferences for people, while preserving those set for other topics, using JSON dot notation. This applies to CSV import, our create/update person action, and our Track API.

With this update, you can also import each subscription topic preference as its own attribute via CSV.

Our Flutter SDK has been in beta for the past couple of months. Now that we’ve smoothed out the rough edges, our 1.0 release is ready for use in your production apps.

Our Flutter SDK supports all the same features as our other SDKs, including in-app messaging, support for images and links (rich push), and the ability to send events from your audience’s devices. As an officially-supported SDK, we’ll continue updating our Flutter library to support both OS updates and new features that we expose in Customer.io.

When you use our SDKs, you can now send push notifications to iOS devices that use the default system sound, alerting your audience when they get a new message. This affects all of our SDKs that support iOS, including React Native, Flutter, and our Expo plugin.

This only adds support for the default system sound. Our SDKs do not yet support custom sounds.

We’ve added support for AMP components to our email code editor! Validate AMP and send test emails from within your workspace.

AMP lets your customers complete surveys, RSVP to events, respond to comments, and more within your emails. Visit Amp.dev to find templates and components for your use case.

Toggle these experimental features on in Account Settings to get started: Advanced Code Editor and AMP for Email.

Now you can sync objects (like companies, accounts, or online classes) and relationships as a part of our Reverse ETL database integrations—MySQL, BigQuery, Snowflake, and so on. Now you can easily add objects and relate them to people on a regular interval based on business logic and data that you store outside of Customer.io.

We’ve had our in-app solution in beta for a while now, while we smoothed out some rough edges. Now, it’s ready for everybody.

While in beta, we’ve made some major improvements to our in-app solution:

• We’ve improved our UI, making it a little easier to compose in-app messages
• Lowered response times for in-app messages, ensuring that your audience receives messages when they’re most relevant.
• Removed the need for an organization_id in integrations, so it’s easier to get started with in-app messages.

We moved in-app message templates and branding settings under the Content menu, so you can get there in fewer clicks. But that’s not all. In this release, we also improved the in-app message editor, so that it’s easier to craft your messages.

In the improved editor, you can:

• See all the settings in a block without having to “reveal” or “hide” things.
• See how your padding and font changes affect your message in real time.
• See a list of available font and color settings with examples.
• Rename blocks and cards in your template so it’s easier to explain what each block or group of blocks does.

We’ve added the ability to rename messages for their intended purpose as you determine your messaging strategy and find specific uses for different kinds of in-app messages. In the near future, we’ll also add the ability to delete in-app message templates!

Now you can set your primary brand color and add a logo to your subscription center page, so it looks like a part of your brand and website. Branding your subscription center gives people confidence in their preferences, so they know that they’re on a page associated with your brand.

We recently released objects—a feature that lets you set relationships between people and groups like accounts, companies, online courses, and so on. As a part of that release, you could create segments based on relationships between objects and people, but you could only use those segments with newsletters. Now you can use these kinds of segments to trigger campaigns! This makes it easy to onboard new people when they join a company, sign up for a new course, and so on!

We’re committed to supporting one-to-many, and eventually many-to-many, relationships using objects. Stay tuned for updates as we continue working on this new feature!

Message limits help you make sure that you don’t over-message and annoy your audience. But, previously, messages that went over the limit—Undeliverable messages—could pile up in your workspace. Now you can set an auto-retry interval for messages that hit the limit, and automatically retry messages up to 24 hours after they hit your message limit. This helps you make sure that time-sensitive messages don’t go undelivered!