Customer.io helps you send targeted human messages to your learners, by utilizing their unique interactions with your school.

With the Customer.io integration, you can schedule automated emails to be sent when learners interact with your school in a certain manner. The ability to send learner and instructor invitation emails from Customer.io provides you with greater flexibility over the copy, look and feel of the welcome emails. Within Customer.io, you can customize various facets of the invitation email such as the ‘from’ email address, subject line, body copy, and branding design.

You must have a Customer.io account to perform this task. Click here to start a free trial.

IMPORTANT: This article is applicable for schools not using URL Authentication or SSO. If you are using the 'Add' button in the People Center to provide your learners with course access, this option is available to you.

Step 1

Login to your Customer.io account and click Integration. Copy and paste the Site ID and API Key into a notepad.

Step 2

In Northpass, click Apps in the navigation bar. Next to Customer.io, click Configure.

Step 4

Copy and paste the Site ID and API Key into the fields. Click Save.

You can configure the workflow to automatically re-send invitation emails until the user activates their account, and determine whether emails are received by users with the ability to monitor the delivery status of emails within Customer.io.

Invitation emails will be sent for all new people who are added to your school: Admins, Instructors, and Learners. You can choose to send the same email to all people, or different emails for each role type.

Creating a segment for pending learners

You will need this segment for future sections of this article. This segment will also be a good tool for you to easily see who has not yet activated their account.

Create a segment for learners who have not yet activated their accounts.

Step 1

Click Segments.

Step 2

Click Create Segment. Choose have not performed and then type the event person_activated.

Creating your learner invitation emails

Step 1

Create a new campaign.

Step 2

Give your campaign a name and click Create Event-Triggered Campaign.

Step 3

Type the event name “person_invited” into the box.

Step 4

Click Add event data filter.

Step 5

Type “role” into the first box and “learner” into the second box. Click Next: Workflow.

Step 6

Add a filter to only send the email to someone when they are in the segment from the first section of the article.

Step 7

Add an action to the workflow. Choose Email from the dropdown and give your email a name.

Step 8

Click Add content to add your email content.

Step 9

IMPORTANT Add your desired email copy and customizations. Insert a link with the text ##{{event.activation_url}} as the URL. This is a critical step. Without this step, the learner cannot accept the invitation.

Step 10

Click Done in the upper right-hand corner.

Step 11

Choose to send the email automatically.

Step 12

Repeat steps 7-12 as many times as you’d like, adding multiple unique emails to your workflow.

Step 13

Add time delays between your emails to stagger the sending.

Click Delay and choose the location where to insert the delay.

Step 14

Click Next: Goal.

Step 15

Define your goal by choosing “leave” and then choose the segment made in the first section of the article.

Step 16

Click Next: Review.

Step 17

Click Start Campaign.

Creating your admin and instructor invitation emails

Repeat steps 1-17 from “Creating your learner invitation emails”, but customize the copy for inviting admins and instructors.

Note: for step 5, Type “role” into the first box. Choose “is not equal to” for the dropdown, and type “learner” into the second box.

All events are triggered automatically and will appear in your Customer.io account as they occur. Events triggered prior to setting up the Customer.io integration will not retroactively appear in your Customer.io account.

Default Events Triggered in Customer.io:

Person Events

person_invited

This event is triggered when a person is invited to the school. This will apply to learners, instructors, and admins. The metadata will allow you to create different emails for each role

If you have enabled sending invitation emails via customer.io, you must insert the activation link that goes with the event into your email template in order for people to activate their accounts.

Person_activated

This event is triggered when a person accepts their invitation to the school. This will apply to learners, instructors, and admins. The metadata will allow you to create different emails for each role.

Enrollment Events

These events will be triggered when learners gain access to courses. Depending on the manner in which the learner gained access, a different event will be triggered. The three events are outlined below.

course_group_enrolled

This event is triggered when a learner is given access to a course through a group. If a learner is invited to the school at the same time they are added to the group, this event will be triggered when they accept the invitation to the school.

course_manually_enrolled

This event is triggered when a learner is individually assigned to a course. If a learner is invited to the school at the same time they are added to the course, this event will be triggered when they accept the invitation to the school.

course_self_enrolled

This event is triggered when a learner self enrolls in a course. If you are using the Shopify app, this event will be triggered when the learner successfully creates their account after completing a purchase on Shopify.

Learner Engagement Events

This section describes events sent for engagement within courses.

activity_completed

This event is triggered when a learner completes an activity within a course.

course_completed

This event is triggered when a learner reaches 100% complete in a course.

Note: To create an email for a specific course, you will need the UUID for the segment. UUIDs can be found in the Customer.io app accessed from the Apps page in Northpass. For example, create a segment of all learners who have completed a specific course. Specify the course using the course_uuid from Northpass.

UUIDs can be used with the following events to specify which course they should apply to. When the UUID is not specified, the segment will apply to any time the event is triggered in any course.

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