#Sync Customer.io contacts with Sociocs

#Introduction

Sync Customer.io people/contacts with Sociocs using a Customer.io campaign.

#Setup on Sociocs

  1. Sign up or log in on app.sociocs.com.

  2. Go to "Profile & settings -> API". settings

    api

  3. Find the "API key". You'll need it later. If you're using Sociocs API for the first time, you need to enable it by clicking on the "Enable API" button.

#Setup on Customer.io

  1. Create a new campaign, and go to the "Trigger" step. Select any trigger when you might want to send the Customer.io contact to Sociocs.

  2. Finish "Settings" and "Goal & Exit" steps. Go to the "Workflow" step. Most likely you don't need to make any changes in the "Settings" step, and select "No goal" in the "Goal & Exit" step.

  3. Under the "Request tab", select a sample contact with a phone number in the left hand side column.

  4. In the right hand side column,

    • Select "POST" in the dropdown list.

    • Enter https://api.sociocs.com/contacts/{{customer.phone}} in the URL field.

    • Click on "Add header". Add apikey in the "NAME" field, and your api key in the "VALUE" field.

    • In the API data payload box shown below, add below JSON object.

    { "list_id": 0, "name": "{{ customer.full_name | default: '' }}", "extra_fields": { "email": "{{ customer.email | default: '' }}" } }

    Here's a sample of the API request parameters. sample api params

  5. Click on the "Send test..." button to verify that the Customer.io contact shows up in Sociocs.

  6. Complete the "Review" step and start the campaign.

Congratulations, you've enabled contact syncing from Customer.io to Sociocs!