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Welcome to Customer.io!
Hey Matt, thanks for choosing us to send your messages. I'll point you to a couple of fast tracks to get set up, and over the next few days I'll share a few more cheat codes for getting the most out of the platform.
I need to send emails, fast
Verify your domain and account. First, find the person on your team who manages your DNS or has admin access to your website hosting to grab your MX/DKIM/SPF records.
I want to connect data
Head to the docs or use our MCP server to connect your own AI tools via SDKs.
I want to explore first
Take our product tour. Walk through key features like People, Campaigns, and Design Studio in Customer.io.
Ask the AI Assistant
Chat with our Assistant in Customer.io to learn about the platform, your workspace data, and accomplish your goals.
Need help? Just reply to this email or visit the docs.
Best,
Gabby at Customer.io
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© 2026 Peaberry Software, Inc., 9450 SW Gemini Dr., Suite 43920, Beaverton, Oregon 97008
Frequently asked questions
- What type of email is this?
- A welcome onboarding email (part 1 of 3) designed to activate new trial users through guided setup and clear next steps.
- Why does this design work well for onboarding?
- Icon-driven sections improve scanability, tiered actions accommodate both quick-win adopters and engaged learners, and the AI assistant CTA reduces setup friction.
- Can this template be reused for other SaaS products?
- Yes—the structure of clear actions, tiered options, and resource links is widely applicable, though specific steps and content would vary by product.