Customer.io implementation
Launch faster on Customer.io with a team that’s done it hundreds of times
Moving to a new ESP or CDP like Customer.io doesn’t need to be painful. Scalero handles the entire process, from cleaning and migrating your data to rebuilding automations, templates, and lists. We’ll make sure your deliverability stays strong, your team gets trained, and your campaigns keep moving.
Proven process, better outcomes
Why migrate to Customer.io with Scalero?
We’ve handled dozens of Customer.io implementations. So we know how to avoid pitfalls and get your team moving fast.
Not just migrating?
Warehouses
CDPs
APIs
Clean data integration
We’ll connect your warehouse or tools like Segment and make sure your data is clean, mapped, and ready to power campaigns.
Launch-ready
Built for marketers
Intuitive campaign building
We set up flexible workflows tailored to your customer journeys, so your team can launch without relying on devs.
Data-aware
Built for scale
Dynamic segmentation
We’ll help you create real-time, behavior-based segments that unlock smarter personalization across channels.
Liquid
Dynamic content
Personalized content
We use Liquid to build dynamic templates that feel human and scale effortlessly across your audience.
How it works
Assessment & planning
We’ll align on your goals and build a clear migration plan using tools like Notion or whatever project system you prefer.
Data migration (optional)
We can securely migrate your data or partner with your team if you'd rather handle it in-house.
Template & automation setup
We’ll rebuild or refine your email templates and workflows so they work seamlessly in Customer.io.
Testing & optimization
Using tools like Email on Acid, we test every message and flow for deliverability, logic, and performance.
Launch & ongoing support
Once everything’s ready, we handle the launch and stick around for post-launch support to keep things running smoothly.
Case study
How Scalero helped MyTrees boost click rates by 30% after migrating to Customer.io
The challenge
MyTrees needed to move from SendGrid to Customer.io while improving their email design, adding personalization, and boosting engagement to support their climate mission.
The solution
Scalero handled the full migration, created modern, branded templates, and built automated flows with personalized triggers to keep subscribers engaged.
The result
Open rates rose 32%, clicks jumped 30%, and MyTrees saw stronger retention, more subscribers, and a much more reliable email program.
What does pricing look like?
Every migration is different, so we don’t do one-size-fits-all pricing. Here’s what we’ll look at to give you an accurate estimate:
Your package
Your current platform
Are you switching from Salesforce Marketing Cloud, Braze, Iterable, Marketo, Listrak, or another ESP?
Your future setup
What integrations or tools will Customer.io connect with in your tech stack?
The size of your list
How many subscribers are we migrating over?
Workflows to transfer
How many journeys and automations need to be rebuilt in Customer.io?
Email templates in the mix
How many designs need migrating or re-creating in the new platform?
We’ll use this information to create a clear, transparent quote that fits your goals and timeline.
FAQ
How long does the migration take?
The timeline depends on the complexity of your migration—namely, factors like the number of subscribers, workflows and templates, data quality, and third-party integrations. We’ll provide an estimated timeline during the assessment phase.
Will my email deliverability be affected?
Our process is designed to protect and improve your deliverability. We follow best practices, such as domain warming and thorough testing, to ensure your emails reach inboxes consistently after the migration.
Can I handle some parts of the migration myself?
Yes, you’re free to handle some or all of the data migration process yourself. We’ll customize our approach to focus on the areas where you need the most support.
Can I keep using my current platform while the migration is happening?
We can launch one campaign at a time or wait until the system is fully migrated. We’ll discuss this with you.
What happens to my templates and workflows during the migration?
We’ll rebuild or redesign your templates and automations in the new platform so that they work with Customer.io’s tools without any hiccups. This includes optimizing designs and testing for accuracy.
How do you handle third-party integrations during the migration?
We evaluate your current tech stack and confirm that all third-party tools (e.g., CRMs, analytics platforms, etc.) are correctly integrated into Customer.io. This may involve configuring APIs or other connectors specific to the platform.
What steps do you take to keep data quality intact during the migration?
We perform thorough data audits and cleanup before transferring your information to Customer.io. This includes deduplication, data validation, and structuring to provide optimal performance on the new platform.
Which ESPs do you typically migrate from?
We have experience migrating clients from Salesforce Marketing Cloud, Braze, Iterable, Marketo, Listrak, Klaviyo, and many other platforms.
How much downtime should I expect during the migration?
Our goal is to minimize downtime as much as possible. We work carefully to give you a smooth transition with little to no disruption to your email campaigns.
What if something goes wrong after launch?
Post-launch support is included in our process. We monitor performance and address any potential issues to make sure your migration is a success. Additionally, we offer monthly retainer packages to continue to work together after the migration.
Do you provide training for my team on Customer.io?
Yes, we can train your team to confidently navigate the new platform and take full advantage of Customer.io’s capabilities.
What do you need from us before the migration starts?
We’ll ask for access to your current ESP, a list of campaigns and workflows to prioritize, and any platform or data requirements. This helps us build the most accurate plan and timeline for your migration.