![]() Go to your Account Settings > Team Members page.Įnter the new team member’s name and email address. Contact us if you need more than 300 team members. You can have up to 300 total team members. ![]() Add team membersĪs an Admin, you can add or remove team members from your Customer.io account. However, team members can still access data (if needed) via our external API, and can interact with API keys here. Import and Export options are disabled in the platform’s user interface for Authors and Viewers. A person’s role determines whether a team member can edit campaigns, access workspace settings, or account and billing information. When you add or edit team members, you can set their Role in your account. Roles determine the permissions that people have in your account-whether they can edit campaigns, access workspace settings, or account and billing information. Your team members page shows you not only who is in your account, but when you added them, when they last logged in, and their role. Go to the Team Members page to add people to your account. Team members do not add additional costs to your account: you should add anybody that can help you manage communications. You can add up to 300 team members to your account to help you manage your campaigns, newsletters, audience, etc. If your email address is already in use with a different Customer.io account, and you want to access a second Customer.io account, you can ask your email administrator to set up an alias address for you so that you can access multiple Customer.io accounts. Your email address can only be associated with one account. If you accidentally created a new trial account instead of getting added to your team’s existing account, you need to cancel your trial and then contact us to free up your email address so that you can be added to your team’s account. Your team can help you collaborate on campaigns, help with integrations, and so on. Use Google Forms or Jotforms with ZapierĪs an admin-level user, you can add, remove, and set roles for other members of your team.Data Warehouse integration using Stitch.Setting up and using Zapier with Customer.io.Getting conclusive results from A/B tests.Find messages using the Message Library.Send data from Customer.io to Salesforce, Highrise or another CRM.How do I add an avatar/logo to my emails?.Adapting MailChimp's Two-Column template.Resources for templates, code, and best practices.Troubleshooting Your Drag-and-Drop Emails.Verify deliverable email addresses with Kickbox.Authenticating for Apple Private Email Relay.Use Drafts to deliver error-free messages.Why did my campaign not send someone a message?.Enable Time Zone Match in 10 Minutes with Clearbit.Campaign for new subscribers with Stripe.Making changes to campaigns and broadcasts.Campaigns, Broadcasts, and Transactional Messages.Setting Up Segments for Specific Purposes.Why don't people match 'within the past X days' conditions?.How do I know what data I have available?. ![]()
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