Customer.io tag

The Customer.io tag is a custom tag template for the Google Tag Manager (GTM) server container. It allows you to send events, page views, screen views, and user profile updates directly to Customer.io using their Data Pipelines API.

Prerequisites

To set up the Customer.io tag, you will need the following:

• Configured server GTM container.
• Configured data-streaming to the server GTM container (it can be done through server-side Google Analytics 4 or Data tag/Data Client).
• Customer.io account with an API Key (find it in your Customer.io Workspace settings).

How to set up server-side tracking for Customer.io

1. Add the Customer.io tag by Stape to your GTM workspace. Go to your server GTM container → Templates section → Tag Templates → click Search Gallery → type Customer.io → choose the template by Stape → click Add to workspace.

2. Create a new tag. Go to the Tags section → click New → as tag type select Customer.io.

3. Select the specific action Type this tag should perform: Track Event (3.1), Track Page View (3.2), Track Screen View (3.3), Identify User (3.4), Add User to Group (3.5).

4. Additional Settings

Additional Settings of this tag include such sections as Common Properties, Context Properties, Consent Settings, Logs Settings, BigQuery Logs Settings, and Advanced Settings.

5. Assign the appropriate trigger (for example, All Pages for Page Views or Purchase for custom events).

6. Open GTM Preview mode to verify the tag fires.

7. Check the Console tab in GTM Preview to ensure the Customer.io API returns a 200 Success status.

Refer to our guide on debugging and monitoring server-side configuration.