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Integration Guide

How to Send Referral Emails with Customer.io + GrowSurf

Use GrowSurf-synced Customer.io attributes to send personalized referral emails with the right share link, counts, and milestone copy.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

GrowSurf's native Customer.io integration updates people with referral attributes every time a participant joins or earns referral activity. That gives you live referral context inside Customer.io without building your own share-link sync.

Use this guide when you want Customer.io emails to feel personal and timely. The most useful fields for this workflow are {{customer.grsf_share_url}}, {{customer.grsf_referral_status}}, {{customer.grsf_total_referral_count}}, and {{customer.grsf_next_milestone}}.

Integration Steps

Connect Customer.io in GrowSurf before you import participants

Customer.io integration settings in the GrowSurf campaign editor
Connect Customer.io first so GrowSurf can create and keep the referral attributes current on every synced person.

In GrowSurf, open the Customer.io integration card, enter your Customer.io Site ID and Tracking API key, then save the connection. GrowSurf's docs and the current app both show this as the required setup.

Confirm the sync is live

Connected Customer.io integration state in GrowSurf
After saving, GrowSurf shows the connected state so you can confirm the Customer.io sync is active before you build email content.

Once connected, GrowSurf adds or updates Customer.io people whenever participants are added or referred. If you already imported people before connecting, use the documented export-and-import backfill flow so those records receive the GrowSurf attributes too.

Add the participant's share link to the main call to action

Example Customer.io referral email using GrowSurf merge tags
The GrowSurf Customer.io tutorials include ready-made email examples you can adapt once the referral attributes are syncing.

The most important personalized value is the participant's own referral link. In Customer.io email content, use {{customer.grsf_share_url}} anywhere the reader needs a one-click way to share, copy, or reopen the referral experience.

Support the CTA with live referral context

  • Use {{customer.grsf_referral_status}} when you want the message to reflect whether a referral is still pending or has been awarded.
  • Use {{customer.grsf_total_referral_count}} to differentiate first-time sharers from proven advocates.
  • Use {{customer.grsf_next_milestone}} when you want the email to remind people what reward they are closest to earning.

Preview the message against a real synced person

Before sending, preview or test the email with a Customer.io person whose referral state you can verify in GrowSurf. That makes it easy to catch missing attributes, stale backfills, or broken CTA links before the campaign goes live.

Code Snippets

<p>Your referral link: <a href="{{customer.grsf_share_url}}">{{customer.grsf_share_url}}</a></p>
<p>{{customer.grsf_next_milestone}}</p>

Tips

Keep the referral link as the primary CTA

Customer.io referral emails work best when the main button or link sends the reader straight to their own GrowSurf share experience instead of splitting attention across unrelated actions.

Backfill older people when needed

If you connected Customer.io after your list already existed, export those people from Customer.io, import them into GrowSurf, and let the native integration sync the referral attributes back.

Start simple with one personalized proof point

A share link plus one timely detail such as referral count or next milestone is usually stronger than stuffing every available attribute into the same message.

FAQ

Which Customer.io merge tag should I use for the referral link?

Use {{customer.grsf_share_url}}. That is the Customer.io attribute GrowSurf syncs for each participant's unique referral link.

Can I sync GrowSurf attributes to Customer.io people that already exist?

Yes. Here is a backfill workflow: connect the integration first, export your Customer.io people as CSV, then import that CSV into GrowSurf so the referral attributes are added back to those records.

Which GrowSurf fields are most useful in Customer.io emails?

The most practical fields are the share URL, referral status, total referral count, and next milestone because they help you personalize the CTA and the surrounding message without extra custom logic.

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