Customer.io is an automated messaging platform the Lunchbox Team uses for Restaurant Partners. It offers more control and flexibility to craft and send data-driven emails, push notifications, and SMS messages. The following walkthrough video provides visibility into the functionality of Customer.io.

The Data & Integrations page provides a view of available customer attributes and import/export information to/from Customer.io. In particular, this function allows customer information from Lunchbox to dynamically and securely be loaded into Customer.io.

Step 1: Navigate to Data & Integrations > Data Index. Within this menu item, there are two important tabs of concern:

Step 2: As Attribute or Event tabs are selected, information is provided based upon the tab chosen. By selecting any of these listings within one of the two tabs, additional information is given more in-depth. In the example provided below, the Phone attribute was selected, which displays information on usage for Segments, Campaigns, and the Recent Activity. This general information is provided for all Attribute or Event items selected.

The Activity Logs page provides a quick snapshot of the recent customer activity, which is dynamically routed from the Lunchbox Admin Dashboard into Customer.io.

Step 1: Navigate to the Activity Logs link.

Step 2: Within the Activity Logs page, the information is distributed in the following columns:

NOTE: The Add Filter button can be selected and used to filter out information as needed for specifics.

Step 3: Selecting a customer's name from the Person column will send you to the People page, which displays information for that customer (see example below). This section contains various information about the customer.

The Segments page provides the ability to break down Lunchbox customers by Attributes. Segments consist of named groups of people who share characteristics or behaviors. A Segment can have many individuals within it and an individual can belong to many segments.

Step 1: Navigate to the Segments link.

Step 2: The Segments page opens, displaying all available segments for the customer. This page allows users to create, search for, and filter segments. To begin the creation process, select the Create Segment button in the upper right corner of the page.

Step 3: The New Segment page will open, providing two sections with information that can be input:

Step 4: After completing the Name Your Segment section (with "Second Orders" being created), you can choose whether to create a Data-driven or Manual Segment. In the example below, the Data-driven type was selected. The drop-downs are provided to identify specific segments of the customers based on the filters selected.

NOTE: After selecting from the Add Condition or Group dropdown, subsequent dropdowns will appear as you determine your query. Once your query is complete, click the Save Changes button in the bottom right to save your new segment.

Step 5: The completion of the segment will return to the newly created segment's page. The statistical data windows will display all pertinent information for customers that fall into that segment. You can click on the Segments breadcrumb menu item (located in the upper-left portion of the page) to return to the main Segments page in order to view your new segment along with all existing segments.

Step 6: On the main Segments page, you will also see that the created segment appears in the list, with the Status column updating as the customers fall into the newly created segment.

The People page contains all of Lunchbox's customers. The data here can be used to automatically match people into Segments, which provides personalized messages and the ability to fine-tune how to target audiences.

Step 1: Navigate to the People link.

Step 2: The People page will open, which displays a list of all people in the system, listed by their Email, ID, and Created At columns. You can select the Add People dropdown, which will provide options to:

Step 3: You can select an email address from the previous step, which will display all information available about the user in the Customer.io system. Initially, the Overview tab is selected when the page loads, which provides information on Attributes (which can be searched by using the search bar), Recent Activity, Most Recent Deliveries, Segments, and Devices.

Step 4: The Attributes tab displays the dynamic, real-time information on the selected user, including information on their various Attributes (which can be edited, using the Edit Attributes button, or searched by using the search bar within the section) and there is a section for Recent Attribute Changes, which lists the name of the activity and a timestamp of the most recent attribute changes.

Step 5: The Segments tab lists all of the segments that the current user belongs to (by using the Belongs To tab), as well as any other segments (by using the Others tab).

Step 6: The Devices tab is currently not available for you to use yet. This tab allows you to see any devices that the current user has listed, which can be used to set up push notifications for them. However, push notifications must be created and sent through the Lunchbox Admin Dashboard.

Step 7: The Drafts tab contains any draft emails that have been composed and require completion or that need to be sent.

Step 8: The Sent tab contains all of the sent emails that the current user has received.

Step 9: The Activity tab lists all the activities the current user has taken part in or participated in.

Step 10: The Journeys tab shows all the existing paths through a workflow that the customer or their data has made. You can select which type of trigger the journey is a part of.

The Deliveries & Drafts page provides updates on the status of different Campaigns.

Step 1: Navigate to the Deliveries & Drafts link.

Step 2: The Deliveries & Drafts page will be displayed. It shows the status of all campaigns and has filtering options to drill down for specific needs.

Step 3: The Status filter allows you to see the current state of specific campaigns.

NOTE: Red status items are points of concern, as they indicate a need to fix issues that customers may be experiencing; fixing the issues will ensure that a customer's account doesn't get compromised.

The Transactional page involves emails being triggered from code in response to an action taken by a user in your app. Lunchbox doesn't use this feature.

NOTE: The transactional function isn't useful for Lunchbox's restaurant partners because the transactional emails already exist through Lunchbox during the delivery process.

The Broadcasts page contains features including one-time emails, promotions, newsletters, or updates; they are essential one-time messages that are sent to large groups of people at once or they can be segmented.

Step 1: Navigate to the Broadcasts link.

Step 2: The Broadcasts page will be displayed, which will show a list of all newsletters and API Triggered Broadcasts. To develop a new broadcast, select the Create Broadcast button.

Step 3: On the Create Broadcast page, you can enter the following information to fulfill the needs for the Recipients process flow:

Once the information on this page has been provided, select the Create Broadcast button to continue and complete the Recipients portion of the process flow.

NOTE: For demonstration purposes, the "Newsletter" option is selected.

Step 3: The next step, which determines the Content, there are two options available for the section labeled Who should receive this newsletter?:

After picking one of the options, select the Save & Next button, which is located in the upper-right portion of the screen.

NOTE: For demonstration purposes, the "Everyone" option was selected.

Step 5: In the next screen, the Email option is chosen from the Channel section of the Message window, and the Broadcast name appears in the field below the selected item. Select the Broadcast name (i.e., "Xmas Email" in the screenshot) to begin building the content.

Step 6: The next page opens to handle Choose your email's starting place. To begin from scratch, there are a couple of options of concern, which are as follows:

If desired, there are also templates of previously designed emails located at the bottom of the page.

NOTE: "Drag-and-drop" is selected for demonstration purposes because it is the most common method.

Step 7: The content builder page appears after selecting Drag & Drop. Within the page is the Content tab, where you create your email messaging. To create the email content in this section, there are the following options available on the right side:

NOTE: Rows are placed in the Content section of the email design first, followed by the Content objects to populate it, and finally, the Settings options are used to control the appearance of the content.

Using a combination of the three options, emails can be constructed in an easy-to-make visual style. The upcoming steps describe how to use these options to create an email.

Step 7: During the construction of an email, you would start by laying out the rows where the content would be placed. Using the Rows section, drag and drop the desired rows into position on the Content section of the email.

Step 8: After the Rows have been laid out in the email content section, the next step is to layout and define the Content that will be used. As before, you will drag and drop the content objects over the sectioned rows where they reside.

NOTE: In the screenshot below, the colors correspond to the drag-and-drop content object and where they were positioned over the sectioned rows.

Step 9: After positioning all the content objects, you can click on an individual object to bring up repositioning and editing features. In the screenshots below, the Content Objects in each example are selected for editing. The properties within the Content tab also reflect changes that can be made to the selected object.

Example: Title content type

Example: Button content type

Example: Image content type

Example: Text content type

Step 10: Once all changes have been made to the Content Objects on the email, click the Preview button.

Step 11: The Preview screen will show the email's appearance, with information placed as selected. Conveniently, you can click on one of the two icons for the preview email as a desktop or mobile version (located just below the Preview button). On the left side of the page, various information about customers or segments will have sample data. Also, if there are any errors that need to be corrected, you can select the Review Errors button to view and handle any fixes (i.e., issues, link errors, etc.) needed.

Step 12: In the far right corner of the page is the Actions dropdown that can be selected to allow you to use the Send test... function, which will send a test email for you to see what the customer will see.

NOTE: When you are completed with your updates and ready to move forward, select the Save button, which will be located in the upper-right corner of the screen. This will complete the Content portion.

Step 13: The next step of the Broadcast creation process is the Goal process flow step, which allows you to a) set goals for all of your emails and b) track the success of campaigns over time through monitoring of clickthroughs. Within the Goal page, there are two sets of options as follows:

NOTE: Once you have defined your Goal's terms, select the Save button in the upper-right corner of the screen to continue. This will complete the Goal section.

Step 14: To complete the Broadcast creation process, the final step is the Review process flow step, which allows you to review all of your edits and determine whether you would like to schedule or send the information immediately.

The page will provide a review (and list any missing/incorrect items) of each section done during the Broadcast creation process; at the bottom will be the means by which you can choose when to deliver it.

The Campaigns page is where Email automation (e.g., creation of Birthday emails) occurs. The campaigns are workflows of multiple messages which adapt to and send in response to user or data behavior.

Step 1: Navigate to the Campaigns link.

Step 2: The Campaigns page will be displayed, which shows a list of all campaigns for the current customer. The campaigns can be filtered to drill down to specific criteria. To develop a new campaign, select the Create Campaign button.

Step 3: The Create Campaign page will open, providing the means to enter the following:

NOTE: When the information has been completed, select the Create Campaign button to continue.

Step 4: The What Triggers this Campaign? page opens, beginning with the Trigger process flow section.

All campaigns require a trigger point that will pull a customer into the workflow so that they can receive an email. To achieve this, there are two sections displayed on this page that you can use to define triggers for the campaign:

NOTE: Once the triggers have been determined, select the Save button in the upper-right corner to conclude the Trigger process flow section.

Step 5: The Build section will open, which allows you to develop the process flow for the campaign; this occurs within the Workflow step.

There are four sections that allow you to build the workflow for your campaign (by using drag-and-drop), which are as follows:

Step 6: You can drag-and-drop objects into the sequence based upon your needs for the campaign flow.

Step 7: Each object can be clicked on, which results in a window appearing on the left, allowing you to change the options for that object and manipulate functions of certain objects (i.e., adding content to emails, adding attribute details, etc.). As any object has updated information input, select the Save button to confirm your changes, the Duplicate button to copy the current object, or you can delete the object by selecting the Delete button.

NOTE: When the workflow build has been completed, select the Next button in the upper-right corner; this will complete the Workflow process flow section.

Step 8: The Goal & Exit process will begin. This step allows you to define your goals during the campaign, if needed, and exit the campaign workflow.

There are two sections in the Goal & Exit section, which are as follows:

NOTE: Select the Save & Next button to complete the Goal & Exit process flow section once you have defined and set the options.

Step 9: The Review process step will begin, which allows you review all of your campaign settings.

The Review page will review each section completed during the Campaign creation process; at the bottom, you will find the Start Campaign button, which you can select to begin using the campaign you have designed.

The Analysis page allows you to perform analytics on email campaigns and provide insight on specific reporting criteria as needed.

Step 1: Navigate to the Analysis link.

Step 2: The Analysis page opens, allowing you to view, analyze, and compare data/metrics across the entire workspace. You can filter information by selecting the type (Campaigns, Newsletters, API-Triggered Broadcasts, etc.) and manage/select Tags. The Results section, at the bottom of the page, will display the results of the filtered information. You can select from any of the items listed to display information on that topic.

NOTE: The Export button in the upper-right corner can be selected to export the information.

Step 3: After clicking on a result from the previous step, all information is available on that item for analysis. The menu bar provides information from all aspects on the topic, which includes:

The Dashboard page provides a high-level view of account activity, tracking various metrics and statistics that benefit the Restaurant Partner.

Step 1: Navigate to the Dashboard link.

Step 2: The Dashboard page opens and provides filterable information, conveniently listed in sections that give insight into the currently selected item. Each section within the page contains the ability to view the information in various ways with a multitude of options:

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