<aside> 👋

This portal is designed to familiarize you with the tasks to be completed during onboarding and the resources available to support you in making it all possible.

</aside>

📚 Resources

🏁 Onboarding Overview

There are a few key things you need to complete before you can start sending communications from Customer.io. This is an overview of the tasks you will need to complete during onboarding to ensure all systems are running smoothly. Other sections of this portal provide more details about each task.

• [ ] Familiarize yourself with Customer.io 🔗

⚙️ Platform Configuration

• [ ] Determine your data & integrations strategy 🔗
• [ ] Setup data integrations or import data 🔗
• [ ] Establish your sending reputation & deliverability 🔗

📩 Messaging Activation

• [ ] Set your Global Styles in Design Studio 🔗
• [ ] Create your first message, whether it is a Campaign, Broadcast, or Transactional message 🔗

<aside> <img src="notion://custom_emoji/7cc03bf5-1911-439d-ae8f-a234b3ccb2a1/1434302f-4c2b-80e0-aca9-007acd6810d5" alt="notion://custom_emoji/7cc03bf5-1911-439d-ae8f-a234b3ccb2a1/1434302f-4c2b-80e0-aca9-007acd6810d5" width="40px" />

Familiarize yourself with Customer.io

</aside>

<aside> 📈

Determine your data & integrations strategy

</aside>

<aside> ⚙

Setup your data integrations or manually import data

</aside>

<aside> 📥

Establish your sending reputation & deliverability

</aside>

<aside> 🎨

Set your global styles in Design Studio

</aside>

<aside> 💬

Create & send your first message

</aside>