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What is Customer.io?

Customer.io is a powerful marketing automation platform designed for large enterprises to streamline and optimize their customer engagement strategies. It enables businesses to leverage real-time customer data to create personalized, targeted messages across multiple channels. By using Customer.io, companies can improve customer retention, drive revenue growth, and enhance their overall customer experience.

What is Tableau?

Tableau is a leading data visualization and business intelligence tool that helps organizations gain valuable insights from their data. With its intuitive, easy-to-use interface, Tableau empowers users to create compelling, interactive visualizations that drive data-driven decision-making. Enterprise companies benefit from Tableau's scalability, flexibility, and ability to integrate with various data sources, making it an essential tool for data analysis and reporting.

Connecting Customer.io to Tableau

Connecting Customer.io to Tableau involves several steps:

  • First, you need to export the data from Customer.io in a format that Tableau can read, such as CSV or Excel.
  • Next, set up a data connection in Tableau by selecting the appropriate file type and navigating to the exported data file.
  • Once the data connection is established, you can start mapping the fields from Customer.io to corresponding dimensions and measures in Tableau.
  • After the mapping is complete, you can begin building visualizations and dashboards to analyze your Customer.io data.
  • Note that this manual process needs to be repeated every time you want to update your Tableau visualizations with the latest Customer.io data, which can be time-consuming and error-prone.
  • Alternatively, you can use a data extraction and load tool like Improvado to automate the entire process and keep your Customer.io data in Tableau up-to-date.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst

Connecting Customer.io to Tableau with Improvado

Improvado is the best solution for connecting Customer.io to Tableau, offering a seamless and automated data integration process. By using Improvado, you can eliminate the need for manual data extraction, transformation, and loading, saving time and reducing the risk of errors. With Improvado's pre-built metrics and dimensions, you can easily map your Customer.io data to Tableau, allowing you to focus on data analysis and decision-making. Additionally, Improvado provides exceptional customer support, ensuring that any issues or questions are promptly resolved.

Summary of connection Customer.io to Tableau

In summary, connecting Customer.io and Tableau is essential for gaining valuable insights from your marketing data. However, the manual process can be cumbersome and time-consuming. Improvado offers a streamlined, automated solution that centralizes your marketing and sales data, enabling you to visualize and analyze Customer.io data in Tableau with ease. With its scalability, customization options, high-quality customer support, and ability to process large volumes of data, Improvado is the ideal solution for your enterprise data integration needs. To learn more, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.
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