This guide walks you through connecting your Sona Audiences to Customer.io for automated syncs. By completing this setup, your Customer.io audiences will stay updated in real time based on Sona segmentation, enabling behavior-driven campaigns triggered by real-time customer signals.
Prerequisites
Prerequisites
A Customer.io account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect Customer.io to Sona
Step 1: Connect Customer.io to Sona
Go to Connectors in the Sona sidebar
Locate or add the Customer.io Connector
Authenticate and confirm the status reads Active
Step 2: Create a New Destination
Step 2: Create a New Destination
Navigate to the Destinations section
Click + Add Destination
Select Customer.io from the list
Step 3: Customer.io-Specific Configuration
Step 3: Customer.io-Specific Configuration
Record Matching: Choose the identifier used to match records (e.g., email).
Source: Select the matching field in your Sona data
Target: Typically, this will be “Email” in Customer.io
Field Mapping: Define which data points to sync
Source: Select additional fields from Sona (e.g., lifecycle stage, industry)
Target: Enter the corresponding field names in Customer.io
Click + Add to map more fields
Enable real-time processing for this destination (located under Field Mapping): Check this box if you want immediate data updates
When enabled, real-time processing will override the scheduled sync frequency
Ideal for time-sensitive workflows and immediate lead follow-up
Sync Frequency: Schedule how often data should sync
Use the interval settings to configure updates every n minutes, hours, days, or weeks
Set effective start and end times, if needed
For general destination configuration steps—such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving—follow the instructions in the Destination Setup guide.
Best Practices (optional)
Best Practices (optional)
Use descriptive destination names like “Trial Users – Customer.io Retargeting”
Match on email for highest consistency across systems
Include fields that support segmentation and campaign triggers in Customer.io
Schedule syncs hourly for dynamic campaign use cases
Create separate destinations for distinct cohorts or lifecycle stages
Monitor sync activity regularly to ensure data integrity