# Customer.io

> "Liquid‑powered automation meets interactive video."

**CRM Term:** *Liquid Tag*

{% stepper %}
{% step %}

#### Design video in Blings.

{% endstep %}

{% step %}

#### Choose Customer.io in Connect to CRM.

{% endstep %}

{% step %}

#### Map tags

`{{customer.first_name}}`, `{{customer.email}}`.
{% endstep %}

{% step %}

#### Choose embed method in Blings

**Video Link** (URL) *or* **Visual Placeholder** (HTML snippet).
{% endstep %}

{% step %}

#### Paste into Customer.io email editor

* **Video Link:** highlight text / select Button → **Link** pane → paste PURL.
* **Visual Placeholder:** add **Code** block → paste snippet.
  {% endstep %}

{% step %}

#### Test & Send

Use Customer.io's *Preview with profile*.
{% endstep %}
{% endstepper %}

**Embed Options – Video Link vs Visual Placeholder**

| Method                               | Customer.io Email Builder Location              | CRM Help                                              |
| ------------------------------------ | ----------------------------------------------- | ----------------------------------------------------- |
| **Video Link (URL)**                 | Button/Text link → **Link** settings            | <https://www.customer.io/docs/email-builder/#linking> |
| **Visual Placeholder (HTML banner)** | **Code Block** in email builder → paste snippet | <https://www.customer.io/docs/email-builder/#code>    |

<a href="https://www.customer.io/docs/liquid/" class="button primary">CRM Docs</a>


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# Agent Instructions: Querying This Documentation

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```
GET https://help.blings.io/integrations-crm-guides/customer-io.md?ask=<question>
```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
