Conditions for the Customer.io and Union Integration

With Customer.io you’re able to tailor your marketing to reach students based on their purchases and interactions with your business. With the power of Customer.io and your Union data sync'd, the marketing strategy you're looking to create is infinite. While conditions are primarily used when you're creating segments, they can be used in other workflows in Customer.io. To get started, let's familiarize ourselves with some of the language.

Below are the three main conditions or groups you’ll use in Customer.io to build segments (Events, Attributes, and Email). Learn what each option means and how you can use it in your marketing.

Event Name	Defining	Use Cases/Examples
order_completed	Any order that has succeeded/completed. Example: A Registration or Purchased a Pass.	*
An order can be:

A Registration
Purchased a Pass | | ticket_canceled | An account has a ticket that is canceled. | *A ticket for any event was canceled. | | ticket_issued | An account has acquired any ticket from when the account was created. *Note: includes active, expired, or canceled. | *- An account has ticket a used ticket
An account has an active ticket
An account purchased a ticket
An account was comped a ticket || pass_issued | An account has acquired any pass from when the account was created.*Note: includes active, expired, or canceled. | * | | pass_canceled | An account has a pass that is canceled. | * | | pass_updated | Number of passes on an account has been updated. For example if you had a 10 pack and used 1 class your pass will be updated to show that you only have 9 classes left. This event is used to create a segment for people who are low in their class packages. | | | subscription_issued | An account has acquired any subscription (auto-renew) from when the account was created. *Note: includes active or canceled. | * | | subscription_pending_cancellation | A subscription (auto-renew) that will cancel at the end of the billing cycle. | * | | subscription_past_due | An account has an unpaid payment on a subscription from when the account was created. | | | subscription_canceled | An account has a canceled subscription from when the account was created. | * | | subscription_payment_succeeded | A subscription with a successful payment from when the account was created. | | | subscription_payment_failed | An account has a payment that has not gone through. The customer owes money. | | | payment_plan_issued | An account has acquired any payment plan from when the account was created. *Note: includes active, complete, or canceled. | * | | payment_plan_past_due | An account has an unpaid payment on a payment plan from when the account was created. | | | payment_plan_canceled | An account has a canceled payment plan from when the account was created. | * | | payment_plan_completed | An account has a completed payment plan from when the account was created. | | | payment_plan_payment_succeeded | A payment plan with a successful payment from when the account was created. | | | payment_plan_payment_failed | An account has a payment that has not gone through. The customer owes money. | | | registration_issued | An account has registered for any event or performance. | * | | registration_redeemed | A customer has attended the class they registered for | | | registration_canceled | An account has a registration that is canceled. | * | | refund_created | A refund has been initiated (set to go through). | | | | | |

pending_cancel

Event Name	Definition
order_completed	Any order that has succeeded/completed.
ticket_issued	An account has acquired any ticket from when the account was created. *Note: includes active, expired, or canceled.
ticket_canceled	An account has a ticket that is canceled from when the account was created.
pass_issued	An account has acquired any pass from when the account was created. *Note: includes active, expired, or canceled.
pass_canceled	An account has a pass that is canceled from when the account was created.
subscription_issued	An account has acquired any subscription (auto-renew) from when the account was created. *Note: includes active or canceled.
subscription_pending_cancellation	A subscription (auto-renew) that will cancel at the end of the billing cycle.
subscription_past_due	An account has an unpaid payment on a subscription.
subscription_canceled	An account has a canceled subscription from when the account was created.
subscription_payment_succeeded	A subscription with a successful payment from when the account was created.
subscription_payment_failed	An account has a payment that has not gone through. The customer owes money.
payment_plan_issued	An account has acquired any payment plan from when the account was created. *Note: includes active, complete, or canceled.
payment_plan_past_due	An account has an unpaid payment on a payment plan from when the account was created.
payment_plan_canceled	An account has a canceled payment plan from when the account was created.
payment_plan_completed	An account has a completed payment plan from when the account was created.
payment_plan_payment_succeeded	A payment plan with a successful payment from when the account was created.
payment_plan_payment_failed	An account has a payment that has not gone through. The customer owes money.
registration_issued	An account has registered for an event.
registration_redeemed	An account has attended an event since the account was created.
registration_canceled	An account has a canceled registration since the account was created.
refund_created	A refund has been initiated (set to go through).

Attribute Name	How To Use
Active_Subscription	Student does (true) or does not (false) have an active subscription on their account.
Active_Pass	Student does (true) or does not (false) have an active pass on their account.
Marketing Only	Student was manually uploaded through the marketing list upload on Union.
active_paid_packs_with_1_redemption_remaining	Student has 1 class remaining form a class package purchase.

Email Conditions	How To Use
Any Email	Has been sent, opened, clicked, filed, any email that your organization has sent out
Specific Email	Has been sent, opened, clicked, filed, a specific email of your choosing