Updating your profile on Customer.io Desktop Examples | Page Flows (video & 10 screenshots)

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In this video

00:00 Dashboard
00:03 Account menu
00:06 Profile settings
00:08 Edit name
00:20 Update password
00:35 Password updated
00:37 Permissions
00:45 Save
00:47 Profile updated

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Updating your profile 10 Screens

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Dashboard

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Account menu

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Profile settings

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Edit name

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Update password

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Password updated

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Permissions

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Save

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Profile updated

Settings 17 Screens

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Account settings

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Security settings

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SSO Settings

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API credentials

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API keys

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Privacy settings

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FAQ

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Features

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Workspace settings

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Custom objects

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Subscription center

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Settings

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Branding

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Set color

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Branding updated

Creating an email campaign 40 Screens

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Dashboard

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Select template

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Creating an email campaign screenshot

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Edit information

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Tags

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Create tag

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Updated

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Choose events

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Add filter

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Save

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Add segment filter

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Select frequency

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Trigger

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Message settings

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Select goal

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Workflow

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Edit name

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Add condition

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Save

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Edit email

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Select preference

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Set condition

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Edit branch

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Delete

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Confirm delete

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Keyboard shortcuts

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Export

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Exporting

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Zoom shortcuts

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Move item

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Drag & drop

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Delete

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Confirm delete

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Review

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Creating an email campaign screenshot

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Campaigns

Verifying account 7 Screens

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Dashboard

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Verify account

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Enter site URL

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Add email

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Enter description

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For review

Logging out 4 Screens

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Account menu

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Log in page

Integrations 22 Screens

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Select integration

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Connect integration

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Copy link

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Link copied

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Set up form

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Map fields

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Success

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Import CSV

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Upload file

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Next

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Map fields

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Processing

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Review

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Import complete

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Segment

Deleting a workspace 5 Screens

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Workspaces

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Delete workspace

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Enter workspace name

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Workspace deleted

Onboarding 35 Screens

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Homepage

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Login

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Create account

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Enter name

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Enter email

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Set password

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Add company details

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Enter company name

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Select number of people

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Onboarding questions

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Select channels

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Confirmation email sent

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Email confirmed

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Homepage

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Set password

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Set password

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Add company details

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How did you hear about us?

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Welcome

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Onboarding tasks

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Onboarding tasks

Setting up messaging channels 5 Screens

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Select channels

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Push notifications

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Logging in 6 Screens

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Homepage

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Log in

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Enter password

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Dashboard

Updating account information 11 Screens

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Dashboard

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Account menu

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Account settings

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Update account details

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Upload logo

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Edit company name

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Enter Address

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Enter city

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Select country

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Enter zipcode

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Changes saved

Adding a member 8 Screens

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Account settings

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Team members

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Add team members

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Enter name

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Enter email

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Select role

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Team members added

General browsing 15 Screens

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Dashboard

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Analysis

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Channels

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Select date

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Campaigns

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Deliveries

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Select status

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Export

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Custom objects

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Segments

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Activity log

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Import CSV

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Landing page

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Pricing

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About

Upgrading your account 6 Screens

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Account settings

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Plan

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Pricing & plans

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Manage subscription

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Pay

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Submit error

Creating a workspace 7 Screens

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Account settings

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Workspaces

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Create workspace

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Set workspace name

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Set color

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Save changes

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Workspace created

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