Customer.io Production Checklist

Overview

Comprehensive checklist for deploying Customer.io integrations to production covering credentials, integration quality, campaigns, deliverability, monitoring, and rollback.

Prerequisites

• Customer.io integration complete

• Access to production credentials

• Testing completed in staging environment

Production Checklist Summary

Category Key Items

Credentials Prod keys in secrets manager, correct region

Integration Email attribute set, snake_case events, Unix timestamps

Campaigns Sender verified, SPF/DKIM/DMARC, unsubscribe links

Deliverability Domain authenticated, bounce/complaint handling

Monitoring Error rate alerts, delivery metrics dashboard

Testing End-to-end, smoke tests, load tests

Documentation Runbooks, event catalog, escalation path

Rollback Feature flags, backup messaging, notification plan

Go-Live Procedure

• T-24h: Final staging validation

• T-12h: Production smoke tests

• T-1h: Enable integration with feature flag

• T-0: Go live with 10% traffic

• T+1h: Verify metrics, increase to 50%

• T+2h: Full traffic if healthy

• T+24h: Post-launch review

Instructions

Step 1: Verify Credentials

Confirm production Site ID and API Key are configured, stored in secrets manager, and different from dev/staging.

Step 2: Audit Integration Quality

Run integration audit script checking email attributes, event naming, timestamps, PII handling, and error handling.

Step 3: Review Campaign Configuration

Verify sender email, SPF/DKIM/DMARC, unsubscribe links, CAN-SPAM compliance, and test sends.

Step 4: Set Up Monitoring and Alerts

Configure alerts for API error rate (>1%), bounce rate (>5%), complaint rate (>0.1%), and p99 latency (>5s).

Step 5: Run Smoke Tests

Execute production smoke tests verifying API connectivity and event tracking.

Step 6: Prepare Rollback Plan

Document rollback triggers, steps, and contacts. Set up feature flags for quick disable.

For detailed audit scripts, smoke test commands, and monitoring configuration, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

Error Handling

Issue Solution

Smoke test fails Check credentials and network

High error rate post-launch Trigger rollback procedure

Deliverability issues Review sender reputation

Resources

• Customer.io Launch Checklist

• Email Deliverability Guide

Next Steps

After production launch, proceed to customerio-upgrade-migration for SDK maintenance.

Output

• Configuration files or code changes applied to the project

• Validation report confirming correct implementation

• Summary of changes made and their rationale

See deployment implementation details for output format specifications.

Examples

Basic usage: Apply customerio prod checklist to a standard project setup with default configuration options.

Advanced scenario: Customize customerio prod checklist for production environments with multiple constraints and team-specific requirements.