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Email Sequences with Customer.io and Calendly

Step 3: Event-Based Email Campaigns

Create event-triggered campaigns for partial and completed form submissions with customizable follow-up emails and delays

Create two event-triggered campaigns in Customer.io: one for partial form submissions and one for completed. Each sends a series of follow-up emails with delays between them.

Create the Partial Submission Campaign

Event trigger configuration
  1. In Customer.io, go to Campaigns and click Create Campaign
  2. Click Event as the trigger type
  3. Configure the trigger:
    • Event name: partialFormFilled (must match the event from your partial webhook campaign in Step 1)
    • Workspace: Select the workspace where your leads are stored
    • Add any filters if needed (e.g., segment, attribute)

Build the Email Sequence

Add your follow-up emails and delays to the campaign workflow:

First email

Add an Email block as the first step. This sends immediately when the person enters the campaign.

Delay

Add a Delay block. Set the delay (e.g., 2 days, 3 days) before the next touchpoint.

Calendly check (Step 4)

Add a Send and receive data (webhook) block that checks Calendly. If the meeting is booked, the person exits. Otherwise, continue. See Step 4: Calendly Meeting Check.

Second email

Add another Email block. This sends only if the person didn't book a meeting.

Repeat

Add another Delay → Webhook (Calendly check) → Email. Repeat for as many follow-ups as you want.

Email sequence workflow

Create the Completed Submission Campaign

Repeat the same process for completed submissions:

  1. Create a new campaign with Event trigger
  2. Set Event name: formCompleted (must match the event from your completed webhook campaign in Step 1)
  3. Build the same structure: Email → Delay → Calendly check → Email → …
  4. Use different copy and timing if you want (e.g., shorter delays for completed submissions, since they're more engaged)

Completed leads are usually warmer, so a shorter, more sales-focused sequence often works. Partial leads tend to need more nurturing and a clearer call to action.

Save and Activate

  1. Review each campaign
  2. Click Start Campaign for both
  3. They will trigger when the corresponding events fire from your webhook campaign

Next Step

Step 4: Calendly Meeting Check, the webhook node that exits the campaign once a lead books a meeting.

Step 2: Configure Surface Workflow

Set up the Surface Workflow Builder to send form data to Customer.io via webhook when leads submit (partial or completed)

Step 4: Calendly Meeting Check

Add a webhook node to check if the lead has booked a Calendly meeting: exit the campaign if yes, continue if no

On this page

Create the Partial Submission CampaignBuild the Email SequenceCreate the Completed Submission CampaignSave and ActivateNext Step