Currently there's an option to list events to send to Customer.io. Would be great to have another field where we can list events to be excluded from getting sent to Customer.io, including also the option exclude the Identify event (this is good for cases where the person needs to be created using the API).

Process stuff in the background

I have the same events on both PostHog and CustomerIO but with different naming conventions. I want to take out the clientSDK of CustomerIO and use this directly through PostHog, but doing so I would have duplicate events with different naming which would be confusing on CustomerIO seeing as their platform does not allow editing/removing events.

Could there be something that allows us to transform the event name to a different name/format when passing to CustomerIO?

Currently there's no way to update a person's info once it's created in Customer.io. In PostHog, we use the "Set" function to update a user's info so it would make sense to have the "Set" function send an update request to Customer.io.

One use case is if we have a multi-step signup form, currently there's no way fill the person's info after every step. We call Identify after the first step which includes the user's unique id and email, but then when we ask for the user's first name, interests, etc in the next steps, this info doesn't reach Customer.io. Calling identify again after every step doesn't work either.

Is Group support going to be added?

Customer.io requires unix time e.g. 1687336824

Posthog is currently sending an invalid format e.g. 2023-06-15T05:40:43.000000Z, causing errors in customer.io.

Until fixed, the plugin is not really usable.

Problems

Gathering the issues here as we will likely try and solve this in a way that is more holistic rather than patching existing broken behaviours

• Person Profile needed for email - issue ticket ticket ticket
• Anonymous user IDs - ticket
  • Way to specify what property to use as the ID and whether to ignore it if not found
  • Maybe we should only ever send identified users?
• Group support - issue
• Event filtering - issue issue
  • Could ideally be done with the new Action filtering UI rather than in code

Proposed solution

From my understanding, leaving the whitelist blank will send every events to customer.io. But I don't see events, except if I whitelist them.

Is there a wildcard or something ? I'd like everything to be transfered :)

The problem:

1. we make the decision to send the person or not based on if they have ever had email set

   customerio-plugin/index.ts

   Line 212 in 93205d2

   return customer.status.has('with_email')

2. however in the current event we might not have the email

   customerio-plugin/index.ts

   Line 185 in 93205d2

   const email = getEmailFromEvent(event)

   (

   customerio-plugin/index.ts

   Line 193 in 93205d2

   customerStatus.add('with_email')

   could have been set by a previous event)
3. then we never override the id, because we didn't have an email

   customerio-plugin/index.ts

   Line 244 in 93205d2

   id = customer.email

If I understand correctly, then we would always want to update the properties, i.e. send the identify when the person properties change

which would mean we'd need to instead of keeping the info that the person has been identified by email we'd need to keep the emails, which is a bit tricky (running arbitrary code, e.g. SQL injection that we'll need to guard against), in addition to increasing our storage demand.

We currently don't have a way to pass person info to the plugins, which would be the ideal solution for this problem

See thread for more info: https://posthog.slack.com/archives/C03PN99EJ4C/p1675946098284529