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

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.

customerio-prod-checklist