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.