Customer.io Goals And Experiences Set Up

Open full-size image ↗

Clean Onboarding Done Right

Customer.io keeps their onboarding quiz dead simple. One question, ten options, a single button. That's it. No progress bar cluttering things up, no sidebar distractions. The whole page breathes. You land here and you instantly know what to do.

Layout That Does the Thinking for You

The two-column grid of selectable options is smart. It gives you everything at a glance without scrolling. Each option sits in its own outlined card with generous padding, making tap targets feel comfortable. The "Next" button anchors to the bottom right, exactly where your eye naturally lands after scanning the grid. Dark teal on white. High contrast, zero confusion.

What Makes It Work

The typography is understated but effective. "Your goals and experience" as a heading feels human, not robotic. The subtitle "Let's get you up and running quickly" sets expectations without being pushy. One thing I really appreciate: the background is a warm off-white, not pure white. Subtle, but it softens the whole experience and keeps it from feeling clinical.

Similar Account Setup screens

All Account Setup

More from Customer.io

All Customer.io screens