The use case: how Monarch deploys Customer.io
Monarch Money uses Customer.io to replace a generic time-based trial email sequence with onboarding emails triggered by in-app behavior, using product event data from Segment. It also tests in-app messages for its referral program and uses holdout testing to measure impact.
More reported results
Figures published in Customer.io’s case study. They are not independently measured by usedby.
4.4% lift in reports page views
2.5% lift in users updating categories
A 200% increase in referrals within one week.
In the customer’s words
Because we have every event flowing into Customer.io, we were able to build a journey that adapts to what each user is actually doing—or not doing.Other companies using Customer.io
Customers across industries, with public evidence.
BufferConfirmed
Cosentino's Food GroupConfirmed
Georgia AquariumConfirmed
GuestReadyConfirmed
Kinnect.ClubConfirmed
KlarConfirmedGo straight to the source
Based on Customer.io’s published case study. We check the public evidence; the results are reported by the vendor.
customer.io- Source published
- Aug 1, 2025
- Last checked
- Nov 12, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 3.36%Checked
The figure is on the page; its label is our wording.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Monarch.
- The publication dateChecked
Read from the page’s own metadata, never guessed.
- Monarch uses Customer.ioChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
They mapped out key actions users should take during trial—like connecting a bank account or updating transaction categories—and created triggered emails based on in-app behavior.