Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/customerio-cost-tuning/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill customerio-cost-tuning. Copyright stays with the author (MIT).

Customer.io Cost Tuning

Prerequisites

• An approved cost owner, billing/usage baseline, message/event retention policy, and delivery SLO.
• Aggregate reporting that does not require exporting customer payloads or individual message content.

Output

• A measured cost optimization with owner, delivery/consent guardrails, and rollback threshold.
• An aggregate usage receipt supporting the decision without exposing recipient data.

Error Handling

Examples

Compare aggregate event volume and message spend for a development/staging campaign, reduce unnecessary duplicate events through an idempotency fix, and observe the agreed window. Revert if delivery errors, latency, or consent checks regress; do not suppress customer messages solely to make a dashboard look cheaper.

Overview

Optimize Customer.io costs by managing profile count (the primary billing driver), suppressing/deleting inactive users, deduplicating events, reducing unnecessary API calls, and monitoring usage trends.

How Customer.io Pricing Works

Customer.io bills based on profile count (number of identified people in your workspace) and email/SMS volume. Key cost drivers:

Instructions

Step 1: Profile Audit

// scripts/cio-profile-audit.ts
// Audit your Customer.io integration for cost optimization opportunities

import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

// Check: Are you identifying users who'll never receive messages?
const AUDIT_RULES = {
  // Users without email can't receive email campaigns
  noEmail: "Don't identify users without email unless using push/SMS",

  // Test users should be cleaned up
  testUsers: "Suppress and delete test-*, ci-*, dev-* prefixed users",

  // Anonymous users that never convert inflate profile count
  staleAnonymous: "Delete anonymous profiles older than 90 days without conversion",

  // Inactive users who haven't opened email in 6+ months
  unengaged: "Suppress users with no email opens in 180+ days",
};

console.log("=== Customer.io Cost Audit Rules ===\n");
for (const [rule, action] of Object.entries(AUDIT_RULES)) {
  console.log(`${rule}: ${action}`);
}
console.log("\nRun these checks in Customer.io dashboard:");
console.log("1. People > Segments > Create 'Inactive 90 days' segment");
console.log("2. People > Segments > Create 'No email attribute' segment");
console.log("3. People > Filter by created_at < 90 days ago AND email_opened = 0");

Step 2: Suppress and Delete Inactive Users

// scripts/cio-cleanup-inactive.ts
import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

interface CleanupTarget {
  userId: string;
  reason: string;
}

async function cleanupInactiveUsers(
  targets: CleanupTarget[],
  dryRun: boolean = true
): Promise<void> {
  let suppressed = 0;
  let deleted = 0;
  let errors = 0;

  for (const target of targets) {
    if (dryRun) {
      console.log(`[DRY RUN] Would suppress+delete: ${target.userId} (${target.reason})`);
      continue;
    }

    try {
      // Step 1: Suppress — stops all messaging immediately
      await cio.suppress(target.userId);
      suppressed++;

      // Step 2: Destroy — removes from billing
      await cio.destroy(target.userId);
      deleted++;

      // Rate limit to 50/sec for bulk operations
      await new Promise((r) => setTimeout(r, 20));
    } catch (err: any) {
      errors++;
      console.error(`Failed ${target.userId}: ${err.message}`);
    }

    if ((suppressed + errors) % 100 === 0) {
      console.log(`Progress: ${suppressed} deleted, ${errors} errors`);
    }
  }

  console.log(`\nResult: ${suppressed} suppressed, ${deleted} deleted, ${errors} errors`);
}

// Usage: Build target list from your database
// const inactiveUsers = await db.query(`
//   SELECT id FROM users
//   WHERE last_login_at < NOW() - INTERVAL '180 days'
//   AND email_verified = false
// `);

Step 3: Event Deduplication

// lib/customerio-dedup-events.ts
// Prevent sending duplicate events that inflate volume

import { createHash } from "crypto";
import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

// Simple LRU dedup (use Redis in production)
const recentEvents = new Map<string, number>();
const MAX_CACHE = 50_000;
const DEDUP_WINDOW_MS = 60 * 1000;  // 1 minute window

function isDuplicate(userId: string, eventName: string, data?: any): boolean {
  const hash = createHash("sha256")
    .update(`${userId}:${eventName}:${JSON.stringify(data ?? {})}`)
    .digest("hex")
    .substring(0, 12);

  const last = recentEvents.get(hash);
  if (last && Date.now() - last < DEDUP_WINDOW_MS) {
    return true;
  }

  recentEvents.set(hash, Date.now());

  // Prevent unbounded growth
  if (recentEvents.size > MAX_CACHE) {
    const cutoff = Date.now() - DEDUP_WINDOW_MS;
    for (const [key, time] of recentEvents) {
      if (time < cutoff) recentEvents.delete(key);
    }
  }

  return false;
}

export async function trackDeduped(
  userId: string,
  name: string,
  data?: Record<string, any>
): Promise<void> {
  if (isDuplicate(userId, name, data)) {
    return; // Skip duplicate
  }
  await cio.track(userId, { name, data });
}

Step 4: Event Sampling for High-Volume Events

// lib/customerio-sampling.ts
// Sample high-volume events to reduce API calls

const EVENT_SAMPLE_RATES: Record<string, number> = {
  page_viewed: 0.1,          // Sample 10% of page views
  button_clicked: 0.25,      // Sample 25% of clicks
  search_performed: 0.5,     // Sample 50% of searches
  signed_up: 1.0,            // Always track signups
  checkout_completed: 1.0,   // Always track purchases
  subscription_cancelled: 1.0, // Always track cancellations
};

export function shouldTrack(eventName: string): boolean {
  const rate = EVENT_SAMPLE_RATES[eventName] ?? 1.0;
  return Math.random() < rate;
}

// Usage
if (shouldTrack("page_viewed")) {
  await cio.track(userId, {
    name: "page_viewed",
    data: { url: "/pricing", sampled: true },
  });
}

Step 5: Usage Monitoring

// scripts/cio-usage-monitor.ts
// Track your Customer.io usage trends

interface UsageMetrics {
  identifyCalls: number;
  trackCalls: number;
  transactionalSends: number;
  broadcastTriggers: number;
  webhooksReceived: number;
}

class UsageMonitor {
  private metrics: UsageMetrics = {
    identifyCalls: 0,
    trackCalls: 0,
    transactionalSends: 0,
    broadcastTriggers: 0,
    webhooksReceived: 0,
  };

  increment(metric: keyof UsageMetrics): void {
    this.metrics[metric]++;
  }

  report(): void {
    console.log("\n=== Customer.io Usage Report ===");
    console.log(`Period: ${new Date().toISOString()}`);
    for (const [key, value] of Object.entries(this.metrics)) {
      console.log(`  ${key}: ${value.toLocaleString()}`);
    }
    const total = Object.values(this.metrics).reduce((a, b) => a + b, 0);
    console.log(`  TOTAL API calls: ${total.toLocaleString()}`);
  }

  reset(): void {
    for (const key of Object.keys(this.metrics)) {
      this.metrics[key as keyof UsageMetrics] = 0;
    }
  }
}

export const usageMonitor = new UsageMonitor();

Cost Savings Estimates

Monthly Cost Review Checklist

• Review profile count trend (People > Overview)
• Identify and delete stale test profiles
• Review segment for users with no email attribute
• Check bounce rate and suppress chronic bouncers
• Review event volume by type (optimize high-volume/low-value events)
• Compare plan tier vs actual usage

Resources

• Customer.io Pricing
• Track API - Suppress/Destroy

Next Steps

After cost optimization, proceed to customerio-reference-architecture for enterprise patterns.