--- name: customerio-prod-checklist description: | Execute Customer.io production deployment checklist. Use when preparing for production launch, reviewing integration quality, or performing pre-launch audits. Trigger with phrases like "customer.io production", "customer.io checklist", "deploy customer.io", "customer.io go-live". allowed-tools: Read, Grep, Bash(curl:*) version: 1.0.0 license: MIT author: Jeremy Longshore compatible-with: claude-code, codex, openclaw --- # 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 1. **T-24h**: Final staging validation 2. **T-12h**: Production smoke tests 3. **T-1h**: Enable integration with feature flag 4. **T-0**: Go live with 10% traffic 5. **T+1h**: Verify metrics, increase to 50% 6. **T+2h**: Full traffic if healthy 7. **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(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)` ## Error Handling | Issue | Solution | |-------|----------| | Smoke test fails | Check credentials and network | | High error rate post-launch | Trigger rollback procedure | | Deliverability issues | Review sender reputation | ## Resources - [Customer.io Launch Checklist](https://customer.io/docs/launch-checklist/) - [Email Deliverability Guide](https://customer.io/docs/deliverability/) ## Next Steps After production launch, proceed to `customerio-upgrade-migration` for SDK maintenance. ## Output - Configuration files or code changes applied to the project - Validation report confirming correct implementation - Summary of changes made and their rationale See [deployment implementation details](${CLAUDE_SKILL_DIR}/references/implementation.md) 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.