Customer.io fields on a new admin signup

Every attribute present on a Carepatron profile the moment someone signs up as the account owner (role = Master_Admin). Verified against the 6 genuine new admin signups in the most recent 100 profiles, 30 July 2026. Click any Liquid tag to copy it.

Person and practice — the useful ones for sales

Field name	Liquid	Example	Human readable name
`first_name`	`{{customer.first_name}}`	Kylie	First name
`last_name`	`{{customer.last_name}}`	Parr	Last name
`email`	`{{customer.email}}`	[email protected]	Email address
`phone`5 of 6	`{{customer.phone}}`	+19403664060	Phone number (E.164)
`provider_name`	`{{customer.provider_name}}`	Movement Matters	Practice / business name
`profession`	`{{customer.profession}}`	Health Coach	Profession
`team_size`	`{{customer.team_size}}`	Solo · 2-5 · 6-15	Team size band
`country`	`{{customer.country}}`	US	Country (ISO-2, uppercase)
`time_zone`	`{{customer.time_zone}}`	America/Chicago	Timezone
`language`	`{{customer.language}}`	en-US	Locale

Signup and onboarding state

Field name	Liquid	Example	Human readable name
`role`	`{{customer.role}}`	Master_Admin	Workspace role (admin vs Staff)
`sign_up_completed`	`{{customer.sign_up_completed}}`	true	Finished signup
`onboarding_step`	`{{customer.onboarding_step}}`	1	Onboarding step number
`onboarding_step_name`	`{{customer.onboarding_step_name}}`	practice_details	Onboarding step name
`created_at`	`{{customer.created_at}}`	1785374523	Signup date (Unix seconds)
`anonymous_id`	`{{customer.anonymous_id}}`	a4b91fc4-44b5-436f-...	Pre-signup anonymous ID

Trial, plan and billing

Field name	Liquid	Example	Human readable name
`trial_start_date`	`{{customer.trial_start_date}}`	1785374528	Trial start (Unix seconds)
`trial_end_date`	`{{customer.trial_end_date}}`	1786584128	Trial end (Unix seconds)
`subscription_plan`	`{{customer.subscription_plan}}`	Advanced	Plan name
`subscription_start_date`	`{{customer.subscription_start_date}}`	1785374528	Subscription start (Unix seconds)
`billing_status`	`{{customer.billing_status}}`	Active	Billing status
`billing_frequency`	`{{customer.billing_frequency}}`	Monthly	Billing frequency
`billed_users`	`{{customer.billed_users}}`	1	Number of billed seats
`payments_stripe_enabled`	`{{customer.payments_stripe_enabled}}`	false	Stripe payments turned on
`payments_stripe_onboarding_complete`	`{{customer.payments_stripe_onboarding_complete}}`	false	Stripe setup finished

IDs — plumbing, not for copy

Field name	Liquid	Example	Human readable name
`id`	`{{customer.id}}`	19b1fcf4-...-ed8068b4-...	Profile ID (provider_id-person_id)
`provider_id`	`{{customer.provider_id}}`	19b1fcf4-1105-4bfe-...	Workspace / practice ID
`person_id`	`{{customer.person_id}}`	ed8068b4-603c-429e-...	Person ID
`decision_maker`	`{{customer.decision_maker}}`	ed8068b4-603c-429e-...	Decision maker person ID (same as own for admins)
`cio_id`	`{{customer.cio_id}}`	b4950c09ebb8019cf611	Customer.io internal ID
`_created_in_customerio_at`	`{{customer._created_in_customerio_at}}`	1785374531	Profile created in Customer.io

Not there on day one

These appear on the profile only once the person does something. Do not rely on them in a first-touch email.

Field name	Liquid	Example	Human readable name
`appointments_count`	`{{customer.appointments_count}}`	2	Appointments created
`notes_count`	`{{customer.notes_count}}`	1	Notes created
`workspace_admin`	`{{customer.workspace_admin}}`	—	Only on invited Staff profiles, not admins

How to use them safely

Always set a fallback. {{customer.first_name | default: 'there'}} — a blank name in a sales email is worse than a generic one.
Dates are Unix seconds, not readable dates. Format them: {{customer.trial_end_date | date: '%b %-d'}} gives Aug 11.
Booleans are strings. Compare against 'true' / 'false' in quotes, not bare true/false.
Country is uppercase and case-sensitive in Liquid == comparisons. Segment and branch conditions are case-insensitive; Liquid is not.
profession is free-ish text from the signup dropdown (Psychology, Nursing, Health Coach, Counseling, Behavioral health therapy). Do not build copy that assumes a fixed set.
team_size is a band, not a number: Solo, 2-5, 6-15, and larger bands.
Signup v4 (June 2026) removed the goals, US-insurance and current-platform questions, so those attributes are no longer captured on new signups. Older profiles may still carry them.