Meeting Title: Brainforge x Customer.io Integration Demo Date: 2026-03-23 Meeting participants: Greg Stoutenburg, Nick G


WEBVTT

1 00:00:54.990 00:00:56.579 Nick G: Hey, am I coming through?

2 00:00:56.800 00:00:57.820 Greg Stoutenburg: Hey, I can hear ya.

3 00:00:57.970 00:01:03.829 Nick G: Okay, great, great, great. Sorry about that. I wasn’t expecting the Zoom link, and I had to take a second to.

4 00:01:03.830 00:01:04.260 Greg Stoutenburg: Yeah.

5 00:01:04.260 00:01:04.730 Nick G: Right now.

6 00:01:04.739 00:01:06.719 Greg Stoutenburg: Surprise, we want to keep you on your toes.

7 00:01:06.720 00:01:12.889 Nick G: Yeah, no, I remember now that y’all at Brainforge are Zoom users. I used to…

8 00:01:12.890 00:01:13.840 Greg Stoutenburg: new people.

9 00:01:14.310 00:01:21.609 Nick G: Yeah. But yeah, thanks for taking the time, and sorry, my laptop’s camera, I…

10 00:01:21.610 00:01:22.320 Greg Stoutenburg: That’s alright.

11 00:01:22.480 00:01:31.059 Nick G: But yeah, thanks for taking the time, sorry about my laptop camera. Do you want to just, kind of dive straight into things, or…

12 00:01:32.560 00:01:32.959 Nick G: Okay, cool.

13 00:01:32.960 00:01:33.580 Greg Stoutenburg: But…

14 00:01:33.800 00:01:34.730 Nick G: So.

15 00:01:34.730 00:01:36.280 Greg Stoutenburg: Yeah, yeah, who first?

16 00:01:36.280 00:01:45.870 Nick G: I… well, you can go first if you have something that you want to, to discuss, but I can give you a quick demo of this and that, and talk about…

17 00:01:46.540 00:01:51.299 Nick G: like, what our exact goals are, and kind of, like, where I’m…

18 00:01:51.750 00:01:53.330 Nick G: You know, missing something, you know?

19 00:01:53.330 00:02:02.190 Greg Stoutenburg: Okay, yeah, that sounds good. Yeah, maybe, yeah, maybe walk me through it, and then I can speak to what we, what we need to do.

20 00:02:02.500 00:02:07.740 Nick G: Cool, cool, cool. So, okay, let me open… let me start sharing my screen real quick.

21 00:02:15.270 00:02:19.159 Nick G: Cool, so you should be able to see my screen now.

22 00:02:19.980 00:02:28.270 Nick G: And what I want to show you super quickly, just right off the back, is just, what kind of

23 00:02:28.730 00:02:31.350 Nick G: I kind of just want to give you a quick little…

24 00:02:31.970 00:02:39.709 Nick G: you know, explanation of what the issue is. So right now, I’m just going through this intake as one normally would,

25 00:02:40.140 00:02:52.440 Nick G: And… I think pretty soon I’m going to be getting to the question, here we are. So, this is our basic information question, and it has the ability to capture a phone number.

26 00:02:52.460 00:03:04.979 Nick G: zip code, and most importantly for us today, this SMS consent thing. Right. And this is kind of how it looks now, and you can see there’s, you know, these two buttons, yes, I agree, no, I don’t.

27 00:03:05.440 00:03:15.080 Nick G: That’s not really what the providers want, and that’s not really what our new, our new,

28 00:03:15.340 00:03:33.540 Nick G: I don’t know exactly what you’d call the company, but we’re going to be having our SMS messages flow through customer.io, and that’s not exactly what they want either. So, really quickly, just to kind of continue here, if I look at my message with Judd, you can see that this is a sort of…

29 00:03:33.550 00:03:39.459 Nick G: new draft of kind of what they would want, right? Which is sort of these channel-based

30 00:03:39.720 00:03:47.020 Nick G: Consult. Yeah. So, this, I expect that a lot of this is just a review for you, right? But…

31 00:03:47.020 00:03:48.680 Greg Stoutenburg: I’ve never seen that screen before, no.

32 00:03:48.680 00:03:57.810 Nick G: Okay, cool, cool. But this is the idea, right? That we want to go from this binary, I agree to all communication, I disagree to all communication.

33 00:03:57.810 00:03:58.500 Greg Stoutenburg: Yes.

34 00:03:58.500 00:04:13.570 Nick G: to… I specifically, you know, like, my… getting messages from my doctor and getting messages about, like, shipping is important to me, but I really don’t care about your ads, right? That’s what the providers want us to offer. However…

35 00:04:13.670 00:04:18.989 Nick G: The issue is, if I go… I’ve got so many, so many tabs open.

36 00:04:18.990 00:04:20.809 Greg Stoutenburg: Oh, I understand. Live that.

37 00:04:20.810 00:04:28.110 Nick G: Yeah. I’m usually working on a desktop, so I’m really missing the multi-monitor kind of setup right now.

38 00:04:28.110 00:04:28.770 Greg Stoutenburg: Yeah.

39 00:04:28.940 00:04:33.939 Nick G: Sorry, let me just… Put in a simple thing.

40 00:04:34.050 00:04:43.770 Nick G: Okay, so it actually is customized here, but what I really wanted to show you is sort of how this looks. Let me just delete all this JavaScript for one second.

41 00:04:45.170 00:04:50.170 Nick G: And then, just ignore how messed up the page is gonna get by me doing that, but…

42 00:04:50.170 00:04:50.850 Greg Stoutenburg: Sure.

43 00:04:51.470 00:05:07.639 Nick G: But if I just delete all the custom JavaScript, I just want to show you what Basque kind of has by default, right? Which is just this, checkbox here. By entering your phone number and clicking this box, you agree, blah blah blah blah blah, right? So, what we’re doing…

44 00:05:07.680 00:05:25.429 Nick G: right, is all of this sort of thing is essentially, you know, faked by us adding some custom, you know, HTML elements, CSS, who cares, right? But what happens when you click one of these buttons? Well, the first thing you’re gonna… before I click a button, I want to point out that

45 00:05:25.430 00:05:33.560 Nick G: The default next button here is hidden. What happens when I click a button, for instance, the yes, I agree, it’ll automatically click this.

46 00:05:33.620 00:05:37.510 Nick G: Right, which is hidden, and then it’ll automatically click this button, which is hidden.

47 00:05:37.640 00:05:49.119 Nick G: Or, if you click the no, then it will still click the next button, but it won’t click the checkbox before. So ideally, to customers, this is going to be totally, totally

48 00:05:49.320 00:05:53.460 Nick G: you know, it’s not something that they would be able to notice, right?

49 00:05:53.460 00:05:54.720 Greg Stoutenburg: Yeah, same functionality.

50 00:05:54.720 00:05:56.319 Nick G: Exactly, exactly.

51 00:05:56.440 00:06:10.799 Nick G: However, this is possible because BASC gives us this SMS consent checkbox, right? So if we didn’t have any checkbox here, we sort of would be all on our own.

52 00:06:11.110 00:06:29.040 Nick G: And because now we want to move to this channel approach, and we really cannot… unfortunately, we cannot expect BASC to get to helping us in any reasonable timeframe. We have to do it ourselves, right? Okay. So… so that’s hopefully…

53 00:06:29.170 00:06:32.669 Nick G: up to speed, right? Now…

54 00:06:33.570 00:06:49.720 Nick G: what I believe we want to do, right, if I were to go to, like, paint.js.org, right, so the kind of a very, very basic, sort of, the data flow is our users are kind of inputting this on Bask.

55 00:06:49.760 00:07:04.619 Nick G: Right? Then from there, we’re probably going to use, something… and this is my expectation, you can correct me if I’m wrong, we’re going to be using the Google Tag Manager data layer, right? Which…

56 00:07:04.810 00:07:23.910 Nick G: puts this somewhere, right? Now, to… I personally, like, I know that I can push custom events on the Google Tag Manager data layer, but I don’t personally really know where they go from there, but the eventual end goal

57 00:07:23.910 00:07:41.000 Nick G: right, is that we have this all in a, like, super digestible format in Customer I.O, and we can, you know, give people all of the messages that they want, and only the messages they want, right? So…

58 00:07:41.040 00:07:45.290 Nick G: From BASC, I can push things as custom GTM events.

59 00:07:45.900 00:07:52.270 Nick G: And I don’t really know how to get that data all the way through our pipeline, let’s say.

60 00:07:52.270 00:07:54.370 Greg Stoutenburg: Yeah… okay.

61 00:07:55.140 00:07:58.440 Greg Stoutenburg: Okay, so the… okay, so the…

62 00:07:59.330 00:08:05.630 Greg Stoutenburg: if I’m thinking of this correctly, then, what’s gonna need to happen is that It’s actually not…

63 00:08:06.030 00:08:13.850 Greg Stoutenburg: Okay, actually, let me back up. Go ahead. Is the goal here that we begin collecting this more granular data about.

64 00:08:14.620 00:08:18.390 Greg Stoutenburg: Consent to particular subscription types.

65 00:08:18.880 00:08:20.250 Greg Stoutenburg: into CIO.

66 00:08:20.650 00:08:21.210 Nick G: Yes.

67 00:08:21.210 00:08:24.409 Greg Stoutenburg: Kind of waiting until you’re ready to roll that out?

68 00:08:25.050 00:08:35.730 Nick G: Yeah, more or less. Yeah, so we want more granular data, and once again, our old method of moving that data, which is,

69 00:08:35.730 00:08:48.550 Nick G: BASC’s webhooks, BASC’s, like, new order webhooks would provide the SMS consent. We’re not going to be able to rely on that anymore, right? Because… so, so essentially, we need to kind of…

70 00:08:49.120 00:08:51.340 Nick G: We need a new, sort of.

71 00:08:51.470 00:09:10.749 Nick G: pipeline, I guess, from… which, you know, I would not be surprised if this already exists, I’m just not aware of it, or not aware how to use it, to get the sort of custom data layer messages into our customer I.O. database, where we can make delivery decisions based on that, right?

72 00:09:10.910 00:09:18.839 Greg Stoutenburg: Yeah. Yeah, got it. So, in… when I’ve worked with systems in the past, and I’m pretty sure the customer I.O… actually, you know, I’ll look right now.

73 00:09:19.980 00:09:21.159 Greg Stoutenburg: Give me one second.

74 00:09:32.970 00:09:35.139 Greg Stoutenburg: If I were an AI, you wouldn’t have to wait.

75 00:09:35.370 00:09:42.029 Nick G: I’d have to wait maybe, maybe their 5-second generating period. No, no, I’m joking, of course.

76 00:09:42.030 00:09:44.160 Greg Stoutenburg: Yeah, I’m well past that.

77 00:09:46.680 00:09:52.599 Nick G: If you were an AI, I’d have to spend, like, 45 minutes making sure that I didn’t just get lied to, and…

78 00:09:52.600 00:09:53.660 Greg Stoutenburg: Yeah, that’s true, too.

79 00:09:53.660 00:09:56.529 Nick G: Oh, is this data actually coming through?

80 00:09:56.840 00:09:58.579 Greg Stoutenburg: I would have made something up by now.

81 00:09:58.580 00:10:00.520 Nick G: Yeah, yeah.

82 00:10:03.530 00:10:05.120 Greg Stoutenburg: One second, one second…

83 00:10:05.120 00:10:06.529 Nick G: Yeah, take your time, take your time.

84 00:10:07.430 00:10:09.940 Greg Stoutenburg: Description center, that’s what I think we want.

85 00:10:18.660 00:10:19.880 Greg Stoutenburg: Yeah, okay.

86 00:10:20.090 00:10:24.819 Greg Stoutenburg: I’m gonna drop this for you in our three-way Slack.

87 00:10:26.680 00:10:32.079 Greg Stoutenburg: The solution is going to be working with their subscription center, the customer I.O.

88 00:10:32.670 00:10:35.600 Greg Stoutenburg: Basically, you’ve got… you’ve just got this, like…

89 00:10:36.280 00:10:53.699 Greg Stoutenburg: this unsubscribe attribute, or what… I mean, you can conceive it as a global subscription, right? Your consent opted in, or you’re not. And, but what you’re trying to do is manage, actually, I think, individual subscriptions, and… and kind of toggle these.

90 00:10:54.550 00:11:00.519 Greg Stoutenburg: As on or off, based on what someone has clicked at that stage of the intake.

91 00:11:04.170 00:11:11.530 Greg Stoutenburg: And then, let’s see, does it… does it specifically say… yeah, email, SMS. Okay, so this applies to SMS as well.

92 00:11:11.800 00:11:21.140 Greg Stoutenburg: Okay, so if this way of thinking about it is correct, then what we need to do is get that information from the data layer.

93 00:11:21.350 00:11:24.789 Greg Stoutenburg: And… Send it over.

94 00:11:25.400 00:11:27.190 Greg Stoutenburg: do Customer I.O.

95 00:11:27.580 00:11:30.659 Greg Stoutenburg: In the form of enabling or disabling.

96 00:11:31.510 00:11:34.560 Greg Stoutenburg: These types of subscriptions.

97 00:11:35.670 00:11:41.110 Greg Stoutenburg: I think… I think that might be what we do, or…

98 00:11:41.110 00:11:41.740 Nick G: Yeah.

99 00:11:42.170 00:11:54.510 Greg Stoutenburg: Or… and then… and then let’s talk about the two options. Or we shoot for, like, a modified version of what is already in place. Currently, what happens is, if someone consents.

100 00:11:55.310 00:12:01.480 Greg Stoutenburg: Then, it just adds this attribute in their custom person attributes.

101 00:12:03.210 00:12:06.369 Nick G: like an SMS-consented attribute, so…

102 00:12:06.370 00:12:06.920 Greg Stoutenburg: Yeah.

103 00:12:06.920 00:12:11.870 Nick G: this attribute, we’ll send them a text, otherwise we’ll leave them be, right?

104 00:12:11.870 00:12:12.780 Greg Stoutenburg: Yeah.

105 00:12:13.760 00:12:14.360 Nick G: Exactly.

106 00:12:14.360 00:12:18.349 Greg Stoutenburg: hear that. I don’t… I don’t know why it would be that way, unless…

107 00:12:18.470 00:12:26.220 Greg Stoutenburg: Unless CustomerIO ultimately just defines subscription types as having an attribute or lacking it.

108 00:12:26.530 00:12:35.839 Nick G: Yeah, I mean, I could also say, like, I could also definitely see that it’s something that works, which might not be the most idiomatic way to do it in Customer I.O, but…

109 00:12:36.090 00:12:36.680 Greg Stoutenburg: Yeah.

110 00:12:36.680 00:12:41.960 Nick G: You know, if it’s working, you know, we’re not really gonna be motivated to improve it.

111 00:12:42.220 00:12:43.550 Greg Stoutenburg: No, I get that.

112 00:12:44.850 00:12:47.259 Greg Stoutenburg: Next, you add our subscription links.

113 00:12:47.500 00:12:53.560 Greg Stoutenburg: Well, I mean, yeah, is that… here’s something that is present.

114 00:12:54.250 00:12:58.960 Greg Stoutenburg: that they do mention here, which is that you can add subscription links to your messages, so rip the

115 00:12:59.370 00:13:05.559 Greg Stoutenburg: can opt in or out. Is that something that… I don’t know this. Do you currently have,

116 00:13:05.670 00:13:07.619 Greg Stoutenburg: Such subscription change.

117 00:13:07.930 00:13:10.140 Greg Stoutenburg: Links going out in messages.

118 00:13:10.580 00:13:18.619 Nick G: That’s… that’s not a question that I can answer. Yeah, I’m not sure of the answer to that, but I would expect so.

119 00:13:18.620 00:13:19.420 Greg Stoutenburg: Okay, yeah.

120 00:13:19.420 00:13:21.030 Nick G: I would kind of hope so, but…

121 00:13:21.030 00:13:25.210 Greg Stoutenburg: Yeah, someone… I mean, yeah, the day may come when someone gets in trouble if the answer’s no.

122 00:13:25.210 00:13:25.600 Nick G: Yeah.

123 00:13:25.600 00:13:28.430 Greg Stoutenburg: Okay.

124 00:13:28.570 00:13:29.849 Greg Stoutenburg: I think I will…

125 00:13:33.070 00:13:38.199 Greg Stoutenburg: Well, yeah, let me just… let me just write up some ideas and just share this in our thread.

126 00:13:38.200 00:13:38.770 Nick G: Yep.

127 00:13:38.770 00:13:42.349 Greg Stoutenburg: I mean, unless this is just a you and me thing, and then maybe we don’t. I don’t know, does Ryan…

128 00:13:42.820 00:13:43.500 Greg Stoutenburg: on this?

129 00:13:43.640 00:13:50.679 Nick G: I don’t… I wouldn’t say he needs to be in the loop, but I would say he probably would appreciate kind of being kept abreast of our progress on it.

130 00:13:52.620 00:13:56.730 Greg Stoutenburg: Okay, I’ll just sort of lay these… I’ll just kind of sketch these as, like.

131 00:13:56.830 00:14:04.740 Greg Stoutenburg: two different options, and one I’m just raising is, like, hey, if we need to worry about subscription management as such.

132 00:14:05.320 00:14:08.080 Greg Stoutenburg: want to pivot here.

133 00:14:09.120 00:14:14.560 Greg Stoutenburg: And… but if we, you know, if we don’t need to worry about that, then we can probably just modify what’s in place already.

134 00:14:14.790 00:14:15.450 Nick G: Yep.

135 00:14:15.450 00:14:18.950 Greg Stoutenburg: And then that can just kind of help me scope it out, and we can sort of.

136 00:14:18.950 00:14:19.819 Nick G: Right, right, right.

137 00:14:19.820 00:14:20.380 Greg Stoutenburg: To do the work.

138 00:14:20.380 00:14:25.379 Nick G: Right, right, right. That makes, that makes sense. Yep. Cool. And,

139 00:14:26.780 00:14:45.360 Nick G: Sending… now, I’ve often kind of been on the sending data to GTM kind of side of things, but not really the, okay, we’ve got our data in GTM, we need to, like, make use of it in this other service, like, here’s how we do that. My expectation would be that that’s sort of, like.

140 00:14:45.430 00:14:50.290 Nick G: you know, just the bread and butter for you guys. Yeah. Okay, cool, cool.

141 00:14:51.720 00:14:57.170 Greg Stoutenburg: Okay, alright, yeah, and we’ll look at the… yeah, so either way, we think that we’re probably gonna be…

142 00:14:57.350 00:14:59.199 Greg Stoutenburg: messing with GTM, so…

143 00:14:59.200 00:15:10.360 Nick G: Yeah, yes, which… which… and this is… I have brought up concerns around, like, you know, if someone’s using AdBlocker, Privacy Badger, or what have you.

144 00:15:10.810 00:15:29.630 Nick G: might not have their answers recorded in GTM, and I’ve sort of just kind of been told not to worry about it, which is not necessarily senseless for, like, an initial release, but I’m not 100% sure how we want to deal with that. Like, realistically.

145 00:15:29.920 00:15:39.109 Nick G: sort of our hands are tied a little bit, because we’re trying to operate within the Basque ecosystem, so there’s really only so much we can do, but…

146 00:15:39.110 00:15:43.410 Greg Stoutenburg: Yeah, yeah, I get that, yeah. I… yeah.

147 00:15:43.820 00:15:46.070 Greg Stoutenburg: And it may not be a V1 thing, but another…

148 00:15:46.070 00:15:47.170 Nick G: Exactly, exactly.

149 00:15:47.170 00:15:48.450 Greg Stoutenburg: My thought is that…

150 00:15:48.660 00:15:57.320 Greg Stoutenburg: If these are managed as subscriptions, then, maybe you can play… create a place inside of the user’s login area.

151 00:15:57.470 00:15:57.900 Nick G: Really?

152 00:15:57.900 00:15:59.100 Greg Stoutenburg: Turn things on and off.

153 00:15:59.440 00:16:00.379 Nick G: Yeah, yeah, yeah.

154 00:16:00.380 00:16:05.480 Greg Stoutenburg: The ability to get people like, of course you want everyone to sign up for SMS, so…

155 00:16:05.480 00:16:06.619 Nick G: Right, right, right, right.

156 00:16:06.620 00:16:10.809 Greg Stoutenburg: We wouldn’t want to go, oh, you didn’t do it before because you had an ad blocker? Well, now you never can.

157 00:16:10.960 00:16:14.389 Nick G: Yeah, sorry, we’re never gonna send you our ads.

158 00:16:14.390 00:16:15.200 Greg Stoutenburg: Right, yeah.

159 00:16:15.200 00:16:15.580 Nick G: Yeah.

160 00:16:15.580 00:16:19.070 Greg Stoutenburg: Okay, alright, this gives me something to start on.

161 00:16:19.070 00:16:19.550 Nick G: Perfect.

162 00:16:19.550 00:16:28.649 Greg Stoutenburg: sort of, like, just sketch this up and put it in our chat, and then say, alright, which direction are we leaning in? And I can, scope things out on my side.

163 00:16:28.920 00:16:32.139 Nick G: Yep, okay, perfect, sounds good. And I can,

164 00:16:32.610 00:16:36.939 Nick G: by the end of the day, I’m planning on having sort of a first

165 00:16:37.570 00:16:42.319 Nick G: draft of, if I go to Judd here, basically, this design

166 00:16:42.540 00:16:55.910 Nick G: within the Basque ecosystem, you can see somewhere here, I’ve got, like, a very, you know, basic, obviously not really styled at all kind of thing, and if it would help you to play around with this, I can send you the intake link.

167 00:16:55.910 00:17:02.910 Nick G: And if not, I can maybe just send you, okay, here’s where the data went through the data layer, so…

168 00:17:02.910 00:17:05.880 Greg Stoutenburg: Go ahead and send the link over in either case.

169 00:17:05.880 00:17:19.799 Nick G: Yeah, yeah, yeah. And this is a test… this is a test intake, it’s just a copy of our PGLP V12 with this one page changed. So, just keep in, you know, this is not, like, anything clients are gonna be…

170 00:17:20.060 00:17:26.760 Nick G: seeing, so if you want… if you have any specific, like, oh, Nick, can you change this? A-okay, I got you, you know?

171 00:17:26.760 00:17:28.450 Greg Stoutenburg: Got it. Okay, cool.

172 00:17:28.960 00:17:29.520 Nick G: Okay.

173 00:17:29.520 00:17:31.159 Greg Stoutenburg: Alright, sounds like a plan.

174 00:17:31.410 00:17:35.610 Nick G: Yeah, sounds great. Any other questions or anything before we hop off?

175 00:17:35.770 00:17:39.099 Greg Stoutenburg: I don’t think so. I’ll just sketch it up, tell me if I basically understand it, and then.

176 00:17:39.100 00:17:42.450 Nick G: Okay, perfect. Perfect, perfect. I’m, I’m going to be…

177 00:17:42.810 00:17:47.759 Nick G: I’m gonna be flying, hopefully. Hopefully, I’m gonna be flying on Wednesday.

178 00:17:47.760 00:17:48.110 Greg Stoutenburg: Right.

179 00:17:48.110 00:17:50.000 Nick G: Hopefully, we don’t have any issues there, but .

180 00:17:50.000 00:17:50.390 Greg Stoutenburg: I wish you luck.

181 00:17:50.390 00:17:59.019 Nick G: But yeah, I should be… I should be free tomorrow, and ideally, I’ll be… I’ll be free on Thursday and Friday as well. We’ll… we got our fingers crossed. Okay.

182 00:17:59.020 00:18:00.489 Greg Stoutenburg: Cool. Alright, sounds good. Thanks, Nick.

183 00:18:00.490 00:18:01.320 Nick G: Have a good one.

184 00:18:01.320 00:18:02.439 Greg Stoutenburg: Alright, you too? Bye.