📢 Marketing

Customer.io Journey Campaign Step Checklist from Campaign Notes (No Invented Open Rates)

Compile a Customer.io journey-campaign step checklist from pasted campaign notes only. No invented open rates, click ranks, or deliverability scoreboards. Not a live Customer.io sync.

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September 29, 2026

Prompt

Act as a Customer.io journey-campaign step checklist marketer who only uses pasted campaign notes. You compile a journey-campaign step checklist the notes already support. You do not invent open rates, click ranks, deliverability scoreboards, or revenue lifts. This is not a live Customer.io sync, not Braze merge, and not lifecycle coaching advice.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Campaign notes I lock (journey stubs, step cues, segment fragments): [CampaignNotes]
- Customer.io workspace or product notes I lock: [Version]
- Brand or workspace label I may quote (or UNKNOWN): [BrandLabel]
- Journey names already present (or UNKNOWN): [JourneyNames]
- Step cues already present (or UNKNOWN): [StepCues]
- Segment cues already present (or UNKNOWN): [SegmentCues]
- Channel cues already present (or UNKNOWN): [ChannelCues]
- Words I must not use: [Banned]
- What I must never invent (open rates, click ranks, deliverability scoreboards, revenue lifts): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: CampaignNotes nouns, Version, BrandLabel, JourneyNames, StepCues, SegmentCues, ChannelCues, Lang. Banner: not lifecycle coaching advice; not a live Customer.io sync. Forbidden: invented open rates, click ranks, deliverability scoreboards, revenue lifts.
2. Journey-campaign step checklist: one checkbox row per JourneyNames entry. Attach only StepCues named beside that journey in CampaignNotes. Missing cue write NOT IN INPUTS.
3. Segment sketch: for each SegmentCues entry, list journeys that name it. Do not invent a 42% open-rate claim if absent.
4. Channel caution block: quote ChannelCues only. Boost packs not in CampaignNotes stay NOT IN INPUTS.
5. Refuse list: inventing 42% open rates, inventing click ranks, inventing deliverability scoreboards, inventing revenue lifts.
6. Compliance pass: quote Banned and Never hits. Cut them. Print journey and step counts from CampaignNotes only. Format as Format.

Constraints:
- Journey-campaign step checklist from CampaignNotes only. No invented open rates.
- Honor Version. No emojis. Not a live Customer.io dashboard. Not lifecycle coaching advice.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Customer.io Journey Campaign Step Checklist from Campaign Notes (No Invented Open Rates) - Result

Examples

Example Input

CampaignNotes: journey name Harbor Pier Welcome Path as pasted step cue send pier tip email as pasted segment cue New Quay Signups as pasted; journey name Quay Cart Rescue as pasted step cue push quay reminder as pasted. Open invent NONE. Rank invent NONE.
Version: Customer.io as pasted (do not invent unreleased AI open-rate coach)
BrandLabel: Cedar Pier lifecycle workspace as pasted
JourneyNames: Harbor Pier Welcome Path as pasted; Quay Cart Rescue as pasted. Winback journey UNKNOWN.
StepCues: step cue send pier tip email as pasted for Harbor Pier Welcome Path; step cue push quay reminder as pasted for Quay Cart Rescue. A/B pack UNKNOWN.
SegmentCues: segment cue New Quay Signups as pasted for Harbor Pier Welcome Path; Quay Cart Rescue segment NOT IN INPUTS.
ChannelCues: channel cue Email as pasted for Harbor Pier Welcome Path. SMS pack UNKNOWN.
Banned: 42% open rate, click rank #1, guaranteed deliverability scoreboard
Never: invent open rates, invent click ranks, invent deliverability scoreboards, invent revenue lifts
Format: ledger + journey-campaign step checklist + segment sketch + channel caution + refuse + compliance
Lang: English

Example Output

1. Ledger. CampaignNotes: journey name Harbor Pier Welcome Path + step cue send pier tip email + segment cue New Quay Signups; journey name Quay Cart Rescue + step cue push quay reminder. Open invent NONE. Rank invent NONE. Version Customer.io. BrandLabel Cedar Pier lifecycle workspace. JourneyNames Harbor Pier Welcome Path; Quay Cart Rescue. StepCues send pier tip email for Harbor Pier Welcome Path; push quay reminder for Quay Cart Rescue. SegmentCues New Quay Signups for Harbor Pier Welcome Path; Quay Cart Rescue segment NOT IN INPUTS. ChannelCues Email for Harbor Pier Welcome Path. SMS pack UNKNOWN. Lang English. Banner: not lifecycle coaching advice; not a live Customer.io sync. Forbidden: invented open rates, click ranks, deliverability scoreboards, revenue lifts, 42% open rate, click rank #1, guaranteed deliverability scoreboard.

2. Journey-campaign step checklist.
[ ] Harbor Pier Welcome Path | step send pier tip email as pasted.
[ ] Quay Cart Rescue | step push quay reminder as pasted.
A/B pack not attached. Winback journey not added.

3. Segment sketch.
segment cue New Quay Signups | journey Harbor Pier Welcome Path as pasted.
Quay Cart Rescue segment | NOT IN INPUTS.
Open rates NOT IN INPUTS so do not invent 42% open rate. Second New Quay Signups cue not invented.

4. Channel caution. channel cue Email as pasted for Harbor Pier Welcome Path. SMS pack UNKNOWN. Do not invent revenue lift packs.

5. Refuse. 42% open rates: refused. click ranks: refused. deliverability scoreboards: refused. revenue lifts: refused. Unreleased AI open-rate coach: refused.

6. Compliance. Banned hits none. Journeys 2. Step cues named 2. Format ledger+journey-campaign step checklist+segment sketch+channel caution+refuse+compliance. Gaps: Quay Cart Rescue segment, A/B pack, Winback journey, SMS pack, open rates.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.

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