Getting started with Retently
A complete overview of your Retently workspace
By Alex1 author57 articles
- Team members page and managing usersView, add and manage users that have access to your account.
- I'm setting up a new Retently accountEverything you need to know to get started with your Retently workspace
- Account settings pageOn the Account settings page, users can manage their company information and settings.
- User profile settings pageOn the Profile settings page, the user can manage their information and password.
- Change account owner
- How to select and delete customers, feedback, outbox records
- Export Outbox records to a CSV fileLearn how to download or share via email outbox messages you have sent to customers.
- Contacts PageThe Contacts page stores all the customers that you have imported to your account.
- CSV files not displayed correctly in Microsoft Excel
- Dashboard pageOn the Dashboard page, you can view your CX metrics, survey campaign reports, and the latest feedback.
- Outbox page
- Export feedback and contacts dataLearn how to download or share via email responses or customers, in a CSV file.
- Efficient Notifications examplesCreate one or two notifications to keep you informed about all your NPS updates
- The campaign reports page
- Survey templates
- How NPS data is calculated on the Dashboard?Since there seems to be a certain level of confusion regarding NPS data, we've decided to clarify it with this article.
- Connect your Microsoft 365 account
- Difference Between Ecommerce and B2B Plans
- Migrating from Delighted to Retently
- Retently Pre-recorded Demo for Ecommerce
- Retently Pre-recorded Demo for B2B
- The view-only "Analyst" user role
- Difference between customer tags and customer properties
- What’s the difference between the Accounts page and the “Company name” filter on the Contacts page?
- Contacts Page: Customer Filters
- Email suppressionHow Retently prevents email surveys from being sent to problematic addresses and domains, and how to manage your own suppression list.
- How to send test email surveys
- Understand what type of campaigns you need
- Schedule surveys manually
- Email survey wasn't delivered to a contact's inbox
- Understanding Reminder Survey Delivery with Timewarp Option
- Why Are Some of My Email Surveys Landing in Junk?
- Understanding temporary marketplace email addresses and why you should filter them
- Add or embed Retently surveys to Kustomer text fields
- Trigger surveys based on Pipedrive eventsHow to use Pipedrive Automations and automated webhooks to send a Retently survey whenever a specific event occurs in Pipedrive.
- Set Up and Use the Microsoft Teams Integration for Survey Alerts
- Configure alternative Teams alerts via email
- How to import contacts from Klaviyo to Retently, or to unsubscribe them
- Connect your Klaviyo account
- Using Shopify data with survey responses
- Integrate SugarCRM and Retently
- Integrate BigCommerce with Retently via Zapier
- Create conversations in Kustomer when receiving new responses in Retently
- Trigger surveys based on Kustomer events
- Order Properties from Shopify
- API authentication options
- Re-export survey responses to recover missing exports and keep survey data in sync
- Use Zapier to Create or Update Gorgias Tickets from Retently Survey Responses
- Automatically unsubscribe contacts in Retently using Klaviyo
- Triggering Retently Surveys from Braze via Webhook
- Push Custom Ticket Fields from Gorgias to RetentlyHow to send Gorgias custom ticket fields (such as Contact Reason) to Retently as contact properties using the HTTP integration.