Getting started with Retently

I'm setting up a new Retently workspace

Everything you need to know to get started with

Written by Daniela Braniste
Updated over a week ago

Users page

View, add and manage users that have access to your account.

Written by Alex Bitca
Updated over a week ago

Account settings page

On the Account settings page, users can manage their company information and settings.

Written by Alex Bitca
Updated over a week ago

User profile settings page

On the Profile settings page, the user can manage their information and password.

Written by Alex Bitca
Updated over a week ago

Change account owner

Written by Alex Bitca
Updated over a week ago

How to select and delete customers, feedback, outbox records

Written by Alex Bitca
Updated over a week ago

Export Outbox records to a CSV file

Learn how to download or share via email outbox messages you have sent to customers.

Written by Alex Bitca
Updated over a week ago

Contacts Page

The Contacts page stores all the customers that you have imported to your account.

Written by Alex Bitca
Updated over a week ago

CSV files not displayed correctly in Microsoft Excel

Written by Alex Bitca
Updated over a week ago

Dashboard page

On the Dashboard page, you can view your CX metrics, survey campaign reports, and the latest feedback.

Written by Alex Bitca
Updated over a week ago

Outbox page

Written by Alex Bitca
Updated over a week ago

Export feedback and contacts data

Learn how to download or share via email responses or customers, in a CSV file.

Written by Alex Bitca
Updated over a week ago

Efficient Notifications examples

Create one or two notifications to keep you informed about all your NPS updates

Written by Alex Bitca
Updated over a week ago

The Reports page

Written by Alex Bitca
Updated over a week ago

Survey templates

Written by Alex Bitca
Updated over a week ago

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.

Written by Alex Bitca
Updated over a week ago

Difference between customer tags and customer properties

Written by Alex Bitca
Updated over a week ago

Queue Page

Written by Alex Bitca
Updated this week

How to send test email surveys

Written by Alex Bitca
Updated over a week ago

Schedule Surveys Manually

Written by Daniela Braniste
Updated this week