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Getting started with Retently

A complete overview of your Retently workspace

Users pageView, 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 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
Import survey responses from Delighted to Retently