There are 8 steps to get fully set up with Retention.com for optimal success. Your Customer Success rep will walk you through each of these prior to turning your script on:
Pre-Onboarding/Strategy Call
On this call, your rep will answer questions, evaluate your marketing strategy, and share best practices specific to your business and marketing strategy
Collection Script Installation
Check on and/or walk you through installing the collection script for specific use cases.
Revenue Tracking Script Installation
Check on and/or walk-through installing the revenue tracking script for your checkout pages
Suppression Script Installation
Check on and/or walk-through installing the suppression script for specific use cases
ESP Integration
Check on and/or walk-through integrating with your ESP to ensure it's aligned with your email marketing goals
Email Flow Check
Retention.com Team to review emails to ensure for best practices
Privacy Policy update
Update your website's privacy policy to include the following text:
Third Party Pixels and Cookies Third Party Pixels and Cookies. When you visit our website, log in, register or open an email, cookies, ad beacons, and similar technologies may be used by our online data partners or vendors to associate these activities with information they or others have about you, including your email address. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.
Pre-Launch Sign Off
Final sign off before going live with the Retention.com system