How do I integrate with Retention Science?

You can integrate your Retention.com account directly with Retention Science.

An integration between Retention.com and Retention Science does two things:

  1. Automatically sends contacts acquired in your Retention.com account to Retention Science into a list of your choosing.
  2. Ability to set up custom filters to sync filters (ie, send leads from different domains to different lists or ESPs).

We also recommend you create the list name you’d like to sync your contacts in Retention Science with before finalizing the integration.

What you’ll need

1. Your API Key. To access your API Key, you will need to request access from your client success manager, or email help[at]retentionscience.com.

To get started

1. Click on Integrations from the left navigation panel in Retention.com. Then, click Available Integrations at the top and choose the Retention Science icon.

2. Paste your API Key, and click Connect.

3. Decide if you want to upload your collected contacts by choosing either Yes/No. Then, type the name of the list you want to sync your contacts with. The contacts will be synced from that point on in real-time.

Then, choose whether you want to Enable Custom Sync Options.

If you check the box to enable custom sync options, that will display five options: filter by email domain, full or portion of a landing page URL, landing page domain, state, and referrer URL.

This feature allows you to filter your Retention.com contacts before you send them to your ESP. For example, you can send all contacts who hit different landing pages to separate lists. Or, send all of your California leads to one ESP and Texas leads to another.

Email domain: This field auto-fills/populates with email domains (ex. Gmail, Yahoo Mail, AOL, etc.) from your collected contacts.

Full or portion of a landing page URL: If you’ve put the script on several pages or the entire site, this field allows you to pull out contacts who have only hit Landing Page A or Landing Page B. This option does not auto-populate, so you will have to add in the exact URL.

Landing page domain: If you added script to both Retention.comand Robly.com, for example, the landing page domain would be either Retention.com or Robly.com. This field will auto-populate.

State: This filter allows you to pull out only contacts from one or more states.

Referrer URL: This is the URL the contact comes to your site from.

When you’re finished, click Next.

4. Choose whether or not you want to enable the Retention Science integration now. Once you enable the integration and collection sync settings will apply and begin. Then, click Finish.

5. Once the integration is complete, you will see the integration date, API details, and the option to set/change the list it’s synced to. You can also Remove the integration from this page at the top.

Set up or change contact sync

Setting up Contact Sync allows you to choose the list your collected contacts will be sent to so you can send them an automated email in real-time.

1. To turn on Contact Sync, click the pencil icon next to Contact Sync. Click Yes next to Upload collected contacts. Then, type the name of the list you want to sync contacts to. Click Save, or choose your custom sync options here.

If you check the box to enable custom sync options, that will display five options: filter by email domain, full or portion of a landing page URL, landing page domain, state, and referrer URL.

This feature allows you to filter your Retention.coms contacts before you send them to your ESP. For example, you can send all contacts who hit different landing pages to separate lists. Or, send all of your California leads to one ESP and Texas leads to another.

Email domain: This field auto-fills/populates with email domains (ex. Gmail, Yahoo Mail, AOL, etc.) from your collected contacts.

Full or portion of a landing page URL: If you’ve put the script on several pages or the entire site, this field allows you to pull out contacts who have only hit Landing Page A or Landing Page B. This option does not auto-populate, so you will have to add in the exact URL.

Landing page domain: If you added script to both Retention.com and Robly.com, for example, the landing page domain would be either Retention.com or Robly.com. This field will auto-populate.

State: This filter allows you to pull out only contacts from one or more states.

Referrer URL: This is the URL the contact comes to your site from.

Finish integration setup

Once everything is setup, click Finish Now at the bottom of Integration Settings and make sure your integration is Enabled at the top. Once you enable the integration, your collection sync settings will apply and begin.

Upload suppression list

Retention Science doesn’t offer contact suppression, so you will need to upload your suppression list into Retention.com.

1. Go to Suppression Lists, and drag and drop your CSV file into the blue box. Be sure the file only contains email addresses. After it finishes uploading, check that the number of Unique Records matches the number of emails in your ESP.

You will need to periodically upload an up-to-date CSV file for suppression following these steps to prevent paying for contacts you’ve collected in your ESP (ones not from Retention.com). How often you do this should be in line with how quickly you’re adding new emails separately from Retention.com. We recommend a minimum of once per week, however, if you’re collecting more than 100 new emails per day, you should do this daily.

Remove the integration

1. To remove the integration, click Integrations > Dots Remove.

Sync summary

You can view your daily sync history under Sync Summary on your integration page. It will show you the date, number of completions, if there are any failures, and the number that are in the queue.

To access all of your sync history, click View Full History under Sync Summary. If there’s a failure, it will show the email address, what type of failure has occurred under ESP Feedback, and the date and time of the failure.

If you have questions about the error message, you can contact support at support[at]retention[dot]com.