You can integrate your Retention.com account directly with Salesforce.
An integration between Retention.com and Salesforce does three things:
- Automatically sends contacts acquired in your Retention.com account to Salesforce into a list of your choosing.
- Automatically suppresses existing contacts in your Salesforce account.
- Ability to set up custom filters to sync filters (ie, send leads from different domains to different lists or ESPs).
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 Salesforce icon.
2. Click Connect.
3. If you aren’t already logged into your Salesforce account, you will need to follow the prompts for that first. Then, read over the Access information, and click Allow.
4. You will then be taken to your Salesforce integration page. You will see the integration date, contact suppression, contact sync (the option to set/change the list it’s synced to), and Mapping JSON. You can also Remove the integration at the top.
How to set up Contact Suppression
Once you enable automatic suppression, Retention.com will sync your regular, opt-in list from your ESP and add it to your Retention.com suppression list. This prevents you from paying for contacts you already have. Once you’ve enabled this option, the sync will run daily at 6 p.m. EST.
1. To turn on suppression, choose YES next to Contact Suppression.
You then choose to pick either have daily contact suppression (recommended) or one-time suppression. Click Save when you’re finished.
Daily contact suppression: This action will load all of your contacts from Robly into your Retention.com suppression list and will automatically import new contacts every day into your suppression list.
One time suppression: This action will only run once and load your current Robly contacts into your Retention.com suppression list.
How to set up Contact Sync
If you want your uploaded contacts to sync with Salesforce, you’ll need to set up your Contact Sync.
1. Choose YES next to Contact Sync.
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.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.
When you’re finished, click Save.
How to set up JSON Mapping
We automatically include the default JSON mapping for Retention.com contacts for the fields that Salesforce allows.
Please note that this does not, by default, include all the fields we provide with our contact records (see below for a full list of fields that we include with all contact records).
You will have to add custom fields in Salesforce for any/all fields we cannot include by default to sync all fields (such as domain, landing page URL, etc).
Here are the fields we include automatically for Retention.com contacts that are synced to Salesforce:
- first name (if included in your plan)
- last name (if included in your plan)
Those fields are included by default in the JSON field as seen here (if these fields are included in your plan):
- “Email”: “%email%”,
- “LastName”: “%last_name%”,
- “FirstName”: “%first_name%”,
- “LeadSource”: “%referrer%”
This JSON section can be used to add, modify, or delete one or more fields for your contacts.
If you add a new field to our JSON, you must first create the field in Salesforce. If the field does not exist in Salesforce and you add it here, the sync process will fail if and when we try to create the contact in Salesforce.
Here is a list of all the field names that are included with all Retention.com contact records. Fields with an asterisk are not included by default and you will have to add them manually both in Salesforce and in this JSON mapping in order to sync them from Retention.com to Salesforce:
- first_name (if included in plan)
- last_name (if included in plan)
In addition, these dynamic fields can be included:
- timestamp: this is the timestamp generated the instant that the contact is created in Salesforce.
- datetime: generates a Date-Time for the instant the contact is created in Salesforce, this has the format that Salesforce requests for its creation.
- date: generates a Date the instant a contact is created in Salesforce, which has the format that Salesforce requests for its creation.
You can also manually add static fields to the mapping if you want all contacts to include a specific value.
For example, if you had a field called “Editorial_Daily_Opted_In” you could add the static value “yes”. That would look like this:
RECOMMENDATION: If you do not understand JSON mapping, do not edit the default settings.
How to enable or disable the integration
1. You can turn the integration on and off by toggling to Enable/Disable from inside of the integration. Be sure to save your changes.
Remove the integration
1. To remove the integration, click Integrations > Dots > Remove.
1. To change your contact suppression preferences, click Integrations in the left-hand navigation. Then, click the three dots next to the integrated program and select Settings.
2. Click the pencil/edit icon next to Contact Suppression.
3. Click Yes to automatically suppress your contacts. Then, choose whether you want to suppress daily or just this (single) time. When you’re done, click Save. We recommend you use daily sync.
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.