Retently

The Retently modules allow you to monitor, create, update, list, and delete the customers, and survey responses in your Retently account.

Getting Started with Retently

Prerequisites

  • A Retently account

In order to use Retently with Make, it is necessary to have a Retently account. If you do not have one, you can create a Retently account at retently.com/integrations/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Retently account to Make you need to obtain the API Key from your Retently account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Retently account.

2. Click Settings (

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) > API Tokens > Generate New Token.

3. Enter a name for the token ad click Generate API Token.

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4. Copy the API Token to your clipboard.

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5. Go to Make and open the Retently module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API token copied in step 4 and click Continue.

The connection has been established.

List Customers

Returns a list of customers with specified fields.

Connection

Establish a connection to your Retently account.

Sort

Enter the option to filter the customers based on the specified option. For example, createdDate.

Limit

Set the maximum number of survey responses Make should return during one execution cycle.

Create a Customer

Creates a customer.

Connection

Establish a connection to your Retently account.

Email

Enter the customer's email address.

First Name

Enter the customer's first name.

Last Name

Enter the customer's last name.

Company Name

Enter the company with which the customer is working.

Tags

Add the tags for the customer.

Properties

Add the labels for the customer:

Label

Enter a name for the label.

Type

Select the label type. For example, integer, date, string.

Value

Enter the value for the label.

Update a Customer

Updates a customer.

Connection

Establish a connection to your Retently account.

Email

Enter the customer's email address.

First Name

Enter the customer's first name.

Last Name

Enter the customer's last name.

Company Name

Enter the company with which the customer is working.

Tags

Add the tags for the customer.

Properties

Add the labels for the customer:

Label

Enter a name for the label.

Type

Select the label type. For example, integer, date, string.

Value

Enter the value for the label.

Delete a Customer

Deletes a customer.

Connection

Establish a connection to your Retently account.

Email

Select or map the customer's email address you want to delete.

Unsubscribe Customers

Unsubscribes customers.

Connection

Establish a connection to your Retently account.

Subscribers

Add the email addresses of the subscribers you want to unsubscribe.

Message

Enter the reason text to notify the subscribers.

Watch Survey Responses

Watches for survey responses.

Connection

Establish a connection to your Retently account.

Limit

Set the maximum number of survey responses Make should return during one execution cycle.

Tag a Survey Response

Adds a tag to a survey response.

Connection

Establish a connection to your Retently account.

Response ID

Select the Response ID to which you want to add a tag.

Tags

Add the tags with which you want to tag the response.

Op

Select the override option, Append to append the tags to the response, or leave empty to override existing tags.

Create Customers and Send Survey

Creates new customers or updates the existing ones and sends a transactional survey.

Connection

Establish a connection to your Retently account.

Campaign

Select or map the Campaign ID which you want to send to the customer.

Subscriber

Add the subscribers to send the survey:

Email

Enter the customer's email address.

First Name

Enter the customer's first name.

Last Name

Enter the customer's last name.

Company Name

Enter the company with which the customer is working.

Tags

Add the tags for the customer.

Properties

Add the labels for the customer:

Label

Enter a name for the label.

Type

Select the label type. For example, integer, date, string.

Value

Enter the value for the label.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Retently account.

URL

Enter a path relative to https://app.retently.com. For example: /api/v2/nps/customers

Note

For the list of available endpoints, refer to the Retently API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Campaigns

The following API call returns all the campaigns from your Retently account:

URL: /api/v2/nps/campaigns

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body. In our example, 2 campaigns were returned:

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