You can integrate your Retention.com account directly with Ontraport.An integration between Retention.com and Ontraport does three things:
Automatically sends contacts acquired in your Retention.com account to Ontraport into a list of your choosing.
Automatically suppresses existing contacts in your Ontraport account.
Ability to set up custom filters to sync filters (ie, send leads from different domains to different lists or ESPs).
What you'll need
Please note that the API credentials you use will need to be able to have permissions set to have contacts opted in for bulk email.Please reach out to the Ontraport team to set this up:The bulk_mail attribute will need to use an integer value of 1.Reference documentation: https://api.ontraport.com/doc/#the-generic-object
In order to achieve this, the Ontraport team will need to format the API call with the correct value for the Bulk email status field so the contacts are created with the opted in status. The call will need to pass the bulk email status field with an integer value of 1 in order to be opted in when a contact is created.1. Your API Key and API ID. Find these in Ontraport by clicking your profile image in the top right corner. Then, click Administration > Integrations > Ontraport API Instruction and Key Manager.2. This will show your API ID and API Key.3. We also recommend you create the Tag you’d like to sync your contacts to in Ontraport before finalizing the integration.
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 Ontraport icon.
2. Enter your Ontraport API ID and API Key and then click Connect.
3.Then, decide if you want to upload your collected contacts by choosing either Yes/No. If you choose to sync your contacts, you will then need to choose a Tag to sync them to. Pick a Tag from the drop-down menu. 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.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 Next
4. Enable the Ontraport integration now. Once you enable the integration, your suppression 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, contact suppression, and the option to set/change the Tag it's synced to. You can also Remove the integration from this page at the top.
Integration Settings
From your Integration settings, you can access, change, or update any of the following:
Your API key
Grow or Reclaim Activation
Suppression settings
Grow Sync settings, including the list you're syncing contacts to
Revenue metric
Sync summary
Reclaim sync
To access any of these settings, click Integrations > Dots > Settings.
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.