You can integrate your Retention.com account directly with Listrak.
An integration between Retention.com and Listrak does three things:
Automatically sends contacts acquired in your Retention.com account to Listrak into a list of your choosing.
Automatically suppresses existing contacts in your Listrak 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
If you're using Listrak's Conductor tool, the instructions below will get you set up. If you're using Listrak's Journey tool, then there is an additional Client ID and Secret for Cross Channel API that you must set up (step 6+).
1. Your Client Secret and Client ID. In Listrak, go to Integrations > Integrations Management > New Integration.
2. Choose Email API.
3. Click Setup. Name the Integration at the top. Check the boxes for List, Contact, Segmentation, Message, and Event under Access Levels. You'll need to whitelist our IPs, which are subject to change at any time without notice. Please contact support at support@retention.com for an updated list.
Click Save > Apply at the top right.
4. Then, copy your Client ID and Client Secret.
5. Create the list name you’d like to sync your contacts with in Listrak.
6. If you're using Conductor, you're all set and may proceed to the "To Get Started" section below.
If you are using Journeys, you'll need to follow these remaining steps.
For Journeys, go back to Integrations > Integrations Management > New Integration. Choose Cross Channel API.
7. Click Setup. Name the Integration at the top.
You'll need to whitelist our IPs, which are subject to change at any time without notice. Please contact support at support[at]retention[dot]com for an updated list. Click Save > Apply.
8. Then, copy your Cross Channel API Client ID and Client Secret.
Note: You must also have a list set up in Listrak before setting up 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 Listrak icon.
If you're using Reclaim, you will need to choose between Listrak for Conductor or Listrak for Journeys depending on which automation tool you are using in Listrak.
Listrak for Conductor:
2. Activate Grow and/or Reclaim. Paste your Client Secret and Client ID and click Connect.
Listrak for Journeys:
2. Activate Grow and/or Reclaim.
Grow will require a Client ID and Secret for Email API, while Reclaim will require a Client ID and Secret for Cross Channel API.
The remaining steps are the same regardless of whether you're using Conductor or Journeys.
3. Set up your 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.
Choose YES to suppress contacts and pick daily contact suppression (recommended).
When you're finished, click Next.
4. Click Yes to upload collected contacts and choose a list to sync them to. Pick a list from the drop-down menu. Add an Event ID if you'd like to tag our contacts (optional). Listrak events can be created in the External Event Manager. 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.
*Please note that State data is only available on legacy plans that include address.
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. Please note that State data is only available on legacy plans that include address.
Referrer URL: This is the URL the contact comes to your site from.
When you're finished, click Next.
5. Click Yes to enable Reclaim data sync. Click Next.
6. Enable the integration. Once you enable the integration, your suppression and collection sync settings will apply and begin. Then, click Finish.
7. Once the integration is complete, you will see the integration date, API details, contact suppression, and the option to set/change the list it's synced to. You can also Remove the integration from this page at the top.
Integration Settings
From your Integration's Settings page, 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
Sync summary
Reclaim sync
To access these options, 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.
Click on a specific date for details, or 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.