You can integrate your Retention.com account directly with Customer.io.An integration between Retention.com and Customer.io does three things:
Automatically sends contacts acquired in your Retention.com account to Customer.io.
Automatically suppresses existing contacts in your Customer.io 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
Your Site ID, Tracking API Keys: API Key, and App API Keys - API Key. 1. To find your Site ID and Tracking API Key: API Key, click your account name in the top-right corner, and then click Account settings. Below Settings, click API Credentials.
2. From the Tracking API Keys section, click Create Tracking API Key. You will need to give it a Name and choose a Workspace from the dropdown menu. Then, your Site ID and Tracking API Keys: API Key will appear for you to copy.
3. To find your App API Keys: API Key, click App API Keys at the top. Then, click Create App API Key.
4. Give the App API Key a Name and choose a Workspace from the dropdown menu. Then, click Create App API Key.
5. A pop-up box will show you your new App API Key for you to copy.
6. We also recommend you create the Segment you’d like to sync your contacts in Customer.io with before finalizing the integration. You can do this under Segments > Create Segment > Create Manual Segment. (Only Manual Segments will display in Retention.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 Customer.io icon.
2. Paste your Site ID, Tracking API Keys: API Key, and App API Keys - API Key and 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 Segment to sync them to. Pick a Segment 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 Customer.io 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 contact sync options. 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.