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Integrate with SmartrMail
Updated over 3 months ago

You can integrate your Retention.com account directly with SmartrMail.An integration between Retention.com and SmartrMail does three things:

  1. Automatically sends contacts acquired in your Retention.com account to SmartrMail into a list of your choosing.

  2. Automatically suppresses existing contacts in your SmartrMail account.

  3. Ability to set up custom filters to sync filters (ie, send leads from different domains to different lists or ESPs).

What you'll need

1. Your API Token. Click your account name in the top right corner. Then, click Settings > Integrations and copy your API Token.

2. We also recommend you create the list name you’d like to sync your contacts in SmartrMail with before finalizing the integration. You can do this under Subscriber > Email List > Create New List.

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 SmartrMail icon.

2. Paste your API Token, and click Connect.

3. Click Yes/No to sync contacts, and type the Tag name you created to sync them with. 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.

When you're finished, click Next.

4. Enable the SmartrMail 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 list 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.

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