Create or Update Customers
RETENTLY_CREATE_OR_UPDATE_CUSTOMERSAdd new customers to Retently or update existing customer information such as email, name, company details, and custom properties to keep your customer database current and organized.
Retently
15 actions for Retently workflows.
Operations are the actions a workflow can take in Retently, grouped by category. Each lists its method, parameters, and a template you can drop it into.
These operations manage your survey infrastructure, customer data, and feedback collection workflows. Use them to retrieve templates and campaigns, send transactional surveys, manage customer lists, track NPS scores, and organize feedback with tags for comprehensive survey program automation.
Create or Update Customers
RETENTLY_CREATE_OR_UPDATE_CUSTOMERSAdd new customers to Retently or update existing customer information such as email, name, company details, and custom properties to keep your customer database current and organized.
Get Feedback
RETENTLY_GET_FEEDBACKRetrieve customer feedback responses to understand what customers think about your product or service. Use this to track satisfaction, identify improvement areas, and make data-driven decisions about your business.
Get Latest Score
RETENTLY_GET_LATEST_SCORERetrieves your most recent Net Promoter Score (NPS) to quickly assess current customer satisfaction levels. Use this to monitor how satisfied your customers are and track sentiment changes over time.
Send Transactional Survey
RETENTLY_SEND_TRANSACTIONAL_SURVEYAutomatically send targeted surveys to customers following specific events or transactions, with optional timing delays to capture feedback at the right moment.
Add Feedback Tags
RETENTLY_ADD_FEEDBACK_TAGSOrganize and categorize your customer feedback by adding tags to specific responses, making it easier to track themes, sentiment, and improvement areas across your feedback collection.
Add Feedback Topics
RETENTLY_ADD_FEEDBACK_TOPICSOrganize and categorize customer feedback responses by assigning topics to them, making it easier to analyze feedback patterns and identify key areas for improvement. This helps you quickly understand what customers are saying about specific aspects of your product or service.
Delete Customers
RETENTLY_DELETE_CUSTOMERSRemove customer records from your workspace to maintain data accuracy and keep your customer database clean and up-to-date.
Get Campaigns
RETENTLY_GET_CAMPAIGNSRetrieve all customer feedback campaigns associated with your Retently account to view their details, status, and performance metrics.
Get Customer By ID
RETENTLY_GET_CUSTOMER_BY_IDRetrieves complete customer details including contact information, feedback history, and account status using their unique customer ID. This helps you quickly access specific customer records for support, analysis, or relationship management.
Get Customers
RETENTLY_GET_CUSTOMERSRetrieve your complete list of customers with options to filter by email, date range, and organize results through pagination and sorting. Use this to manage customer records and prepare targeted feedback campaigns.
Get Feedback by ID
RETENTLY_GET_FEEDBACK_BY_IDRetrieve detailed information about a specific customer feedback entry using its unique ID, allowing you to view the complete context and details of individual responses.
Get Outbox
RETENTLY_GET_OUTBOXView all surveys that are scheduled to be sent in the future, helping you track and manage your survey pipeline before campaigns go live.
Get Reports
RETENTLY_GET_REPORTSRetrieve NPS survey reports including scores, trends, and campaign performance metrics to understand customer satisfaction and identify improvement areas.
Get Templates
RETENTLY_GET_TEMPLATESRetrieve all survey templates available in your Retently account to quickly set up customer feedback surveys without starting from scratch.
Unsubscribe Customers
RETENTLY_UNSUBSCRIBE_CUSTOMERSRemove customers from your survey distribution list by their email addresses, preventing them from receiving future survey requests.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.