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This article describes how to set up the Retently connector in your Universal Data Hub (UDH) account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name AudienceStream EventStream
Create or Update Customer
Send Survey
Unsubscribe Customer
Delete Customer

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

  • API key: Your API key can be found in your Retently account under Settings.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Create or Update Customer

Parameters

Parameter Description
Email
First Name
  • First name of the customer.
Last Name
  • Last name of the customer.
Company
  • Company name assigned to the customer.
Tag
  • A tag to be assigned to the customer.

Action - Send Survey

Parameters

Parameter Description
Campaign
Email
First Name
  • First name of the customer.
Last Name
  • Last name of the customer.
Company
  • Company name assigned to the customer.
Tag
  • A tag to be assigned to the customer.

Action - Unsubscribe Customer

Parameters

Parameter Description
Email
Message
  • Opt out message.

Action - Delete Customer

Parameters

Parameter Description
Email