Collect More Information With Retention Science

How to Integrate Retention Science: The Design Canvas Route

Click on Design

 

Instructions

1. While in the promotion management view, next to the desired promotion, click the Paintbrush icon to enter the Design Canvas.

Click the Paintbrush

 

 

 

2. While in the design canvas, select the email field. The Form Options menu appearing on the right-hand side has an option to Change Form, select that now.

Click Change Form

 

 

choose provider

Connect ESP Provider

 

Choose Retention Science
Enter Retention Science API

 

4. Once integrated, click the Next Button or the Form icon to proceed to the form building step, then click Next to the settings, configure your settings, and finally, review everything on the summary step and Create Form.

integrated

form_building

settings

create_form-1

 

Upon creation of the form in the design canvas, you will note on the right-hand side where the "Change Form" option is located, that Integration Type now reads as Retention Science.

Retention Science Integration

 

 

tags: Retention Science, Integration Guide, Step 1, RESCI