Collect More Information With Retention Science

How to Integrate Retention Science: The Design Canvas Route

At a glance:
  • Intro
  • Instructions

Last updated 8/31/2021

 

TCPA Warning: Please note, to be TCPA compliant you must:
  • Display your SMS capture field on a different screen from your email capture field. *Please see How to Set up a Two-Step Form for instructions to display on separate screens*
  • Cannot require the SMS capture field, it must be an optional field
More information can be found here

Intro


This article contains the instructions to set up the Retention Science integration. 

Instructions


1. While in the promotion management view, click the Options menu and select Edit Design to access the Design Canvas. 

Options menu

 

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.

Select Change Form

 

3. Select 'Connect Provider' and 'Connect ESP Provider':

4. Select Retention Science:

Connect Retention Science

5. Enter your Retention Science API key.

6. Once integrated, click the Next Button or the Form icon to proceed to the form building step. Here you can select any options of how you want to this form.

integrated

 

7. Finally, 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. Make sure to save and publish and you should be all set!

Retention Science Integration

 

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