Integrate Conversional with Retently

Trigger NPS/CSAT surveys after billing events or service requests, sync customer confirmation and questionnaire results with Retently to update customer profiles, and use survey responses to enhance customer service strategies.

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About Conversional

Tracks new billing events, customer confirmation of double opt-ins, service requests from customers, file uploads by customers, and new results created through questionnaires.

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Conversional to Retently

1

New Billing

Triggers when new billing is created for the user.
2

New Double Opt In

Triggers when a customer confirmed the double opt-in.
3

New Service Request

Triggers when a customer requested a service.
4

New Customer File

Triggers when a customer uploads a file.
5

New Result

Triggers when a customer creates a new result by submitting the questionnaire.
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Retently to Conversional

We don't have any triggers yet for Conversional, but we're working on it!

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