Integrate Instiller with Retently

Trigger NPS/CSAT surveys after specific email interactions, sync user preferences and contact details between Instiller and Retently, and use survey feedback to refine email campaign strategies.

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About Instiller

Instiller provides functionality to manage email campaigns, user data, and workflow triggers. It enables actions such as sending campaigns, tracking email interactions, and managing user preferences.

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Instiller to Retently

1

Campaign Sent

Triggers when a Campaign starts to deliver emails.
2

Email Link Clicked

Triggers when a link within an email is clicked.
3

Opt-Out Link Clicked

Triggers when Users click the opt-out link within an email.
4

Form Submission

Triggers when a user submits a form.
5

User Created / Updated

Triggers when a User is created or updated. The response only returns the updated fields.
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Retently to Instiller

1

Add / Update User

Creates a new User or updates an existing record.
2

Trigger Workflow

Triggers a Workflow for a single User.
3

Find User Details

Loads the details of an individual User by passing either their email address or unique reference code. All User Profile & Custom Fields are returned along with the User's Global Suppression Status.
4

Add / Remove Global Suppression

Sets the Global Suppression preference for an individual User.
5

Set List Preference

Sets the email preference for an individual User on a specified List.
6

Find Campaign Details

Searches using the Campaign Code set in the web interface when the Campaign was scheduled for delivery.
7

Find Workflow Details

Passes a Workflow API Identifier to access high-level and Email Action related metrics. A date range is required to limit the amount of data that can be returned in each request.

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