Integrate OtterText with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as form submissions or contact updates, sync customer contact information to maintain accurate profiles, and use survey responses to enhance customer communication strategies.

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About OtterText

OtterText provides tools for managing customer interactions, allowing for form submissions, contact updates, and message sending to opted-in customers.

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OtterText to Retently

1

Form Submitted

Triggers when a customer submits a form on the website opt-in page or chat.
2

Message Received

Triggers when a new message is received from an opted-in customer or a new customer.
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Retently to OtterText

1

Add Contact

Matches the customer based on the provided phone number. If not found, a new customer will be added, and an opt-in message will be sent.
2

Send Message (Scheduled)

Schedules a message to send to a customer who must be opted-in.
3

Update Contact

Matches the customer based on the provided phone number to update customer information, using the phone number solely for matching.
4

Send Message (Instant)

Instantly sends a message to a customer who must be opted-in.
5

Send Message Template

Sends one of your templated messages to a customer who must be opted-in.

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