Integrate Personalize with Retently

Sync customer contact preferences from Personalize to Retently to ensure surveys are sent based on updated interests, and use survey responses to further refine contact preferences in Personalize.

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About Personalize

Enables monitoring and updates for contact interests and related changes. Specifically designed for managing and analyzing contact preferences in marketing automation.

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Personalize to Retently

1

New Contact

Triggers when a new contact is added.
2

Overall Top Interests Change (Known Contacts)

Triggers when top 3 interests rollup for all known contacts has changed.
3

Contact Interest Changes

Triggers when any top 3 interests change for a contact.
4

Overall Top Interests Change (Anonymous Visitors)

Triggers when top 3 interests rollup for all website visitors has changed.
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Retently to Personalize

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

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