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.
OtterText to Retently
Form Submitted
Triggers when a customer submits a form on the website opt-in page or chat.Message Received
Triggers when a new message is received from an opted-in customer or a new customer.
Retently to OtterText
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.Send Message (Scheduled)
Schedules a message to send to a customer who must be opted-in.Update Contact
Matches the customer based on the provided phone number to update customer information, using the phone number solely for matching.Send Message (Instant)
Instantly sends a message to a customer who must be opted-in.Send Message Template
Sends one of your templated messages to a customer who must be opted-in.Related blog posts
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