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Integrate SmartReach with Retently

Trigger NPS/CSAT surveys after significant email interactions, sync prospect engagement data with Retently to enhance customer profiles, and use survey feedback to refine email campaign strategies.

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SmartReach logo

About SmartReach

SmartReach is a tool for managing email campaigns and tracking prospect interactions. It allows users to create and manage prospects, categorize them, and track their engagement through emails.

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SmartReach to Retently

1

New Link Click

Triggers when a prospect clicks a link (if click tracking is enabled on the campaign)
2

New Invalid Email

Triggers when a prospect's email is found to be invalid
3

New Opened Email

Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign)
4

New Reply

Triggers when a new reply is received
5

New Campaign Completed for Prospect

Triggers when a campaign is completed for a prospect
6

Email Sent

Triggers when an email is sent to a prospect
7

Updated Prospect Category

Triggers when a prospect's category is updated
8

New Opt Out From Campaign

Triggers when a prospect opts out of a campaign via opt-out link
SmartReach logo

Retently to SmartReach

1

Create Prospect

Creates a prospect.
2

Assign Prospect to Campaign

Assigns a prospect to a campaign.
3

Add Email to 'Do Not Contact' List

Adds a new email to Do Not Contact List.
4

Remove Tags From Prospect

Remove tags from an existing prospect.
5

Update Prospect

Updates an existing prospect based on email address.
6

Find or Create Prospect

Finds or creates a prospect.
7

Add Tags to Prospect

Adds tags to an existing prospect.
8

Add Domain to 'Do Not Contact' List

Adds a new domain to Do Not Contact List.
9

Mark Prospect as Completed

Marks a prospect as completed and pauses any active campaign for them.
10

Unassign Prospect From Campaign

Unassigns a prospect from the current campaign.
11

Find a Prospect

Finds a prospect.

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