Retently Integration

Integrate Retently — Customer Satisfaction Tracked

Connect Retently and let AI agents query NPS scores, survey responses, and customer feedback alongside marketing data from 1,000+ other sources.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Retently
Show me this month's NPS trends and detractor feedback themes.
Your current NPS is 42, up 7 points from last month. You have 23 detractors citing slow response times and 18 mentioning pricing concerns.
Draft responses for the top 5 detractors and schedule follow-up surveys for customers who mentioned support issues.
Responses drafted for 5 detractor accounts and follow-up surveys scheduled for 31 customers flagged for support concerns. Average response personalization score: 8.7/10.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Retently Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

Connect Retently to Your Data Stack

Improvado extracts customer satisfaction data directly from Retently's API, including NPS scores, survey responses, customer feedback, and engagement metrics. The platform automatically pulls data on a schedule you define—hourly, daily, or custom intervals. No manual CSV exports or complex API configurations required. Your Retently data flows directly into your chosen destination, maintaining data freshness for real-time customer experience monitoring.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Retently API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Retently through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Unified Customer Experience Analytics

Improvado normalizes Retently data through the Marketing Common Data Model, standardizing customer satisfaction metrics across all your platforms. Combine NPS scores with marketing campaign performance, support ticket volume, and product usage data. This unified view reveals how marketing initiatives impact customer satisfaction and which touchpoints drive loyalty. Analyze customer sentiment alongside acquisition costs, lifetime value, and retention metrics in a single dashboard.

Retently API v1 · API key · daily sync · incremental
Schema Overview

Data objects and fields Improvado extracts from Retently

Object Fields
Campaign
spend impressions clicks conversions roas status budget
Ad Group
bid_amount quality_score status audience_targeting nps_score
Keyword
match_type cpc quality_score impression_share conversions
Ad
ad_format ctr impressions spend survey_responses
Survey
survey_name sends responses nps_score response_rate
How it works

From connection to autonomous action in three steps

1

Connect

Connect Retently via API key from your account settings. The agent syncs survey responses, NPS scores, customer segments, and feedback tags in real-time.

2

Ask

Ask questions like 'Which customer segments have declining NPS?' or 'Show me common themes in detractor feedback from the last 30 days' or 'What's our response rate by survey type?'

3

Act

The agent drafts personalized follow-up messages for detractors, schedules targeted surveys for specific segments, updates customer tags based on feedback sentiment, and creates response templates for common feedback themes.

Use Cases

What teams ask their AI agent about Retently

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Track how marketing campaigns affect NPS scores across customer segments and touchpoints

Your AI agent analyzes Retently data and delivers actionable insights — automatically, in seconds.

6 hrs → 20 min
A
Improvado Agent Cross-channel

Identify which acquisition channels bring customers with highest satisfaction ratings

Your AI agent analyzes Retently data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Create executive dashboards showing customer satisfaction trends alongside revenue metrics

Your AI agent analyzes Retently data and delivers actionable insights — automatically, in seconds.

4 hrs → 10 min
AI Agent Access

Your agent connects satisfaction scores to the campaigns that drove them

Read

Pulls NPS scores, CSAT ratings, CES metrics, survey response data, customer feedback text, sentiment analysis, response rates, promoter/passive/detractor breakdowns, segment performance, and historical trend data across all survey campaigns.

Write

Sends follow-up surveys to specific customer segments, creates and schedules email campaigns for promoters or detractors, updates customer tags and properties, drafts personalized responses to feedback, and configures survey triggers based on customer behavior or milestones.

Monitor

Tracks NPS score changes across segments, monitors response rate drops below thresholds, watches for sentiment shifts in feedback themes, alerts on detractor spikes in specific customer cohorts, and flags urgent negative feedback requiring immediate attention.

The AI agent queries NPS scores, survey responses, customer feedback, and engagement metrics from Retently. It can track how specific marketing campaigns affect satisfaction across segments, identify which acquisition channels bring happiest customers, and correlate feedback trends with revenue changes. Ask "Which marketing channels have the highest NPS?" and get data-backed answers.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Retently
You
Show me NPS breakdown by customer segment for Q1
A
NPS by Segment
Segment Responses NPS Score
Enterprise Logistics 847 +52
Mid-Market Freight 1,203 +38
Small Fleet Operators 2,156 +29
Warehouse Partners 634 +44
3PL Providers 412 +61
5,252 total responses · 41 overall NPS · 78% response rate
You
Send personalized thank-you emails to all promoters in the Enterprise segment
A
Email Campaign Queued
438 promoters · Enterprise Logistics segment
Destinations

Send Retently data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Retently as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Retently data can Improvado extract?
Improvado extracts NPS scores, CSAT ratings, survey responses, customer feedback comments, response rates, and segmentation data. The platform also pulls customer attributes, survey campaign performance, and historical trend data for comprehensive satisfaction analysis.
How often does Retently data sync with my warehouse?
You can configure sync frequency from hourly to daily or custom schedules based on your reporting needs. Most customers sync Retently data daily to capture new survey responses and updated satisfaction scores for timely customer experience monitoring.
Can I combine Retently NPS data with marketing metrics?
Yes, Improvado's MCDM normalizes customer IDs and timestamps across platforms, enabling you to correlate NPS scores with marketing touchpoints. You can analyze how email campaigns, ads, or content marketing impact customer satisfaction scores and identify optimization opportunities.
Which destinations support Retently data integration?
Improvado loads Retently data into BigQuery, Snowflake, Redshift, Azure Synapse, and BI tools like Tableau, Power BI, and Looker. The platform handles schema creation and data type mapping automatically for each destination.
How does Improvado handle Retently survey segmentation?
The platform extracts customer segments, survey tags, and custom attributes from Retently, preserving your segmentation logic. This allows you to analyze satisfaction trends by customer type, subscription tier, or any custom segments you've created in Retently.
What's the setup time for Retently integration?
Initial setup typically takes 2-3 business days including API authentication and data mapping configuration. Improvado's team handles the technical setup while you provide Retently access credentials and specify your reporting requirements.