Go Live Walkthrough
  • 04 Nov 2021
  • 3 Minutes to read
  • Contributors
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Go Live Walkthrough

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Use this Go Live Walkthrough document to quickly get your RetentionEngine live on your site.

Make sure you've already created your account!

This step-by-step guide is to help you after you've created your account and selected your billing plan. Still need to create your accunt? Sign up here!

Build your RetentionEngine

Step 1: Create New Engine

Once you've got your account created, you can get started creating your RetentionEngine!

Step 2: Website URL

You'll be asked for your Website URL. Just input your website homepage here unless you have a specific page you'd like your customers to go after they've gone through RetentionEngine.

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Step 3: Integration/API Key

Select your Subscription Platform from the options below. You'll then see a pop up asking for your API Key. This is what connects RetentionEngine to your subscription platform.

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After selecting your subscription platform, you will need to locate your API Key and paste it here.

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Here are instructions to locate the API Key for each integration:

If you select "Manual" then you will be creating a Manual Engine. You will not need to enter an API Key.

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Create a Manual Engine if you do not use a subscription platform, or if your platofrm is not supported. Learn more about Manual Engines here

Step 4: Save Your Snippet

You will see your code snippet, which is how you connect your site to RetentionEngine. You can hold onto this snippet or access it later.

Scroll down and click "NEXT"

Step 5: Go to your Console

After these steps, you're ready to start editing!

Creating Your RetentionEngine

Now that you're in your RetentionEngine Console, you can start customizing your cancel flow before you make it live.

This might look overwhelming at first, but for this quick set-up we'll onlybe looking at these 4 tabs in the top right of the navigation bar:

  • Edit
  • Dashboard
  • Preview
  • Test

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Edit

The Edit tab is the designer for your cancel flow. It is a drag and drop designer that allows you to create the elements that comprise your cancel flow, adjust the settings, and the mechanics of the flow.
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Dashboard

The Dashboard tab is your analytics tab. This is where you will find the performance metrics and the experience logs for your customers.
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Preview

The preview tab is where you can view all of the screens that comprise your cancel flow.
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Test

The test tab is where you can go through the whole cancel flow. (NOTE: RetentionEngine has anti-gaming functionality built in. This technology prevents customers from trying to game the system/shop for other offers/treatments. This is on by default and can prevent you from going back and forth in the cancel flow while testing).

Creating Your Flow (Edit)

There are 3 primary components of the No-Code Cancel flow builder:

  1. Experience (the elements that comprise the flow)
  2. Mechanics (the logic for how the customers will move through the flow)
  3. Settings

Here's a quick video that walks you through designing your cancel flow:

Install on your Site

If you've completed all of the steps above, you're now ready to install RetentionEngine to your live site!

Step 1: Copy Code Snippet from Settings Tab

To make RetentionEngine live on your site, you will now need to copy and paste the RetentionEngine code snippet into your site theme.

Locate the Code Snippet under the "Settings" Tab and copy it to your clipboard.

Step 2: Paste into Shopify Theme/Website

Now, use the following instructions on how/where to paste the Code Snippet for each integration:

Step 3: Test your Installation

To make sure your RetentionEngine is installed correctly, we recommend creating a test subscription from your store (if you don't already have one).

You can do create a test account by creating a 100% off, non-recurring coupon in your subscription management platform. Then, go through the normal customer sign-up process using the coupon you created. After you've become an active subscriber, go through the cancelation process and make sure RetentionEngine works as intended.

For more on testing, including how to use active subscriptions to test, check out this article.

Additional Configuration

Congratulations! After you've completed the steps above, your RetentionEngine should now be live on your site.

Now that you've got the basic set up of RetentionEngine live, you can continue to customize and configure your settings in the RetentionEngine dashboard!

We now recommend taking a look at the rest of our support docs as well as doing the following:


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