Data Import
- How to Import Your Data
- How to Perform a One-Time CSV Upload
- How to Set Up a Scheduled Data Import
- How to Delete Imported Data
- How to Troubleshoot Data Import Issues
- How to Re-Import Your Data
Initial Setup
- Getting Started with RetentionX
- RetentionX Glossary
- How to Set up Your Password
- How to Configure Dashboards
- How to Edit the Company Settings
- Revenue Definitions and how to Change Them
Goals
RX Functionalities
Account & Billing
- Manage your RetentionX Plan
- How to Cancel Your Subscription
- Add-on: Forecast Plus
- Add-on: Segmentation Plus
- Add-on: Multi-Store Plus
- Add-on: Import Plus