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  1. RetentionX
  2. Get Started

Get Started

Set up Your Account

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 Merge Multiple Shopify Stores
  • How to Import your Cost of Goods Sold
  • How to Delete Imported Data
See all 8 articles

Initial Setup

  • RetentionX Setup Guide
  • RetentionX Glossary
  • How to Set up Your Password
  • How to Edit the Company Settings
  • How to Anonymize Customer Data
  • How to Configure COGS
See all 10 articles

Integrations

  • How to Connect Klaviyo
  • How to Connect Meta Ads
  • How to Connect Google Ads
  • How to Connect TikTok
  • How to Connect Pinterest
  • How to Connect ActiveCampaign
See all 14 articles

Dashboards

  • How to Configure Dashboards
  • How to Set and Track Goals
  • How to Break Down Goals by Month
  • Understanding Different Types of Goals
  • Understanding the Impact of Milestones

RX Functionalities

  • How to Change the Date Ranges
  • How to Compare Data Sets
  • How to Download Data
  • Understanding the Run Rate
  • RX Forecast™
  • RX Prediction™

Troubleshooting

  • How to Troubleshoot Klaviyo Segment Issues
  • How to Troubleshoot Meta Audience Issues
  • How to Troubleshoot Google Ads Connection Issues
  • Discrepancies Between RetentionX and Recharge
  • How to Troubleshoot GA4 Connection Issues
  • Preventing Welcome Emails for New Zendesk Profiles

Account & Billing

  • Manage your RetentionX Plan
  • How to Cancel Your Subscription
  • Add-on: Forecast Plus
  • Subcontractors
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