Send query results to Listrak

You can build queries that return email address and SMS lists, along with returning additional profile attributes, and then use orchestrations to send those results to Listrak.

Amperity automatically adds a field attribute to all contact lists that are sent to Listrak. This field is located inside a field group named “Amperity Message Attributes” within Listrak.

This topic describes the steps that are required to send email address and SMS lists to Listrak from Amperity:

1. Build a query

2. Add orchestration

3. Run orchestration

Note

Listrak must be enabled before you can configure an orchestration to send query results. Ask your DataGrid Operator or Amperity representative to enable Listrak for your tenant.

Build query

The default audience list in Listrak requires only an email address. This requires a simple SELECT statement that returns only the Amperity ID and its associated email address:

SELECT
  ,amperity_id AS "Amperity ID"
  ,email AS "Email"
FROM Customer360

Tip

Listrak requires an email address or a phone number; you may include additional customer profile attributes, including the non-required email address or phone number.

Add orchestration

An orchestration defines the relationship between query results and a destination, including the location to which those query results will be sent and the frequency at which the orchestration will be run.

To add an orchestration

1. From the Destinations tab, click Add Orchestration. This opens the Add Orchestration dialog box.

2. From the Object Type drop-down, select Query.

3. From the Object drop-down, select the query for which results will be sent to Listrak.

4. From the Destination drop-down, select a destination that is configured for sending data to Listrak.

5. From the Data Template drop-down, select a data template.

6. Verify all settings.

7. Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)

8. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

1. From the Destinations tab, under Orchestrations, open the    menu for the Listrak orchestration, and then select Run.

2. The Status column for the orchestration will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the current status.

3. When the orchestration has run successfully, the status is updated to “Completed”.