Send data to Listrak

Listrak enables personalized cross-channel interactions that help automate campaigns, build customer loyalty, and increase conversion rates.

Use Amperity to manage contacts in Listrak using the Listrak Email API . Build a query or audience that returns an email field, along with other customer profile attributes, and then send the results of that query or audience to Listrak.

Amperity automatically adds a field attribute to all contacts that are sent to Listrak. This field is located inside a field group named “Amperity Message Attributes”. Use the field attribute within Listrak when building segments of contacts for campaigns.

Important

Amperity will not subscribe contacts with email addresses that are not already in the specified list. Amperity will only add the field attribute to email addresses that are already in the specified list. You cannot send other profile features to Listrak.

This topic describes the steps that are required to send audience lists to Listrak from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Listrak requires the following configuration details:

  1. A client ID and secret of an email integration setup in Listrak.

    Important

    The Amperity IP address must also be added to the allowlist of the Listrak integration.

  2. The name of the contacts list. This should be the location at which contacts are stored.

  3. The name of the segment to which contacts are added. This is the field attribute that is added automatically by Amperity when contacts are sent to Listrak.

    Important

    The segment name is configured as part of the orchestration.

  4. A query that returns only the email field email addresses for Listrak audience.

Add destination

Configure Amperity to send contacts to Listrak.

To add a destination

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

  2. Enter the name of the destination and a description. For example: “Listrak” and “This sends query results to “Listrak”.

  3. From the Plugin drop-down, select Listrak.

  4. The “listrak” credential type is selected automatically.

  5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  6. Enter a name for the credential along with the Listrak email client ID and secret. Click Save.

  7. Select Allow customers to use this data template.

  8. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  9. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You have two options for setting up data templates for Listrak:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaigns to Listrak. These results are sent from the Campaigns tab. Results default to a list of email addresses, but you may configure a campaign to send additional attributes to Listrak.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for Listrak, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Listrak email list” and “Send email addresses to Listrak.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Listrak.

  4. Verify all template settings and make any required updates.

  5. Click Save.

for orchestrations

You can configure Amperity to send query results to Listrak. These results are sent using an orchestration and will include all columns that were specified in the query.

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for Listrak, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Listrak customer profiles” and “Send email addresses and customer profiles to Listrak.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Verify all template settings and make any required updates.

  6. Click Save.