Send email and phone lists to Listrak

Note

This topic contains information about configuring a destination that sends query results to Listrak using orchestrations. To configure a destination that sends audiences to Listrak using campaigns see this topic .

Listrak is an automation platform for email marketing. Use the Listrak Email API to manage audiences in Listrak.

Amperity can manage email lists in Listrak.

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

Note

Use SFTP to manage Customer lists , Product lists , Order lists , and Order item lists .

Work with your Listrak representatives to determine which of these sets will be useful for your workflows within Listrak, and then verify that attributes sent from Amperity are mapped correctly to the appropriate data schema within Listrak.

Get details

Review the following details before configuring credentials for Listrak and before configuring Amperity to send email lists to Listrak.

	Credential settings You must configure this destination for email or SMS: Email client ID and client secret A client ID and secret for an email integration that is already set up in Listrak. About Listrak allowlists The Amperity IP address for allowlists must be added to the allowlist for the Listrak integration.
	Required configuration settings List name Required (Applies to Email and SMS lists.) The name of the list that will be managed in Listrak. This is often, but not always, named “Master List”. Note Lists are available from the Contacts page within the Listrak user interface. Listrak prefers to use a single list for managing email addresses and phone numbers, which are named “Master List” by default within Listrak. This is the name of the list that is most often managed when data is sent to Listrak from Amperity. If you are not sure which list (or lists) should be managed by Amperity, work with your Listrak representative to determine the best approach for list management.
	Audience configuration Use a query or a segment to build an audience to send to Listrak. The email or phone field must be part of the audience. You may append additional profile attributes to the query or segment.

Customers, products, and orders

Configure Amperity to additional data sets—customers, products, orders, and order items—to Listrak using SFTP.

Note

This option uses the SFTP destination that is built into Amperity and should follow the steps and requirements that are outlined in the Listrak file import guide .

You can send the following sets of data to Listrak.

1. Customers

2. Products

3. Orders

4. Order items

Work with your Listrak representatives to determine which of these sets will be useful for your workflows within Listrak, and then verify that attributes sent from Amperity are mapped correctly to the appropriate data schema within Listrak.

Configure credentials

Configure credentials for Listrak before adding a destination.

An individual with access to Listrak should use SnapPass to securely share “email client ID and secret” details with the individual who will configure Amperity.

To configure credentials for Listrak

	From the Settings page, select the Credentials tab, and then click the Add credential button.
	In the Credentials settings dialog box, do the following: From the Plugin dropdown, select Listrak. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.
	The settings that are available for a credential are determined by the credential type. For the “listrak” credential type, configure settings, and then click Save. You must configure this destination for email or SMS: Email client ID and client secret A client ID and secret for an email integration that is already set up in Listrak.

Add destination

Use a sandbox to configure a destination for Listrak. Before promoting your changes, send a test audience, and then verify the the results in Listrak. After the end-to-end workflow has been verified, push the destination from the sandbox to production.

To add a destination for Listrak

	Open the Destinations page, and then click the Add destination button. To configure a destination for Listrak, do one of the following: Click the row in which Listrak is located. Destinations are listed alphabetically and you can scroll up and down the list. Search for Listrak. Start typing “list”. The list will filter to show only matching destinations. Select “Listrak”.
	Select the credential for Listrak from the Credential drop-down, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Listrak.
	In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow users with limited access to PII access to this destination. Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow.
	Configure the following settings, and then click “Save”. List name Required (Applies to Email and SMS lists.) The name of the list that will be managed in Listrak. This is often, but not always, named “Master List”. Audience primary key The primary key for the audience. Set to “email”. Field group The name of a profile field group in Listrak, from which the collection of audience and attribute fields sent from Amperity will be available. Segment name (Required at orchestration) The name of segment in Listrak that is managed by Amperity.
	After this destination is configured, users may configure Amperity to: Use orchestrations to send query results Use orchestrations and campaigns to send audiences Use orchestrations and campaigns to send offline events to Listrak.