Send data to Listrak

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

How this destination works

Amperity can manage email and SMS lists in Listrak. You can send email and SMS lists to Listrak using any of the following processes:

• The Listrak Email API

• The Listrak SMS API

• SFTP for email address and/or SMS lists, along with product catalogs, orders, and ordered items

Additional attributes may be appended using any of these processes.

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.

An Listrak destination works like this:

1. Use a query or segment to build a list of email addresses or phone numbers for whom you have opt-in/out data.

2. Configure a destination for sending lists of email addresses and phone numbers to Listrak using your preferred workflow: API or SFTP.

   Listrak prefers to use a single list for managing email addresses and phone numbers. These lists 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.

3. Send a test from Amperity using your preferred workflow, and then from within Listrak verify that the email and phone lists are updated.

   Tip

   Lists are available from the Contacts page within the Listrak user interface. 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.

4. Use email lists to build responsive email campaigns.

5. Use SMS lists to grow your mobile list and engage with your customers.

Email and SMS APIs

Use Amperity to manage email address and phone number lists in Listrak using the Listrak Email API or Listrak SMS API .

Build a query or segment that returns an email field or phone field, and then send that list to Listrak.

Get details

Listrak requires the following configuration details:

1. A client ID and secret for 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 list that will be managed in Listrak. This is often, but not always, named “Master List”.

3. A query or segment that returns a list of email addresses or phone numbers.

Add destination

Configure Amperity to send audience lists directly to Listrak.

Note

You may append additional profile attributes query or segment you use to build the list of email addresses or phone numbers.

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 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.

SFTP

Configure Amperity to send email addresses and/or phone numbers to Listrak using SFTP. 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 use SFTP to 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.

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.

To add a data template

	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. 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.
	Verify business user access to queries and orchestrations and access to segments and campaigns. A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data. If business user access was not configured as part of the destination, you may configure access from the data template. Important To allow business users to use this destination with campaigns, you must enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Listrak. If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.
	Verify all configuration settings. Note When the settings required by Listrak were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.
	Review all settings, and then click Save. After you have saved the data template, and depending on how you configured it, business users can send query results to Listrak and/or send campaigns to Listrak to Listrak.