Send query results to Listrak SMS

Listrak SMS is an automation platform for audience activation through mobile messaging campaigns and personalized SMS marketing.

Use the Listrak SMS REST API to manage SMS profiles in Listrak SMS.

The steps that are required to send SMS profiles to Listrak SMS from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

This destination is available for sending query results to Listrak SMS after it is configured by a Datagrid Operator or your Amperity representative.

If this destintion cannot be selected from the campaigns editor or activations canvas ask your Datagrid Operator or Amperity representative to configure a destination for sending query results to Listrak SMS.

Build query

Listrak SMS uses phone numbers as the primary identifier for each SMS profile.

Listrak SMS has the following SMS pre-defined attributes to collect additional information about SMS profiles.

System fields

  • Birthday Use for date-based segmentation.

  • Email Address A contact attribute.

  • First Name and Last Name Use for personalization.

  • Postal Code Use for location targeting.

Use system attributes to personalize messages, such as adding a first name to an SMS message, and to filter messages to only those who match certain criteria.

Custom attributes

Enable the Include attributes that match custom profile fields field to sychronize all profile attributes in Amperity that match custom profile fields defined in Listrak SMS.

Important

Custom attributes must be configured as custom profile fields before Amperity can send custom attributes with Listrak SMS SMS profiles.

The attribute name in Amperity must match the profile field name in Listrak SMS. Attribute names are not case-sensitive.

All custom attributes sent by Amperity must match a custom profile field that exists in Listrak SMS.

Listrak SMS supports up to fifty custom SMS profile attributes. Use these to define additional SMS profile attributes to support your brand’s use cases.

Important

Each custom attribute must be defined in Listrak SMS before Amperity can send them with SMS profiles.

Custom attributes must be one of the following data types: Checkbox, Date, Number, or Text . Any custom attributes sent from Amperity must match one of these data types.

An SMS profile in Listrak SMS requires only a phone number, but should include all system profile fields, along with any custom profile fields your brand is using for segmentation in Listrak SMS.

For example:

 1SELECT
 2  phone AS "Phone"
 3  ,email AS "Email Address"
 4  ,given_name AS "First Name"
 5  ,surname AS "Last Name"
 6  ,postal AS "Postal Code"
 7  ,birthdate AS "Birthday"
 8  ,custom_field_1 AS "Custom Profile Field 1"
 9  ,custom_field_2 AS "Custom Profile Field 2"
10FROM Customer360

Listrak SMS has the following requirements for attributes.

Amperity attribute

Listrak profile field

phone

Phone

Required. The primary identifier for each SMS profile

email

Email Address

A contact attribute.

given_name

First Name

Use for personalization.

surname

Last Name

Use for personalization.

postal

Postal Code

Use for location targeting.

birthdate

Birthday

Use for date-based segmentation.

Custom attributes

Custom profile fields

Important

Custom attributes must be configured as custom profile fields before Amperity can send custom attributes with Listrak SMS SMS profiles.

The attribute name in Amperity must match the profile field name in Listrak SMS. Attribute names are not case-sensitive.

All custom attributes sent by Amperity must match a custom profile field that exists in Listrak SMS.

Add orchestration

An orchestration defines the relationship between query results and a destination, including the destination and the frequency at which an orchestration runs.

To add an orchestration

  1. Open the Activations page, select the Orchestrations tab, and then click the Add orchestration button. This opens the Add orchestration dialog box.

  2. From the Object type dropdown, select Query.

  3. From the Object dropdown, select the query for which results is sent to Listrak SMS.

  4. From the Destination dropdown, select a destination that is configured for sending data to Listrak SMS.

  5. Verify all settings.

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

  7. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. Open the Activations page, select the Orchestrations tab, and then open the    menu for the Listrak SMS orchestration. Select Run.

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

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