Recharge is a relationship management software that helps you manage your subscription products and create customized shopper journeys. Personalize a shopper's experience to nurture the relationship and drive additional purchases.
Listrak and Recharge
Listrak's Recharge integration allows you to connect your Shopify App to both Recharge and Listrak. Recharge can send data to Listrak when a customer qualifies for an event, which can be used to trigger a Journey that can be fully customized in Journey Hub. Message your customers in a near-real time with the Listrak integration to take advantage of the signals gathered by Recharge.
💡 No Recharge data is stored in the Listrak platform. The journey acts as a delivery method where data is passed through, but not retained.
You can sync the following Recharge events to Listrak to power automated journeys:
Subscription Events | Gift Events
Bundle Events |
Integrating with Recharge
Open the Integration Manager. Navigate to Integrations in the side menu.
Click New Integration.
Locate the Recharge card in the Partner Integration section and click Integrate.
On the Setup tab:
Select the merchant you are looking to integrate.
Insert the Shopify store name that is connected to the merchant.
Click Connect to Recharge.
You will be directed to your Recharge account to confirm the connection.
Selecting the Events
Once you have confirmed the connection, you can select what events will sync between Listrak and Recharge.
Navigate back to the Listrak platform (if needed).
Locate your Recharge integration in the Integration menu.
Select the event(s) on the Setup tab you would like to send to Listrak.
⚠️ All Recharge events are available in the Listrak integration. The events you have available in Recharge may differ based on your plan. If you select an event that does not exist in your account, no journey messages will be sent because no data is sent from Recharge to Listrak.
Click Save Events.
Custom Event Setup in Listrak
Once you have confirmed the connection and selected events in Listrak, the custom event setup will begin occurring automatically in Listrak.
You can see these custom events by navigating to Automations > Custom Events.
💡 The custom events will use the following naming convention: Recharge [[Event Type]] [[Store Name]].
Setting Up Recharge Journeys
Once the integration is complete, you can begin setting up the Custom Event journeys.
💡 Use the table above to view the available personalization for any journey type.
Setting Up the Basic Journey
Navigate to Automations > Journey Hub.
Click New Journey in the top right.
In the top right, click Start from Scratch.
Select the Custom Event card.
Give the journey a Name.
Click on the Entry card on the canvas to edit the properties.
Select the Custom Event from the drop-down that aligns to the journey you are creating.
If you would like to limit how often someone can enter the journey, set a Custom entry frequency. If set to No Limit, contacts will enter each time Recharge sends information to Listrak.
If desired, add Entry Prevention Rules to stop contacts from entering due to other characteristics (e.g. email address).
Click on the Exit Event on the canvas to edit the properties.
Select any activities that should remove a contact from the flow that takes place on your Shopify store (e.g. making a purchase).
Select Journey Entered if when a customer enters another Recharge journey that journey should take precedence over their current journey (e.g. if a customer changes both their subscription product and frequency, you could determine the product change email takes priority).
💡 The journey must be created and saved to show in the drop-down.
Drag any message and wait steps onto the canvas to build out the logic of your flow. You can include multiple messages across any channels provisioned in your Listrak account.
Configuring Custom Event Decision Splits
Custom Event Decision Splits provide an optional optimization for your Recharge journeys where you can change some element of your journey based on the data received from Recharge.
💡 The data available to use in the split differs based on the type of event received.
You can use a Custom Event Decision Split to change any element of the journey logic including the number of messages, messaging channel, wait time, or message creative.
Drag a Custom Event Decision Split on the canvas in the desired position.
Select the event from the drop-down the corresponds to the event in your Entry step.
Select the specific event property you wish to evaluate in the filter.
Select the filter evaluator (e.g. Is, Contains, Starts With).
Input the filter criteria.
If needed, click Add Path to add up to 9 total paths plus a default path.
💡 A contact is only eligible to go down one path per time they flow through a journey.
Configure Message Steps
Once you have the logic configured, you can create the specific message(s) a contact will receive when participating in the journey.
Email Messages
Email messages are designed using Handlebars Templating Language. You can populate the message with any of Custom Event properties automatically created by the integration as well as other branded assets.
💡 Use the table above to view the available personalization for any journey type.
Email messages can be created directly within the Journey Hub interface or created as saved messages and copied into the Journey. You can also utilize Saved Content to build elements, including the Handlebars-based product display, to make it easy to update across multiple messages.
💡 When previewing Handlebars-based messages, no product details will display.
SMS Messages
SMS messages must be created directly in the Journey Hub interface. You can send SMS or MMS messages to contacts who are opted in to the configured sender code. If a contact is not opted in they will skip the message.
You can personalize the message with the Custom Event properties, which will appear in the Personalization drop-down.
Activate the Journey
Once you have configured the entry step, exit step, logic, and messages, you are ready to activate the journey. Click Activate in the top right. When Listrak receive the information from Recharge that a contact is eligible for the event associated with the newly created journey, the contact will enter (unless restricted due to Entry Frequency or Entry Prevention rules).