You can use the Contacts Dashboard to add new contacts, view subscribed and opted-out contacts, or edit profile data. Access the Contacts Dashboard by navigating to Contacts > SMS Contacts Contacts. 💡 If you have multiple sender codes, you will need to select the correct sender code from list navigation dropdown menu.

Page Navigation

Add Contacts: Enter a single contact phone number to subscribe or upload contacts in bulk.
💡 Contacts can be subscribed to multiple lists.
Contacts / Opted-Out / Other Contacts Tabs: Toggle between these tabs to see a list of subscribed contacts, unsubscribed contacts, or contacts that were unable to be subscribed based on their invalid reply.
Export Contacts (icon): Export either the subscribed contacts or opted-out contacts.
Contact Details: View the contact's SMS profile data or message activity
Edit: Edit, unsubscribe, or ban a contact selected from the list.
Ban: Remove a contact from the sender code list.
List Dropdown: Choose a list from the dropdown to display contacts that have opted into the selected list. (Defaults to show All Lists).
All Dropdown (on Opted-Out tab): Choose an opted-out method from the dropdown to display contacts that have been removed based on the selected reason.
Search: Search the contact list by phone number.
Sort: Use this function to sort columns.
Show/Hide Column: Customize your grid with the areas you want to view.

Contacts Tab

The information below is available for contacts that have subscribed to your list. Opt-ins or subscribers are contacts that have been imported, subscribed via a form, or texted a keyword campaign to join a sender code list.

Interested in learning more about the health of your SMS lists, read the SMS List Dashboard article.

Phone: A contact's mobile number that's subscribed.
Email: A contact's email address, if it was provided.
Subscribe Date: The date a contact subscribed to a list.
List Name: The list to which the contact is subscribed to.

Opted-Out Contacts Tab

Opt-outs are unsubscribed sender code contacts that have been removed via the default unsubscribe keyword, such as STOP, manually opted-out, or banned from the sender code by an administrator.

Phone: A contact's mobile number that's subscribed.
Email: A contact's email address, if it was provided.
Opt-out Date: The date a contact opted-out.
Reason: The method or reason assigned to a contact that has been opted-out of the sender code. Learn more about the different types of Opt-Out Reasons.

Other Contacts Tab

Other Contacts are those that were unable to be subscribed due to an invalid reply such as replying with anything other than Y. If using an age gate the tab will also include those who do not meet the age threshold requirements.

Phone: A contact's mobile number.
Last Message Date: The date the last message was sent from Listrak to contact.
Email: A contact's email address, if it was provided.

💡 View the reply the contact sent by clicking the phone number > click Message Activity.

Add Contacts

Choose to add a single contact or use the file import option to upload multiple contacts to the sender code.

Click here to learn more about the preferred and accepted file formats before adding a single or multiple contacts.

Add a Single Contact

To begin click Add Contacts > Single Contact.

Enter the Phone Number.
Select a list to subscribe a contact to from the drop-down menu.
Click Continue.
Enter any additional profile data - system or custom (not required).
Click Save to add contact (and data) to the sender code.

💡 Repeat this process to subscribe the same contacts to multiple lists.

Add multiple contacts via File Import

⚠️ A list of subscriber contacts can only be imported to an age-gated list during initial onboarding when a client is transferring to Listrak from a previous provider. This functionality in the platform is limited to the Mobile Compliance team, and requires that the client has documented proof of a "robust age gate program" in place with their previous provider and a release of liability on file for previously-captured consent.

To begin click Add Contacts > File Import and follow the 3 step import process:

Upload File

Drag and drop the file into the window or click Browse to upload.
⚠️ An opt-in request will not trigger when importing a list of contacts to a list with a double opt-in enabled. Only contacts who have given consent should be opted in via am import. If you are unsure if your contacts meet the threshold for opt-in consent please consult your legal team.

Import Settings

Check the box to enter subscribers into all List Subscription journeys associated with this list (optional).
Select an import action from the drop-down menu: add/update contacts, update existing contacts, or opt-out contacts.
Select a list from the drop-down menu to import the contacts to.
Select an how you want the profile fields to be handled during the import from the contact already exists on the list dropdown: update fields, append new fields, or overwrite fields.
Check the box to Store contact with double opt-in status (optional).
- Check if you want to Override contact's current opt-in status (optional).
Check the Shopping cart abandonment box to indicate the contacts consented to receive cart abandonment reminders (if applicable).
- Check if you want to Override contact's current marketing consent (optional).
Check the box(es) that may apply to the file import (optional).
- File contains text qualifiers.
  - Select either Single Quotes or Double Quotes.
- First line of file contains column names.

Configure Import Layout

Select the profile fields from the dropdown for each row of sample data to connect the import data to the correct profile fields in the sender code.

Click Import to complete the upload process.

Contact Import Status

Processed: The total number of contacts that were supplied for the import.
Opted-in: The total number of contacts that were added to the selected list for the import.
Ignored Contacts: The total number of contacts processed and not imported for one of the following reasons: Previously Opted-out or Previously Banned.
List Import Settings: View at-a-glance the settings you previously selected:
List Name: Name of the updated list.
Import Type: The import action type selected during Import Settings.
Field Update Type: The field update method selected during Import Settings.

Export Contacts

A list of the subscribed or opted-out contacts can be exported by following these steps:

Select the subscribed or opted-out tab to determine the status type of the contacts that will be exported.
If desired, apply filters to refine the list of contacts in the export. Each status will have filters applicable to the export and need to be applied before clicking the Configure Export icon:
- Subscribed contacts filter options:
  - By List - select from the list dropdown. Leaving the default selection of All Lists will export contacts from all lists in the sender code.
  - Phone number - add a partial or full phone number in the search bar.
- Opted-out contact filter options:
  - By Status (reason) - select from the status dropdown. Leaving the default selection of All will export contacted that were opted-out for any reason from the sender code.
  - Phone number - add a partial or full phone number in the search bar.
Click on the Configure Export icon in the top right corner of the table.
Select an email address from the recipients dropdown.
💡 Only users configured in your Listrak account will appear in this list
Click Export

The file will be emailed to you from Listrak [email protected] and will contain a link that is available for three days from which the file can be downloaded.

The fields included in the .csv export file are:

Phone Number
List Name
Last Send Date
Last Click Date
Subscribe Date
Subscribe Method
Email Address
First Name
Last Name
Postal Code
Birthday
Compliance Last Sent Date
Keyword
Custom Profile Fields

Contact Details

The Contact Detail's popup gives you access to an individual's System field or Custom profile field data and message activity. You can view all the information, made edits to their profile data, or export all inbound and outbound messages of a contact.

To View or Edit

Select the checkbox next to a single contact and click Edit, or click the phone number.

To edit any profile field select either the System Fields or Custom Fields tab.
Add, update or remove values in any of the fields.
Click Update to save.

Message Activity

View a 90-day snapshot or export a single contact's message activity.

Export Contact Data

Click Export to download the .csv file. This can be done for subscribed or opted-out contacts.

Subscribed Contacts exported file details:

Phone Number
Last Send Date
Subscribe Date
Outbound Message Activity
- Includes the original broadcast message sent to the contact.
- Includes any subsequent messages sent by Listrak.
  - For example: _This shirt is on sale. Text keyword Sales now_.
Outbound Message Delivery Date
Outbound Message Timestamp
Inbound Message Activity
- Includes the message the contact responded with (the keyword(s))
- Includes any subsequent messages
- If message activity includes an emoji, the Unicode number will be populated in the outbound message string
Inbound Message Delivery Date
Inbound Message Timestamp
Delivery Status - Failed, Succeeded

Opted-Out Contacts exported file details:

Phone Number
Last Send Date
Opt-Out Date
Outbound Message Activity
- Includes the original broadcast message sent to the contact.
- Includes any subsequent messages sent by Listrak.
  - For example: _This shirt is on sale. Text keyword Sales now_.
Outbound Message Delivery Date
Outbound Message Timestamp
Inbound Message Activity
- Includes the message the contact responded with (the keyword(s))
- Includes any subsequent messages
Inbound Message Delivery Date
Inbound Message Timestamp