The CRM glossary provides insights into common terminology related to Listrak's CRM solution.
General
Dashboard: The space used to create, store and edit tiles. Dashboards can be at the group or personal level.
Filters (Dashboard level): A filter allows you to limit the amount of data being displayed in CRM based on a dimension or measure. For example, use order date as a filter to limit data to orders placed in a specific year for one or all tiles in the dashboard.
Tile: The space where an Explore is built.
Explore: These are high-level groupings used as the starting point for data exploration. Select this based on the type of question you'd like investigate in CRM. To learn more about the data available in each Explore, click the links below to see the glossaries. These are the three types available:
Contacts: The Contacts explore allows you to access all data across Listrak lists, merchants, and customers. All data available in CRM can be accessed in the Contacts explore. The Contacts explore is a great place to start if you’re looking to gain insight and see trends across all of the contacts associated with your domain.
Audience History: The audience history explore allows you to track a group of contacts over time. The Audience History explore allows you to track all contacts who have been a member of an audience and meet criteria at some point in their interaction with your merchants.
Orders: The orders explore provides access to all order and product data and is not associated with a specific contact.
Components of an Explore:
Dimensions: The individual data points. These can be come from your Listrak lists, Orders, Order Items, Products, and Customers. This information can be provided directly from your integration or additional imports or API calls. Dimensions answer questions like what (what was a customer’s order date) or when (when did a customer subscribe).
Measures: Values calculated from data you provided that can combine multiple orders or customers. Measures answer questions like how many (items were purchased?) or how much (revenue was generated?).
Filters: A filter allows you to limit the amount of data being displayed in CRM based on a dimension or measure. For example, use order date as a filter to limit data to orders placed in a specific year.
Filter Only Fields: A data point that can only be used as a filter.
Calculation: A mathematical transformation of values. Use calculations to add additional values such as sums or averages to your data visualizations in CRM. Calculations can be used with any numerical data point in CRM.
Visualizations: The chart, graph, text, table, or map chosen to represent your data on the dashboard from the tiles that you've created.
Cartesian Charts: Column, Bar, Scatter, Line, Area
Pie and Donut Charts: Pie Chart, Donut Multiples Chart
Progression Charts: Funnel Chart, Timeline Chart
Text and Tables: Single Value Chart, Single Record Chart, Table Chart
Maps: Interactive Map Chart, Map Regions Chart, Map Points Chart
Look: Looks, also referred to as pre-built tiles, are individual data visualizations that can be easily added to a dashboard.
💡 A tile you have created can be saved as a look by using the Explore from Here option and then clicking on the gear icon.
Audience: A group of contacts identified in CRM who meet a group of criteria. Contacts are moved in and out of an audience as their attributes change and they now meet or no longer meet the criteria. Audiences can be used inside CRM, in marketing emails, as a trigger for a Listrak Conductor Conversation, and in Listrak Exchange.
Cohort: A cohort is a group of contacts that have performed similar behavior trends. Cohorts can be used in the cohort analysis (see below) and identify changes in trends.
Cohort Analysis: The analysis of the group of contacts that have performed the similar behavior trends over time. These are unchanging groups and typically analyzed over a specific time frame.
Decile: A decile is 10% of a group that has a specific attribute. Deciles can be applied to many different metrics. For example, a spend decile breaks down your purchasers into 10 groups based on how much they have spent with your brand.
Pivots: Used when analyzing large groups of data to transform and summarize selected columns and rows to obtain a desired report structure or data visualization.
Trend: A general pattern that data follows over-time.
TTM (Trailing Twelve Months): Trailing twelve months is a measurement calculating a twelve month period immediately before the date of the pulled report.
TY (This Year): A report of the current calendar year.
Contacts Explore
Contacts
Filter Only Fields
Audience Membership: This allows you to view only those contacts who are in a specific audience. You can include multiple audiences as part of the filter.
Dimensions
Contact Information: A grouping of data dimensions with contact’s information. This information is provided in the Customer file or additional data imports.
Address 1: The first line of a contact’s address. Displays up to 100 text characters.
Address 2: The second line of a contact’s address. Displays up to 100 text characters.
Address 3: The third line of a contact’s address. Displays up to 100 text characters.
Birthday Date: The full date of a contact’s birthday including month, day, and year e.g.: 03-01-1990
Birthday Day of Week: The specific day of the week on which a contact’s birthday falls e.g. Tuesday
Birthday Month: The specific month in which a contact’s birthday occurs. Formatted YYYY-MM. e.g.: 1990-03
Birthday Month Name: The name of the calendar month in which a contact’s birthday falls regardless of year e.g.: March
Birthday Quarter: The specific quarter in which a contact’s birthday occurred. Formatted YYYY-Q#. E.g.: 1990-Q1
Birthday Quarter: The name of the quarter in which a contact’s birthday falls regardless of year. e.g. Q1
Birthday Week: The specific week in which a contact’s birthday falls. Formatted YYYY-MM-DD. Displays the first day of the week in which a birthday occurs. The first day of the week is Sunday. E.g.: 1990-02-25
Birthday Week of Year: The numerical value of the week in which a contact’s birthday falls. The first day of the week is Monday. E.g.: 09
Birthday Year: The specific year during which a contact’s birthday falls. E.g.: 1990
City: The city in which a customer is located. Displays up to 50 text characters.
Country: The country in which a customer is located. Displayed as the two letter abbreviation. E.g.: US
First Name: A contact’s first name. Displays up to 50 characters.
Gender: A contact’s gender. If a contact’s gender is not supplied Listrak CRM will auto-assign a gender based on first name. Names that could belong to a man or woman, like Sam, will be identified as neutral. Displays F, M, or N.
Home Phone: A contact’s phone number. Includes both country code and zip code. E.g.: 18773624556
Last Name: A contact’s last name. Displays up to 50 characters.
Mobile Phone: A contact’s cell phone number. Includes both country code and zip code.
Sate: The state in which a contact is located noted as the two-letter value e.g.: PA
Zip Code: A contact’s postal code. Can include up to 20 characters. E.g.: 17543
Customer Number: A unique identifier of a customer that can be used to reference the same customer across multiple sources (e.g.: API, integration, etc.). If a customer’s email address is not known the customer number will be used. Displays 20 characters.
Email: The email address provided by the customer in the Customer file or as part of a subscription to a list. Displays 100 characters.
Email Hash: SHA -256 hash of contact's email address.
First Order: Information related to the customer’s first purchase across all domains included in CRM.
Days Since First Order: The number of days since a customer made their first order reported in CRM. Each numeric value will be reported separately. E.g.: for 3 customers it has been one day, for 6 customers it has been 6 days etc.
Days Since First Order Tiers: The number of days since a customer made their first order grouped into ranges
First Order Date: The specific date that a customer placed their first order e.g.: 03-01-2020
First Order Day of the Week: The specific day of the week on which a customer’s order was placed e.g. Tuesday
First Order Month: The specific month in which the first purchase occurs. Formatted YYYY-MM. e.g.: 2020-03
First Order Month Name: The name of the month in which the first purchase occurs. E.g.: March
First Order Quarter: The specific quarter in which the first purchase occurs. Formatted YYYY-Q#. E.g.: 2020-Q1
First Order Quarter of Year: The name of the quarter in which the purchase occurs, regardless of year e.g.: Q1
First Order Week: The specific week in which a customer places their first purchase. Formatted YYYY-MM-DD and reports the first day of the week in which the order occurred. The first day of the week is Sunday. E.g.: 2020-03-01
First Order Week of Year: The numerical value of the week in which the first purchase occurred. The first day of the week is Monday. e.g.: 10
First Order Year: The specific year in which a first purchase occurred e.g.: 2020
Weeks Since First Order Tiers: The number of weeks since a customer has placed their first order grouped into ranges.
Last Order: Information related to the customer’s most recent purchase across all domains included in CRM.
Days Between First and Last Order: The number of days between when the customer placed their first order and their most recent order E.g.: 27
Days Between First and Last Order Tiers: The number of days between when the customer placed their first order and most recent order grouped into ranges E.g.: 14 to 29
Days Since Last Order: The number of days since a customer’s most recent order.
Days Since Last Order Tiers: The number of days since the customer’s most recent order grouped into ranges.
Last Order Date: The specific date a customer placed their most recent order e.g.: 2020-03-23
Last Order Day of Week: The specific day of the week on which a customer’s most recent order took place e.g.: Monday
Last Order Month: The specific month in which the most recent purchase occurred. Formatted YYYY-MM. e.g.: 2020-03
Last Order Month Name: The name of the calendar month that the most recent order occurred, regardless of year e.g.: March
Last Order Quarter: The specific quarter in which the most recent purchase occurred. Formatted YYYY-Q# e.g.: 2020-Q1
Last Order Quarter of Year: The name of the quarter in which the most recent purchase occurred, regardless of year e.g.: Q1
Last Order Week: The specific week in which a customer placed their most recent purchase. Formatted as YYYY-MM-DD and displays the first day of the week in which a purchase occurs. The first day of the week is Sunday. E.g.: 2020-03-01
Last Order Week of Year: The numerical value of the week in which the most recent purchase occurred. The first day of the week is Monday. e.g.: 10
Last Order Year: The specific year in which a last purchase occurred e.g.: 2022
Months Since Last Order Tiers: The number of months since a customer has placed their last order, grouped into ranges.
Weeks between First and Last Order Tiers: The number of weeks between their first and last order.
Weeks Since Last Order Tiers: The number of weeks since a customer has placed their last order, grouped into ranges.
Meta: This is additional data about a customer that can be passed in the Customer file. There are 5 fields that can be included in the Customer file. These fields can be pulled into CRM as text of filtered on with operators such as Contains, Equals, or Does Not Equal. Displays up to 500 characters. Common data points include Car Model, Product Material, Product Features, and Dimensions.
Order Activity: Dimensions related to orders a customer has placed with your brand.
Average Item Quantity per Order: Across all contacts included in a grouping, the average quantity of items purchased. E.g.: Customer 1 purchases 2 items, customer 2 purchases 4, the average item quantity is 3
Average Item Value: Across all contacts included in a grouping, the average price per item purchased
Average Order Interval (Days): The average number of days between customer’s purchases grouped into ranges
Average Order Interval (Months): The average number of months between customer’s purchases grouped into ranges
Average Order Interval (Weeks): The average number of weeks between customer’s purchases grouped into ranges
Average Order Value: The average spend per order for all customers in a grouping. Taxes and shipping are included in spend calculations.
Category Count: The number of unique categories a customer has purchased. If multiple items from a category are purchased they will only be counted once
Category Count (Tiers): The number of unique categories has purchased grouped into ranges
Has Ordered Yes/No: A flag that returns a yes value if a contact has an order count greater or equal to 1
One Time or Repeat Buyers: A flag that returns a value of One-Time Buyer for customers with an order count of 1 or Repeat Buyer for customers with an order count of 2 or greater
Order Count (Last 12 Months): The unique number of orders a customer has placed in a rolling 12-month range
Order Count (Last 3 Months): The unique number of orders a customer has placed in a rolling 3-month range
Order Count (Last 6 Months): The unique number of orders a customer has placed in a rolling 6-month range
Order Count (Last Month): The unique number of orders a customer has placed in a rolling 1-month range
Order Count (Lifetime): The number of orders a customer has placed over all time based on the data available in CRM
Order Count (Tiers): The number of orders a customer has placed all time, grouped into ranges
Subcategory Count: The number of unique subcategories a customer has purchased. If a multiple items are purchased from the same subcategory they will only be counted once
Subcategory Count (Tiers): The unique number of subcategories a customer has purchased, grouped into ranges
Total Item Quantity: The total quantity of items purchased by a customer across all time. If a customer purchased two of an item in a purchased and later purchased another of the item the total item quantity is 3.
Total SKUs Ordered: A count of the unique SKUs, or products, purchased across all time
Preferred Store Number: The customer’s preferred store, if supplied, from the Customer file
Registered Yes/No: Registered contacts have an account on your brand’s website or another registration method defined and flagged in the customer file.
Revenue: Dimensions measuring a customer’s spend with your brand
Decile Rank (Revenue): Groups your customers into 10 groups based on their spend. The lower their decile rank the higher the customer’s spend E.g.: Decile 1 has the highest spend.
Lifetime Revenue: The total spend over all time available in CRM. Taxes and shipping are included in lifetime revenue. Values are rounded to the nearest dollar.
Percentile (Revenue): Groups your customers into 100 groups based on their spend. The higher their percentile the higher the customer’s spend. E.g.: The 99th percentile has the highest spend
Revenue (TTM): Dimensions measuring customer spend in a rolling 12-month range
Decile Rank (TTM Revenue): Groups your customers into 10 groups based on their 12-month spend. The lower their decile rank the higher the customer’s spend
Percentile (TTM Revenue): Groups your customers into 100 groups based on their 12-month spend. The higher the percentile rank the higher the customer’s spend
Second Order: Dimensions related to the second order a customer has placed with your brand based on the of the second furthest back order available in CRM.
Days Between First and Second Order: The number of days between when a customer placed their first and second orders rounded to the nearest day.
Days Since Second Order: The number of days since the customer placed their second order
Days Since Second Order (Tiers): The number of days since the customer placed their second order, grouped into ranges
Second Order Date: The date the customer placed their second order, formatted YYYY-MM-DD
Second Order Day of the Week: The specific day of the week on which a customer’s second order took place e.g.: Monday
Second Order Month: The specific month in which the second purchase occurred. Formatted as YYYY-MM. e.g.: 2020-03
Second Order Month Name: The name of the calendar month that the second order occurred regardless of year e.g.: March
Second Order Quarter: The specific quarter in which the second purchase occurred. Formatted as YYYY-Q# e.g.: 2020-Q1
Second Order Quarter of Year: The name of the quarter in which the second purchase occurred, regardless of year e.g.: Q1
Second Order Week: The specific week in which a customer placed their second purchase. Formatted as YYYY-MM-DD displays the first day of the week in which a purchase occurs. The first day of the week is Sunday. E.g.: 2020-03-01
Second Order Week of Year: The numerical value of the week in which the second purchase occurred. The first day of the week is Monday. e.g.: 10
Second Order Year: The year in which a customer’s second order was placed. Formatted YYYY
Weeks Since Second Order Tiers: The number of weeks since a customer has placed their second order, grouped into ranges
Measures
Average Order Count: The average number of orders placed by the contacts included in the visualization
Contacts Count: Measures how many unique contacts fit the criteria in a visualization
Customer Lifetime Value (Average): The average spend of contacts included in the visualization. This value includes taxes, fees, and shipping
Customer Lifetime Value (Total): The spend of contacts in a visualization over all time. This value includes taxes, fees, and shipping
Email Activity
This grouping of data allows you to include data about all emails across all lists in Listrak.
Dimensions
Last Click Date: The most recent day a contact clicked through an email across all lists. Click date must be within the last year.
Last Open Date: the most recent day a contact opened an email across all lists. Open date must be within the last year.
Last Send Date: The most recent day a contact was sent an email across all lists. Send date must be within the last year.
Total Click Count: The total number of times a contact clicked across all emails on all lists in a given timeframe. The following timeframes are available:
Clicks Past 7 Days
Clicks Past 8-14 Days
Clicks Past 15-28 Days
Clicks Past 29-90 Days
Clicks Past 91-180 Days
Clicks Past 181-270 Days
Clicks Past 271-365 Days
Total Opens Count: The total number of times a contact opened an email across all lists in a given timeframe. The same timeframe ranges are available for opens as total clicks.
Total Sends Count: The total number of times a contact was sent an email across all lists in a given timeframe. The same timeframe ranges are available for sends as total clicks.
Unique Clicks Count: The total number of unique contacts who clicked through an email in a given timeframe. The same timeframe ranges are available for unique clicks as total clicks.
Email Profile Fields
This grouping allows you to include information collected from your integration, or other sources, and stored in profile fields in CRM visualizations. These fields can be used in filters to create visualizations for groups of contacts or to gain insights about the difference between contacts based on values stored in these fields.
💡 All email profile fields are imported into CRM as text, regardless of how they are stored on a list in Listrak.
Dimensions
Email: The email address associated with the information stored in a profile field
Last Updated: The date the information in the field was most recently edited
Segment Group Name: The name of the profile group in which information is stored. These can also view viewed on the Contacts > Email Contacts Profile Fields landing page of a given list.
Segment Name: The name of the profile field within a group in which information is stored. After clicking into a field group.
Segment Value: Returns all the unique values stored in contact’s profiles in a specific field. These values are case sensitive.
Email Subscription
This grouping contains data about the lists associated with any domain that has CRM enabled.
Dimensions
Days Subscribed: The number of days a contact has been subscribed by measuring the number of days between first subscription date (see below) and the current date. If a contact is currently unsubscribed, measures the number of days between first subscription and unsubscription date.
Days Subscribed Tiers: The number of days a contact has been subscribed to a list based on their first subscription date grouped into ranges.
Days to First Order: The number of days between a contact’s first subscription to a list and their first purchase. If a contact is subscribed to multiple lists the first list they subscribed to will be used. Negative values indicate a contact purchased prior to subscribing.
Days to First Order Tiers: The number of days between a contact’s first subscription to a list and their first purchase grouped into ranges.
Email: The email address associated with a list subscription
First Source: The first subscription source a contact used to subscribed to a broadcast campaign list. These sources will populate based on the sources in the First Source profile field group on the broadcast campaigns Master List.
First Subscription Date: The first time a contact subscribes to a list regardless of current list subscription status. Will show subscription information for the first list a contact subscribed to unless a filter is applied to look at a specific list.
Date: The calendar date a contact first subscribed to a list
Day of Week: The specific day of the week a contact first subscribed e.g. Tuesday
Month: The specific month in which the subscription occurred. Formatted as YYYY-MM. e.g.: 2020-03
Month Name: The name of the calendar month that the subscription occurred, regardless of year e.g.: March
Quarter: The specific quarter in which the subscription occurred. Formatted YYYY-Q# with each quarter listed separately e.g.: 2020-Q1
Quarter of Year: The name of the quarter in which the subscription occurred, regardless of year e.g.: Q1
Week: The specific week in which a subscription occurred. Formatted as YYYY-MM-DD displays the first day of the week in which a subscription occurs. The first day of the week is Sunday. E.g.: 2020-03-01
Week of Year: The numerical value of the week in which the subscription occurred. The first day of the week is Monday. e.g.: 10
Year: The year in which the subscription occurred. E.g.: 2020
Last Subscription Date: The most recent time a contact has subscribed to a list regardless of current subscription status. May match first subscription date if contact has never unsubscribed.
Date: The calendar date a contact most recently subscribed to a list
Day of Week: The specific day of the week a contact most recently subscribed e.g. Tuesday
Month: The specific month in which the subscription occurred. Formatted as YYYY-MM. e.g.: 2020-03
Month Name: The name of the calendar month that the subscription occurred, regardless of year e.g.: March
Quarter: The specific quarter in which the subscription occurred. Formatted YYYY-Q# with each quarter listed separately e.g.: 2020-Q1
Quarter of Year: The name of the quarter in which the subscription occurred, regardless of year e.g.: Q1
Week: The specific week in which a subscription occurred. Formatted as YYYY-MM-DD displays the first day of the week in which a subscription occurs. The first day of the week is Sunday. E.g.: 2020-03-01
Week of Year: The numerical value of the week in which the subscription occurred. The first day of the week is Monday. e.g.: 10
Year: The year in which the subscription occurred. E.g.: 2020
Subscriber Status: The current subscription status of a contact on any list. Contacts who have never been subscribed to a list are considered Never Subscribed.
Unsubscription Date: The most recent date a contact unsubscribed from a list. This value is null if a contact has not unsubscribed or was never subscribed.
Date: The calendar date a contact most recently unsubscribed to a list
Day of Week: The specific day of the week a contact most recently unsubscribed e.g. Tuesday
Month: The specific month in which the contact unsubscribed. Formatted as YYYY-MM. e.g.: 2020-03
Month Name: The name of the calendar month that the contact unsubscribed, regardless of year e.g.: March
Quarter: The specific quarter in which the contact unsubscribed. Formatted YYYY-Q# with each quarter listed separately e.g.: 2020-Q1
Quarter of Year: The name of the quarter in which the contact unsubscribed, regardless of year e.g.: Q1
Week: The specific week in which a contact unsubscribed. Formatted as YYYY-MM-DD displays the first day of the week in which the contact unsubscribed. The first day of the week is Sunday. E.g.: 2020-03-01
Week of Year: The numerical value of the week in which the contact unsubscribed. The first day of the week is Monday. e.g.: 10
Year: The year in which the contact unsubscribed. E.g.: 2020
Weeks Subscribed Tiers: The number of weeks a contact has been subscribed to a list grouped into ranges. Based on the number of weeks elapsed between first subscription date and current date or first subscription date and unsubscribed date.
Weeks to First Order Tiers: The number of weeks between a contact’s subscription to a list to their first purchase grouped into ranges. Based on the number of weeks elapsed between first subscription date and current date or first subscription date and unsubscribed date.
Measures
Average Days to First Order: The average number of days across a group of customers between their subscription to a list and their first purchase. Negative values indicate customers who subscribed after purchasing.
Lists
This grouping contains information about the lists associated with an account in Listrak.
Dimensions
ListID: The unique identifier for each list. This can be found at the top of the page in Support > API > API ID Information for each list
List Name: The unique name of each list. This is case sensitive.
Merchant
Grouping that allows you to limit CRM results to a specific domain.
Dimensions
Name: The name of domains for all merchants included in CRM.
Order Line Items
This grouping is data points about the individual items that a customer has purchased.
Dimensions
Discounted Price: If a customer purchased an item at a discount, the discounted price paid
Free Item (Yes/No): A flag used to reflect if the item was a free sample or gift with purchase
Item Discount Total: The total sum of all discounts for a line item SKU. If multiples of a single item were purchased the item discount total will reflect the discount across all items.
Item Total: The amount paid for a specific product. If multiples of an item were purchased it will be reflected in the item total.
Meta: When sending the Order Items file to Listrak via a file or integration you can include five fields with additional information about a product. Up to 500 text characters can be displayed per field.
Order Number: The unique order number associated with the products in a purchase.
Price: The listed price paid for the item a customer purchased. This will not change to reflect item quantity.
Quantity: The number of a specific item (unique SKU) a customer purchased
Ship Date: The date the item shipped. May be different than order ship date if Listrak receives additional shipping updates.
SKU: The specific SKU of an item that a customer purchased
Status: The current fulfillment status of an item a customer purchased. Available as a text or numeric value depending on data supplied.
Measures
Order Line Item Quantity: The total number of items purchased across all orders. Multiples of an item purchased in an order would be reflected in order line item quantity.
Order Line Item Count: The total number of times the item has been purchased across all orders. Will not account for multiples of an item purchased in a single shipment.
Order Line Item Revenue: The revenue generated by the product being purchased across all orders. Calculated value based on Item Price* Item Quantity – Item Discount Total.
Orders
A grouping of data about the orders customers have placed across all domains included in CRM. This information is sent to Listrak via your integration or in the Orders Flat File received by Listrak’s FTP.
Dimensions
Category Count: The unique number of categories in an order. If multiple items are purchased from the same category, the category will only be counted once.
Coupon Applied (Yes/No): An indicator if a coupon was used when placing an order. The coupon code must be specified in the order information to show that coupon had been applied.
Coupon Code: The coupon code that was applied to an order(s).
Days Since Previous: The number of days since a customer’s last order.
Days Since Previous (Tiers): The number of days since a customer’s last order grouped into ranges.
Email: The email address associated with an order, if supplied.
Handling Total: The total changed for handling expenses, if applied.
Includes Free Item (Yes/No): A flag if the order included a free item, such as a gift with purchase. Uses information in the free item field of the order line items information.
Is Last Order (Yes/No): Indicating if this is the last order.
Item Total: The total spent on products included in the visualization.
Meta: Five additional fields that can be included in an Orders file where data does not fit in an existing field. These fields will be available as text fields and display up to 500 text characters.
Nth Order: Notes an order’s specific placement in a series. Allows insights based on behaviors or products purchased on a specific numbered purchase, such as 2nd purchase.
Nth Order Tiers: The notation of an order’s specific placement in series, grouped into ranges.
Order Date: Information about the date a customer placed an order. A customer may have multiple orders and multiple order dates.
Date: The calendar date a customer made a purchase
Day of Week: The specific day of the week a customer made a purchase e.g. Tuesday
Month: The specific month in which the customer purchased. Formatted as YYYY-MM. e.g.: 2020-03
Month Name: The name of the calendar month that the customer purchased, regardless of year e.g.: March
Quarter: The specific quarter in which the customer purchased. Formatted YYYY-Q# with each quarter listed separately e.g.: 2020-Q1
Quarter of Year: The name of the quarter in which the customer purchased, regardless of year e.g.: Q1
Week: The specific week in which a customer purchased. Formatted as YYYY-MM-DD displays the first day of the week in which the customer purchased. The first day of the week is Sunday. E.g.: 2020-03-01
Week of Year: The numerical value of the week in which the customer purchased. The first day of the week is Monday. e.g.: 10
Year: The year in which the customer purchased. E.g.: 2020
Order Date (TTM): Order date trailing twelve months is a rolling 12-month report of the calendar date a customer made a purchase within the past year.
Order Number: The unique identifier of a customer’s order provided by the e-commerce integration or flat file.
Order Total: The amount paid for a specific order. Order total is calculated as item totals + taxes + shipping and handling – discounts.
Ship Date: The calendar date on which an order shipped. Formatted as YYYY-MM-DD. E.g.: 2020-03-20
Shipping Address: Information about where the items will be shipped
Shipping Address 1: The first line of the shipping address
Shipping Address 2: The second line of the shipping address
Shipping Address 3: The third line of the shipping address
Shipping City: The city to which items will be shipped
Shipping State: The state to which items will be shipped
Shipping Zip Code: The zip code to which items will be shipped
Shipping Method: The way items will be shipped. E.g.: Ground, Air etc.
Shipping Total: The total paid for shipping on an order. Does not include any discount to fees, if applied.
Source: The source of the order based on the order channel provided. E.g.: Online, Instore.
Status: The current status of the order. E.g.: Shipped, Completed, Processing
Store Number: The identifier of the brick-and-mortar store where a purchase occurred, if applicable.
Subcategory Count: The number of unique subcategories in an order. If multiple items from the same subcategory are purchased the subcategory will be counted once.
Tax Total: The total amount of tax paid by a contact for an order.
Tracking Number: The unique tracking number for an order provided by the shipping provider.
Measures
Average Order Value: The average spent by a contact or group of contacts over all orders. Average order value includes merchandise, taxes, shipping, and discounts in calculations.
Average Order Value (Merch): The average spent by a contact or group of contacts over all orders. Only includes the merchandise and discounts on merchandise in calculations.
Median Order Value: The middle value spent by a contact or group of contacts over all orders. Includes merchandise, taxes, shipping, and discounts in calculations.
Median Order Value (Merch): The middle value spent by a contact or group of contacts over all orders. Only includes merchandise and merchandise discounts in calculations.
Orders Count: The total number of orders placed
Total Item Quantity: The total number of items purchased
Total Merchandise Discount: The total amount of discounts that have been applied to the merchandise. Does not include non-merchandise discounts.
Total Non-merchandise Discount: The total amount of other discounts that have been applied across all orders.
Total Order Revenue: The total amount of revenue generated across all orders. Includes merchandise, discounts, taxes, and fees.
Total Order Revenue (Merch): The total amount of revenue generated by merchandise across all orders. Includes merchandise and discounts.
Page Browse
Grouping of data collected when a contact is browsing your website. Only data for contacts that can be identified will be included in CRM. Browse data is collected from the time the CRM solution is launched.
Dimensions
Browse Date: The date the contact was browsing the site
Date: The calendar date the contact was browsing the site. Formatted YYYY-MM-DD
Month: The month of the year the contact was browsing the site. Formatted YYYY-MM
Quarter: The quarter of the year the contact was browsing the site. Formatted YYYY-Q#
Year: The year the contact was browsing the site. Formatted YYYY
First Referral Source: Information collected about the first time a contact visits the site and is identifiable. This may be blank if a contact organically visits the site.
First UTM_Campaign: The utm_campaign captured in a URL when an identifiable contact first visits a site.
First UTM_Medium: The utm_medium captured in a URL when an identifiable contact first visits a site.
First UTM_Source: The utm_source captured in a URL when an identifiable contact first visits a site.
First UTM_Term: The utm_term captured in a URL when an identifiable contact first visits a site.
Page: The URLs of pages browsed by visitors to the site
UTM_Campaign: The utm_campaign captured in a URL when a contact visits the site. A contact can have multiple values.
UTM_Medium: The utm_medium captured in a URL when a contact visits the site. A contact can have multiple values.
UTM_Source: The source captured in a URL when a contact visits the site. A contact can have multiple values.
UTM_Term: The utm_term captured in a URL when a contact visits the site. A contact can have multiple values.
Measures
Browse Count: The total number of times a contact or group of contacts have browsed the site.
Predictive Affinity
Grouping of data that measures the strength of the relationship that a contact has with products based on their characteristics.
Dimensions
For: Measures affinity based on a specific value. Specific brands, categories, and subcategories can be specified using a filter.
Level: A breakdown of a contact’s relationship into one of five groups: some, medium, medium-high, high, and very high.
Type: A measure of relationships with products based in their brand, category, or subcategory.
Predictive Analytics
Grouping of data using 80 different data points to predict what contacts are likely to do in the future.
Dimensions
Churn Propensity: A grouping of contacts into one of four categories based on a contact’s predicted likelihood to churn, or a customer’s likelihood to stop purchasing in their typical cycle.
Click Likelihood: The likelihood that a contact will click on an email in the next 14 days
Click Decile: Groups contacts into ten equal groups based on how likely they are to click. Contacts in lower-numbered deciles are more likely to click.
Click Percentile: Groups contacts into 100 groups based on how likely they are to click. Contacts in higher percentiles are more likely to click.
Click Propensity: Groups contacts into one of four groups based on if they are more or less likely to click than the average contact.
Click vs Mean: A measure of how likely a contact is to click an email compared to the average. Contacts with a value of less than one are less likely. Contacts with values over one are more likely.
Coupon Affinity: Grouping of contacts based on the percentage of past purchases they have made using a coupon. A coupon must have been included in the order information to be included in the affinity calculation.
Discount Affinity: Grouping of contacts based on the percentage of past purchases they have made using a discount. Discounts such as percentage off, free shipping, or coupons must be included in the discount fields in an order to be included in the affinity calculation.
Open Likelihood: The likelihood that a contact will open on an email in the next 14 days
Open Decile: Groups contacts into ten equal groups based on how likely they are to open an email. Contacts in lower-numbered deciles are more likely to open.
Open Percentile: Groups contacts into 100 groups based on how likely they are to open. Contacts in higher percentiles are more likely to open.
Open Propensity: Groups contacts into one of four groups based on if they are more or less likely to open than the average contact.
Opens vs Mean: A measure of how likely a contact is to open an email compared to the average. Contacts with a value of less than one are less likely. Contacts with values over one are more likely.
Predicted Future Spend: The amount that a contact is predicted to spend with your brand in the next 365 days.
Spend Decile: Groups contacts into ten equal groups based on their future spend value. Contacts in lower-numbered deciles are predicted to spend more.
Spend Group: Groups contacts into one of four groups based the value of their future spend.
Spend Percentile: Groups contacts into 100 groups based on their future spend value. Contacts in higher percentiles are predicted to spend more.
Spend vs Mean: A measure of a contact’s predicted future spend compared to the average. Contacts with a value of less than one are predicted to spend less than average. Contacts with values over one are predicted to spend more than average.
Purchase Likelihood: The likelihood that a contact will purchase in the next 14 days
Purchase Decile: Groups contacts into ten equal groups based on how likely they are to purchase. Contacts in lower-numbered deciles are more likely to purchase.
Purchase Percentile: Groups contacts into 100 groups based on how likely they are to purchase. Contacts in higher percentiles are more likely to purchase.
Purchase Propensity: Groups contacts into one of four groups based on if they are more or less likely to purchase than the average contact.
Purchase vs Mean: A measure of how likely a contact is to purchase compared to the average. Contacts with a value of less than one are less likely. Contacts with values over one are more likely.
Unsubscribe Likelihood: The likelihood that a contact will unsubscribe in the next 14 days
Unsubscribe Decile: Groups contacts into ten equal groups based on how likely they are to unsubscribe. Contacts in lower-numbered deciles are more likely to unsubscribe.
Unsubscribe Percentile: Groups contacts into 100 groups based on how likely they are to unsubscribe. Contacts in higher percentiles are more likely to unsubscribe.
Unsubscribe Propensity: Groups contacts into one of four groups based on if they are more or less likely to unsubscribe than the average contact.
Unsubscribes vs Mean: A measure of how likely a contact is to unsubscribe compared to the average. Contacts with a value of less than one are less likely. Contacts with values over one are more likely.
Measures
Churn Probability: A measure oh how likely a contact is to churn on a scale of 1 to 100.
Click Probability: A measure of how likely a contact is to click on a scale of 1 to 100.
Coupon Probability: A measure of how likely a contact is to use a coupon on a future purchase on a scale of 1 to 100.
Discount Probability: A measure of how likely a contact is to apply a discount on a future purchase on a scale of 1 to 100.
Open Probability: A measure of how likely a contact is to open an email on a scale of 1 to 100.
Predicted Future Spend: A measure of what a contact is predicted to spend within the next 365 days.
Purchase Probability: A measure of how likely a contact is to purchase on a scale of 1 to 100.
Unsubscribe Probability: A measure of how likely a contact is to unsubscribe on a scale of 1 to 100.
Products
Information about the products sold across all the domains included in CRM. Product data reflects the current information stored in Listrak about the product. If a product’s data, such as price or category, is updated the Products section of CRM will reflect the updated value. Only products that have been purchased are available for use in visualizations in CRM.
Dimensions
Brand: The value stored in the brand field of a product’s information.
Category: The value stored in the category field of a product’s information.
Color: The value stored in the color field of the product’s information.
Description: The value stored in the description field of the product’s information.
Discontinued (Yes/No): An indicator if the product is currently discontinued.
Gender: The value stored in the gender field of the product’s information.
Image URL: The URL stored in the Image URL of the product’s information. May be a complete or relative URL.
In Stock (Yes/No): An indicator if the product is currently in stock.
Is Clearance (Yes/No): An indicator if the product is currently on clearance.
Is Outlet (Yes/No): An indicator if the product is currently part of an outlet section.
Is Purchasable (Yes/No): An indicator if the product is currently purchased on the site.
Is Viewable (Yes/No): An indicator if the product is currently viewable.
Link URL: The URL stored in the Link URL field of the product’s information.
Master SKU: The Master SKU associated with a variant product, if applicable.
Meta: Five additional fields that can store additional product information. Meta fields are available in CRM as text fields.
On Sale (Yes/No): An indicator if a product is currently on sale.
Price: The value stored in the price field of a product’s information.
Quantity on Hand: The value stored in the Quantity on Hand Field in a product’s information.
Review URL: The URL stored in the review URL section of a product’s information.
Sale End Date: Indicates the date the sale of a product concluded.
Date: The calendar date the product’s sale ended.
Month: The month a product’s sale ended. Formatted YYYY-MM
Week: The week a product's sale ended.
Year: The year a product’s sale ended. Formatted YYYY
Sale Price: The discounted price of an item when on sale.
Sale Start Date: Indicates the first date a product was listed as on sale.
Date: The calendar date of when a product’s sale began.
Month: The month when a product’s sale began. Formatted YYYY-MM
Week: The week a product's sale began.
Year: The year a product’s sale began. Formatted YYYY
Size: The value listed in the size field of a product’s information.
SKU: The unique identifier of the product.
Style: The value listed in the Style field of a product’s information.
Subcategory: The value listed in the subcategory field of a product’s information.
Title: The product’s title.
Unit Cost: The price incurred by a company to produce, store and sell one unit of a particular product.
Unit Margin (%): The amount of the product selling price over and above the variable cost per unit, calculated in percentage.
Unit Margin ($): The amount of the product selling price over and above the variable cost per unit, calculated in dollars.
Audience History Explore
Audience History
Filter Only Fields
Time Frame: This is a required filter used to calculate the timeframe in which the audience performed an action. The default timeframe is set to last 30 days, but can me modified.
Dimensions
Audience Date: A specific calendar date. Formatted YYYY-MM-DD
Audience Name: Name of the created audience.
Was Member (Yes/No): An indicator if a contact was a part of X audience.
Contacts
Dimensions
Same definitions as in the Contacts Explore > Contacts Dimensions
Measures
Same definitions as in the Contacts Explore > Contacts Measures
Orders
Dimensions
Same definitions as in the Contacts Explore > Orders Dimensions
Measures
Same definitions as in the Contacts Explore > Orders Measures
Orders Explore
Merchants
Dimensions
Same definitions as in the Contacts Explore > Merchant Dimensions
Order Line Items
Dimensions
Same definitions as in the Contacts Explore > Order Line Items Dimensions
Measures
Same definitions as in the Contacts Explore > Order Line Items Measures
Orders
Dimensions
Same definitions as in the Contacts Explore > Orders Dimensions
Measures
Same definitions as in the Contacts Explore > Orders Measures
Products
Dimensions
Same definitions as in the Contacts Explore > Products Dimensions