Tiles in Listrak CRM allow you to gain insights into your contacts and their performance that can influence your marketing program. You can create tiles to gain insight based on questions you might have.
Below are the basic steps to create a tile in CRM. Use these steps and your own goals to select the right data and visualization type for your tile.
Navigate to the dashboard you wish to add a tile to.
Click New Tile in the top properties bar.
Select an Explore.
Audience History: Track the performance of a CRM Audience over time by creating tiles with data around their purchasing behavior.
Contacts: Access all of your CRM data and create tiles with purchase, contact, product data and more.
Orders: Use all order data provided by Listrak to identify purchase behavior trends.
Enter a meaningful name.
Click to add the desired dimensions or measures.
💡 Use the search function to quickly find a dimension or measure.
Select a visualization type. Click here to learn more about visualizations.
Click Run to generate a visualization based on the dimensions and measures that are selected in your data.
To further limit the data reflected in the visualization, add a filter if desired. Learn more about filters in CRM.
Click Run to update your visualization with the filter..
Then, click Save.
Adding an Existing Tile
Creating a dashboard allows you to group tiles around a specific theme or to answer a specific question. Some tiles may be useful on more than one dashboard. Follow the steps below to copy a tile from one dashboard to another.
1. Navigate to the dashboard the tile exists.
2. Hover over the tile you wish to copy.
3. Click the three gray dots.
4. Click Explore From Here.
5. Click the gear icon in the upper right-hand corner.
6. Select Save to Dashboard.
7. Enter a Name.
8. Select a Dashboard to save the tile to.
9. Click Save to Dashboard.
Congratulations, you've just created a new tile and added it to a dashboard!