Listrak Conductor allows you to build many different types of automated workflows by combining the steps in different configurations. Learn more about each step type used in Listrak Conductor below.
The trigger step is the first step in any workflow. This step indicates how a contact becomes eligible for the workflow. There are two different classifications of triggers:
- External Events: External events are actions that a contact takes outside of Listrak, typically on your site, that make the contact eligible for a conversation. Common external events include: subscription points (such as pop-up or footer signup), abandoning a cart, browsing an item, making a purchase, or importing a list of contacts from an external source.
- List: List triggers are actions that take place inside Listrak when the information about a contact is updated. List triggers include: subscribing a contact, updating a segment, or updating a contact's address.
The message step indicates the specific message a contact will receive as they progress through the workflow.
- TIP: Messages can be tailored to how a contact became eligible for a conversation. For example, include a coupon in your Welcome Series if a contact triggered the workflow by subscribing via the pop-up, but not if they triggered the workflow by subscribing via the checkout. Triggering a subscription via the checkout indicates a contact has already made a purchase and would not need the coupon.
GO TO STEP
A Go To step allows you to send a contact to another location in a workflow. A Go To step can move all contacts or only those contacts who meet a specific criteria.
- TIP: Use Listrak's segmentation and filtering system to determine these criteria.
An action step performs a type of action as a contact progresses through a workflow. Common action steps include: setting a coupon code, placing contacts in a group for a split test, or adding information to a contact's profile.
- TIP: Use action steps to gather information on a contact, such as the date they entered the workflow.
A wait step pauses a contact's progress through a conversation. Progress can be paused for: a specific duration, until a static date, or until a date based on their profile information.
- TIP: Create birthday campaigns by collecting a contact's birthday and then holding them in a wait step until the birth date in their profile.
The terminate step is a required part of all workflows and indicates a contact has completed the steps in the workflow.