Messaging used in Workflow can be created directly inside the workflow interface or copied from another source in Listrak, such as a Conductor Conversation or Saved Message.

Creating an Email Message in Workflow

Follow the steps below to create a brand new email directly in Workflow. 

1. Drag an email element from the Channel section to the desired location on the canvas

2. Click the email element to open the properties menu

3. Name the step

4. Select the list a message is associated with
TIP: Selecting a list allows you to use the segmentation fields saved on the specific list.

5. Turn on the Message Delivery Settings toggle, if desired.

NOTE: This setting allows you to only send messages during a specific time. Messages that would be sent outside the selected time will be held until the time range is reached.

6. If using Message Delivery Settings, check the Time Zone Optimized checkbox, if desired.

NOTE: Time Zone Optimization uses a contact's IP address to determine their location and send messages during the time range in their time zone. If a contact's time zone cannot be determined Eastern Time will be used.

6. Select Create Message 

TIP: Name your workflow prior to creating messages

7. Specify your message settings, including: 

  • Message Name

  • From Name

  • From Address 

  • Subject Line

  • Preheader 

  • Google Analytics

  • Listrak Conversion Analytics 

8. Build your message using Listrak Composer or HTML.
TIP: You have access to all elements related to messages, including saved content, the media library, and dynamic content. 

9. Select Create Workflow Email Message in the bottom right.
10. Repeat the steps above for additional messages.
TIP: If your messages are similar use the duplicate feature available when the message is selected


   11. Save the workflow. 

Copy an email message into Workflow

Follow the steps below to copy an email message from an existing Conductor conversation or Saved Message into Workflow. Follow steps 1-4 for all messages and then the steps based on where your messages are saved.

  1. Drag the email element from the Channel section to the desired location on the canvas.

  2. Click the element to open the properties menu.

  3. Name the step, if desired.

  4. Click Select a Message from the Copy a Message box.

TIP: Use the Message Delivery Time Settings to only send messages during a set timeframe. Messages that are triggered outside of this timeframe will be held and sent when that timeframe is reached.

Copy a Conductor Message

Follow the steps below if the message you wish to copy is in Listrak Conductor

5. Select Conductor from the Message Source.

6. Select the list your Conductor conversation is saved to.

7. Select the conversation.

8. Choose the message to copy from the conversation. Messages are sorted by the thread they currently are saved to in Conductor.

9. Then click the select button.

NOTE: Messages are grouped by the name of the trigger step of the Conductor thread they are saved in

Copy a Saved Message

Follow the steps below if the message you wish to copy is a message saved on a list

5. Select Saved Message from the Message Source.

6. Select the list

7. Choose the message to copy. Messages are grouped by the Campaign Name given to the message when it was created.

TIP: The twenty-five most recent messages will be displayed. Click the prompt at the bottom of the dropdown to view all messages. Type in the Select Message input box to search for a message by Subject Line or Campaign.

8. Then click the select button.

Creating an SMS or MMS Message in Workflow 

1. Drag the SMS element from the Channel section to the desired location on the        canvas.

2. Name the step.

3. Select the short code.

4. Turn on the Message Delivery Settings, if desired.

NOTE: This setting allows you to only send messages during a specific time. Messages that would be sent outside the selected time will be held until the time range is reached.

5. If using Message Delivery Settings, check the Time Zone Optimized checkbox, if desired.

NOTE: Time Zone Optimization uses a contact's area code to determine their location and send messages during the time range in their time zone.

6. Select Create Message.

7. Select a list.

8. Specify your message settings, including:

  • Campaign Type

  • Listrak Analytics

  • Google Analytics 

9. Specify the message content.
TIP: If creating a Shopping Cart Abandonment message incorporate the workflow personalization information. Any tracking applied to an email or SMS message will be appended to variable tags that include links.

10.Use the attach file option to include a static image, dynamic image, emoji, or other file in an MMS message. Learn more about attaching files to an MMS message.

11. Select Create Workflow Message.

12. Repeat the steps above for additional messages.
TIP: If your messages are similar use the duplicate feature available when the message is selected

13. Save the workflow.

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