As contacts interact with your email program at Listrak, you can collect information about a contact, such as their first name or the number of points they have from your loyalty program, and store them in each contact's profile. Using this profile information in Listrak CRM allows you to see how contacts differ based on these additional attributes. For instance, do your contacts who are members of a loyalty program spend more than those who are not?
Profile information from all lists is available in CRM. When profile data is added to CRM it will be added as text information, regardless of the format used on a list. For example, a birthday date field on a Master List would be available as a text field in CRM. When using this information in a filter for CRM, use operators such as contains or does not contain if looking for a range of information or use operators such as equals to look for a specific value.
Profile information can be used as a filter or in a visualization when creating a tile in the Contacts Explore.
Profile information can be found in the Email Profile Fields data category in the left sidebar. The following dimensions are available
Email: The email address associated with a contact who has values in their profile
Last Updated: The date the information the field was most recently added or edited
Segment Group Name: The name of the field group saved on a specific list. These can be found on a specific list under Contacts > Profile Fields
Segment Name: The name of the specific field saved in a field group. These can be found by clicking on the name of a profile field group.
Segment Value: The information stored in an individual contact's profile field. CRM will only report about contacts who have a value in these fields and will not report null values. This information is added to CRM as text.
TIP: Add a list name filter when using these data points to ensure that you are only looking at contacts who are or were subscribed to the list associated with the profile information.
Using Profile Information as Filter in Listrak CRM
One of the most common way to use profile information in Listrak CRM is as a filter. This allows you to view contacts who have specific values in their profiles and gain insights about these contacts.
In the example below, the filter will be based on a specific segment name. This allows you to filter to contacts who have information in a specific field.
Open the Email Profile Fields data category or search bar
Find the Segment Name data point
Click on the Filter option
In the filter section, select an operator. For example: Contains
In the input box, type the name of the field.
⚠️ This input is case and punctuation sensitive
You can add filters for multiple groups or segment names or combine multiple types of filters using the process above.
Using Profile Information in a CRM Visualization
Another common way to include profile information in CRM is to include them in a visualization. Including Segment Names in a visualization allows you to report on difference between contacts who have information in different profile fields. A common example of this is using the segment names from a group housing interests, buyer type, or other information collected in a Preference Center.
NOTE: In the example above, the segment name is used as both a filter and in the visualization to limit the data to only certain fields.
A second common use case is to include the values from a profile field in the visualization. For example, using the Segment Value of the Loyalty Tier segment name filtered to above, will display the different loyalty levels of all contacts in CRM.
Open the Email Profile Fields data category or search bar
Find the Segment Value data point
Click on the Segment Value to add it to the data
Add any additional data. For example, adding the Average Order Value measure would allow you to see if there is a difference in how much contacts spend per purchase based on loyalty tier.
There are many different examples of insights that can be gained by including profile information in CRM filters or visualizations. Profile data can be combined with any other data in the contacts explore to create visualizations to help you unlock insights to power and inspire your marketing program.