The Data Management action step is available in the action section of the Workflow element selector for all journey types. Within the action step you can subscribe or unsubscribe a contact.
How does the Subscribe/Unsubscribe Action work?
The subscribe/unsubscribe action allows you to have further control over managing contacts who enter your workflows. In order for Listrak to send a message (SMS or email) from within a workflow, a contact's email address must be subscribed to a list in order to receive messages.
The subscribe/unsubscribe action allows you to change the status of a contact on a list when they reach the action step in a workflow. In the step, you can configure the specific list details. The action can be combined with the subscription status decision split to take action on specific contacts based on their current subscription status.
⚠️ When a contact is subscribe via this action, they will be triggered into a list subscription campaign (if created) for the specified list. If contacts should not be entered into these campaigns, use entry prevention rules, such as Contact is in a Workflow to prevent this from occurring.
What are some common use cases?
You may find many different uses for this step as you build out your cross-channel campaigns at Listrak.
One of the most common use cases is to support Workflow's cross-channel orchestration capabilities to send SMS messages. For instance, your purchaser may already be opted into your SMS program, but they are not subscribed to your Post Purchase email list. Positioning this action step in a Purchase Journey prior to the first message element will allow a contact to receive your messages.
Another use case will involve the Custom Event workflow type. Custom Events allow you to use Listrak's Cross-Channel API to enter contacts into a journey based on criteria you identify. If these contacts are not already subscribed to a list, you can use the subscribe/unsubscribe action to add them to the list, or use the action step to add them to a list that is specific to the custom event. Learn more about setting up Custom Events.
A third use case would be to change a contact's subscription on a list based on their engagement in a workflow. For example, you may choose to unsubscribe a contact from a different list due to their engagement (or lack thereof) with a message in your workflow. In a path of the decision split, placing the subscribe/unsubscribe action in a specific path allows you to change the status for contacts based on specific criteria.
Using the Data Management Step in a Workflow
To use the data management step to subscribe or unsubscribe a contact when they reach it in a workflow, follow the steps below:
Place the action onto the canvas in the desired location
In the properties panel, give your step a name, if desired
Select the desired action (subscribe or unsubscribe)
Select the specific channel
Select the list(s) where the desired action will occur
💡 You can add multiple lists to the selector
Continue to add additional steps based on your goals
⚠️ When subscribing contacts, ensure that the contacts have opted into receiving these messages.