Integrating Annex Cloud Loyalty Data within Listrak allows you to utilize this data to personalize your messages by including loyalty information and automate nurture touchpoints to inform loyalty members about their progress.


How does the Annex Cloud Integration Work?

The Annex Cloud and Listrak Integration allows you to connect your loyalty data from Annex Cloud to two Listrak lists. These lists are typically a Loyalty List and Master List, but can be adjusted to fit your specific needs.

Data from Annex Cloud will be sent to Listrak and saved in profile fields on the two selected lists. If a contact is not subscribed to the Listrak Master List, the Annex Cloud integration does not subscribe contacts to the list.

Annex Cloud will update the data stored in the Listrak profile fields after a contact has taken some action that changes the data, such as accruing or redeeming loyalty points. The data in these profile fields can be referenced in an email sent from one of the connected lists. If desired, you can also create triggered campaigns on the loyalty list to nurture contacts and notify them about milestones within your loyalty program.



The Integration Process

Creating the Lists

The first step is to create the lists that Annex Cloud will pass information to within Listrak.

⚠️ If your lists have previously been created, skip to the next step.

  1. Navigate to Contacts > Email Contacts List Manager.

  2. Click the New List button.

  3. In the popup, provide a relevant name for the list. E.g. StyleCo Loyalty List

  4. If desired, add the list to a folder.

  5. Click Create.

  6. Repeat steps 2-5 if you need to create another list (this is unlikely).

Setting Up the Listrak Integration

  1. Navigate to Integrations > Integration Management.

  2. Click the New Integration button.

  3. Select Integrate on the Annex Cloud card in the Partner Integration section.

  4. Click Setup Integration.

  5. On the Integration Settings page

    1. Name your integration

    2. Select a merchant.

    3. Select your master list from the corresponding drop-down.

    4. Select your loyalty list (or other list based on your goal).

    5. Click Save at the top of the card.

  6. Save your Client ID and Secret in a secure location.

The process make take a few moments as Listrak creates all the fields on both the selected master and loyalty lists. Once this is complete you may navigate away from the integration.

Annex Cloud Setup

Once you have completed the Listrak integration set up, send the Client ID and Secret to Annex Cloud to complete the process.

Subscription Point Setup or Update

Subscription points can be used to subscribe new contacts to your Master List and sign them up for your Loyalty Program. You may need to set up new subscription points if you are launching a brand new loyalty program, or simply update existing subscription points in Listrak if a contact can now sign up for both marketing and loyalty emails.

Follow this guide to integrate your subscription points at Listrak.

Import Existing Loyalty Contacts

If you have an existing loyalty program, the last step in the initial integration is to import contacts and their loyalty data into the Listrak Loyalty AND Master Lists (or whatever lists you have integrated).

  • When importing to the Loyalty List, select the Add/Update method since no contacts are currently on the list.

  • When importing to the Master List, select the Update Existing Subscriber method so that only contacts who have previously opted into your marketing program are updated.

  • Find the full instructions for importing contacts via a file here.

  • If preferred, you can update contacts using the Listrak REST API.



Appendix: Available Annex Cloud Data

The following data points will be synced within Listrak. The profile fields can be found in a group called Customer Profile.

Field in Listrak

Field Description

Data Type

Size

Address.Address1

The first line of a contact's address

Text

100

Address.Address2

The second line of a contact's address

Text

100

Address.Address3

The third line a contact's address

Text

100

Address.City

The city in which a contact is located

Text

100

Address.Country

The country in which a contact is located

Text

100

Address.State

The state in which a contact is located

Text

100

Birthdday

The day, month, and year of a contact's birth

Date (mm/dd/yyyy)

CustomerNumber

A unique identifier for a contact

Text

20

FirstName

A contact's first name

Text

50

Gender

A contact's specified gender

Text

50

HomePhone

A contact's phone number

Text

50

LastName

A contact's last name

Text

50

Loyalty.ActiveLoyaltyMember

An indicator that a contact is currently part of the loyalty program

Check Box

Loyalty.AvailablePoints

An integer representing how many points a contact currently has

Numeric

50

Loyalty.CurrentTierLevel

An indicator of which level of the loyalty program a contact is part of

Text

100

Loyalty.EnrollDate

The date the contact joined the loyalty program

Date (mm/dd/yyyy)

Loyalty.ExpiringPoints

The number of points a contact could lose after the current period

Numeric

50

Loyalty.LastActivityDate

The last time an activity was recorded for the loyalty program

Date (mm/dd/yyyy)

Loyalty.LastPointsEarnedDate

The last time points were accrued by a contact

Date (mm/dd/yyyy)

Loyalty.LastPointRedemptionDate

The last time points were cashed in for a reward

Date (mm/dd/yyyy)

Loyalty.LifetimePoints

The total number of points accrued by a contact over all time

Numeric

50

Loyalty.LoyaltySignUpSource

The specific way a contact joined the loyalty program

Text

100

Loyalty.MonthlyPoints

The number of points accrued in the month

Numeric

50

Loyalty.NextTierlevel

The next possible rewards tier a contact can reach

Text

100

Loyalty.NumberOfReferals

The number of other people a contact has referred to the program

Numeric

50

Loyalty.PendingPoints

The number of points that are being processed

Numeric

50

Loyalty.PersonofReferred

An identifier of a referred person

Text

250

Loyalty.PointExpirationDate

When a contact's points will no longer be valid

Date (mm/dd/yyyy)

Loyalty.PointsToNext

The number of points a contact must accrue to reach the next tier

Numeric

50

Loyalty.ReferralCode

A contact's code when inviting new participants

Text

100

Loyalty.ReferralURL

A contact's unique URL inviting others to participate

Text

250

Loyalty.RewardsAvailable

An indicator of rewards that can be claimed

Text

250

Loyalty.RewardsClaimed

An indicator of rewards that have been redeemed

Text

250

Loyalty.RewardsID

A unique ID value for the program

Text

250

Loyalty.SpentPoints

The number of points a contact spent to redeem a reward

Numeric

50

Loyalty.TierID

A unique indicator of a specific tier

Text

100

Loyalty.WeeklyPoints

The number of points accrued in the week

Numeric

50

Meta 1 - 5

Additional information about contacts or the program

Text

250

MobilePhone

A contact's mobile number

Text

50

PreferredStore

The identifier of a contact's preferred location

Text

100

Registered

An identifier to indicate a contact is considered registered

Checkbox

Social.FacebookID

A unique ID of a contact's Facebook page

Text

100

Social.FacebookNumberOfFriends

The number of people the contact is connected to on Facebook

Numeric

50

Social.InstargramID

A unique ID of a contact's Instagram profile

Text

100

Social.InstagramNumberOfFollowers

The number of accounts following the contact on Instagram

Numeric

50

Social.TwitterID

A unique ID of a contact's Twitter account

Text

100

Social.TwitterNumberOfFollowers

The number of accounts following a contact on Twitter

Numeric

50

WorkPhone

A contact's work phone contact details

Text

50

ZipCode

The contact's zip code

Text

20

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