Getting Started with Listrak

Learn the basics of the Listrak Application such as: adjusting account settings, branding your account, creating lists, building your first message, and more.

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90 articles in this collection
Written by Aaron Pearson, Support, Leigh Ann Gregoire and 2 others

Account Settings

Add New Users

Learn how to add new users to define their access to your Listrak account.

Written by Support
Updated over a week ago

Change Password

Learn how to change your Listrak password.

Written by Support
Updated over a week ago

Converting Credit Card Information to ACH

Learn more about how to convert your credit card information to ACH in Listrak to pay your invoices.

Written by Support
Updated over a week ago

Listrak Platform: Single Sign-On

Learn how to add the Listrak platform to your company's Identity Provider.

Written by crystal moyer
Updated over a week ago

Corporate Review Group

Learn how to create a "control" group of contacts from your company that will receive a copy of each message you deploy.

Written by Support
Updated over a week ago

Configuring a Frequency Cap

Learn more about how to set up a frequency cap.

Written by Support
Updated over a week ago

Update User Profile Information

Learn how to access and make updates to your user profile information.

Written by Support
Updated over a week ago

View, Pay, or Print Invoices

Learn how to view, print, or pay your invoices in the Listrak Platform.

Written by Support
Updated over a week ago

Authoring

About Send Time Optimization

Learn about using Send Time Optimization to target contacts on your list.

Written by Support
Updated over a week ago

Understanding Campaign Types in Listrak Analytics

Learn more about the campaign types drop-down available in your Listrak Analytics when creating a message.

Written by Support
Updated over a week ago

Configure and Edit MultiPass Messages

Learn more about how to configure and edit your MultiPasses that have been added to messages.

Written by Aaron Pearson
Updated over a week ago

Crafting Email Content for SEO

Learn what you can do to create the best email content for SEO optimization.

Written by Support
Updated over a week ago

External Content Into a Message using Content URL

Learn more about adding external content to your messages by using the #Listrak\Content url=""# tag.

Written by Support
Updated over a week ago

First Send Guide

Our First Send Guide is designed to take you step-by-step through the key processes required to deploy your first email message.

Written by Support
Updated over a week ago

First Send Guide - Creating Your First Email

You're ready to create your first message. Learn how to get started here.

Written by Support
Updated over a week ago

First Send Guide - Sending Your First Email

You're ready to send your first message. Follow these instructions to deploy your message.

Written by Support
Updated over a week ago

First Send Guide - The Top 10 Before You Send

This is a list of 10 checklist items to complete before sending your first email.

Written by Support
Updated over a week ago

First Send Guide - View Analytics for your First Send

Learn where you can find analytics for your first send.

Written by Support
Updated over a week ago

Guide to Email Marketing for SEO

Learn how to assess your performance of Search Engine Optimization in your email marketing campaigns.

Written by Support
Updated over a week ago

Link Editor

Learn more about the link editor.

Written by Support
Updated over a week ago

System Tags and Links

Explore the list of system tags and links available to use in your email messages.

Written by Support
Updated over a week ago

Saving Messages for Future Use

Learn how to save the messages you create to use again in the future or to use as a starting point for creating a new email.

Written by Support
Updated over a week ago

Subject and Preheader Preview

Learn more about previewing your message's subjects and preheaders.

Written by Support
Updated over a week ago

Update Pass-Along Text

Learn how to change text for the pass-along feature.

Written by Support
Updated over a week ago

Using Save and Save As

Learn more about when to use Save and Save As.

Written by Support
Updated over a week ago

Image Optimization

Learn more about different measurements, speeds, etc. to best optimize your images.

Written by Aaron Pearson
Updated over a week ago

White Space in Gmail Fix

Learn how to correct white space in sliced images in Gmail.

Written by Support
Updated over a week ago

Basics

Google Chrome Blocking Mixed Content

Learn how Google Chrome browser updates block non-secure images.

Written by Aaron Pearson
Updated over a week ago

Forgotten Password

Forgot your password? Learn how to reset it.

Written by Support
Updated over a week ago

Media Library

Learn how to use the media library to upload, manage, store, and use images for your messages.

Written by Support
Updated over a week ago

Log into Listrak

Learn how to log into your Listrak account.

Written by Support
Updated over a week ago

Progress Monitor

Learn how to monitor the status of your list sends and imports.

Written by Support
Updated over a week ago

Supported Browsers

View a comprehensive list of browsers supported by the Listrak application.

Written by Aaron Pearson
Updated over a week ago

Branding

Branding Your Listrak Account

Learn how to improve deliverability and distinguish your email campaigns from other email senders by branding your Listrak account.

Written by Support
Updated over a week ago

Ensure Branding is Complete

Follow the steps to ensure that your branding has been set up and completed correctly.

Written by Support
Updated over a week ago

Amazon Route 53 DNS Branding

Learn how to set up branding specifically for Amazon Route 53 DNS accounts.

Written by Support
Updated over a week ago

CloudFlare DNS Branding

Learn how to set up branding for your CloudFlare DNS account.

Written by Support
Updated over a week ago

BigCommerce DNS Branding

Learn how to set up branding for your BigCommerce DNS account.

Written by Support
Updated over a week ago

Custom Redirect URLs

Learn how to add customized redirect links to your emails.

Written by Support
Updated over a week ago

Branding for DNS Made Easy

Learn how to set up branding for your DNS Made Easy DNS account.

Written by Support
Updated over a week ago

Dyn DNS Branding

Learn how to set up branding for your Dynect DNS account.

Written by Support
Updated over a week ago

GoDaddy DNS Branding

Learn how to set up branding for your GoDaddy DNS account.

Written by Support
Updated over a week ago

Network Solutions DNS Branding

Learn how to set up branding for your Network Solutions DNS branding.

Written by Support
Updated over a week ago

Nexcess DNS Branding

Learn how to set up branding for your Nexcess DNS account.

Written by Support
Updated over a week ago

Rackspace DNS Branding

Learn how to set up branding for your Rackspace DNS account.

Written by Support
Updated over a week ago

Register.com DNS Branding

Learn how to set up branding for your Register.com DNS Account.

Written by Support
Updated over a week ago

Volusion DNS Branding

Learn how to set up branding for your Volusion DNS account.

Written by Support
Updated over a week ago

Yahoo Small Business DNS Branding

Learn how to set up branding for your Yahoo Small Business DNS account.

Written by Support
Updated over a week ago

Contact Management

Holdout Group Setup

Learn more about how to create and add a holdout group to your emails.

Written by Emma Kennedy
Updated over a week ago

Banning Contacts

Learn how, in extreme cases, you can ban a contact from all of your lists.

Written by Support
Updated over a week ago

Formatting a List of Contacts for Import

Learn how to format the information about your contacts to get ready to import them to Listrak.

Written by Leigh Ann Gregoire
Updated over a week ago

Changing a Contact's Email Address

Learn more about how to change a contact's email address.

Written by Support
Updated over a week ago

Import a List of Contacts

Learn how to use the Import List Wizard to import your existing list of contacts.

Written by Support
Updated over a week ago

Import Contacts from Salesforce

Learn how to use the import list wizard to upload your contacts to Listrak directly from Salesforce.

Written by Support
Updated over a week ago

Import List Wizard Types

You have multiple options for importing lists using the Import List Wizard. Learn which is best for you.

Written by Support
Updated over a week ago

Locate Specific Email Address/Contact

Learn how you can find a particular contact within a specific list or across all of your lists in Listrak.

Written by Support
Updated over a week ago

Remove a Contact from the Banned List

Learn how to remove contacts from the "banned" list.

Written by Support
Updated over a week ago

Subscribe Contact Form Code

Learn where to locate code to place a subscribe form directly onto your website to capture new contacts for your list.

Written by Support
Updated over a week ago

Subscribe or Unsubscribe Contacts Individually

You can add contacts to your lists one by one without the use of the import list wizard.

Written by Support
Updated over a week ago

View Subscribed or Unsubscribed Contacts

Learn how to view a list of all your subscribed contacts or all of your unsubscribed contacts.

Written by Support
Updated over a week ago

List Management

Channel and List Selection

Learn more about updates coming to Listrak's channel and list select.

Written by Aaron Pearson
Updated over a week ago

Create a New List

Learn how to create a list of contacts in Listrak.

Written by Support
Updated over a week ago

Delete a List

Learn how to delete a list that you no longer need.

Written by Support
Updated over a week ago

Export List to Plain Text .csv, Excel .xls, or Adobe .pdf

Learn how to export your entire list to plain text .csv, Excel .xls, or Adobe .pdf.

Written by Support
Updated over a week ago

List Manager

Learn more about Listrak's list manager.

Written by Support
Updated over a week ago

Organizing Lists Using Folder Manager

Learn how to use a folder structure to organize and manage multiple lists.

Written by Support
Updated over a week ago

Restore Deleted Lists

Learn how to restore a list that you've previously deleted.

Written by Support
Updated over a week ago

Requiring Message Approval

Learn how to select a setting that automatically sends approval notices, and requires approval prior to sending emails or conversations.

Written by Support
Updated over a week ago

List Settings Guide

Learn about the various list settings and how they affect the emails from from a list.

Written by crystal moyer
Updated over a week ago

Suppression Lists

Learn about suppression lists and how to best use them.

Written by Support
Updated over a week ago

Granting Listrak Access in Google Analytics

Learn how to allow Listrak to view your Google Analytics data.

Written by Support
Updated over a week ago

Segmentation

Segment Filter 2.0 Introduction

Try our Beta for an easier, and more powerful experience. Includes the most used criteria, with more to come soon!

Written by Aaron Pearson
Updated over a week ago

New Filter Criteria Guide

Glossary of terms and definitions for filter criteria.

Written by Aaron Pearson
Updated over a week ago

Save Segments for Reuse

Learn how to create a saved segment for reuse.

Written by Aaron Pearson
Updated over a week ago

Segment Filter 2.0 - When to use inverse Operators

Learn the benefits of using inverse operators when building custom segments.

Written by crystal moyer
Updated over a week ago

Creating Profile Fields

Learn more about how to create profile fields and profile field groups.

Written by Support
Updated over a week ago

Bulk Add/Update Contact Profile Data

Learn more about how to add/update profile data to a group of contacts at once.

Written by Support
Updated over a week ago

Add Profile Fields Using the Import List Wizard

Learn how to add profile fields during the list import process.

Written by Support
Updated over a week ago

Personalize Content with Information from Profile Fields

Learn how to use contact information to add personalized content for your HTML emails, Composer emails, or message analytics.

Written by Aaron Pearson
Updated over a week ago

Update Contact Profile Data on Link Click

Learn more about how to gather preferences about your customers through emails and different strategies for gathering information.

Written by Support
Updated over a week ago

Introduction to Listrak's Legacy Filter System

Learn more about how Listrak's filtering system works.

Written by Leigh Ann Gregoire
Updated over a week ago

Basic Filter Logic

Learn how the filtering logic works throughout the Listrak application.

Written by Support
Updated over a week ago

Understanding Data Types for Use in Listrak's Legacy Filtering

Learn more about the different types of filters available when segmenting and filtering your email list.

Written by Leigh Ann Gregoire
Updated over a week ago

Using Additional Customer Information in Your Filtering Strategy

Learn more about how to use the additional information about your customers in your filtering strategy in Listrak's Legacy Filter System

Written by Leigh Ann Gregoire
Updated over a week ago

Using Date Filters in Legacy Filter

Learn more about how to use date filters when segmenting your email sends.

Written by Leigh Ann Gregoire
Updated over a week ago

Using Product and Purchase Data in Your Filtering Strategy

Learn more about how to use product and purchase data when applying filters to your messages.

Written by Leigh Ann Gregoire
Updated over a week ago

Combining Multiple Filters in Legacy Filtering

Learn more about combining filters and filter groups to filter your list.

Written by Leigh Ann Gregoire
Updated over a week ago

Adding Legacy Audiences to a List

Learn how to set up audiences for your list of contacts.

Written by Support
Updated over a week ago

Save Audiences for Future Use in Legacy Filtering

Learn how to create a saved audience for future use.

Written by Support
Updated over a week ago

Getting Started with Smart Audiences in Legacy Filtering

Learn about smart audiences in Listrak and how they allow you to target customer groups more effectively.

Written by Support
Updated over a week ago