Listrak

Unified customer data with powerful data visualizations, exploration tools, and actionable insights

Listrak CRM

Learn more about common phrases, words, and key terms used in Listrak CRM.

CRM Glossary

Getting Started with CRM

Learn more about how to navigate Listrak CRM.

Navigating CRM

Learn more about the different keyboard shortcuts that can be used when navigating Listrak CRM.

Listrak CRM Keyboard Shortcuts

Learn more about how to add, create, and customize tiles from scratch within Listrak CRM.

Adding and Creating Tiles in Listrak CRM

Learn more about how to edit and explore your different tiles in Listrak CRM.

Exploring, Editing, and Duplicating Tiles in Listrak CRM

Learn more about how to create a new customizable CRM dashboard in the group or personal space.

Creating and Deleting Dashboards

Learn more about how to edit a CRM dashboard within Listrak CRM.

Editing a CRM Dashboard

Learn how to navigate and begin creating in CRM

Navigating and Creating in CRM

Learn more about the different data and types that make up your visualizations in Listrak CRM.

Understanding Your CRM Data

Learn more about filtering a CRM dashboard or tile.

Filtering in CRM

Learn how to use the information stored in profile fields in Listrak CRM tiles or visualizations.

Using Profile Information in Listrak CRM

Using the Pivot Function in Listrak CRM

Learn more about the predictive models that are available in Listrak CRM.

Predictive Modeling in CRM

Learn about some of the common CRM functions

CRM Functionality

Making Listrak CRM Actionable

Learn more about how to create custom segmentation for your marketing campaigns based on your Listrak CRM insights.

Creating an Audience in Listrak CRM

Learn how to use CRM to analyze what contacts buy after they purchase a specific product, category, subcategory etc.

CRM Analysis: What Do Buyers Purchase Next?

Learn more about building a tile in Listrak CRM with predictive analytics.

Building a Tile in CRM Using Predictive Analytics

Learn more about adding the audience history explore when creating a Listrak CRM tile.

Building an Audience History Tile in Listrak CRM

Analysis in CRM

Learn more about how and when you can create audiences and triggers within Listrak CRM.

Creating Audiences and Triggers with Listrak CRM

Learn more about using your Listrak CRM audiences to filter your marketing campaigns.

Using Listrak CRM Audiences in Your Marketing Campaigns

Learn more about using CRM Audiences in your dynamic content filtering strategy.

Using Listrak CRM Audiences in Dynamic Content Filtering

Learn more about using CRM audiences to filter your Recurring Automated Campaign (RAC) sends.

Using CRM Audiences in Recurring Automated Campaigns

Learn more about creating a triggered campaign to send messages to contacts as they enter or leave a CRM audience.

Using Listrak CRM Audiences to Trigger Automated Campaigns

Using CRM to Influence Email

Learn more about using predictive analytics in your segmentation strategy.

Predictive Models in Your Filtering and Segmentation

Learn more about when to use predictive filters for your strategic marketing campaigns.

Strategic Campaigns and Predictive Filters

Learn more about how to use predictive affinity metrics to build tiles in Listrak CRM.