Listrak CRM

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

23 articles in this collection
Written by Support

Getting Started

Navigating CRM

Learn more about how to navigate Listrak CRM.

Written by Support
Updated over a week ago

Creating and Deleting Dashboards

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

Written by Support
Updated over a week ago

Editing a CRM Dashboard

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

Written by Support
Updated this week

Adding and Creating Tiles in Listrak CRM

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

Written by Support
Updated this week

Exploring, Editing, and Duplicating Tiles in Listrak CRM

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

Written by Support
Updated this week

Filtering in CRM

Learn more about filtering a CRM dashboard or tile.

Written by Support
Updated this week

Using the Pivot Function in Listrak CRM

Written by Support
Updated this week

Using Profile Information in Listrak CRM

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

Written by Support
Updated this week

CRM Glossary

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

Written by Support
Updated this week

Listrak CRM Keyboard Shortcuts

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

Written by Support
Updated this week

Understanding Your CRM Data

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

Written by Support
Updated this week

Making Listrak CRM Actionable

Creating an Audience in Listrak CRM

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

Written by Support
Updated this week

Creating Audiences and Triggers with Listrak CRM

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

Written by Support
Updated this week

Building an Audience History Tile in Listrak CRM

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

Written by Support
Updated this week

Using Listrak CRM Audiences in Dynamic Content Filtering

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

Written by Support
Updated this week

Using Listrak CRM Audiences in Your Marketing Campaigns

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

Written by Support
Updated this week

Using CRM Audiences in Recurring Automated Campaigns

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

Written by Support
Updated this week

Using Listrak CRM Audiences to Trigger Automated Campaigns

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

Written by Support
Updated this week

Predictive Analytics

Building a Tile in CRM Using Predictive Analytics

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

Written by Support
Updated this week

Predictive Modeling in CRM

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

Written by Support
Updated over a week ago

Predictive Models in Your Filtering and Segmentation

Learn more about using predictive analytics in your segmentation strategy.

Written by Support
Updated this week

Strategic Campaigns and Predictive Filters

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

Written by Support
Updated this week

Using Predictive Affinity in CRM Tiles

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

Written by Support
Updated this week