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Listrak CRM
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 over a week ago
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 over a week ago
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 over a week ago
Filtering in CRM
Learn more about filtering a CRM dashboard or tile.
Written by
Support
Updated over a week ago
Using the Pivot Function in Listrak CRM
Written by
Support
Updated over a week ago
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 over a week ago
CRM Glossary
Learn more about common phrases, words, and key terms used in Listrak CRM.
Written by
Support
Updated over a week ago
Listrak CRM Keyboard Shortcuts
Learn more about the different keyboard shortcuts that can be used when navigating Listrak CRM.
Written by
Support
Updated over a week ago
Understanding Your CRM Data
Learn more about the different data and types that make up your visualizations in Listrak CRM.
Written by
Support
Updated over a week ago
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 over a week ago
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 over a week ago
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 over a week ago
Using Listrak CRM Audiences in Dynamic Content Filtering
Learn more about using CRM Audiences in your dynamic content filtering strategy.
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Support
Updated over a week ago
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 over a week ago
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 over a week ago
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 over a week ago
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 over a week ago
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 over a week ago
Strategic Campaigns and Predictive Filters
Learn more about when to use predictive filters for your strategic marketing campaigns.
Written by
Support
Updated over a week ago
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 over a week ago