If you already have a Listrak Conductor Conversation set up, you can add a group of contacts into the conversation by using Listrak's List Import Wizard Tool. You may want to add a group of contacts to a specific conversation based on a segmentation field. For example, a group of contacts who are becoming disengaged with your brand.

EXPORT A LIST OF CONTACTS

If you already have a list of contacts, you may skip this step. For this example, we are filtering on a group of contacts that have subscribed at least 30 days ago. Create your filter of contacts by following the below steps. Be sure to select the correct list before beginning.

1. Navigate from the home menu to Contacts.
2. Go to View.
3. Then Subscribed Contacts.
4. Navigate to the bottom of the page and click Edit Filter.
5. Create a Filter. For example, System Fields > Subscribe Date > Is Before > 30 Days Before Today.

6. Click Update.
7. Then Apply Filter.

After the filter has loaded on the page, click here to learn how to export the list. You will need this group of contacts below.

CREATE AN EXTERNAL EVENT

The next step is to create an external event if you don't already have one set up for the conversation. Click here to learn more about setting up an external event. Be sure to add your external event to your Listrak Conductor Conversation. After you've added the external event to the conversation, please republish the conversation.

ADDING CONTACTS TO THE CONVERSATION

After you have exported a list of contacts and have an external event set up, follow the below steps to add your contacts to your conversation.

1. Navigate from the home menu to Contacts.
2. Go to Import List Wizard.
3. Select Add/Update Subscribers.
4. Click Choose File.
5. Select the File from the export.
6. Click Next Step.

7. Select the segment data settings.
8. Be sure Email Address is selected for the Email column.
8. Click Add Segment.
9. Select the External Event from the drop-down menu. For example, ours is a Re-engagement event.

  • TIP: External Events always appear at the bottom of the list of available options - just navigate to the bottom of the list.

10. Click Next Step.

11. Confirm the layout looks correct.
12. Click Import File.

Importing this file of contacts executes the external event. Check out the Visual Analytics in Conductor to be sure contacts are entering the conversation.

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