Creating a Transactional Email Automation in Listrack

Learn how to create seamless transactional email automation using Listrak to keep your customers informed about their orders at every step of the journey. This guide will walk you through the setup process to ensure your emails are triggered at the right moments, delivering an exceptional post-purchase experience.

Why Transactional Emails Are Important

Transactional emails are essential for building customer trust and engagement. They provide real-time updates, reduce anxiety about orders, and improve the overall customer experience. By integrating transactional emails into your Listrak account, you can:

• Keep customers informed about order statuses (e.g., shipped, delayed, delivered).

• Reduce WISMO ("Where Is My Order?") inquiries.

• Build brand loyalty with personalized messaging.

Prerequisites

Before setting up transactional email automation in Listrak, ensure you have:

1. A Listrak account with access to automation features.

2. Your e-commerce platform is integrated with Listrak.

3. Access to real-time shipping data, such as order tracking updates.

4. A clear plan for your email templates and triggers.
   
   

Step-by-Step Guide to Setting Up Transactional Emails in Listrak

Step 1: Log In to Your Listrak Account

1. Go to the Listrak login page and enter your credentials.

2. Navigate to the Automation section from the dashboard.

Step 2: Create a New Automation Workflow

1. Click on New Workflow and select Transactional Emails as the workflow type.

2. Name your workflow (e.g., "Order Shipped Notification") to make it easily identifiable.

Step 3: Define Workflow Triggers

1. Choose triggers based on specific customer actions or system events, such as:

   • Order Placed

   • Order Shipped

   • Delivery Confirmation

   • Order Delayed

2. Integrate your e-commerce platform's API or webhook to pass real-time trigger data to Listrak.

Step 4: Design Email Templates

1. Navigate to the Email Template Editor within your workflow.

2. Create branded, mobile-responsive templates with:

   • Dynamic customer data fields (e.g., name, order ID).

   • Real-time tracking links.

   • Personalized messaging based on the order status.

3. Add clear CTAs (e.g., "Track Your Order") to encourage customer engagement.

Step 5: Set Up Dynamic Content

1. Use Listrak’s dynamic content feature to tailor email messages based on:

   • Order details (e.g., item names, quantities).

   • Shipping updates (e.g., "Your package is on its way!").

   • Customer preferences (e.g., preferred language).

2. Test dynamic elements to ensure accuracy and functionality.

Step 6: Configure Email Sending Rules

1. Set rules to ensure transactional emails are sent promptly:

   • Delivery Time: Immediate or within a specified window.

   • Frequency: Prevent duplicate emails for the same event.

2. Ensure compliance with local regulations, such as CAN-SPAM or GDPR.

Step 7: Test Your Workflow

1. Use Listrak’s testing tools to simulate workflow scenarios.

2. Check that the emails:

   • Trigger correctly based on events.

   • Display accurate dynamic content.

   • Deliver without issues (no spam folder).

Step 8: Activate the Workflow

1. Once testing is complete, activate your workflow.

2. Monitor initial performance metrics, such as open rates and click-through rates, to identify any areas for improvement.

Need More Help?

For additional guidance on setting up transactional email automation in Listrak, visit our Help Center or contact our support team.