2015. All rights reserved.

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Listrak.

Agenda
Identify main contacts and teams
Review purchased Listrak solutions
High-level overview of:
Technical integration
Creative process
Whats included in your contract
Proposed timeline

Review next steps

Schedule upcoming calls

Your Listrak Team

Greg Andrews

Cherrill Hartman

EmmaLee McGuigan

Sales Manager
gandrews@listrak.com
717-627-6210

Account Manager
chartman@listrak.com
717-627-6208

Project Manager II
emcguigan@listrak.com
717-625-6978

eCommerce marketing
and digital strategy

Account lead, analytics,

reporting, new products

Solutions implementation
lead, onboarding

Zac Cunningham

Crystal Moyer

Matt Rohrer

Technical Project Manager

zcunningham@listrak.com
717-627-8283

Creative Project Manager

cmoyer@listrak.com
717-627-8288

Solutions implementation,
technical integration

Solutions implementation,
creative process and strategy

Technical Strategist
mrohrer@listrak.com
717-625-6980

Recommender implementation
specialist

Onboarding Resources
Your account manager will be with you for the
length of your relationship with Listrak.
Your project managers are onboarding
specialists and will coordinate the following
team members:
Designers
Developers
Copywriters
Content strategists
Technical strategists
Listrak application training specialists
Deliverability specialists
Listrak support specialists

Listrak solutions
Advanced Retail
Segmentation

Welcome Series

Browse
Abandonment

WYSIWYG Mobile
Optimized Email Template

Preference
Center

Post Purchase/
Lifecycle Marketing

Recommendations
Getting Started Package

Modal
Acquisition

Shopping Cart
Abandonment

Recurring Automated
Campaigns

Sending email through Listrak

Account
manager
introduction
call
Contract
date

Deliverability
& IP warming
plan
Applicable
creative
development

Branding &
authentication
setup
Integration

Email list
import
Listrak
application
training

45 days from original contract date

First send
through Listrak

Solution integration
Account
manager
introduction
call

Contract
date

Integration
process
begins
Technical
call

Onboarding
kick-off
call

Planning &
Discovery

Purchase
data
import
process

Technical Process

Creative
call

Creative
design &
approval

Finalize
strategy &
provide assets

Creative Process

Test
integration
functionality

Test
campaign
logic

Quality
testing

Finalize
data
import

Logic &
Testing

Launch
Final
approval

Quality
Assurance

Enable
Solutions

*Depending on solutions and platform, timeline may vary; consult your onboarding project manager for a customized project plan

Technical Integration

Technical integration process

Listrak delivers
integration
documentation

Call scheduled
by account
manager

Integration
on staging

Technical
call

Getting started

Final
approval

Test
integration
functionality

Formatting
verification
Integration
on production

Platform
integration

Quality
assurance

Platform
integration

Data import

Test
integration
functionality

Quality
assurance

Launch

Enable
solutions

*Depending on solutions and platform, timeline may vary; consult your onboarding project manager for a customized project plan

Technical integration overview

The process:

Start on a development site

Dont forget mobile
Listrak solutions can be hidden to your users even if code is on
live site
No solutions will be live until you approve
Listrak will send all applicable integration information in
preparation for the technical call

Email subscription points

AKA acquisition forms
Forms on your site where
people subscribe to emails

Checkout
Account sign-up
Single-field forms
Facebook page

In-store checkout
Will be set-up during
technical integration

Technical call agenda

Your account manager will schedule a call with your
technical team to review the integration process.

Well discuss:
Integration guide
Requirements per solution
Purchase data import
Any customization

Advanced
Segmentation
Package
Click here to view the scope of Listrak
Implementation

Advanced Segmentation Package

Whats included:

Data sync to give you insight into your customers

product browsing and purchasing patterns
Documentation will be provided and reviewed
on the technical call
A scheduled process will be set up to provide
Listrak with incremental data (via FTP or platform module, if applicable)

Whats needed from you:

On-site product and purchase data in a standardized format

A one-time historical data import, typically with 2-3 years of order data

Advanced
Retail
Segmentation
Click here to view the scope of Listrak
implementation

Advanced Retail Segmentation

Whats included:

Data sync to give you insight into your

customers preferences and purchasing trends
Documentation will be provided and reviewed
on the technical call
A scheduled process will be set up to provide
Listrak with incremental data (via FTP or platform module, if applicable)

Whats needed from you:

On-site product and purchase data in a standardized format

A one-time historical data import, typically with 2-3 years of order data

Creative & Campaign Setup

See some of our custom creative at:
http://www.listrak.com/portfolio/

Creative & campaign setup process

Listrak sends
Listrak
best practices &
Listrak reviews
designs mobile
PSD wireframe
your creative,
renderings
layouts
provides edits
Creative
call
Final
Design &
approval
send your
Edit & send
PSDs & fonts
PSDs
Listrak codes

Listrak
campaign
setup

Listrak test
campaign
messages and
logic

Final
approval Launch

in HTML

Getting started

Design & review

HTML
conversion

Logic &
testing

Quality
assurance

Enable
solutions

Deliverables & workflow

Listrak
best practices
deck & PSD
wireframes

Your layered PSDs

& approved fonts

Listrak reviews
content & creative

Listrak designs
mobile renderings

Creative call agenda

Your account manager will schedule a creative call to introduce our
creative team to yours

Well discuss:
Strategy for design and content
Using discounting wisely
Nuances of email rendering and
functionality
Your brands email needs, concerns,
and risks
Your corporate identity guidelines
Your target audience
What to expect

DISCOVERY
& GOALSETTING

STRATEGYBUILDING

COPYWRITI
NG

DESIGNING

Creative & Campaign Setup

See some of our custom creative at:
http://www.listrak.com/portfolio/

Creative & campaign setup process

Determine
content
strategy
Creative
call

Listrak writes
content outline

Listrak sends
best practices

Getting started

Listrak designs
1st solution

Your
approval

Design & review

Listrak builds
HTML

Final
Listrak test approval
campaign
Listrak
messages and
Launch
campaign
logic
setup

Your
approval

HTML
conversio
n

Logic &
testing

Quality
assurance

Enable
solutions

Deliverables & workflow

Listrak
best practices
deck

Listrak
content
outline

Your
approved
fonts & style

Listrak
responsive design

Creative call agenda

Your account manager will schedule a creative call to introduce our
creative team to yours

Well discuss:
Strategy for design and content
Using discounting wisely
Nuances of email rendering and
functionality
Your brands email needs, concerns,
and risks
Your corporate identity guidelines
Your target audience
What to expect

DISCOVERY
& GOALSETTING

STRATEGYBUILDING

COPYWRITI
NG

DESIGNING

Creative and Campaign Setup

See some of our custom creative on our portfolio
at: http://www.listrak.com/portfolio/

Creative & campaign setup process

Determine
content
strategy

Creative
call

Listrak sends
best practices

Getting started

Copywriting

Listrak designs
mobile
renderings

Design

Design & review

Listrak builds
HTML

Your
approval

Listrak
campaign
setup

HTML
conversio
n

Logic &
testing

Listrak test
campaign
messages and
logic

Final
approval

Quality
assurance

Launch

Enable
Solutions

Deliverables & workflow

Listrak
best practices
deck

Content
development

Your
approved
fonts & style

Design
development

Creative call agenda

Your account manager will schedule a creative call to introduce our
creative team to yours

Well discuss:
Strategy for design and content
Using discounting wisely
Nuances of email rendering and
functionality
Your brands email needs, concerns,
and risks
Your corporate identity guidelines
Your target audience
What to expect

DISCOVERY
& GOALSETTING

STRATEGYBUILDING

COPYWRITI
NG

DESIGNING

Short Message Service (SMS)

Short Message Service (SMS)

Whats included:

Program strategy
Copywriting and content review
Carrier compliance and approval
Program logic and timing
Pre-launch quality testing

Short Message Service (SMS)

Whats needed from you:
Completed of the carrier approval form which includes:
Carrier Information
-

Selecting the carriers to receive compliance from

Marketing Information
-

Indicating the source and estimated impressions of the SMS program

Indicating the estimated audience usage of the SMS program

Program Information and Flow

-

Naming the SMS program and indicating its attributes

Summarizing the program for the carriers
Detailing program flow (content / copy)

Assets / Collateral
-

Providing all assets to be submitted for carrier approval including: Carrier Approval Form,
Finalized Terms & Conditions and Finalized Call to Action(s)

WYSIWYG Mobile Optimized

Email Template
Click here to view the scope of Listrak
implementation

Mobile Optimized Email Template

Whats included:

One marketing email template for use

in the Listrak application
Access to Listraks WYSIWYG
email editor
One training demonstration
Optimized mobile rendering styles via
mobile-first, non-responsive design

Modal Acquisition

Click here to view the scope of Listrak implementation

Modal Acquisition (Entrance)

Whats included:

Design of a modal pop-up and matching

confirmation pop-up
On-site popping functionality via the
technical integration
Email validation (xx@xx.com)
Blocking of pop-up from links clicked in
emails sent from Listrak
Solution launch contingent on integration completion
Optional: If you dont have a mobile site, we can prevent the modal from
popping on mobile browsers

Modal Acquisition (Exit)

Whats included:

Design of a modal pop-up and matching

confirmation pop-up
On-site popping functionality via the
technical integration
Email validation (xx@xx.com)
Activation by mouse movement that
indicates the viewer is leaving the site
Solution launch contingent on integration completion

Welcome Series
Click here to view the scope of Listrak implementation

Welcome Series
Whats included:

Three email messages

Copywriting and responsive design
Campaign logic and timing
Up to six email subscription points
Pre-launch quality testing

Preference Center

Click here to view the scope of Listrak implementation

Preference Center
Scopeincluded
Whats

Ten form fields

Copywriting and custom design

Opt-down form with frequency options

Confirmation, error & unsubscribe

confirmation pages

Hosting on Listraks server

iframe code & installation guide

Security token to keep personal data safe

Solution launch contingent on integration completion

Lifecycle Marketing
Click here to view the scope of Listrak
implementation

Lifecycle Marketing
Whats included:

Two campaigns (two messages total)

Copywriting and responsive design

Campaign logic and timing

Campaign types:

Loyalty

Thank you

Purchase anniversary

Winback (lapsed purchaser)

Solution launch contingent on integration

and purchase data setup

Shopping Cart Abandonment

Click here to view the scope of Listrak
implementation

Shopping Cart Abandonment

Whats included:

Three email messages

Copywriting and responsive design
Campaign logic and timing
Emails captured from every available form
on your site
Operation in conjunction with the purchase
data feed
Cookie-based cart contents
Solution launch contingent on integration
and purchase data import setup completion

Browse Abandonment

Click here to view the scope of Listrak implementation

Browse Abandonment
Whats included:

Three email messages

Copywriting and responsive design
Campaign logic and timing
Emails captured from every available form
on your site
Operation in conjunction with your Listrak
integration
Solution contingent on integration and
purchase data import setup completion

Listrak Recommender: In-email Product

Recommendations
Click here to view the scope of Listrak implementation

In-email Product Recommendations

Whats included:
Data validation of your products file
Addition of recommendations to emails
Two custom algorithms (aka recipes)
Two merchandise blocks using one consistent
item design
Recipe strategy
Training

In-email Product Recommendations

Things to know:
Product recommendations can be added
to all in-progress campaigns, including
automated, recurring ones
Design can reflect recommendations or
product design from your website
Product images should all be the same
dimensions (ensures uniformity)
Consistent product shots are preferred
(e.g. background color, size, etc.)

Listrak Recommender: Recurring

Automated Campaign

Click here to view the scope of Listrak implementation

Recurring Automated Campaign

Whats included:

One email message

Copywriting and responsive design
Campaign logic and timing
(Optional) highlighting of different
categories, brands, or genres to create a
long email with different sections (e.g.
different sections for Whats New,
Whats Trending, On Sale)

Listrak Recommender: On-site

Product Recommendations

Click here to view the scope of Listrak implementation

On-site Product Recommendations

Whats included:

One merchandise window for use on the

following pages:

Home page

Category page

Product detail page

0 search page

Cart page

Use of product attributes that were provided during

integration of the Getting Started Package

Strategy and suggestions for placement and optimization

Solution launch contingent on integration and purchase data import setup completion

On-site Product Recommendations

Things to know:

Optimal layout/location is a horizontal row in the top

portion of the page. Featuring a product carousel can
display a greater number of products

Consider the types of products you would like to

recommend (top sellers, whats new, frequently
bought together, etc.) on various pages

Feature large product images and key information to

increase conversion rate (e.g. strikethrough pricing, product badging, customer reviews, etc.)

Next Steps
Listrak to schedule technical call
Who? Your technical integration team
Be prepared to discuss:
Listrak technical integration documents
All technical components
Share any necessary credentials / dev site URLs

Listrak to schedule creative call

Who? Your designer and content/marketing teams
Be prepared to discuss:
Listrak design best practices
Content strategy

Listrak to schedule weekly onboarding calls

Your onboarding team will email you shortly with this PDF and follow up
notes.