You can use the Contacts Dashboard to add new contacts, view subscribed and opted-out contacts, or edit profile data. Access the Contacts Dashboard by navigating to Contacts > SMS Contacts Contacts. 💡 If you have multiple short codes, you will need to select the correct short code from list navigation dropdown menu.
Page Navigation
Add Contacts: Enter a single contact phone number to subscribe or upload contacts in bulk.
💡 Contacts can be subscribed to multiple lists.
Contacts / Opted-Out / Other Contacts Tabs: Toggle between these tabs to see a list of subscribed contacts, unsubscribed contacts, or contacts that were unable to be subscribed based on their invalid reply.
Export Contacts (icon): Export either the subscribed contacts or opted-out contacts.
Contact Details: View the contact's SMS profile data or message activity
Edit: Edit, unsubscribe, or ban a contact selected from the list.
Ban: Remove a contact from the short code list.
List Dropdown: Choose a list from the dropdown to display contacts that have opted into the selected list. (Defaults to show All Lists).
All Dropdown (on Opted-Out tab): Choose an opted-out method from the dropdown to display contacts that have been removed based on the selected reason.
Search: Search the contact list by phone number.
Sort: Use this function to sort columns.
Show/Hide Column: Customize your grid with the areas you want to view.
Contacts Tab
The information below is available for contacts that have subscribed to your list. Opt-ins or subscribers are contacts that have been imported, subscribed via a form, or texted a keyword campaign to join a short code list.
Interested in learning more about the health of your SMS lists, read the SMS List Dashboard article.
Phone: A contact's mobile number that's subscribed.
Email: A contact's email address, if it was provided.
Subscribe Date: The date a contact subscribed to a list.
List Name: The list to which the contact is subscribed to.
Opted-Out Contacts Tab
Opt-outs are unsubscribed short code contacts that have been removed via the default unsubscribe keyword, such as STOP, manually opted-out, or banned from the short code by an administrator.
Phone: A contact's mobile number that's subscribed.
Email: A contact's email address, if it was provided.
Opt-out Date: The date a contact opted-out.
Reason: The method or reason assigned to a contact that has been opted-out of the short code. Learn more about the different types of Opt-Out Reasons.
Other Contacts Tab
Other Contacts are those that were unable to be subscribed due to an invalid reply such as replying with anything other than Y.
Phone: A contact's mobile number.
Last Message Date: The date the last message was sent from Listrak to contact.
Email: A contact's email address, if it was provided.
💡 View the reply the contact sent by clicking the phone number > click Message Activity.
Add Contacts
Choose to add a single contact or use the file import option to upload multiple contacts to the short code.
Click here to learn more about the preferred and accepted file formats before adding a single or multiple contacts.
Add a Single Contact
To begin click Add Contacts > Single Contact.
Enter the Phone Number.
Select a list to subscribe a contact to from the drop-down menu.
Click Continue.
Enter any additional profile data - system or custom (not required).
Click Save to add contact (and data) to the short code.
💡 Repeat this process to subscribe the same contacts to multiple lists.
Add multiple contacts via File Import
To begin click Add Contacts > File Import and follow the 3 step import process:
Upload File
Drag and drop the file into the window or click Browse to upload.
Import Settings
Check the box to enter subscribers into all List Subscription journeys associated with this list (optional).
Select an import action from the drop-down menu: add/update contacts, update existing contacts, or opt-out contacts.
Select a list from the drop-down menu to import the contacts to.
Select an how you want the profile fields to be handled during the import from the contact already exists on the list dropdown: update fields, append new fields, or overwrite fields.
Check the box to Store contact with double opt-in status (optional).
Check if you want to Override contact's current opt-in status (optional).
Check the Shopping cart abandonment box to indicate the contacts consented to receive cart abandonment reminders (if applicable).
Check if you want to Override contact's current marketing consent (optional).
Check the box(es) that may apply to the file import (optional).
File contains text qualifiers.
Select either Single Quotes or Double Quotes.
First line of file contains column names.
💡 Click here to learn more about list import requirements and the purpose of import.
Configure Import Layout
Select the profile fields from the dropdown for each row of sample data to connect the import data to the correct profile fields in the short code.
Click Import to complete the upload process.
Contact Import Status
Processed: The total number of contacts that were supplied for the import.
Opted-in: The total number of contacts that were added to the selected list for the import.
Ignored Contacts: The total number of contacts processed and not imported for one of the following reasons: Previously Opted-out or Previously Banned.
List Import Settings: View at-a-glance the settings you previously selected:
List Name: Name of the updated list.
Import Type: The import action type selected during Import Settings.
Field Update Type: The field update method selected during Import Settings.
Export Contacts
A list of the subscribed or opted-out contacts can be exported by following these steps:
Select the subscribed or opted-out tab to determine the status type of the contacts that will be exported.
If desired, apply filters to refine the list of contacts in the export. Each status will have filters applicable to the export and need to be applied before clicking the Configure Export icon:
Subscribed contacts filter options:
By List - select from the list dropdown. Leaving the default selection of All Lists will export contacts from all lists in the short code.
Phone number - add a partial or full phone number in the search bar.
Opted-out contact filter options:
By Status (reason) - select from the status dropdown. Leaving the default selection of All will export contacted that were opted-out for any reason from the short code.
Phone number - add a partial or full phone number in the search bar.
Click on the Configure Export icon in the top right corner of the table.
Select an email address from the recipients dropdown.
💡 Only users configured in your Listrak account will appear in this list
Click Export
The file will be emailed to you from Listrak support@listrak.com and will contain a link that is available for three days from which the file can be downloaded.
The fields included in the .csv export file are:
Phone Number
List Name
Last Send Date
Last Click Date
Subscribe Date
Subscribe Method
Email Address
First Name
Last Name
Postal Code
Birthday
Compliance Last Sent Date
Keyword
Custom Profile Fields
Contact Details
The Contact Detail's popup gives you access to an individual's System field or Custom profile field data and message activity. You can view all the information, made edits to their profile data, or export all inbound and outbound messages of a contact.
To View or Edit
Select the checkbox next to a single contact and click Edit, or click the phone number.
To edit any profile field select either the System Fields or Custom Fields tab.
Add, update or remove values in any of the fields.
Click Update to save.
System Fields
Are pre-set profile fields to get you started. Your account automatically contains Email, First Name, Last Name, Birthday, and Postal code.
⚠️ They can not be removed from your account.
You will also see the last time a contact received a broadcast message that contained compliance messaging. This date is based on the tracking you can enable when adding the compliance message when creating a broadcast SMS, MMS, or data acquisition message.
Custom Fields
View data obtained within your custom profile fields. This tab will be empty if you do not have any custom profile fields set up. Learn more on how to create these fields.
Message Activity
View a 90-day snapshot or export a single contact's message activity.
Export Contact Data
Click Export to download the .csv file. This can be done for subscribed or opted-out contacts.
Subscribed Contacts exported file details:
Phone Number
Last Send Date
Subscribe Date
Outbound Message Activity
Includes the original broadcast message sent to the contact.
Includes any subsequent messages sent by Listrak.
For example: _This shirt is on sale. Text keyword Sales now_.
Outbound Message Delivery Date
Outbound Message Timestamp
Inbound Message Activity
Includes the message the contact responded with (the keyword(s))
Includes any subsequent messages
If message activity includes an emoji, the Unicode number will be populated in the outbound message string
Inbound Message Delivery Date
Inbound Message Timestamp
Delivery Status - Failed, Succeeded
Opted-Out Contacts exported file details:
Phone Number
Last Send Date
Opt-Out Date
Outbound Message Activity
Includes the original broadcast message sent to the contact.
Includes any subsequent messages sent by Listrak.
For example: _This shirt is on sale. Text keyword Sales now_.
Outbound Message Delivery Date
Outbound Message Timestamp
Inbound Message Activity
Includes the message the contact responded with (the keyword(s))
Includes any subsequent messages
Inbound Message Delivery Date
Inbound Message Timestamp
⚠️ The export can only be done for a single contact and it can not be customized.
For more information on SMS messaging, reach out to your Account Manager or Listrak Support!