Merge pull request #6886 from segmentio/thomas/listrak

Update Listrak Destination Docs for New Functionality

Author: pwseg

src/connections/destinations/catalog/actions-listrak/images/mappings1.png

@@ -22,36 +22,66 @@ To add the Listrak Actions destination:
 7. In the same section of the **Settings** tab, enter your Listrak API client ID and client secret.
 8. Click **Save Changes**.
 9. Follow the steps in the Destinations Actions documentation to [customize mappings](/docs/connections/destinations/actions/#customize-mappings) or follow the steps below to Sync an Engage Audience.
-10. Enable the destination and click **Save Changes**.
-
-### Sync an Engage Audience
-
-To sync an Engage audience with your Listrak (Actions) destination:
-
-1. Each Engage audience to be synced to Listrak must only include email addresses subscribed to the list. To do this, add a condition to the Engage audience that ensures the custom trait for the list exists (eg. have a Custom Trait listrak_list_12345 exists, where 12345 is the list ID).
-2. In Listrak, go to **Contacts > Profile Fields** and click **Create Field Group**. 
-3. Enter a name for the Profile Field Group (eg. `Engage Audiences`) and Click **Save**.
-4. Enter a name for the audience for the **Field Name**.
-5. Select **Check Box** for the **Data Type**.
-6. Click the **Update** button.
-7. Go to **Help & Support > API ID Information** and note the list ID and profile field ID.
-8. In Segment, open the previously created Listrak destination.
-9. In the **Mappings** tab, click **New Mapping** and select **Update Email Contact Profile Fields**.
-10. Under **Select events to map and send**, select **Track** for the **Event Type**.  
-11. Click **Add Condition** and add this condition: **Event Name** is `Audience Entered`.
-12. Click **Add Condition** and add this condition: **Event Property** `audience_key` is `my_audience` (where `my_audience` is the Audience Key found on the Audience settings page).
-13. Under **Select mappings**, enter the list ID and map the email address if `context.traits.email` is not desired.
-14. Under **Select mappings**, in the section for mapping the `Profile Field Values`, enter the profile field ID for the `Enter Key Name` textbox on the right and `on` in the textbox for its value to the left. Click **Save**.
-15. Repeat steps 9 through 14 using `Audience Exited` instead of `Audience Entered` in step 11 and `off` instead of `on` in step 14.
-16. **Enable** both mappings.
-17. Go to the **Settings** tab for the destination and **Enable** the destination. Click **Save Changes**.
-18. Select the Engage space and navigate to **Engage > Audiences**. Select the source audience to send to the Listrak destination.
-19. Click **Add Destination** and select the Listrak Audience destination. 
-20. In the connection settings that appear on the right-hand side, ensure that the toggle to **Send Track** events is _enabled_, and the toggle to **Send Identify** events is _disabled_.
-21. Click **Save**.
-22. To filter email sends in Listrak using the new audience profile field, see the [help article](https://help.listrak.com/en/articles/3951597-introduction-to-building-filter-2-0-segments){:target="_blank”}.
-23. Repeat steps 1 through 21, if you want to sync another audience.
+
+## Syncing an Engage audience to Listrak
+
+To sync an Engage audience with Listrak (Actions), first ensure that the Engage audience only includes profiles with email addresses subscribed to the Listrak list.
+
+For example, when you build the audience, ensure each profile includes a Custom Trait like `listrak_list_12345`, where `12345` is the List ID.
+
+### Listrak configuration
+
+1. In Listrak, navigate to **Contacts > Profile Fields** and click **Create Field Group**.
+2. Enter a name for the Profile Field Group (like `Engage Audiences`) and click **Save**.
+3. Enter a name for the audience in the **Field Name** field.
+4. Select **Check Box** for the **Data Type**.
+5. Click **Update**.
+6. Go to **Help & Support > API ID Information** and note the List ID and Profile Field ID values. You'll use these in your Segment destination.
+
+### Segment configuration
+
+In Segment, open the Listrak destination you created. Navigate to the **Mappings** tab, click **New Mapping**, and select **Update Email Contact Profile Fields**.
+
+You can configure the "Update Email Contact Profile Fields" mapping in two ways:
+
+1. **Separate Mappings:** Create individual mappings for "Audience Entered" and "Audience Exited" events. Set the profile field to "on" for "Audience Entered" and "off" for "Audience Exited."
+2. **Single Mapping:** Use one mapping with the special value `useAudienceKey` for the profile field. This will dynamically use "on" and "off" in the request made to Listrak based on the `audience_key` boolean value - `true` ("Audience Entered") activates the field, and `false` ("Audience Exited") deactivates it.
+
+### Recommended approach: single mapping for both events
+
+1. To use a single mapping for "Audience Entered" and "Audience Exited" events, under **Select events to map and send**, configure a condition to include events from the desired audience only. 
+- Set **Event Context** `personas.computation_key` to `my_audience` (where `my_audience` is the Audience Key from the Audience settings page).
+
+   ![Mapping Subscription](images/subscription1.png)
+
+2. Under **Select mappings**, enter the Listrak List ID and map the email address if `context.traits.email` is not needed.
+3. In the **Profile Field Values** section, enter the Listrak Profile Field ID in the `Enter Key Name` textbox on the right, and type `useAudienceKey` in the textbox on the left. 
+- This configuration will activate the profile field based on the boolean value in the Audience payload: "true" activates the field for "Audience Entered," and "false" deactivates it for "Audience Exited."
+
+
+   ![Mapping Subscription](images/mappings1.png)
+
+4. Click **Save** to save the mapping.
+
+### Alternative approach: separate mappings for each event
+
+1. Under **Select events to map and send**, select **Track** for the **Event Type**.
+2. Click **Add Condition** and add: **Event Name** is `Audience Entered`.
+3. Click **Add Condition** and add: **Event Property** `audience_key` is `my_audience` (where `my_audience` is the Audience Key from the Audience settings page).
+
+   ![Mapping Subscription](images/subscription2.png)
+
+5. Under **Select mappings**, enter the Listrak List ID and map the email address if `context.traits.email` is not needed.
+6. In the **Profile Field Values** section, enter the Listrak Profile Field ID in the `Enter Key Name` textbox on the right, and type `on` in the textbox on the left. This will activate the profile field in Listrak.
+
+   ![Mapping Subscription](images/mappings2.png)
+
+6. Click **Save** to save the mapping.
+7. Repeat the previous steps, substituting `Audience Entered` for `Audience Exited` and `on` for `off`.
+
+## Using Segment audience data in Listrak
+
+To filter email sends in Listrak using the new audience profile field, refer to the [help article](https://help.listrak.com/en/articles/3951597-introduction-to-building-filter-2-0-segments){:target="_blank"}.
 
 {% include components/actions-fields.html %}
 
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