Listrak vs. Square Customers

It is definitely a contender if you run an e-commerce website. It connects with a host of different e-comm platforms (we use Magento) which makes product recommendations, purchase history/amounts, website behavior, etc. a lot easier to segment on and set trigger campaigns or targeted sends. If you're a B2B company, you probably won't want to use Listrak. The tools they have don't accommodate that segment as well as B2C, as many features would go unused since they simply don't make sense. I'm sure there are instances where Listrak would work just fine, but coming from that area previously, it is definitely a B2C tool.

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Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!

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• Segmentation is one of my favorite features. We love being able to pull specific audiences and tailor our marketing to the individual customer.
• Importing and exporting lists is very self explanatory and easy to manage.
• The main dash has a great overview of your most recent messages and metrics.

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• Sales pipeline
• Customer engagement
• Marketing

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• It is rare that I have issues or feel like Listrak has an area to improve in. The company is constantly ahead of the market and making additions/improvements on a monthly basis. That being said ... I have one area to suggest improvements: COMPOSER
• Composer - Drag & Drop editor: Although their design software with the new 'Composer' is better than your average WYSIWYG editor, their drag & drop editor lacks some basic design tools that stunt your ability to design out-of-the-box email campaigns. I typically write all my email code, so this doesn’t necessarily affect me in a negative manner. But ... if coding emails isn't your strong point, then the lack of design features and limited template selection could be bothersome. (*disclaimer - I do not believe Listrak's drag & drop editor is garbage, but it does fall short when compared to some of its competition.)

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• Some of the build quality on the peripherals could feel a bit better.
• Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
• Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.

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The user interface is easy to navigate - that's not always the case for some software! I look for something that is intuitive, easy to use, and doesn't take a ton of training to get up and running quickly.

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Square is mostly focused on FAQs and online support, and they do a very good job creating a rich knowledge base. But, if you are not very tech savvy, it could be easy to feel a bit overwhelmed. I would recommend that they add a direct line or chat feature to call, rather than email or Knowledge base first. This might be due to staffing issues at Square, so perhaps it is the best they can do for now.

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The Bronto platform is so similar to Listrak in that it made no sense for us to move unless there were significant cost savings (there weren't). We are so intertwined with Listrak that it would be painful to move for the sake of moving. Klaviyo is very DIY which can be great. We find that we do our best work with hand-holding and account support.

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A lot easier to use than Infusionsoft!!

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• Increasing our awareness of effective marketing email campaigns
• Reducing the effectiveness of our campaigns due to the complexity of software and inability to cancel our contract despite being LOYAL customers for 2 years.

• This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
• All of my initial equipment was free and there were no startup costs so my return was immediate.
• The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

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