Migration Flow
A practical migration plan from Listrak to Bento
This guide follows a simple sequence: export cleanly, map data correctly, then validate before cutover. No generic product pitch, just the steps your team needs.
Stage 1
Export checklist
- 1Review your current Listrak setup
Audit your contact database, key segments, SMS programs, and automations so you know what needs to move first.
- 2Export email contacts and attributes
Use Listrak contact export tools to download all email contacts as CSV files, including custom attributes, consent status, and unique identifiers.
- 3Export SMS subscribers
From your SMS or mobile messaging module, export active subscribers with their phone numbers, country codes, and opt in status.
- 4Export segments and audiences
Export members of important lists and segments into separate CSV files so you can recreate them as tags and dynamic segments in Bento.
- 5Export suppression and opt out data
Export unsubscribed, bounced, and suppressed contacts so you can mark them as non emailable in Bento.
Stage 2
Data portability map
Know in advance what imports directly and what may require a rebuild.
Stage 3
Validate and cut over
Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.
Switching from Listrak can be done in one focused session
We help you map lists, rebuild key automations, and validate deliverability before cutover so your first week on Bento is smooth.
Operator Notes
Listrak to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- ContactPerson
A single customer or subscriber identified by an email address or ID.
- ListTag/Segment
Static or saved groups of contacts that you can represent with tags and dynamic segments in Bento.
- Segment/AudienceSegment
Dynamic groups built from behavior and attributes that you can recreate with Bento segment rules.
- Automated ProgramWorkflow/Sequence
An automated journey that sends messages based on triggers and rules.
- Cart or Browse AbandonmentEcommerce Automation
Revenue focused flows that you can rebuild using Bento events and workflows.
- CampaignBroadcast
One time email sends to a selected audience.
- EventEvent
A tracked action such as a page view, add to cart, or order that you can send into Bento for targeting.
Tips
- Prioritise the programs that drive the most revenue and rebuild those first in Bento.
- Keep Listrak running during a short overlap period while you test Bento flows with smaller segments.
- Use consistent naming for tags, segments, and fields so teams can recognise familiar concepts.
- Plan a dry run with internal email addresses before pointing production DNS records at Bento.
- Work with your development team to send key ecommerce events like orders and refunds into Bento early in the migration.
Watchouts
- Automation programs and cross channel campaigns do not export directly, so budget time to rebuild them in Bento.
- Do not cancel your Listrak contract or update DNS records until you have verified live sends from Bento.
- Large contact databases can take time to export and import, so schedule migration windows outside of peak campaign periods.
Keep Exploring
Other migration playbooks
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