Now you can access Real Magnet’s world-class email app from within TMA Resources’ Personify AMS. This integration dramatically simplifies the email marketing work flow of customers using both Real Magnet and Personify. Specifically, the integration let’s you:
- Transfer email lists from Personify into Real Magnet on both a one-off and scheduled, automated basis (no more importing or exporting).
- Automatically add Real Magnet tracking data to Personify member records (sent, delivered, opened, clicked, unsubscribed, and bounced).
- Use Real Magnet tracking data in Personify BusinessObjects queries.
- Automatic synching of unsubscribes and subscriptions between Real Magnet and Personify.
- View a member’s full Real Magnet history from their Personify record.
Transferring Lists from Personify To Real Magnet
To access the Personify Integration from Real Magnet, simply go to the Tools tab and select Personify Management from the left side navigation.
The integration provides for two types of list transfers: one-time transfers, and scheduled, recurring transfers. For the most part, the process for each is identical.
Select the Create Upload Job tab. Step 1 is to select the Personify Marketing List that you wish to import into Real Magnet.
Once you select the Go button, you’ll be taken to the Create Map page. Here you create a custom mapping or select any pre-existing mapping. Any field that you keep as Not Mapped will not be imported into Real Magnet.
The first row automatically maps the Personify “MASTERCUSTOMERID” field to the Real Magnet “CUSTOM MEMBER ID” Field. This is how we create the relationship between the Personify member and the Real Magnet recipient. This mapping CANNOT be deleted or modified.
Also, you will see an option “Save Map?”. By checking the box you can map fields and then save that mapping under a name that can be used later.
After you map your fields, you’ll be taken to the Create Schedule page. Here you associate the list with a Real Magnet group and set certain parameters for the list transfer (add to or replace records in the group, and overwrite or do not overwrite record data). Next, you’ll set the timing for the list upload: right now, or at a regular daily or weekly interval. Finally, click Submit.
To check on the status of any upload go to Tools > Reports > Upload & Export Job Status > Integration Uploads. This will show all upload jobs that were scheduled from Personify.
Manage Tracking Data
Real Magnet returns these key tracking metrics to Personify: bounces, opens, clicks and unsubscribes. Under the Manage Tracking tab, you select the metrics you want returned and the time of day you want for the update (all times ET).
The Real Magnet tracking data appears under Recent Activities on the Personify member records. A separate entry/record is created for each activity. The Date field is the Date when the activity occurred. Activity Text is where an actual description of the Real Magnet activity is stored in the following format: Activity || Message Name|| Date and Time.
Real Magnet utilizes the Activity and Sub-Activity fields in Personify to identify Real Magnet data. For EVERY activity created by Real Magnet, the “Activity” field is labeled “Real Magnet”. Each Activity uses a separate Sub-Activity to identify the type as follows:
- Bounce – Bad Domain
- Bounce – Generic Hard
- Bounce – Generic Soft
- Bounce – Mailbox Full
- Bounce – Temporarily Unavailable
- Bounce - User Not Found
- Clicked
- Delivered
- In Progress
- Opened
- Unsubscribed
Because the Real Magnet Data is stored natively in Personify it can be used for querying and data segmentation.
Managing Subscriptions and Unsubscribes
Our integration with Personify provides for three options for unsubscribe management. Option three includes subscription capabilities as well.
Option 1: Information is returned to the Recent Activity section on an individual’s member record. This data can be parsed and searched on by creating a custom query for the Sub-Activity field. Data that you can query for includes: message name, group name and categories (if enabled).
Limitations: No automated unsubscribe within Personify. However, recipient is unsubscribed on the Real Magnet side. No subscription capability either.
Option 2: Includes all of Option 1, plus database table is created within Personify to house unsubscribe info such as Personify Member ID, Message Name, Group Name, Category (if enabled), and Date/Time. Querying is much more efficient and user-friendly.
Limitations: A database table must be installed to store the Real Magnet data. Interest Areas ARE NOT automatically updated based upon recipient actions.
Option 3: All of Option 2, plus a mapping is created between a Real Magnet group (and/or category) and Personify Interest Areas. Recipients are automatically subscribed to, and unsubscribed from, Interest Areas when they unsubscribe in Real Magnet.
Limitations: Option 2 must be installed.
Contacts:
Real Magnet
sales@realmagnet.com, 301-652-4025
support@realmagnet.com, 301-652-5074
TMA Resources
info@tmaresources.com, (888) 878-TMAR
