Clients using Interest Areas in Personify can sync recipient subscription data to Personify from Real Magnet. This is a one-way transmission from Real Magnet to Personify.
While subscription activity can be managed explicitly within Real Magnet or within Personify, it is generally recommended that Real Magnet remains the database of record for your subscription activity. If it is the latter, subscriptions are not managed in Real Magnet and there would need to be a custom Personify link appended to message templates.
The following subscription types can be mapped back to Personify:
- Unsubscribe to Group Categories or Group
- Unsubscribe to Message Categories
This article describes the different types of subscription activities that can be written back to Personify via the dbo.CUS_OPT_IN table.
Update Individual Record Preferences
Typically, Real Magnet is the database of record when it comes to maintaining a recipient’s subscription preference. Recipient subscription preferences are managed by:
- Users logging into Real Magnet and manually changing their preference
- A recipient clicking an unsubscribe link
- Via a subscription management page hosted by Real Magnet
If a recipient needs to subscribe or unsubscribe, we recommend following any of the steps above.
Subscription Activity Transmitted to Personify
Below are the workflows per unsubscribe setting in the Personify Real Magnet integration. Tracking information will display in an integrated product provided the following conditions are met:
- In Real Magnet, Subscribe and Unsubscribe tracking is enabled in Tools > Personify Management.
- The recipient in Real Magnet has a valid Master Customer ID in the Custom Member ID field.
When checking the tracking log in Tools > Personify Management, note the following:
- Records with a non-matching Custom Member ID to Personify will fail and subsequently not add additional records to the Real Magnet tracking area OR update the Interest Area.
- Tracking will push back on a scheduled basis to Personify once daily.
Real Magnet Subscription Activity as Activity Records
In this configuration, the following details in the CUS_ACTIVITY table will not update unless the following conditions are met:
- Subscribe and Unsubscribe tracking is enabled in Tools > Personify Management.
- The recipient in Real Magnet has a valid Master Customer ID in the Custom Member ID field.
Real Magnet Subscription Activity as Opt in Activity in Personify
In this configuration, the Opt In flag (Interest Area) will not update unless the following conditions are met:
- Subscribe and Unsubscribe tracking is enabled in Tools > Personify Management.
- The Manage Unsubscribe section has been configured. Refer to the Real Magnet Data in netFORUM > Real Magnet Unsubscribe Information section of the Personify Integration Guide for more information.
- The recipient in Real Magnet has a valid Integration ID in the Custom Member ID field.