The messaging job in netFORUM Pro is part of the eMarketing module. The integration between netFORUM Pro and Informz uses this job to create the target groups that are gathered by Informz. Contacts from netFORUM Pro flow into Informz through user-created queries. Let’s take a deeper look.
Queries and Messaging Job
You use the eMarketing Setup Wizard to create queries (which later become target groups in Informz). The Abila support team will set up the configuration change that activates this connection with Informz. The two required settings to establish the connection are the Email Provider and the Email Provider URL settings. Once these are configured, all queries from the wizard will go to Informz.
Every messaging job has an associated opt-out category. This information is passed to Informz and is displayed under the target group name.
Step 1 - Recipient Type and Query
There are two types of queries available: “off-the-shelf” queries from Abila and custom queries. These queries group data within Recipient Types. (The queries displayed are dependent on the chosen Recipient Type.)
To create a query:
- Navigate to Modules > eMarketing > Messaging Jobs > Messaging Job Setup Wizard.
- Click the Recipient Type menu to select the recipient for your mailing.
- Click the Query menu to select an additional filter for your mailing.
NOTE: Some queries have parameters that will further filter the mailing – these parameters will not become part of the Informz Target Group.
Step 2 - Name the Messaging Job
You can set three parameters for the messaging job:
- Category - The message category.
- Query ID - A shortened name that both represents the messaging job and provides the Informz target group name.
- Description - optional text used to provide details about the messaging job.
Step 3 - Confirmation
- Click Save to save and confirm your query.
netFORUM Pro displays a confirmation message. Click Click Here to redirect to Informz.
NOTE: If a messaging job is created or changed in netFORUM Pro, the target group list in Informz must also be refreshed. Click Refresh Target Group List in Informz to update the changes.
NOTE: Target Groups in Informz cannot be deleted if they're used in a compound target group that is in a scheduled mailing.
As mentioned above, netFORUM Pro eMarketing Wizard queries are used as target groups in Informz. These queries display in Informz by their respective netFORUM Pro Recipient Type names as a Target Group Type. These names are displayed in alphabetical order in Informz alone.
Target Group Types
NOTE: The Target Group Type cannot be edited in Informz because it's received from netFORUM Pro.
There are eleven different Messaging Job/Target Group types for use with Informz:
- Committee Participant
- Donation Purchase
- Event Registrant
- Exhibit Contract
- Membership Dues