The Communications Professional for Personify360 integration allows organizations to leverage the strengths of Personify360 and Communications Professional to create effective and efficient email marketing campaigns. By using this integration, your organization can harness the benefits that Communications Professional has to offer: Valuable deliverability services, robust reporting, and campaign consultation.
The Communications Professional for Personify360 integration delivers the following features:
- Retrieval of Marketing Lists from Personify360 into Communications Professional.
- Retrieval of Interests and Demographic lists from Personify360 into Communications Professional.
- Retrieval of the Personify360 customers from each list into Communications Professional.
- Automatic and manual syncing of target groups and target group records.
- Use of Personify360 fields to create personalized mailings.
- Use of Communications Professional activities written back to Personify360 (unsubscribes, resubscribes, mailing activity, and IPM subscriber preferences).
While it's possible to get everything from Personify360, sometimes you don't need everything. When this is the case, you can manage the attributes (used for target groups, personalizations, etc.) that are used to connect data between Communications Professional and Personify360.
You can configuring the bridge between Communications Professional and Personify360 on the Bridge Configuration page. To access this page, navigate to Admin > Setup > Bridge Configuration.
Click List of Attributes to display the Personify360 fields that you can use for personalization or data formats. If you don't wish to use a particular field for data, simply uncheck the corresponding box.
Doing this reduces the list size of available personalization fields making selection by staff faster and more manageable. In the event you have a future need of a field that you suppressed, you can easily check the Is Valid checkbox reenabling it.
You can also edit the Comment, Display Name, and Personalization Default fields. These attribute settings will stay within Communications Professional; they do not affect data in Personify360.
Click Submit to save your changes.
Click Check Connection to verify that Communications Professional can connect with Personify360. If you have any trouble with your connection, please create a case.
Communications Professional allows remote personalization fields to display in your Communications Professional accounts as table columns. These personalizations are ultimately cached in Communications Professional, and they refresh once a week (through a weekly behind-the-scenes process) or manually. When enabled, these personalization fields appear as selectable columns in any subscriber listing, and you can preview data in those fields.
NOTE: When you publish a mailing to a remote subscriber, Communications Professional uses the personalization values that have been cached.
Activating Cached Personalizations
You must select the fields you wish to cache from the List of Attributes page (Admin > Setup > Bridge Configuration).
NOTE: You can select up to 20 fields (you’ll receive an error if you attempt to select additional fields).
As mentioned above, selected personalization fields sync weekly. Additionally, you can sync on an ad-hoc basis by clicking Refresh Personalization Cache on the Bridge Configuration page.
- To test your integrated personalizations, open the Target Group information pop-up window and click the Subscribers tab.
- Click Columns and add the personalized field that you wish to preview – simply click the Plus Sign (+) that corresponds to the personalization you wish to view.
- Click OK to save your changes. Now, when you view the columns, you’ll see all the personalization fields with the appropriate previews.
Communications Professional pulls data from Personify360 and uses the corresponding fields to personalize a mailing. You select a personalization field to insert into a mailing from the editor toolbar.
Personalization fields have a code with the following format:
The data to fill the code will be retrieved from Personify360 during the Mailing Send process.
NOTE: Personalization data is not stored locally in Communications Professional. The data is collected from Personify360 just before the mailing is sent from Communications Professional.
Using the Personalization View in Personify360
To personalize mailings, Communications Professional requires a custom view in your Personify360 database. This view is set up during the implementation process (when first establishing an integration between Communications Professional and Personify360). You may require assistance from Personify to create the view.
The view must contain the required fields listed below:
You can include as many additional fields as desired to meet your personalization needs. For example, you may use First Name, Last Name, Company, City, etc. Communications Professional will only display the personalization fields included in this view.
NOTE: Any time fields are added or removed from a view, the DLL files must be regenerated from within the Personify360 Database Designer. The regenerated files must then be shared with Communications Professional. Likewise, if your instance of Personify360 is upgraded, or you have a service pack installed, you will need to recreate the view, regenerate the DLLs, and share them with Communications Professional.
Any time you modify the personalization view, the DLL files must be regenerated from within Personify360 Database Designer and shared with Communications Professional.
If your instance of Personify360 is upgraded, or you have installed a service pack, you will need to recreate the Communications Professional Personalization view, regenerate the DLL files, and then share them with Communications Professional.
There are several DLL files for Personify360 version located in the Personify360 installation directory:
View files for Version 7.5
View files for versions prior to 7.5
Update System Settings
Users with Admin permissions can modify the system settings within Communications Professional.
- Navigate to Admin > System Settings and scroll to the bottom of the page.
- Click Edit Integration Settings.
- You test these settings by navigating to Admin > Setup > Bridge Configuration.
- Click Check Connection. The resulting page displays the connection status.
View Communications Professional Mailing in Personify360
As a result of having writebacks from Communications Professional to Personify360, there is an abundance of data visible in Personify360.
Every time a mailing activity writeback occurs, additional information about the associated Communications Professional mailing is visible in Personify360. This is affiliated with a customer record in Personify360. Knowing that this mailing level data is easily visible in Personify360, you now have an easy way to verify what mailing was sent to which customer.
- Search for a customer record.
- In the Customer Activity Details page, click Activity Detail.
This opens the Details view for that mailing.