This article presents an overview of the Higher Logic Informz admin interface and is intended for account admins who will use the interface.
Each session begins on the Dashboard, where charts display at-a-glance metrics to provide an efficient way to gauge output and engagement.
Navigating the interface is accomplished via the vertical Navigation panel. The menu items have been ordered and labeled to provide a streamlined and intuitive user experience.
TIP: If your organization licenses our Community and Informz products, there will be two tabs at the top of the panel, enabling you to quickly access the admin interface for each product.
The vertical orientation provides a better mobile experience, and the panel can be collapsed to optimize website real estate. In addition, you can search by current (or former) menu terms for quick access to those admin pages.
NOTE: Type at least three characters to initiate the search and automatically refresh the list to display matches.
Click the in the upper-right corner to expand the Resource Center. This in-app resource provides:
- Quickstart Guides for guided product training,
- product updates to stay current on new software updates,
- our knowledge base at your fingertips,
- and more.
See Resource Center Overview to learn more.
Click the in the upper-right corner to expand the Help Panel. Page-specific topics help you understand how to use and understand the page you're on. Most topics include a Learn more… link you can click to view more in-depth information in our knowledge base. Pages that don't yet have specific help content display a set of default topics.
Many admin interface pages have been designed in a list structure. This was done for a singular reason: Efficiency. These list pages make it easy to find, create, and manage your content.
Pagination by type and status
On many list pages, there is a dropdown to the right of the page title that you can click to view content of different types or statuses. For example, from the In-Progress (default) Messages List, you can easily access your Review, Sent, Triggered, and Scheduled messages.
Click the magnifying glass to display the search field. The search queries a set of available columns that have been heavily indexed so that results are presented fast. The searchable columns are the text fields within a given list.
The list automatically updates with each typed character and displays all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.
Some list pages have a filter feature in which you can combine multiple fields using an "AND" operator for more focused filtering.
List pages include several columns that you can display or hide, making it easy to locate the content you're looking for. The number of columns per list has been streamlined to improve performance.
A Preview Panel is available on many list pages. Upon clicking an item in the list, the panel opens and provides an at-a-glance view of key data and metrics. Dots under a field value indicate that the data can be edited.
The Messages List defaults to the In-Progress list and displays Message Designer 2 (MD2) messages as well as other, "legacy" mailing types; see the Create a message section of Manage Messages.
- Click the dropdown to the right of the page title to access other Messages Lists.
Messages Lists articles
Each Messages List is looked at in more detail in:
- In-Progress, see Manage Messages
- Review, see Manage Your In-Review Messages
- Sent, see Manage Your Sent Messages
- Triggered, see Create and Manage Triggered Messages
- Scheduled, see Manage Your Scheduled Messages
Higher Logic Community integration
If you want to integrate your Informz account with your Higher Logic Community, you can easily do so by navigating to Settings > Setup > Online Community Integration.
You'll have to first create a case with Higher Logic Customer Support to request:
- The integration be enabled for your account and
- The necessary access credentials (IAMKey and password) be sent to you.
To learn more about this integration, see Informz Integration (Higher Logic Community).
The Navigation panel has a Support item with several options that simplify accessing some of our help and support resources. Click:
- Support Center to manage your tickets and to create a case.
- Community to visit our Higher Logic User Group (HUG) community.
- Contact Us to open a knowledge base article with product-specific email addresses.
TIP: All of these links open the page in a new browser tab so that you retain your page in the admin interface.
What's changed from classic Informz
If you've been using Informz for a while and have been migrated to the "new" admin interface, below are some of the more notable changes that you should be aware of.
If you have migrated from a prior version of Informz, you're likely to see some things referred to differently. This is due to a rebranding initiative.
TIP: You can type the old item name in the navigation search box to find its new equivalent.
|Previous Term||New Term|
Templates List page
The Templates List page displays all template types.
Accounts that have the Standard and Advanced template types will see them listed with the current Template Designer (previously called TD2). You can manage all your templates from a single List.
Target Groups have been relabeled Groups and are accessible by clicking Contacts > Groups.
Test tab for mailings
This tab has been removed.
You can test your messages with the options on the Review & Send tab. To learn more, see the Review & Send tab section of Create Messages (MD2).
Reports were reviewed for their usefulness and usage. The following subscriber reports were deprecated because most of the data was available in other reports.
- Demographics Search
- Demographic Summary
Shared reports via Insight
The report-sharing feature, Insights, has not been migrated to the new admin interface.
Triggered mailing folders
Campaigns are a better way to engage with audiences so triggered mailing folders has been deprecated.
In the new admin interface, you cannot delete a folder until all of its messages have been deleted. This makes it a more purposeful action and reduces the risk of accidental folder deletions.
List pages in the admin interface function differently. In most cases, you must select a row to manage it.
Some of the list pages still have the traditional Informz hover menu:
...but as we move toward creating a consistent experience, this menu type will gradually be phased out.
iMIS Remote Interests
This option was moved from the Profile Fields area to its own List page; navigate to Contacts > Remote Interests.
iMIS Activities tab
This was removed from the Subscriber pop-up due to low usage. It provided only a narrow view of activity data that is viewable in iMIS.