The Higher Logic Real Magnet ACGI Association Anywhere integration uses the Association Anywhere API in conjunction with Real Magnet's Universal Webservice.

• This integration is compatible with all Higher Logic-supported browsers.

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Who should read this guide?

This guide is for Real Magnet users responsible for determining messaging and contact management guidelines. It assumes that you are familiar with:

• Using the Real Magnet system
• Managing users in Association Anywhere
• Managing data in Association Anywhere

Initial setup

When setting up, if access is granted via an FTP site, use an FTP service like FileZilla. Once the service has been enabled by Real Magnet, you'll receive the following credentials:

• URL (transport.magnetmail.net)
• Username
• Password

Failure notifications

You can set up automated notifications to alert individuals when there has been a failure for the integration.

To set up the notification:

1. Log in to Real Magnet.
2. Navigate to Settings > Integrations > Integration Settings.
3. In the Failure Report section:

• Set Enabled to Yes.
• Specify a Run Time.
• Specify the email address of the person to be notified; separate multiple email addresses with a comma.

4. Click Save.

User-access requirements

A Real Magnet account administrator can designate which users in the account have permission to access the integration. Below are details about the permission levels and what a user can do with that permission.

To assign a permission:

1. Select Settings.
2. Select Permissions.
3. Select Integration Access Levels.

Scheduled Upload

Permission Level	View	Run	Create/Schedule	Edit	Delete
Full Access	Y	Y	Y	Y	Y
Read Only	Y	Y	N	N	N
No Access	N	N	N	N	N

Tracking

Currently, the Association Anywhere integration does not push tracking.

Considerations before uploading Distribution Lists

Uploading recipients from the Association Anywhere interface to Real Magnet can be performed in a variety of ways. Below are the considerations that must be made before you upload your first Distribution List from Association Anywhere.

Unique Identifiers

Every database-driven system has a way to enforce uniqueness on records to avoid duplicates. Real Magnet offers two options for determining uniqueness:

1. Email address
2. Association Anywhere Customer ID

NOTE: The default setting has the recipient’s email address as the unique ID.

Email as a Unique ID

When this default option is enabled, Real Magnet will create only one record for an email address. For every record uploaded to Real Magnet that contains a custom ID and an email address, Real Magnet will create a unique record based on that email address.

NOTE: There can be NO duplicate email addresses with this method.

Implications

• Email addresses cannot be overwritten from Association Anywhere

Custom Member ID as a Unique ID

When custom ID is selected as the unique identifier, this will be generated by the unique identifier supplied with your AMS or API process. in the case of Association Anywhere, this is the Customer ID.

Implications

• Every record uploaded to Real Magnet must contain a Unique ID
• Duplicate email addresses can exist
• Email addresses can be overwritten from Association Anywhere

Replacing Real Magnet records

Real Magnet provides two options when uploading a Saved Search:

• Adding recipients - If add to existing list is selected, Real Magnet will only add the records to the group with the records from the upload. Individual records will not be updated or overwritten.
• Replacing recipients - If Replace existing list is selected, Real Magnet will replace the records in the group with the records from the upload. The records being removed are not deleted, only removed from the group (they remain in the database), and there is no impact on the historical data.

NOTE: The replace method can be made the default. To do so, submit a request to your Implementation Project Manager or create a case.

Replace Real Magnet records

If Replace is selected (Real Magnet’s default setting to overwrite existing data), based on the unique identifier will overwrite the corresponding data that exists in Real Magnet. This can be particularly useful in instances where there is one database of record that is in the process of being constantly updated.

NOTE: Add to Group will not update individual records in Real Magnet.

Character limits

When uploading a list to Real Magnet the maximum characters allowed per field are:

Field Type	Character Maximum
E-mail, Address 1, Address 2, All Custom Fields	100
First Name, Last Name, Phone, Fax, City, State, Zip	50
Company	200
Enhanced Personalization Field	250

Upload a Distribution List to Real Magnet

All Distribution Lists that are transferred from Association Anywhere to Real Magnet are referred to as an upload job. Upload jobs that are allowed via the integration are surfaced via Distribution Lists in Association Anywhere; these lists can be dynamic or static. But to ensure that your Real Magnet group has the most accurate reflection of your Distribution List, you'll most likely want to choose dynamic.

For Distribution Lists to be present for the integration, the following is required:

• The start date must be today or earlier
• The availability of the Distribution List must be Public
• The Distribution List must contain Email Address and Customer ID

Association Anywhere's Distribution Lists will execute on-demand at the time of run from the Real Magnet Upload Scheduler (RMUS).

Creating Distribution Lists in Association Anywhere

Distribution Lists allow you to create a list to send a Real Magnet email.

To create a Distribution List:

1. Log in to Association Anywhere.
2. Select Navigation.
3. Select Admin.
4. Select Mktg/Comm.
5. Select E-Communications.
6. Select Distribution Lists.
7. Select Create New List and configure the following settings:

1. List Type - Dynamic
2. Network Availability - Extranet
3. Email Category - External System
4. Email Subcategory - Real Magnet
5. Start Date - Today

8. Enter your criteria for your Distribution List in SQL Text.
9. Click Insert.
10. Select Maintain Privileges.
11. Click Public.

You must choose Public to ensure that the Distribution List is visible.

Transferring Lists from Association Anywhere to Real Magnet

Data can be transferred from Association Anywhere to Real Magnet via a scheduled upload or one-time transfer from within Real Magnet.

The RMUS is a feature of the integration that allows for automated uploads to the Real Magnet system; it is useful in the event there are any Saved Searches that you send to on a regular basis. It allows the following upload job types:

• Run Now - This upload job will run once. Once completed, edits or changes cannot be made to this upload job.
• On Demand - This upload job will only run when the green play icon is clicked or using the Sync on Send functionality. This will deploy the upload job when a message is scheduled to send to the group attached to the upload job.
• Scheduled - This upload job will run on a scheduled basis, either daily or weekly, and can be manually run by clicking the green play button. When selecting a group connected to an active marketing automation campaign, this option can also upload groups on an hourly basis.

The RMUS can be accessed by logging into Real Magnet and selecting Settings. The details below will cover all aspects of the RMUS.

Field limitations

The Association Anywhere integration with Real Magnet can upload these fields.

Created Date	Address Type	Address - Province	Address - Region Description
Customer Type	Address Type Description	Address - Postal Code	Email Type
Login Id	Address (Preferred)	Address - Country Code	Email Type Description
Prefix Name	Address - Street1	Address - Country Description	Email (Preferred)
First Name	Address - Street2	Address - Country	Email (Address)
Middle Name	Address - Street3	Address - Latitude	Custom Id
Last Name	Address - City	Address - Longitude
Address Ser No	Address - State	Address - Region Code

 

Icon legend

Icon	Description
	Delete the upload job.
	Edit the upload job. This function applies to On Demand and Scheduled jobs only.
	Run the upload job. This function applies to On Demand and Scheduled jobs only.
	View the rejected individual records. All email addresses that are uploaded to Real Magnet are validated by the system.

Upload Jobs Page Overview

This page contains a list of your existing upload jobs in the Real Magnet platform, you’ll see a list of the existing upload jobs, and it will contain the following:

• Distribution List Name - The name of the Distribution List in Association Anywhere.
• Date Created - The date the upload job was created.
• Job Type - Whether the job is Run Now, On Demand, or Scheduled.
• Frequency - The frequency of the scheduled job, for Run Now and On Demand this will remain blank
• Scheduled time - The times the job has either completed or is scheduled to run next.
• Start Time (HH:MM) – The time the upload job is scheduled to start.
• Last Run (MM/DD/YYYY HH:MM) – The time the upload job was last executed and completed.
• Next Run (MM/DD/YYYY HH:MM) – The next scheduled time it is set to run.
• Group Results - The group in Real Magnet the query was uploaded to and the results of the last upload, that includes the total number in the group and the number added. Any error that may occur on upload will surface here.
• Actions - The allowed actions a user can make to the upload job.

Create an Upload Job

To create an upload job in Real Magnet:

1. Select Settings.
2. Select Integrations.
3. Select ACGI Management.
4. Select Create Upload Job.
5. Select a Distribution List.
6. Select Create Map.
7. Select View Entire Field List or One by One.
8. Select which columns you would like to bring over to Real Magnet. These are a one-to-one relationship when mapping fields. This means that you can only map the fields on the left side of the screen with one item on the Real Magnet side once.
9. Click Create Schedule.
10. Select Create New Group or Add to Existing Group.
11. Select either Add to existing group or Replace existing list.
12. Depending on account settings the third upload step may reveal the option whether or not to update. Select Do not Update Existing Records (Only Add Records To Group) or Update Existing Records.
13. Click Create.
14. Select your frequency: Run Now, On Demand, or Scheduled.
15. Click Submit.

Manually upload Distribution Lists to Real Magnet

You may have users who want to upload .CSV files into the system, independent of the integration. When uploading a list within Real Magnet, independent of the RMUS a user should include the Customer ID and email address. Upon upload, the user should map the Customer ID column to the Custom Member ID field in Real Magnet.

Field Type	Character Maximum
E-mail, Address 1, Address 2, All Custom Fields	100
First Name, Last Name, Phone, Fax, City, State, Zip	50
Company	200
Enhanced Personalization Field	250