The Real Magnet Experient integration uses the Experient API in conjunction with Real Magnet’s Universal Webservice. It's compatible across all browsers, and can be used in conjunction with the Real Magnet platform.

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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 Show information in Experient

Failure Notifications

Whenever there is a failure for the integration, an individual can opt-in to receive a daily notification.

To modify this setting:

1. Log in to Real Magnet.
2. Select Experient Management.
3. Select Settings.
4. Under Failure Report, ensure that Enabled is set to YES.
5. Enter a Run Time.
6. Enter the email address(es) (comma separated format).
7. Click Save.

User-Access Requirements

A Real Magnet account administrator can designate what users in the account have permission to access the integration. Below you will find tables detailing what each permission level means and what a user can do with that permission.

To assign a permission:

1. Select Tools.
2. Select Account Management.
3. Select Integration Access Levels.

Real Magnet User Permissions

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

The Experient Integration does not push tracking.

Considerations before Uploading Experient Shows Lists

Uploading recipients from the Experient 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 Shows List from Experient.

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. Experient RegistrantID

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 only create one record for any single 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 Experient

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 Experient, this is the RegistrantID.

Implications

• Every record uploaded to Real Magnet must contain a RegistrantID
• Duplicate email addresses can exist
• Email addresses can be overwritten from Experient

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 to Support.

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 Limitations

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

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

Uploading an Experient Shows List to Real Magnet

All Shows Lists that are transferred from Experient to Real Magnet are referred to as an upload job. Upload jobs that are allowed via the integration are surfaced via the Experient API.

NOTE: To expose a Shows List that is not already available, contact your Experient representative or Project Manager.

For a Shows List to be present for the integration, it must be available to the API.

Experient’s Shows Lists will execute on demand at the time of run from the Real Magnet Upload Scheduler.

Transferring Shows Lists from Experient to Real Magnet

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

The Real Magnet Upload Scheduler (RMUS) is a feature of the integration that allows for automated uploads to the Real Magnet system; it is extremely 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 Tools. The details below will cover all aspects of the RMUS.

Icon Legend

Icon	Description
	Delete the upload job.
	Edit the upload job. This function only applies to On Demand and Scheduled jobs.
	Run job. This function only applies to On Demand and Scheduled jobs.
	View the rejected individual records (Real Magnet validates all email addresses uploaded to Real Magnet).

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:

• Trade Show - The name of the Shows List in Experient.
• 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 Tools.
2. Select Experient Management.
3. Select Create Upload Job.
4. Select a Shows List.
5. Select Create Map.
6. Select View Entire Field List or One by One.
7. 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.
8. Click Create Schedule.
9. Select Create New Group or Add to Existing Group.
10. Select either Add to existing group or Replace existing list.
11. 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.
12. Click Create.
13. Select your frequency: Run Now, On Demand, or Scheduled.
14. Click Submit.

Manually Upload Shows Lists to Real Magnet

You may have users who want to upload .CSV files into the system, independent of the integration.

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

Real Magnet Data in Experient

There is no tracking data available for the Experient Integration.

Frequently Asked Questions

Why is my Shows List not visible? Was it enabled for the API? Contact your Experient Project Manager.