Clients using Interest Areas in Personify can sync recipient subscription data to Personify from Real Magnet. This is a one way transmission from Real Magnet to Personify. While subscription activity can be managed explicitly within Real Magnet or within Personify, it is generally recommended that Real Magnet remains the database of record for your subscription activity. If it is the latter, subscriptions are not managed in Real Magnet and there would need to be a custom Personify link appended to message templates.

Real Magnet offers the following subscription types that can be mapped back to Personify:

  • Unsubscribe to Group Categories or Group
  • Unsubscribe to Message Categories

This guide walks through the different types of subscription activity that can write back to Personify to the dbo.CUS_OPT_IN table.

Updating Individual Record Preferences

Typically, Real Magnet is the database of record when it comes to maintaining a recipient’s subscription preference.

Recipient subscription preferences are managed by:

  • Users logging into Real Magnet and manually changing the recipient preference.
  • A one-click unsubscribe link by the recipient.
  • Via a subscription management page that is hosted by Real Magnet.

If a recipient needs to unsubscribe or subscribe it is recommended that it is completed following any of the steps above.

Subscription Activity Transmitted to Personify

Below are the workflows per unsubscribe setting in the Personify Real Magnet integration. Tracking information will display in an integrated product provided the following conditions are met:

  1. Subscribe and Unsubscribe tracking is enabled in the Tools section of Real Magnet under Personify Management
  2. The recipient in Real Magnet has a valid Master Customer ID in the Custom Member ID field

When checking the tracking log in the Tools section of Real Magnet under the Personify Management tab, it is important to note the following:

  • Records with a non-matching Custom Member ID to Personify will fail and subsequently not add additional records to the system activities area, or update the Interest Area.
  • Tracking will push back on a scheduled basis to Personify once daily.

Real Magnet Subscription Activity as Activity Records

In this configuration, the following details in the CUS_ACTIVITY table will not update unless the following conditions are met:

  1. Subscribe and Unsubscribe tracking is enabled in the Tools section of Real Magnet under the Personify Management
  2. The recipient in Real Magnet has a valid Master Customer ID in the Custom Member ID field

UnsubscribeActivity

Real Magnet Subscription Activity as Opt in Activity in Personify

In this configuration, the following details the Opt In flag (Interest Area) will not update unless the following conditions are met:

  1. Subscribe and Unsubscribe tracking is enabled in the Tools section of Real Magnet under the Personify Management
  2. The Manage Unsubscribe section has been configured
  3. The recipient in Real Magnet has a valid Integration ID in the Custom Member ID field

AMSSubscribeUnsubscribeMapped