Viewing Marketing Automation Information in netFORUM

Once integrated with Real Magnet’s marketing automation platform there will be a few items that are now visible to you in netFORUM.

Items in netFORUM:

  1. Real Magnet Individual Marketing Automation Profile (only available with the benel Component Installed)
  2. Real Magnet Marketing Automation Campaigns Overview (only available with the benel Component Installed)
  3. Creating records in netFORUM via Real Magnet Landing Pages (only available with the benel Component Installed)

Real Magnet Individual Marketing Automation Profile (only available with the benel Component Installed)

The tracking result of a marketing automation campaign reports back to netFORUM, under the individual record. This data is natively stored in Real Magnet and will not impact your performance; it is also updated to the minute. Once on the individual page:

  1. Select Action Items
  2. Select RM Marketing Automation ProfileRMMarketingAutomationProfile
  3. Once selected, it will display that recipients current campaign details
    RMMarketingAutomationProfilecont

Real Magnet Marketing Automation Campaigns Overview (only available with the benel Component Installed)

The tracking result of all marketing automation campaigns also reports back to netFORUM, under the Marketing module. This data is natively stored in Real Magnet and will not impact your performance; it is also updated to the minute.

  1. Select Modules
  2. Select Marketing (or e-marketing in versions prior to 2013)
  3. In the left navigation, select Real Magnet
    MarketingAutomationCRMRealMagnet
  4. Select Campaign Dashboard
    MarketingAutomationCRMCampaignDashboard2

This will provide an overview of your campaigns in Real Magnet, selecting them will display the tracking details for each campaign.

RMMarketingAutomationCampaigndashboardCont3

Creating records in netFORUM via Real Magnet Landing Pages (only available with the benel Component Installed)

When creating a landing page campaign in Marketing Automation there is an additional option to create records in netFORUM.  This option is enabled once you create a landing page – there will now be an option to “Create new records for the campaign in netFORUM”.

MarketingAutomationCampaignLandingPage