netFORUM Integration User-guide

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. Additional Activity codes:
   1. Landing Pages Submitted
   2. Website Visits
   3. Goal Reached
2. Real Magnet Individual Marketing Automation Profile (only available with the benel Component Installed)
3. Real Magnet Marketing Automation Campaigns Overview (only available with the benel Component Installed)
4. 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 Profile
3. Once selected, it will display that recipients current campaign details
   
   

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
   
   
4. Select Campaign Dashboard
   
   

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

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”.

Required Fields: 

• First Name
• Last Name
• Email Address

Once the record is created, they are created with the Ind_Type of non-member or prospect, and their mailing address will reflect your netFORUM Client Address.