Initial Setup

Failure Notification

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

To modify this setting:

  1. Login to Real Magnet
  2. Select Personify Management
  3. In the upper right Select Settings
  4. Under Failure Report
  5. Ensure that Enabled is set to yes
  6. Enter a Run Time
  7. Enter the email address(es), comma separated
  8. Select 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 grids detailing what each permission level means and what a user can do with that permission.

This task is accomplished by following the steps below:

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

Definition of 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
Permission Level View Edit
Full Access  Y  Y
Read Only  Y  N
No Access  N  N
Unsubscribe Mapping
Permission Level View Create Edit Delete
Full Access  Y  Y  Y  Y
Read Only  Y  N  N  N
No Access  N  N  N  N

Configuring Tracking Information in the Real Magnet Account

As a default no tracking information is selected to push over to the production environment. In order to select what tracking information is pushed to Personify and when, an administrator must log in to Real Magnet.

Real Magnet recommends that full access over manage tracking be a permission granted only to other administrators in the Real Magnet account.  Once tracking information has been selected, Real Magnet will only sync records with Personify from that point onward, it is for this reason that access to this panel should remain limited.

This is also the page that will provide detailed error descriptions in the event any records have not synced the night before.

To enable tracking, first login to Real Magnet:

  1. Select Tools.
  2. Select Personify Management.
  3. Select Manage Tracking.
  4. Select the Tracking items to sync to Personify.
  5. Select the time you would like for this information to come over.[2]

Options for tracking data that can be returned to Personify include:

  • Email Delivered
  • Opens
  • Click Throughs
  • Unsubscribes
  • Subscribes
  • Suppressed
  • All Bounces
    • Soft Bounces
    • Hard Bounces
    • User Not Found Mailbox Full
    • Bad Domain
    • Temporarily Unavailable
    • In Progress
    • Send Failed
  • Fax Sends
  • SMS Sends
  • Event Signups
  • Survey Submissions
  • Facebook Posts
  • Facebook Comments
  • Facebook Likes
  • Twitter Tweets
  • Twitter Replies
  • Twitter Mentions
  • Twitter Retweets
  • Landing Pages Submitted
  • Website Visits
  • Goal Reached

[2] With any integration platform, there is a known use of data, for this reason Real Magnet recommends that the data be sent over in off-peak hours.