Considerations before uploading a Personify Query

Uploading recipients from the Personify 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 query from Personify.

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: email address or the Personify Master Customer ID (custom member ID). 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 create one record only for any single email address.  For every record that contains a custom ID and an email address that uploads to Real Magnet, Real Magnet will create a unique record based on that email address.  (With this option there can be no duplicate email addresses.)

Implications

  • Recipients have one email address only in the system and will not be sent duplicate messages
  • Email addresses are not overwritten when a list is uploaded from Personify
  • The most recently uploaded record details will be stored in Real Magnet for that email address

Custom Member ID as a Unique ID

When custom ID is selected the Personify Master Customer ID will become the unique identifier.

Implications

  • Every record uploaded to Real Magnet must contain a Personify Master Customer ID
  • Duplicate email addresses can exist
  • Email addresses can be overwritten from Personify based off of custom ID
  • Duplicate messages can be sent to the same email address if multiple Personify Master Customer IDs exist.

Replacing Real Magnet Records

At times there may be a reason for replacing a list of recipients in a given group, this is particularly true when it comes to updated membership lists or when your unsubscribe setting is unsubscribe to specified group.

In Real Magnet there are two options when uploading a list:

  • Adding recipients
  • 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 but remain in the database, and there is no impact on the historical data.

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.

Real Magnet has the capability to enable the replace function as default. To enable Replace as default a request must be made to your Implementation Project Manager or to Support.

Overwriting Real Magnet Records

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.

  • 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