iMIS IPM Overview

Having an easy way for subscribers to manage their subscription preferences is a great tactic for more effective email marketing and communications. The Integrated Preference Management (IPM) for iMIS allows another way for subscribers to indicate what they would like to receive from your organization.

After creating user-defined tables and fields in iMIS, a simple link in your mailing will provide an easy-to-use form that displays your user-defined checkbox fields. The updates pass seamlessly from Informz to iMIS, keeping both applications in sync.

IPM can help your organization by creating a history of the opt-in activity in iMIS. This helps you research questions from members about why (or why not) they are receiving a certain type of mailing.

Caveats

The iMIS remote interest checkboxes are the only field types that update bi-directionally between iMIS and Informz. IPM cannot update other fields (first name, organization name, etc.). Those updates must occur within iMIS to ensure data integrity. You will also need to ensure that user-defined table contains records for all iMIS IDs (if not, the checkboxes cannot be updated). Note that iMIS will not create the records; it will only update them.

A forwarded mailing with a link to an IPM form will update the original subscriber’s preferences. This means that the secondary recipient could unknowingly make changes to the original subscriber’s preferences by using the IPM form.

Version

iMIS Version 20 has two distinct desktop applications. However, the one that launches by default does not show user-defined tables. To access the alternate application, change the URL extension to /CS2 and you'll be able to see the user-defined tables.

The version of iMIS does not matter with IPM! Informz directly connects to the backend database tables, and the iMIS version does not interfere with this connection.


Summary Features

  • The syncing of interests happens automatically behind the scenes. A login to either iMIS or Informz is not required.
  • Checkboxes, which sync between iMIS and Informz, are created in iMIS user-defined tables.
  • Informz admins decide which iMIS user-defined checkbox fields appear in Informz.
  • Checkboxes can be presented on an Informz form.
  • Checked fields ultimately become interest-based target groups once in Informz.

Setting Up iMIS

IPM requires user-defined tables in iMIS with any number of user-defined checkbox fields. Each checkbox can be presented on an Informz form for subscriber use. Once created, these iMIS user-defined checkboxes are identified as iMIS Remote Interests in Informz. This happens as part of the normal sync process between Informz and iMIS. Informz displays the table name and field name of each checkbox.

Make sure that any user-defined table has the appropriate permissions assigned in iMIS to ensure that the integration user account can access the data.

Steps - Creating the iMIS User-Defined Table 

To create a user-defined table with user-defined fields in iMIS, begin by clicking Customers at the top of the screen.

Click Set up Module to expand the menu and click General.

Click Additional Windows.

Click Define Tables.

Click New.

Enter a name for the table and click Confirm to create.

Click the System dropdown list and select Membership.

Select ID as the Access Method.

Click Insert Line to add fields to the table. If necessary, click Delete Line to remove fields.

Enter a name for each field.

Select Checkbox as the field type. (Remember, only checkbox user-defined tables will appear in Informz).

Uncheck the Multiple Instances Allowed checkbox 

Check the checkbox for "Always Create" - this will make sure that new records creating in iMIS will also be created in this table going forward.

Click Save and confirm.

Click Auto-Create Window to create a tab in the customer profile. Once this has been created, it cannot be modified. If changes are necessary, delete the corresponding window and then recreate it.

Populating iMIS User-Defined Tables

Once a user-defined table is created, your iMIS administrator will need to do an initial data load to insert a row for each member record in iMIS. Generally the SQL to do this this (where ud_tablename is the name of the table you have just created):

insert into ud_tablename (ID) select ID from Name

Altering an Existing User-Defined Table with User-Defined Fields in iMIS

To alter an existing table, begin by clicking Customers at the top of the screen.

Click Set up Module to expand the menu and click General.

Click Additional Windows.

Click Define Tables.

Enter the name of the table you wish to edit in the Table Name field. Press Enter on the keyboard.

Change the field name(s) as necessary.

Click Save.

Remember to retain the checkbox field and to delete/recreate the corresponding window.

Adding a Tab to a Customer Profile

A specific tab in an iMIS user-defined table can provide greater data visibility.

To add a tab, begin by clicking Customers at the top of the screen.

Click Manage Customers.

Right-click in the Profile tab and select Edit Tab Preferences from the resulting pop-up.

The new, user-defined tables are listed in the Other Available Detail Tabs list. Select your user-defined table from that list and click the left arrow to move the table over to the Visible Detail tabs list.

Click Save.

You will need to restart iMIS for the changes to take effect. Note that a tab for a user-defined table can only be created if the table has a corresponding window in iMIS.

View the iMIS Customer Record to see the Updated User-Defined Field Status

To see changes for user-defined fields in your iMIS customer profile, the customer must be listed in your user-defined table. To view a customer record, begin by clicking Customers at the top of the screen.

Click Find and enter the subscriber's iMIS ID.

Click the Customer Profile tab to see any updates to the user-defined fields.

  • True: The iMIS Remote Interest is checked on the Informz data input form.
  • False: The iMIS Remote Interest is unchecked on the Informz data input form.

Informz will update the status of the user-defined field for any change that occurred using an iMIS Remote Interest checkbox.

View the iMIS Customer Record to see User-Defined Activities

Once everything is configured in Informz and iMIS, the history of the iMIS remote interests is visible in iMIS. To view a customer record, begin by clicking Customers at the top of the screen.

Click Find and enter the subscriber's iMIS ID.

Click Activities-All to view any iOptout activity. Informz will update the Date, Type, and Product Code for any change that occurred from a data input form change.

Extensions

Once you've set up iMIS on your side, contact your Advisor to activate the iMIS extension in Informz.

Configuring IPM for iMIS in Informz

Because there are many potential remote interests from iMIS, the Informz admin selects these interests appropriate for use in Informz.

Navigate to Subscribers > Profile Fields > iMIS Remote Interests > Manage iMIS Remote Interests to display this form.

Check and Check!

With IPM for iMIS fully configured, your subscribers now have a super easy way to indicate their preferences using an easy to create Informz form. Incorporate this data into your targeting for precise preference management.