MemberSuite IPM

With MemberSuite Integrated Preference Management, all the newly-created Individuals (Subscribers) are considered opted-in to all active IPM interests (Message Categories) by default. So, when Subscribers from MemberSuite use Informz Data Input Forms with remote interests in it - all these interests are be checked by default.

To use an IPM interest from MemberSuite in an Informz brand, the IPM interest (MemberSuite Message Category) must be created in MemberSuite.

To be displayed in the brand, the corresponding Message Category should set to Active in MemberSuite.

To Sync to Informz Newly-Created, Modified, or Deleted IPM Interests

Navigate to Subscribers > Profile Fields.

Click Manage MemberSuite Interests.

To Create a MemberSuite Message Category

You'll create MemberSuite Message Categories in MemberSuite. When these are synced with Informz, they are identified as MemberSuite Interests and are displayed on the Profile Fields > Integration Interests page (see below).

Log into MemberSuite and navigate to the Setup tab.

Click Communications Setup and select E-Marketing Message Categories.

Click Create a New Message Category.

Enter the Message Category name in the Name field.

Check the Is Active? checkbox.

To Modify a MemberSuite Message Category

Click the Pencil icon to access the edit options. Note that you can deactivate a Message Category by unchecking the Is Active? checkbox.

Click the Trash icon to delete an existing Message Category.

Using MemberSuite Message Categories

Informz syncs Message Categories that are stored in MemberSuite with an Active status. An Informz Administrator must first register the Message Categories that should be made available for use within Informz. Users must have Informz Administrator permission to register Message Categories.

Selecting MemberSuite Interests in Informz

Navigate to Subscribers > Profile Fields.

Click the dropdown list on the right and select Manage MemberSuite Interests to set the field type.

Click Manage MemberSuite Interests. This displays a list of all MemberSuite Message Categories.

Check the checkbox for the corresponding MemberSuite Interest that you want to use in Informz.

Click Save.

The Manage MemberSuite Interests window displays an alphabetized list of the Message Categories that are used as the communication preferences from MemberSuite. Once checked within this window, the Message Categories are displayed under MemberSuite Interests in Informz. They then become available for use on a data input form.

Refresh

Click Refresh to update the list in the Manage MemberSuite Interests window. This becomes relevant when an active MemberSuite session has a newly-created or modified Message Category. For example, when the Manage MemberSuite Interests window is active, and a user adds a new Message Category, clicking Refresh updates the Interests in Informz to include any new additions.

Save

Click Save to save any changes made in the Manage MemberSuite Interests window. Any selected/unselected Interests saved.

Close

Click Close to close the Manage MemberSuite Interests window. Note that changes are NOT saved unless you click Save before to closing the window.

Renaming a MemberSuite Interest in Informz

Users can create a display name for a MemberSuite Interest that may be different from the name of the Message Category in MemberSuite. This display name is changed in Informz only; it is not changed in the MemberSuite database.

The display name can be used to make the Profile Information field on a data input form easier for the subscribers to understand when updating their email preferences.

To rename an interest, navigate to Subscribers > Profile Fields.

Click the right dropdown list and select Manage MemberSuite Interests to set the field type.

Click the MemberSuite Interest you want to edit.

Enter the new Message Category name in the Field Name field.

Click Save.

If the Message Category is renamed within MemberSuite, the MemberSuite Interest in Informz is updated with the new name after performing the next remote interest sync. This occurs when a user clicks Manage MemberSuite Interests.

How to Check the Status of a Subscriber's IPM interests in MemberSuite

The following steps out line the process to view the MemberSuite individual record and to see the updated Message Category status:

Log into MemberSuite and navigate to CRM > Find an Individual.

Enter the appropriate search criteria (if you know the individual has a remote ID) and click Find.

Navigate to the left navigation menu and select the Informz Activities menu item. Here, you can view the updated Message Category activities for an individual.

To edit the MemberSuite individual Message Category, log into MemberSuite and navigate to CRM > Find an Individual.

Enter the appropriate search criteria (if you know the individual has a remote ID) and click Find.

Navigate to the Individual record right menu and click Edit Communication Preference. Message Category changes can be saved here. Opt-Outs are displayed in the left column and Opt-Ins are displayed in the right column.