Personalization Cache

If you're looking for greater flexibility with your integrated personalization fields, then you can take advantage of the cached personalizations in Informz. This feature stores personalization data in Informz and lets you:

  • Verify that the integration personalization field has the correct value before using it for a personalization,
  • See if any subscribers are missing data in their iMIS profile from within Informz.
  • See which integrated personalization fields are available in Informz.
  • Research and troubleshoot without having to navigate back and forth between Informz and your integrated database.

The personalization cache is available for the following integrations (click to open the related article):

Enabling Cached Personalizations

To enable the personalization cache, navigate to Admin > System Settings.

Scroll to the Personalization Cache heading. Check the Allow fields to be cached checkbox to enable the personalization cache.

Click Update at the bottom of the page to finish.

New Subscribers

When users create a new subscriber during an integration sync, Informz checks the personalization cache settings to populate any related fields. This affects the following integrations:

  • Aptify
  • Association Anywhere
  • MemberNation (Salesforce)
  • MemberSuite
  • netFORUM Enterprise (2013 and earlier)
  • netFORUM Enterprise (2014 and later)
  • netFORUM Pro
  • NimbleAMS (Salesforce)
  • Personify360
  • Salesforce

Please note that the personalization cache does not always run in parallel to target group syncs. If any new subscribers sync during the mailing send process, they’ll typically receive default/blank values because the new subscriber data have not yet been retrieved.

If you use an integration with a master target group, subscribers that have their personalization data synced become part of the master target group – they are added to both the mailing target group and the master target group.

Anything Else?

Each integration has unique cached personalization nuances, so make sure you check out the related articles to see if you've missed anything important. And, as always, feel free to contact your Advisor if you need additional help.