Personify360 Email Permissions in Customer Records

Informz uses Personify360's Allow Email flag to determine if Personify360 customers (aka "constituents" in the Personify360 UI) have opted to (a) receive mailings or (b) indicated that they do not wish to receive mailings. During the target group sync, Informz checks to see if the Allow Email flag is set to True for each customer in the list.

Steps

Working With Customers in Personify360

To create a new customer in Personify360, navigate to Customers and Committees > CRM360 and click Create New Constituent.

Proceed through the necessary steps, and when you reach Step 3 (Special Info), set the appropriate Allow Email flag.

Note that the Allow Solicitation flag will also control the Allow Email flag. If Personify360 customers have indicated that they do not wish to allow solicitation, then they consequently will not allow emails.

Do Not Solicit by Email

To enable the Do Not Solicit by Email field for an existing customer, navigate to Customers and Committees > CRM360.

Search for the desired customer and double click the result to select. Edit the contact information and click to expand the Email section.

Click the Wrench icon and select Do Not Solicit by Email.

Click Save.

Allow Solicitation by Email

If the flag is set to False, Informz will bring over the Personify360 constituent during the sync process. The record will be set as Unsubscribed from remote system.

To Allow Solicitation by Email for an existing customer, navigate to Customers and Committees > CRM360.

Search for the desired customer and double click the result to select. Edit the contact information and click to expand the Email section.

Click the Wrench icon and select Allow Solicitation by Email.

Click Save.

Remember!

Remember that managing opt-ins and opt-outs (i.e. who receives and does not receive your mailings) is a critical part of email marketing. By understanding the nuts and bolts of how to manage these elements in Personify360, you are one step closer maintaining a perfect record that aligns with your subscribers' desires.