Personify360 IPM Add Interests to a Customer Record

Adding interests to a customer record in Personify360 allows you to associate a subscriber with that particular interest. There are two different interests in Personify360 that you can link to a subscriber: demographic codes and opt-in interest area codes. Let's look at the steps to bring everything together on a customer record.

Steps

Adding a Demographic Code/Subcode to a Customer Record in Personify360

Open Personify360

Navigate to Customers > Customer Central. Search for an existing customer and double-click to open it.

Click Demographics in the left panel.

Click Lists.

In the Lists panel, click Add.

In the List Details panel, click the Demographics menu and select your desired demographic. Additionally, click the Sub-Demographics menu and select your desired sub-demographic.

Click the Save icon at the top right of the page. The Demographic and Sub-Demographic are now added to the customer record. Note that you may need to restart Personify360 for the interest to appear on the record.

Adding an Opt-In Interest to Customer Record in Personify360

Navigate to Customers > Customer Central. Search for an existing customer and double-click to open it.

Click Participation in the left panel.

Click Maintain Opt-In/Opt-Out preferences.

In the Opt-In/Opt-Out Selections panel, click Add More Options.

Check the corresponding checkboxes to add an interest. Click Opt-In when complete.

Click the Save icon at the top right of the page. The selected interests are now added to the customer record.

Additional Notes

You may have to restart Personify360 to see the interest on a customer record.

Connecting the Dots...

Once a Demographic Code or an Opt-In Interest Area Code is set up in Personify360, it becomes available for use in Informz. You can then employ the powers of both databases (Personify360 and Informz) to create an amazing marketing campaign. Be empowered! Once you "connect the dots," you'll see your strategies turn into results!