Personify360 IPM Create Interests

Personify360 IPM Interests can be created in the Demographic area or in the Opt-in Interest area. Because Informz works with both areas, it is up to you to decide where you wish to establish these interests.

Steps

Creating Demographic Area Interests in Personify360

The following steps walk through the process to create interests in the Personify360 Demographic area.

Navigate to System Admin > System Codes > System Types and Codes.

In the Subsystem menu, select CUS - Customer Subsystem.

Click Search.

Double-click Demographic in the Type column.

Click Edit Codes in the left panel (located under Code Types).

Click Add Code under the Type Information area.

Enter content into the Code (24 character limit) and Description (50 character limit) fields under Code Detail on the right. The content input into the Description field will appear as the Personify360 Interest name in Informz.

Check the Active and Available to Web checkboxes.

Click the Floppy Disk icon in the top right to save.

Click the code that was just added to open it in the Code Detail window (the newest code will appear at the bottom of the list). Click Edit Subcodes for this Code.

Click Add Subcode.

Enter content into the Sub-Code (24 character limit) and Description (50 character limit) fields under Subcode Detail on the right. The content int he Description field appears as the Interest Name in Informz (to the right of the Code Description above).

Check the Active and Available to Web checkboxes.

Click the Floppy Disk icon in the top right to save. Note that if you receive an error message, click the blank sub-code and then click Delete Subcode and save again.

Creating Opt-In Interests in Personify360

Navigate to System Admin > System Codes > System Types and Codes.

In the Subsystem menu, select CUS - Customer Subsystem.

Click Search.

Double-click Opt-In_Interest_Area in the Type column.

Click Edit Codes in the left panel (located under Code Types).

Click Add Code under the Type Information area.

Enter content into the Code (24 character limit) and Description (50 character limit) fields under Code Detail on the right. The content input into the Description field will appear as the Personify360 Interest name in Informz.

Check the Active and Available to Web checkboxes.

Click the Floppy Disk icon in the top right to save.

Classy Classifications

With a well thought out classification scheme, you will have a more granular insights into your customer records. Using this within the IPM feature lets you tailor the preferences of your subscribers to a variety of content themes.