Personify360 Writebacks - Mailing Activity

You can control the mailing activity information written back from Informz to Personify360, along with the frequency of the writebacks, on the Writeback Settings page in Informz.

Steps

Navigate to Admin > Setup > Bridge Configuration and click Writeback Settings.

Note that only mailings that have been published within the past 90 days are eligible to be written back to Personify360 (Informz saves the individual subscriber activity for a mailing for 90 days).

You can select the writeback activities that will be sent to Personify360 from the Writeback Settings page. Additionally, you can schedule the writeback information. These settings are applied at the account level and can be modified at any time.

To enable activity writebacks for mailings, check the Enable Mailing Activity Writeback checkbox. Note that even if the checkbox is unchecked, subscription-based writebacks (unsubscribe, resubscribe, etc.) are still enabled. The checkbox only controls mailing activity-based writebacks (deliveries, opens, clicks, etc.).

When the Enable Mailing Activity Writeback checkbox is checked, the sent and opened checkboxes will automatically check as well. These checkboxes can be unchecked if the user wishes to leave these out of the data written back to Personify360. Other activity writebacks are listed as well. They are grouped by category.

When the Enable Mailing Activity Writeback checkbox is checked, the Mailing Instance ID, Mailing Name, and Mailing Publish Date/Time are automatically written back. Five additional mailing details can be selected for writeback inclusion as well: Friendly From, Mailing Social Posts, Template Name, From Email Address, and Target Group Name. Check any of these checkboxes to include the corresponding data in the writeback.

The table below lists all available writeback activities and their description. These appear as subcodes in Personify360.

Personify360 Subcode Description
ADSCLICK ADSCLICKS are advertisements that were clicked on in the mailing. The activity text shows the name of the advertisement and the URL of the webpage.
BADEMAIL BADEMAIL is an email addresses that cannot be sent for some reason: invalid address, invalid domain, bounces, etc. The activity text shows the email address.
BLOCK BLOCK is an email that has been blocked if the recipient’s anti-Spam filter has rejected the email. The activity text displays the email address.
CLICKTHRU CLICKTHRU are links clicked by the recipient of the email. The activity text displays the URL of the link.
HARDBOUNCE HARDBOUNCE is an email that was undeliverable because the domain does not exist, the domain does not have a mail service, or the email address does not exist in the domain. The activity text displays the email address.
INTEREST INTEREST is an opt-in or opt-out group that the email address is assigned to. The activity text shows the interest name that the customer opted into or opted out of and the date the action took place.
OPENED OPENED shows that the recipient opened the email. The activity text displays the email address, the opener’s geographic location, the device that opened the email, and the email client that opened the email.
REPEATBOUNCE REPEATBOUNCE is an email that was not delivered because the email address previously hard bounced 4 consecutive times or was previously hard or soft bounced 7 consecutive times. The activity text displays the email address.
RESUBSCRIBE RESUBSCRIBE shows if an unsubscribed email address was resubscribed to receive email communications. The activity text displays the date the email address was resubscribed.
SENDAFRIEND SENDAFRIEND shows if the recipient used the send-a-friend link embedded in the mailing to forward the email. The activity text displays the friend’s email address.
SENT SENT shows that Informz sent the email to the recipient. The activity text displays the email address. Additional information, such as A/B version sent, also displays, if applicable.
SOCIALSHARE SOCIALSHARE shows that the recipient shared the mailing content to a social networking site such as Facebook, LinkedIn, or Twitter. The activity text displays the social site the content was shared to.
SOCIALSHARECLICK SOCIALSHARECLICK shows that the mailing content shared by the recipient was clicked. The activity text displays the social site the click occurred on.
SOFTBOUNCE SOFTBOUNCE is an email that was undeliverable because the recipient’s mail server was not accepting mail at the time, the recipient’s mailbox was full, or the recipient’s mail server was down. The activity text displays the email address and the number of times the email address has bounced.
UNSUBLINK UNSUBLINK are unsubscribe links that the recipient has clicked in the email. The activity text displays the email address.
UNSUBSCRIBE UNSUBSCRIBE is an email address that will no longer receive email communications. The activity text shows the date the email address was unsubscribed on and the reason for the unsubscribe if available.

Activity Writeback Frequency

When activity writeback is enabled, you have a choice of three frequencies: daily, weekly, or manual only. Regardless of frequency, activity for a mailing can be tracked for up to 90 days.

If daily is selected, you must select an interval of days when writebacks are sent, as well as the time of day to send. You must also select the number of days after which writebacks for a mailing's activity will cease. If the interval of days is greater than the number of days writebacks will occur, you are prompted to select an interval that allows at least one writeback.

If weekly is selected, you must specify the days of the week on which writebacks should occur as well as provide a time of day. You must also select the number of days after which writebacks for a mailing's activity will cease.

If manual only is selected, there will be no standard frequency. The only time mailing activity data is written back to Personify360 is when you manually send the writeback for a specific mailing.

Manually Sending Mailing Activity Writebacks

Note that this option is only available when the Enable Mailing Activity Writeback checkbox is checked on the Writeback Settings page.

In Informz, navigate to Mailings > View > Sent tab.

Hover over the menu icon for the desired mailing and click Send Activity.

In the pop-up window, click OK to confirm and send the activity.

To check the mailing activity in Personify360, navigate to Customers and Committees > CRM360.

Enter the email address of the desired constituent and click Search.

All of the Informz Mailing Activity for the constituent record is presented in the list (left) with activity details (right).

Exempting Mailings from Mailing Activity Writebacks

You can exempt an individual mailing from writing back mailing activity to Personify360. This option is only available when you have checked the Enable Mailing Activity Writeback checkbox on the Writeback Settings page.

To disable these writebacks, navigate to the Mailing Designer > Set-up tab.

Scroll down to the Advanced section and click the plus sign icon to expand it.

Check the Disable Writebacks checkbox and save your changes.

Additionally, you can disable activity writebacks from the Schedule/Publishing options page for Quickmails.

Final Note

Note that mailings that have writebacks disabled can still have their activity data written back, but these writebacks must be performed manually.