The AMS is integrated with Informz from Higher Logic (also know as Higher Logic's Communications Professional), in order to provide an automated transfer of your subscribers, interest groups and opt-in preferences to Informz. In addition, basic email history for each subscriber from Informz is displayed within the contact’s profile.
All transfers to Informz of interest group subscribers and opt in/out preferences occur within the Reporter module, via your self-created Library Card selection queries. You continue to build groups based on all data stored in the AMS so that you can target them to your exact purposes. When you have created the group you then transfer it to Informz with the click of a single button. In addition, all of the Opt-In lists that you maintain that are specific to email communications are sent to Informz all at once with a single click. You will then manage which group, and which opt in categories apply to each group, within Informz as part of your marketing automation processes and mailings.
Transferring a Group to Informz
You continue to use Library Cards within the Reporter to build selection queries against all of the data in the AMS.
NOTE: Before proceeding, if you wish to make sure your target group is current based on real-time data be sure to click on Run this Job. Otherwise your group will be preserved based on the last time you did so. This is intentional as many clients wish to preserve their group as is regardless of changes in the database. If you know you always want the real-time results of your selection query then always click on Run this Job when you first come to this page.
Once you have created a library card you will create an Output Product for Export to generate the list that is sent to Informz.
When you click the New Product Settings button for a new Export you will see the following:
Choose the Category of eMail and this will populate the Query drop down with three options:
- Informz Export- name, title, company, key email and their key membership info
- Informz Employee Export- for use when the library card is focused on companies, this returns all employees and their names, titles, company, and key emails
- Informz Key Contact Export- for use when the library card is focused on companies, this returns just the company Key Contact and their name, title, company, key email, and membership info
NOTE: only those contacts with a key email address with the OK to Broadcast flag checked are sent in the export to Informz.
These exports can be customized to include additional information if desired. When you first initialize your integration we will discuss the data to be included in this export. If you wish to have it modified once live please reach out to our support team for assistance.
Also on this page is a Sync nightly with Higher Logic? check box. Once you have added the export and first pushed your group to Informz you can set the library card to auto-sync with Informz on a nightly basis. This allows for your group and all marketing automation in Informz to be based on the most recent members of the group automatically on a daily basis.
To begin the transfer process click on the 
view icon in the first column of the Outputs grid to view the Informz export you've created. You will then see the following screen with the information from your specific library card.
NOTE: It is strongly recommended that you first click on View Results to verify the individuals included in the group is correct. If not, you can adjust your criteria in the library card query to select the correct individuals.
This page now has two extra buttons on it: Export to Informz & Update Optin to Informz.
Once you are certain your group is correct, click on the Export to Informz button. Your session will be suspended while the transfer takes place, and when finished you will be presented with the message All records for this library card have been transmitted to Informz. The transfer is a complete replacement of the group, thus anyone that may have been in the group previously that are no longer in it will not remain. Any that are now in the current group will appear. You may also receive emails from Informz when the export is complete (sent to the AMS user who clicked the button).
If you then login to your Informz account you will be able to view your target group. Within Informz go to Target Groups, then select Interests from the list of target group types. You will then see a screen similar to the following.
All groups from Library Cards in the AMS sent to Informz become Target Groups. The name of the group is NOAH plus the Library Card ID, followed by your description of the Library Card. For example, the Library Card ID is 55, and its description is All Members would be a Target Group in Informz named NOAH55 – All Members. The number of individuals in the group and the date and time you last transferred the group from the AMS is displayed for each group. You can select the group to view each individual and its data transferred via the export.
Next you will need to update the Opt In subscribers for all email options. To do so, click on the Update OptIn to Informz button. Your session will be suspended while the transfer takes place, and when finished you will be presented with the message All Opt In/Out preferences have been transmitted to Informz. You can perform this task from any Informz Export on any Library Card, and All of Opt In lists created in the AMS will be processed. This will also setup a nightly refresh of all these groups.
The Opt In groups are created as Interests Target Groups in Informz as well. From the screen shot above, there are several Opt In groups that were created by NOAH. For example are NOAHOPtIn – SUBS– ENEWSSPEC and NOAHOptIn – SUBS– I would like to receive.... The names are taken directly from your description for each opt in category. Within Informz you would then apply whichever Opt In group you wish depending on the specific email you are sending.
Please note, the Opt In group is the list of those opting IN, regardless of the default settings for your list in the AMS. Thus if your default for a list is that they are IN unless they opt OUT, then all individuals are included except those that opted out. If the default is they are OUT unless they opt IN, then only those that have opted in are included. You would then combine your selected target group in Informz with the applicable Opt In group in Informz, and only send email to those in BOTH groups. Please see the Informz user documentation for more help on using these features in their system.
You will continue to use your Opt In/Out lists in the AMS to manage all subscriber preferences via the online profiles of your individuals in your website. The Opt In/Out Preference Page can be configured on your website such that users do not have to login to update their Opt In/Out selections.
Global Unsubscribe Update
Both the AMS and Informz maintain a global setting for individuals unsubscribing from all email. In the AMS it is managed by unchecking the “OK to Broadcast” check box in each email record. In Informz the individual emails are marked as having “Unsubscribed”. NOAH executes an automated update of all emails that are set to not broadcast to set them as unsubscribed in Informz on a nightly basis. There is nothing you need to do to update this list in Informz.
If an individual has globally unsubscribed in the AMS, they will not be included in any group export from any library card at the time you transfer the group to Informz as described above. Thus even if the overnight update has not yet occurred, if you transfer the group to Informz they will not be included when exported to Informz. As stated above, the transfer is a complete replacement of the group, thus if they have been globally unsubscribed they will not be in the group after the transfer. They will not yet be in the “Unsubscribed” list in Informz until the next overnight update, but as they are not in the group they will not be sent an email.
If you schedule your email for delivery at a later date in the future it is possible that a global unsubscribe may have occurred that day, thus you can refresh your target group from the AMS near the time of the email delivery if you wish. They will be processed as a global unsubscribe with the next overnight update.
NOTE: if you use the Unsubscribe or Preference Center in Informz, those updates are not written back to the AMS. The correct flow is for your mailings to have a link to an AMS Opt In/Out Preference Page that updates a contact's preferences; then these updates are then passed to Informz when lists are refreshed nightly.
Informz Email History
You can view all email history from Informz for an individual via their profile in the AMS. When on a person’s profile, click on History, Informz History. The default data view includes the date and time the email was sent, mailing name of the email, and if it was Delivered, Opened, and Clicked.
Setup
Setting up your integration with Higher Logic's Informz and the AMS may take a few hours of billable work, depending on your needs. Please a create a support ticket so the integration can be configured appropriately. Your Informz Brand Id will be needed to setup the integration.
The Queries defined above determine the information for a contact that is sent to Informz so you may personalize your messages. These can be modified if you require other fields to personalize your message. These are not for segmenting contacts into groups, which you can do with various library cards in the Reporter that are sent over to Informz.
NOTE: Higher Logic will need to allow calls from your AMS's IP address:
- ams.enoah.com - 69.8.231.198
- ams2.enoah.com - 69.8.230.14
- ams3.enoah.com - 69.8.230.139
- ams5.enoah.com - 69.8.231.214
- ams.aarwin.net - 69.8.230.18
There are some fail-over IPs that should be allowed was well
- 131.226.206.140
- 50.58.82.100
- 66.77.128.118
Once you have manually exported data to Informz and confirmed the data is coming over correctly, we will turn on the nightly sync.