INFORMZ Integration

The Informz for Aptify integration provides an effective way to harness the strengths of Aptify and Informz for effective and efficient eMarketing campaigns. Using Informz provides valuable deliverability services, advanced reporting, and campaign consultation from a dedicated Informz eMarketing Advisor.
This integration allows the sharing of information between Informz and Aptify, to deliver a robust solution. Market segments or lists of prospects can be imported from Aptify and be used for eMarketing campaigns in Informz. Emails constructed in Informz can now leverage the invaluable personalized information for each person, which is available in Aptify. Information regarding the mailing activity of these eMarketing campaigns and subscribe/unsubscribe option of each person can now be tracked back in Aptify.
This guide will assist This describes how to install all the components that are required to setup and configure Informz for Aptify Integration. Please refer Refer to the Aptify-Informz Integration User Guide provided by Informz to  to learn more about using the integration to its full potential.

Informz Setup

The Informz setup includes unpacking a configuration migration pack on Aptify 5.5.2 or higher. Also, you will need to install the Aptify Configuration Migration Tool (CM Tool) to be able to unpack the Informz integration pack. In the last step, you can automate the process of updating the campaign prospect list. This last step is not a required step for the setup but is recommended in order to have less manual work involved in using Aptify Informz Integration. CM Tool setup files and Informz Integration pack can be obtained by contacting support@aptify.com or Aptify support or by contacting your Informz eMarketing Advisor. Please follow these

Perform the following steps to complete the Informz integration:

• Prerequisites 
• Installing the Aptify Configuration Migration Tool
• Unpacking the Informz Integration CM Pack
• Verifying the Unpacked Items
• Creating a Scheduled Task to Automate Updating the Prospect List

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Prerequisites

• Aptify 5.5.2 with the Aptify web interface. See System Requirements for the Aptify Web Interface for more information.
• All the requirements for Aptify 5.5.2. See System Requirements for Aptify 5.5.2

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• for more information.

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cmTool

Installing the Aptify Configuration Migration Tool

Perform the following tasks before installing the Aptify CM Tool on the server where the Aptify Desktop client is also installed:

• Verify that the user has sufficient rights on the destination folder.
• Before running the Setup make sure Verify that the setup files are NOT read-only.
• Aptify Installation Directory where CM Utility is installed should NOT be read only.

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• Verify that the Aptify installation directory where the CM Tool is to be installed is NOT read-only.

Perform the following steps to install the CM Tool.

1. Copy and paste the CM Tool setup files to the Aptify machine.
2. Open the setup folder and click on 'the Setup.exe' file  file to run the setup program.Provide the Login detail to run the setup. Please ensure that the user
3. In the Aptify CM Tool login screen, perform the following steps:Provide
   1. In the Server field, enter the name of the server where the Aptify Desktop client is also installed.
   2. In the User Name and Password fields, enter the user account information for an account that has system administrator level permissions.

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1. After successful login following window will appear with Perquisites details, click on Next to proceed.

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1. 1. Click OK.
      
      
2. In the Welcome screen, review the installation criteria and click Next.
3. In the Installation Options screen, perform the following steps:
   1. In the Aptify Directory field, enter the valid Aptify installation
   Directory
   1. directory path where your Aptify
   smart
   1. Desktop client is installed
   and
   1. .
   2. In the Shortcut Name field, enter a shortcut name
   of
   1. for the application
   which is created by the setup program and Click Next. [NOTE: CM Utility Application Shortcut name which
   1. . This name is used to create a Windows Desktop shortcut
   , Name
   1. for this application. The name should be unique, as if the name already exits
   then it
   1. , the setup program will not be able to create the
   desktop shortcut.]

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1. Click Finish to start
   1. Windows Desktop shortcut.
   2. Click Next.
       
2. In the Run Installation screen, click Finish to start the installation. Installation will take several minutes.

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1. Confirmation message will be When the confirmation message is displayed after the completion of successful install, see Unpacking the Informz Integration CM Pack.

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Unpacking the Informz Integration CM Pack

Please follow these steps to unpack the Informz integration CM Pack:

1. Copy and Paste paste the 'InformzPack.cmpack' file to the local Aptify machine.Run CM Tool, by clicking on the CM Tool icon that was created in previous section. Please make sure  file to the computer where you have installed the Aptify CM Tool. 

2. In the Windows Desktop, click the CM Tool icon to launch the Aptify CM Tool.
   
   

   Note
   Ensure that the user running the Aptify CM Tool has

   permissions

   the permission to create/update entities. A system administrator level user

   will be

   is required for such a task.

   
   
   

3. Select In the Configuration Migration Utility screen, select the Open Configuration for Unpacking option and click OK.

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2. In the Pack Path field of the Folder Selection section, enter the path for Informz integration Pack (InformzPack.cmpack) and click the UnPack button.
   

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2. If the CM Tool displays notifications about the difference in version and some validation failures. Ignore those , ignore these and continue unpacking.
3. No other changes/settings are required to unpack.
4. At the completion of unpacking, Aptify Configuration Migration Tool will display a completion messageWhen the Completion Message is displayed, the CM Tool has completed unpacking the Informz Integration Pack.
5. Click OK to close the completion message.

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1.  Aptify should now have all of the components required for the Informz integration. 
2. To verify that all of the components required for Informz Integration are present, see Verifying the

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1. Unpacked Items

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Verifying the Unpacked Items

This verification step is recommended but not required. After the unpack process has completed, open Aptify to verify if whether the required components were unpacked:

1. Search for the related Service Data Object.
   1. Open

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1. 1. the Service Data Objects service under the Web Services application.
   2. Search and verify that a Service Data Object record named

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1. 1. spPersonlizationFieldValues

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1. 1.  exists.
      
      
2. Search for the related Process Flow
   1. Open the Process Flows service under the Process Pipeline application.
   2. Search and verify that a Process Flow record named

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1. 1. Multiple Campaign List Builder Process Component

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1. 1.  exists.
       
2. Search for the related Scheduled Task.
   1. Open the Scheduled Tasks service under the Process Pipeline application.
   2. Search and verify that a Scheduled Task record named

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1. 1. Update Prospect List for Multiple Campaign

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1. 1.  exists.
       
2. Ensure that the Mailing Activity Entity service is present.
   1. Open the Campaign Management application.
   2. Verify that a service named Mailing Activity exists

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1. 1. .
       
2. Ensure that the Email Exclusion History sub-tab is present.
   1. Open any Persons record and

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1. 1. navigate to the Contact Log tab.
   2. Verify that a sub-tab named Email Exclusion History exists

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1. 1. .
       
2. Ensure that the AvailableForEmail field is present.
   1. Open any campaign record
   2. Verify that AvailableForEmail field exists on the main area.
       

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Setting up scheduled task to automate prospect list update

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Creating a Scheduled Task to Automate Updating the Prospect List

By performing this procedure, you can automate the process of updating the prospect listlis, when using Campaign Segments. Complete the following steps to create and set a schedule task:

1. Confirm that you have an Application Server configured and functional on your network.
   • You must have one or more Application Servers to use Aptify Scheduled Tasks.
      
2. Navigate to Open the Scheduled Tasks service under Process the Process Pipeline application.
3. Search and Open scheduled task 'for and open the Update Prospect List for Multiple CampaignCampaign scheduled task'.
4. Change Open the Service to Remote Scheduler service.
   • After saving the record, the Application Server will change the Service service to Windows Scheduler automatically and set up a Windows Task for this item.
   • If you are running the Aptify Desktop client on the Application Server directly, you can set the Service service to Windows Scheduler directly.
      
5. Specify the Application Server that will execute this task.
6. Specify the Job Account Name and Password for the account that will execute this task on the Application Server.
   • See the the Aptify 5.5 Application Server Guide for  for more information.
      
7. Check Select the Is Enabled box option.
8. Modify the Frequency, Dates, and Start Time as needed.
9. Save the Scheduled Task.
   
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By  By following these steps, all the required components for Informz are now in place and it is configured to update the prospect list automatically based on the scheduled task frequency. To learn more about Informz for Aptify Integration please refer to the Aptify User Guide provided by Informz. And for additional Aptify Support please contact us at support@aptify.com.