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Installation Guide

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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 to install all the components that are required to setup and configure Informz for Aptify Integration. Please refer to the Aptify User Guide provided by Informz to learn more about using the integration to its full potential.

Informz Setup

Informz setup includes unpacking a configuration migration pack on Aptify 5.5.2 or higher. Also, you will need to install 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 by contacting your Informz eMarketing Advisor.
Please follow these steps to complete the Informz integration:

Prerequisites

  • Aptify 5.5.2 with Aptify Web
  • All the requirements for Aptify 5.5.2

Install Configuration Migration Tool (CM Tool)

Point to remember before Installing CM Tool:

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

Please follow these steps to install Configuration Migration Utility.

  1. Copy and Paste the CM Tool setup files to the Aptify machine.
  2. Open the setup folder and click on 'Setup.exe' file to run the setup.
  3. Provide the Login detail to run the setup. Please ensure that the user has system administrator level permissions.

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

  1. Provide the valid Aptify installation Directory path where your Aptify smart client is installed and shortcut name of the application which is created by the setup program and Click Next. [NOTE: CM Utility Application Shortcut name which is used to create a Desktop shortcut, Name should be unique, if already exits then it will not be able to create the desktop shortcut.]

  1. Click Finish to start installation. Installation will take several minutes.


  1. Confirmation message will be displayed after the completion of successful install.

Unpack Informz CM Pack Using CM Tool

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

    1. Copy and Paste the 'InformzPack.cmpack' file to the local Aptify machine.
    2. Run CM Tool, by clicking on the CM Tool icon that was created in previous section. Please make sure that the user running the CM Tool has permissions to create/update entities. A system administrator level user will be required for such a task.
    3. Select the Open Configuration for Unpacking option and click OK.

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

      1. The tool might notify you about the difference in version and some validation failures. Ignore those and continue unpacking.
      2. No other changes/settings are required to unpack.
      3. At the completion of unpacking, Aptify Configuration Migration Tool will display a completion message.
    2. Click OK to close the completion message.

Aptify should now have all of the components required for the Informz integration. To verify that all of the components required for Informz Integration are present, see the 'Verify The Unpacked Items' section of this document.

Verify the unpacked items

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

    1. Service Data Object
  • Open Service Data Objects service under Web Services application
  • Search and verify that a Service Data Object record named 'spPersonlizationFieldValues' exists
    1. Process Flow
  • Open Process Flows service under Process Pipeline application
  • Search and verify that a Process Flow record named 'Multiple Campaign List Builder Process Component' exists
    1. Scheduled Task
  • Open Scheduled Tasks service under Process Pipeline application
  • Search and verify that a Scheduled Task record named 'Update Prospect List for Multiple Campaign' exists
    1. Mailing Activity Entity
  • Open the Campaign Management application
  • Verify that a service named Mailing Activity exists
    1. Persons Record – Contact Log Tab
  • Open any Persons record and Navigate to Contact Log tab
  • Verify that a sub tab named Email Exclusion History exists
    1. Campaign Record – AvailableForEmail field
  • Open any campaign record
  • Verify that AvailableForEmail field exists on the main area

Please note that Email Exclusion History sub tab and AvailableForEmail field might not appear by default, if you are using configured form templates for those services.

Setting up scheduled task to automate prospect list update

By following this step you will be able to automate the process of updating the prospect list, 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 the Scheduled Tasks service under Process Pipeline application.
  3. Search and Open scheduled task 'Update Prospect List for Multiple Campaign'.
  4. Change the Service to Remote Scheduler.
    • After saving the record, the Application Server will change the Service to Windows Scheduler automatically and set up a Windows Task for this item.
    • If you are running the Aptify client on the Application Server directly, you can set the 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 Aptify Application Server Guide for more information.
  7. Check the Is Enabled box.
  8. Modify the Frequency, Dates, and Start Time as needed.
  9. Save the Scheduled Task.


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.

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