Getting Started with Personify

Welcome to Personify!

This documentation will help you navigate and understand the various elements within Personify. Whether you’re managing campaigns, creating templates, or analyzing performance, these guides will help you use each feature effectively.

If you have any questions, please get in touch with your account manager.

Getting Started

When you first access Personify, you’ll find the interface organized to help you efficiently manage your marketing activities. Each section provides specific tools and features designed for different aspects of campaign management.

Login Process

When you first login to Personify, you’ll be greeted by the login screen, followed by access to the main dashboard interface.

Navigation Overview

The documentation is organized into several key sections, each covering different aspects of Personify’s functionality:

Dashboard

Your central hub for monitoring campaign activities and getting quick insights. The dashboard provides an overview of scheduling information related to campaigns and notifications, with organized views of your campaigns grouped into All, Scheduled, and Sent tabs.

Marketing

• Campaigns: Manage and track your email campaigns with comprehensive tools for creation, scheduling, and performance monitoring
• Templates: Create and organize email templates for consistent messaging and branding
• Customer Journeys: Set up marketing and transactional customer journeys to automate your processes

Communications

• SMS Mailing: Create and manage SMS campaigns with various status tracking and scheduling options
• Push Notifications: Handle both Standard and Segmented push notification campaigns

Analytics

• Activity History: Track and monitor the history for a specific person (email/SMS) - primarily used for troubleshooting rather than wide analytics

Social

• Social: A flexible platform for managing various types of data and content

Audience

• Segments: Create and manage different types of audience segments including Expression Builder, List/CSV, Sign up, Customer Journeys Membership, and Combined segments

Quick Start Steps

1. Explore the Dashboard: Start by reviewing your current campaign status and performance overview
2. Review Your Segments: Check the Audience section to understand your current audience segments
3. Check Templates: Visit the Templates section to see available email templates
4. Browse Campaigns: Look at existing campaigns to understand the current state of your marketing activities
5. Monitor Performance: Use Activity History to review past campaign performance

Key Features by Section

Dashboard Features

• Campaign overview with All, Scheduled, and Sent tabs
• Quick actions like View, Edit, Load Now, and Status Change
• Campaign information including Type, Name, Segment Size, Site, Status, and Dispatch Date

Campaign Management

• Create and edit email campaigns
• Schedule and dispatch campaigns
• Track campaign status (Scheduled, Sent, Cancelled, etc.)
• Duplicate existing campaigns for efficiency
• Bulk batch details for comprehensive campaign management

Template Management

• Create new templates
• Organize templates in All and Archived tabs
• Edit, duplicate, and delete templates as needed
• Maintain consistent branding across campaigns

Customer Journey Automation

• Create both marketing and transactional customer journeys
• Monitor customer journey execution and step completion
• Edit and manage existing customer journeys
• Track customer journey performance metrics

SMS Campaign Management

• Create and manage SMS campaigns
• Track various campaign statuses (All, Scheduled, Loaded, Sent, Cancelled, Not Sent, Archived)
• Use actions like Load Now, Dispatch Now, and Bulk Batch Details
• Search and filter SMS campaigns

Push Notification Management

• Handle Standard and Segmented push notifications
• Manage campaigns across different statuses
• Use specialized actions for segmented campaigns
• Archive and restore notifications as needed

Audience Segmentation

• Create different types of segments (Expression Builder, List/CSV, Sign up, Customer Journeys Membership, Combined)
• Manage segments in All and Archived tabs
• Use segment-specific actions like Duplicate and Download
• Restore archived segments when needed

Best Practices

• Regular Monitoring: Check the Dashboard regularly to stay updated on campaign status
• Organized Templates: Keep your templates organized and up-to-date for consistent messaging
• Segment Management: Regularly review and update your audience segments for better targeting
• Performance Analysis: Use Activity History to learn from past campaigns and improve future performance
• Customer Journey Optimization: Monitor customer journey performance and make adjustments as needed

Support

If you need assistance with any feature or have questions about using Personify, please contact your account manager for support and guidance.

Module Reference

Module	Primary Function
Dashboard	Campaign overview and quick actions
Campaigns	Email campaign creation and management
Templates	Email template design and organization
Customer Journeys	Marketing and transactional automation
SMS Mailing	SMS campaign management
Push Notifications	Push notification campaigns
Activity History	Individual person history for troubleshooting
Social	Content and data management
Segments	Audience segmentation and targeting

Each module provides specific tools designed to help you manage different aspects of your marketing activities effectively.