Go to Accounts and either create or select an already existing Organization record.Placing the Large NPO order in staff view: Make sure Large NPO can be created and organization’s primary contact can manage these seated memberships online through Community Hub.Click “Add Membership” to start renew flow testing.Log in using an account you created in the Join testing phase.Use the account you created in Join testing process, above (for testing we are allowing members to renew at any time, to be changed to renewal period later). Verify a logged in member can renew their membership.Add additional related information as may be required when creating a new account and save the record.For Profile, select “Community Hub Login User”.For User License, select “Customer Community Login”.Click on the Enable customer user button from the quick action list in the top right corner.Open the above Account you just created.Next, you need to enable the new Account to use Community Hub:.Add some Account information pop opened module, the click Save.Open the Accounts tab and Click on the “New” button top right.Go to Nimble - - and log in using a Staff login.Staff-Side: Create a New Account in Database Note: The test platform may only let you check out if your total is an odd number – a quirk of test environment (Use 4111 1111 1111 1111 as test credit card, enter future date for expiration, any number for code) Make sure you can proceed through check-out.(note: Join options, chapter regions, working and pricing work still in progress) Please use each of the accounts you create to test the different Join options (make note of the birthday you enter to test YP), chapter selections, etc.To Join, click the “Add Membership” link in the left menu (second item).Once an account is created, you will be taken to your “Personal Snapshot” page in Community Hub.Make note of the accounts and logins you create for the next parts of testing Create your user account – create accounts for someone in US, Canada, Mexico, other countries.Create an Account: To create a new account, go to:.Website User: Create a New Account and then Join Website user without account – nonmember: You will create your account in this Join testing flow, so make note of the login created for this new Join.Website user without account – nonmember.Make sure Staff can create new accounts in Admin.Verify a website user is able to create an account and join, appropriate flow and business rules/options in place.However, once the target group is changed to be a Nimble AMS list, the personalization fields display. If this target group was not a Nimble AMS list, Nimble AMS personalization fields are not initially available for selection. If your mailing is a copy from a previously created mailing, the mailing references the previously-used target group. The data is gathered from Nimble AMS just before you send the mailing. NOTE: The data to populate the code is retrieved from Nimble AMS during the mailing send process (personalization data is not stored locally in Informz). Personalization codes have the following format: To select an Nimble AMS personalization field in the Informz editor, click the Personalization toolbar tool. Insert a Personalization Field in a Mailing The field populated in the mailing will use what is set as the default. Personalization Default - Used when no value is provided from Nimble AMS.Display Name - Editable to provide a more descriptive name for Informz users.Data Element - The Nimble AMS name of the field.Comment - Used for internal documentation about the use of a personalization fields.Internal Name - The Nimble AMS internal attribute name.Attribute Use - Allows a Nimble AMS field to display, or not, in the personalization field list in the editor.Click Edit for the corresponding personalization.Click List of Attributes (also leads to edit).Navigate to Admin > Setup > Bridge Configuration.If this step is not completed, the personalization fields are not displayed in Informz. NOTE: As part of the initial integration setup process, your Salesforce administrator must make all fields visible in the organization and enable them for the API. Informz has access to the following default personalization fields from Nimble AMS: Let’s look at the different options you have available with personalization Personalization Fields Using Personalization is a great way to engage your subscribers, and because the Informz for Nimble AMS integration supports many different personalization fields, you’ll never be at a loss when you need to add some personal style to your mailings.
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