FAQ’s

Can a field other than email function as the unique identifier?

Yes; however, if and when you import any data, you will need to import a column with the person ID or field that is the unique identifier and a column for email at minimum. If this SOP is not followed, and email addresses only are imported, then duplicate records will be created.

Can I create a dynamic list of other dynamic lists?

No. You will need have all of the criteria inside of one list and one filter. Other dynamic lists cannot be included inside of another dynamic list.

Does the data write-back to the AMS?

Typically our integration does not write data back to the AMS. We do have a product for that called Reporting + that will write back behavioral data to the AMS or a data warehouse.

Can I schedule a report to a group of people that will report on KPIs from Adestra?

Yes, the tool gives you the ability through Export Manager to create your own aggregate reports and email them out to team members at regular intervals.

How can I create a filter on only one list when I have multiple inclusion lists in my dynamic list?

It is easy to combine lists and data into one dynamic list. If you have a filter that you need to only filter against one list and not all of your lists in your dynamic list, simply head over to your core table, choose to browse, create a filter. Once you've created a filter, and applied it and you are satisfied with the data that is coming back, you can apply those contacts into their own static list. In this way, you can now add the list to your other set of lists.

What are the different types of data you can collect?

Demographic, psychographic, firmographic, and behavioral data.

What are some ways an integration benefits me?

Integrating your databases keeps you in compliance, it makes pulling regularly used, up-to-date lists in your email automation tool easy, and it allows for individualized customer journeys.

What are the systems you can integrate?

We integrate association management systems (AMS), customer relationship management systems (CRM), learning management systems (LMS), email management system (EMS), marketing automation (MA) to name a few. Any datatabase can be a database of record or an origin data source and any email marketing or marketing automation or event database can be a destination for an integration.