iMIS is an EMS (Engagement Management System) used by many membership-based organizations (and lots of Feathr customers) to store and activate data about their members. Because that data is not natively tracked in Feathr, but is valuable for targeted marketing, we have built a direct integration that connects data stored in iMIS to Feathr.
What does the integration do?
By integrating your iMIS account with your Feathr account, you unlock the ability to base your marketing audiences off of data that was previously only available in iMIS, or by direct import into Feathr.
With the integration, data fields you capture in iMIS are updated automatically in Feathr when they are changed or created in iMIS. Examples of such fields include (but are hardly limited to):
- Member Type
- Functional Title
Using the integration syncs this data (and potentially much more) into Feathr for seamless use in your targeted marketing and goal tracking efforts.
How do I integrate?
There are three simple phases to successfully integrating your iMIS and Feathr accounts.
First, make sure you are using iMIS Cloud, AKA EMS Enterprise, and check that it is version 18.104.22.1684 or above.
Then, look at your iMIS account and decide which contact fields (examples bulleted above) will be helpful in your marketing. Then create custom fields with corresponding names in Feathr.
Next, use Feathr's integration wizard to connect your iMIS and Feathr accounts. Detailed instructions can be found here: How to Integrate iMIS with Feathr.
Once the integration is connected, map your iMIS fields to their corresponding Feathr fields.
Once the integration is complete and your fields are mapped, any data mapped from iMIS to Feathr will be reconciled in Feathr when it is updated in iMIS, and automatically added to Feathr when it is created in iMIS.
The integration is forward-looking only. This means that your existing iMIS data will not be synced in bulk upon integration. The integration can only sync new and changed data from the date of integration forward. Sync occurs once daily, so please allow up to 24 hours for data that has been changed or added into iMIS to be reflected in Feathr.
Data that has been synced from iMIS to Feathr will appear in the filtering options on your Community page, where you can use it as filtering criteria for Groups. It will also appear in the individual people records in Feathr, labeled as Updated by iMIS.