This article provides information about the Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) integration with iMIS.

IMPORTANT: The information in this article is specific to iMIS version 20.3 and later. If your Thrive Marketing Professional account is integrated with an earlier version, visit the iMIS section of our knowledge base for relevant documentation.

Contact synchronization (sync)

Your Target Groups can synchronize in three ways.

• Navigate to Contacts > Groups and select Info from a Target Group's hover menu to trigger a manual sync.
• At the time of publish, the Target Group will refresh before the message sends.
• If a Target Group is used as part of a campaign, it will resync hourly.

List sync

Thrive Marketing Professional syncs lists from IQAs in the Higher Logic > MailingLists folder ("$/HigherLogic/MailingLists"). For an IQA to be available to the integration, it must:

• Return at least one active record,
• Have security settings set to Share Everyone (Full Control),
• Have its Display tab return PartyID (or a different field that contains the iMIS ID) with an alias of ID, and
• Have all prompts set to No.

Higher Logic will provide an installable package with the business objects and IQAs used by the integration. This package includes the templates for common marketing lists and to target panel fields for custom personalizations.

Personalizations

Default Personalizations - every Contact that is added to your Thrive Marketing Professional account via a sync with your iMIS database will default to the following fields.

$/HigherLogic/Contacts/Contacts

Custom personalization/demographic sync

You can also personalize on additional fields in iMIS. Higher Logic syncs Panel fields by calling an IQA.

• Higher Logic will define a template for the IQA as part of the package it provides.
• You can modify the template in order to make available for personalization the custom fields for your contacts.

Higher Logic syncs Panel fields nightly by calling the IQA.

Preference management

Higher Logic allows mail recipients to manage their communication preferences in iMIS.

• A preference token link will be pulled from iMIS.
• Users can access their preferences with that token.

The iMIS preference Token is synced as a personalization field named iMISv2 - Token. This can then be used to create Preference management page links to be shared with users. This way, mail recipients will not have to log in to provide their preferences.

A Communication Preferences page may have to be set up in iMIS first, if one is not already available. The settings on the widget may also have to be changed to 'everyone read' to make it visible.

The URL to build in the mailing templates for the IPM page will look like :

https://[imis_site_domain]/CommunicationPreferences?CPToken=%%WSI||INT|iMISv2|token%%

Activities written to the iMIS Activity table

Higher Logic writes the following Thrive Marketing Professional activities to the iMIS Activity table (Activity Type "HLOGIC").

• Bad Email - when a subscriber with a "bad" email address is added to the system; for example, two @ symbols, a double .com
• Landing Page Submit - when a user has submitted a landing page form
• Unsubscribe - a global unsubscribe from all messages
• Resubscribe - when a user resubscribes after having unsubscribed (this must be in the same system as the unsubscribe)

NOTE: The following activities are written to the Activity table only if you have not created panel fields for these activities.

• Web Tracking Page Visit - when a page visit is tracked by web tracking
• Mail Sent - when a message is sent
• Mail Open - when a message is opened
• Link Click - when a link is clicked

Activities written to panel fields

Instead of the iMIS Activity table, you can have some Higher Logic activities written to panel fields in your iMIS database.

Overview of the set-up steps

Below are the few steps that you have to complete in order to write to panel fields.

1 - Create the panels in your iMIS instance

• If you are not familiar with how to create panels in iMIS, see Creating panels.
• The panels that you create must be set to allow multiple entries, which is described in Multiple entries.

TIP: The fields and metadata that you need for each panel are referenced in the sections that follow.

2 - Notify Higher Logic Support

When your panel fields are ready, create a case and inform Higher Logic Support that you're ready to start using panel fields.

3 - Verify the configuration

Check the configuration of the Informz mailing-activity writeback tables.

For information, see Configure an automatic writeback in iMIS Writebacks - Mailing Activity.

Post-change writeback cadence

After your integration has been configured to write Thrive Marketing Professional activities to panels in iMIS, the cadence of the activity writebacks will change from:

• being written to iMIS as they happen to
• being written to iMIS once for all subscribers three to seven days after a mailing has been sent.

Mailing activities

This section provides the panel set-up information for mailing activities writebacks.

Set the following properties for this panel field.

• Source name: INFORMZ_MAILING_ACTIVITY
• Parent type: Contact
• Panel type: Multi-instance (checkbox or radio button)

Campaign details

This section provides the panel set-up information for campaign activities writebacks.

Set the following properties for this panel field.

• Source name: INFORMZ_CAMPAIGN
• Parent type: Contact
• Panel type: Multi-instance (checkbox or radio button)

Web tracking

This section provides the panel set-up information for web-tracking activities writebacks.

Set the following properties for this panel field.

• Source name: INFORMZ_WEB_TRACKING
• Parent type: Contact
• Panel type: Multi-instance (checkbox or radio button)