Clients using Interest Areas in Personify can sync recipient subscription data to Personify from Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise). This is a one-way transmission from Thrive Marketing Enterprise to Personify.
While subscription activity can be managed explicitly within Thrive Marketing Enterprise or within Personify, it is generally recommended that Thrive Marketing Enterprise remains the database of record for your subscription activity. If it is the latter, subscriptions are not managed in Thrive Marketing Enterprise and there would need to be a custom Personify link appended to message templates.
The following subscription types can be mapped back to Personify:
- Unsubscribe to Group Categories or Group
- Unsubscribe to Message Categories
This article describes the different types of subscription activities that can be written back to Personify via the dbo.CUS_OPT_IN table.
Update Individual Record Preferences
Typically, Thrive Marketing Enterprise is the database of record when it comes to maintaining a recipient’s subscription preference. Recipient subscription preferences are managed by:
- Users logging into Thrive Marketing Enterprise and manually changing their preference
- A recipient clicking an unsubscribe link
- Via a subscription management page hosted by Thrive Marketing Enterprise
If a recipient needs to subscribe or unsubscribe, we recommend following any of the steps above.
Subscription Activity Transmitted to Personify
Below are the workflows per unsubscribe setting in the Personify Thrive Marketing Enterprise integration. Tracking information will display in an integrated product provided the following conditions are met:
- In Thrive Marketing Enterprise, Subscribe and Unsubscribe tracking is enabled in Settings > Integrations > Personify Management.
- The recipient in Thrive Marketing Enterprise has a valid Master Customer ID in the Custom Member ID field.
When checking the tracking log in Settings > Integrations > Personify Management, note the following:
- Records with a non-matching Custom Member ID to Personify will fail and subsequently not add additional records to the Thrive Marketing Enterprise tracking area OR update the Interest Area.
- Tracking will push back on a scheduled basis to Personify once daily.
Thrive Marketing Enterprise Subscription Activity as Activity Records
In this configuration, the following details in the CUS_ACTIVITY table will not update unless the following conditions are met:
- Subscribe and Unsubscribe tracking is enabled in Settings > Integrations > Personify Management.
- The recipient in Thrive Marketing Enterprise has a valid Master Customer ID in the Custom Member ID field.
Thrive Marketing Enterprise Subscription Activity as Opt in Activity in Personify
In this configuration, the Opt In flag (Interest Area) will not update unless the following conditions are met:
- Subscribe and Unsubscribe tracking is enabled in Settings > Integrations > Personify Management.
- The Manage Unsubscribe section has been configured. Refer to the Thrive Marketing Enterprise Data in netFORUM > Thrive Marketing Enterprise Unsubscribe Information section of the Personify Integration Guide for more information.
- The recipient in Thrive Marketing Enterprise has a valid Integration ID in the Custom Member ID field.