Below is a checklist to ensure the success of your Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) integration with Aptify.
Milestone | Timeframe | Higher Logic | Partner | Client |
---|---|---|---|---|
Identify Contacts, Note Prerequisites, Establish Timeline | ||||
Provide contact information for Aptify Project Manager | Client's Discretion | |||
Define Integration Go Live Date | Client/Partner's Discretion | |||
Client on Aptify 5.5.2 or higher, with Aptify Web | ||||
Complete Prerequisites | ||||
Upgrade to Aptify 5.5.2 or higher, with Aptify Web | Client's Discretion | |||
Complete Configuration Items [Test] * | ||||
Configure Aptify account and provide connection details | Partner's Discretion | |||
Configure Thrive Marketing Professional account | 1 Day | |||
Test Functionality [Test] * | ||||
Test Functionality | 1—3 days | |||
Complete Configuration Items [Production] | ||||
Configure Aptify account and provide connection details | Partner's Discretion | |||
Configure Thrive Marketing Professional account | 1 Day | |||
Test Functionality [Production] | ||||
Test Functionality | 1—3 days | |||
Deploy | ||||
Notify Client/Partner upon completion of successful testing |
* Connecting to test environment is optional.