Below is a checklist to ensure the success of your Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) integration with Association Anywhere.
Milestone | Timeframe | Higher Logic | Partner | Client |
---|---|---|---|---|
Identify Contacts, Note Prerequisites, Establish Timeline | ||||
Contact Association Anywhere Project Manager to initiate integration configuration | Client's Discretion | |||
Define integration timeline/go-live | Client/Partner Discretion | |||
Client on Association Anywhere 7.4.1 or higher? | ||||
Complete Prerequisites | ||||
Upgrade to Association Anywhere 7.4.1 or higher * | Wide variability | |||
Complete Configuration Items [Test Environment] ** | ||||
Expose Test Instance to Thrive Marketing Professional Production IP | Partner Discretion (typically 3—5 Days) | |||
Configure Association Anywhere account and provide connection details for Test and Production Environments | Partner Discretion (Typically 3—5 Days) | |||
Configure Thrive Marketing Professional Account | 1 Day | |||
Test Functionality [Test Environment] ** | ||||
Create Distribution List to use for testing | Client Discretion | |||
Test Functionality | 1—3 Days | |||
Upon completion of testing, request to move to Production | ||||
Complete Configuration Items [Production Environment] | ||||
Expose Production Instance to Thrive Marketing Professional Production IP | Partner Discretion (Typically 3-5 Days) | |||
Configure Thrive Marketing Professional Account | 1 Day | |||
Test Functionality [Production Environment] | ||||
Create Distribution List to use for testing | Client Discretion | |||
Test Functionality | 1—3 Days | |||
Deploy | ||||
Notify Client/Partner upon completion of successful testing |
* If client is on a lower version, ACGI can back-port the Thrive Marketing Professional methods to the client's API (upgrading to 7.4.1 or higher is the preferred method).
** Connecting to a test environment is required by ACGI.