In an integration scenario, there are two databases: your AMS/CRM (i.e., integration) database and Higher Logic Thrive Marketing Professional. The integration allows you to manage your records in your AMS/CRM database and then move that data into Higher Logic Thrive Marketing Professional for use there. It is helpful to understand not just how the integration works, but also where the data comes from and where to edit it.

How does the integration work?

Higher Logic Thrive Marketing Professional establishes a connection (often referred to as a bridge) that allows it to directly communicate with your AMS/CRM database. Your subscriber information is accessed in real time and pulled into Higher Logic Thrive Marketing Professional. Higher Logic Thrive Marketing Professional only pulls and stores email addresses and a unique ID for each person from your AMS/CRM. Other personal information is requested in real time from your AMS/CRM, when necessary.

Higher Logic Thrive Marketing Professional regularly synchronizes (syncs) with your your AMS/CRM. It checks for new email addresses that it should import from your AMS/CRM. The result of a sync is either the creation of, or the updating of, a subscriber in Higher Logic Thrive Marketing Professional.

What can also occur, depending upon the integration, is data is sent from Higher Logic Thrive Marketing Professional to the integrated database in the form of a writeback. For example, if your integrated database supports a field for something like “Do not contact via email,” Higher Logic Thrive Marketing Professional sends an unsubscribe writeback to update that field.

Unique identifiers & managing duplicates

IMPORTANT: If your Higher Logic Thrive Marketing Professional account has multiple integrations (e.g., Higher Logic Online Community and Salesforce), learn about the One-to-Many Sync option that simplifies managing your remote subscriber records by automatically de-duping duplicate records.

Higher Logic Thrive Marketing Professional uses the combination of the Email and Remote ID fields to establish unique records in Higher Logic Thrive Marketing Professional. If there are two records in your AMS/CRM database with the same email address but different remote IDs, Higher Logic Thrive Marketing Professional treats them as two distinct, valid records, and creates two subscriber records in Higher Logic Thrive Marketing Professional.

If you determine that a record in your AMS/CRM is a "duplicate" (by your standards) and you delete that record from your AMS/CRM, nothing will happen to the corresponding record in Higher Logic Thrive Marketing Professional (i.e., it will not be automatically deleted or unsubscribed).

If a record is deleted from your AMS/CRM, causing the corresponding record in Higher Logic Thrive Marketing Professional to be "orphaned," the orphaned record can be unsubscribed by an authorized user in your Higher Logic Thrive Marketing Professional account (i.e., a user for whom the Administrator permission is enabled; see Account permissions in Manage Users).

Notes

• Authorized users cannot delete subscriber records in Higher Logic Thrive Marketing Professional.
• Higher Logic Support will not delete subscriber records from your account.

iMIS Legacy integrations

iMIS Legacy integrations use the iMIS ID field rather than Remote ID, so unique identifiers in those integrations are established by the combination of the Email and iMIS ID fields.

API integrations

If you have an API integration with Higher Logic Thrive Marketing Professional, you probably (but not definitely) do have an ID in your uploads, in which case the “Email + Remote ID as unique identifier” concept is applicable. You should confirm whether you do.

It's important to remember that Higher Logic does not develop API integrations, so including an ID is not a requirement when making calls to the API. Therefore, there is the potential for an API integration to have unique identifiers based only on the Email field.

API integration unique identifiers can be either be “Email + Remote ID” or just “Email,” depending entirely on how the AMS provider / customer developed their integration with the Higher Logic Thrive Marketing Professional API.

Subscriber import

In addition to the sync process, subscribers can also be brought into Higher Logic Thrive Marketing Professional via a file import. Usually this is for a list that’s needed for marketing communications, but is not appropriate to be in the main database. Subscribers brought into Higher Logic Thrive Marketing Professional this way are not pushed into the integrated database.

The Source column in a subscriber listing, indicates whether a subscriber came from the integration or an import (labeled as "upload").

If a previously imported subscriber record is subsequently found to match the same email address for a synced record, the unique ID from the integrated database will be added to the subscriber record in Higher Logic Thrive Marketing Professional so that only one subscriber record exists.

Managing email addresses

Because you have two databases, you should understand how this affects subscriber information – especially email addresses. Your integrated database is the source for the subscribers' email addresses. Even if you change an email address for an integrated subscriber, in Higher Logic Thrive Marketing Professional, the next sync will overwrite the email address with what’s coming from the integrated database.

If you are editing a subscriber record that comes from the integrated database, you won’t want to use the Subscribers > Edit Subscriber menu option to change their email address.

Managing Personalization data

Managing personalization data also requires knowing whether the data is coming from your integrated database or Higher Logic Thrive Marketing Professional.

• If the data is coming from the integrated database, then the change has to be made there.
• If you are also using Higher Logic Thrive Marketing Professional profile info fields to augment your personalization capabilities, then those changes are made in Higher Logic Thrive Marketing Professional.

Key points

• Subscriber information that resides in the integrated database should only ever be updated in that database.
• Higher Logic Thrive Marketing Professional can only create integrated preference management forms for some integrations.
• Subscribers uploaded via a spreadsheet will not be pushed to the integrated database.

API integrations

API integrations (e.g., PUSH and SOAP) are built to communicate with a custom or “in-house” database and can be configured to do a variety of things with Higher Logic Thrive Marketing Professional. For example:

• email addresses can be pushed to Higher Logic Thrive Marketing Professional as an automated import,
• a mailing can be created and sent, and
• reporting data can be retrieved from Higher Logic Thrive Marketing Professional.

To learn about API integrations, see the API Integrations Information section.