The Personify integration for landing pages adds new prospects to your Personify database. When recipients submit Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) landing pages, Thrive Marketing Enterprise can make their information available in Personify.

NOTE: This integration is not intended to handle subscription management or conduct surveys.

Installing universal services

Landing page integration is based on the universal services integration that is already used outside of Thrive Marketing Enterprise. So, when Marketing Automation is enabled for your account, you won't need to install anything else to start integrating landing pages to Personify.

When you are ready to install, create a case and request assistance from our Support team.

The installation process includes:

1. Running a script to create the necessary stored procedures for your Personify database.
2. Running the main installation package.

The installation will set up the default options as described below, but you can customize any part of the integration (such as the stored procedures).

NOTE: Thrive Marketing Enterprise is unable to maintain your customizations.

Requirements

To use the integration, the Personify integration and Marketing Automation must be activated for your account. For assistance, create a case for our Support team.

Creating integrated campaigns

After this is done, a new Integration section will be available when you create a landing page campaign. Check the Integrate with Personify checkbox to create new records in Personify.

NOTE: This option is available for each landing page campaign, so you can choose which campaigns are integrated and which are not.

New records in Personify

The installation creates a Thrive Marketing Enterprise constituent class in the Personify database (using a SQL insertion) and records that are created by Thrive Marketing Enterprise are created in this class. This dedicated class makes it easy to find the records that were created by Thrive Marketing Enterprise.

On your CRM360 search page in Personify, there is a constituent class menu from which you can choose Thrive Marketing Enterprise as one of the options.

Record creation logic

When the campaign is deployed, records are added to Personify through the following workflow:

1. Recipient submits the landing page.
2. Thrive Marketing Enterprise determines whether the submitter's email address is tied to an existing Thrive Marketing Enterprise record.

If the email address is not found, Thrive Marketing Enterprise creates a contact record. Then...

1. Thrive Marketing Enterprise searches the Personify database to see if the email address exists.

1. If no record of the email address exists, Thrive Marketing Enterprise creates a new one. Thrive Marketing Enterprise then takes the Personify ID and stores it in the Custom ID field.
2. If one record of the email address exists, Thrive Marketing Enterprise stores the Personify ID in the Custom ID field.
3. If more than one record of the email address exists, Thrive Marketing Enterprise stores the Personify ID for the first record returned.

If the email address is found, Thrive Marketing Enterprise checks the Custom ID field. Then...

1. If the Custom ID field is blank, Thrive Marketing Enterprise searches the Personify database to see if the email address exists.

NOTE: This process also happens if the field contains a dummy ID. Dummy IDs are created when your Thrive Marketing Enterprise account requires a Custom ID to create contact records, but none is submitted through the landing page. Dummy IDs have a set format that Thrive Marketing Enterprise recognizes.

1. If no record of the email address exists, Thrive Marketing Enterprise creates a new one. Thrive Marketing Enterprise then takes the Personify ID and stores it in the Custom ID field.
2. If one record of the email address exists, Thrive Marketing Enterprise stores the Personify ID in the Custom ID field.
3. If more than one record of the email address exists, Thrive Marketing Enterprise stores the Personify ID for the first record returned.

2. If the Custom ID field is not blank, Thrive Marketing Enterprise does not update the Personify database.

1. The fact that the recipient submitted a landing page can be seen in Personify through the embedded Thrive Marketing Enterprise report.

Thrive Marketing Enterprise and Personify field mappings

The following Thrive Marketing Enterprise fields are available to map to Personify fields:

• Email (required)
• First Name
• Last Name
• Company
• Address 1
• Address 2
• City
• State
• Zip
• Phone Number
• Fax

Additional fields cannot be added. You can set default values for these fields by modifying the stored procedure that creates Personify records.

NOTE: Make sure to include required fields on your Thrive Marketing Enterprise landing page.