The Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) Personify integration connects your Personify database directly to Thrive Marketing Enterprise using Real Magnet's Universal Webservice.
- This integration is compatible with all Higher Logic-supported browsers.
- The integration is compatible with Personify versions 7.3 and higher.
- This guide is applicable to Personify 7.3 and higher, and only for V2 of the Thrive Marketing Enterprise integration.
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Who should read this guide?
This guide is for Thrive Marketing Enterprise users who are responsible for determining messaging- and contact-management guidelines. It assumes that you are familiar with:
- Using the Thrive Marketing Enterprise system
- Managing users in Personify
- Managing data in Personify
Additional information
The following articles provide important information about your Thrive Marketing Enterprise integration.
- See Unique Identifiers: Email Address and Custom ID to learn about these unique IDs and their differences.
- See Integration Access Levels & Permissions to learn about the access levels for integration features, and how you can set the access levels for your Admins.
Failure notifications
Thrive Marketing Enterprise can automatically generate a failure report if an upload job fails and automatically send an email alert to one or more individuals. The report includes:
- the name of the file that was used,
- the group name that the file was mapped to, and
- any identifiable error message.
TIP: This is a simple way to ensure that you are alerted to upload failures and can easily explore the details of the failure.
To enable the failure report and notifications:
- Log in to Thrive Marketing Enterprise.
- Navigate to Settings > Integrations > Integration Settings.
- In the Failure Report section:
- Set Enabled to Yes.
- Click into the Run Time field and choose a time.
- Specify the email address of the person to be notified; separate multiple email addresses with commas.
- Click Save and then click Close.
Track and report on user activity
You can configure Thrive Marketing Enterprise to track and report on your users' activities (e.g., email opens, unsubscribes, event registrations, and website visits), and have the results data written to your integrated AMS/CRM database.
The tracking and reporting do not automatically happen. An Admin must select which activities to track and then schedule a synchronization with your AMS/CRM database to write the tracking results to it.
Configure tracking and scheduling
Tracking and the sync schedule are configured on the same page.
- Log in to Thrive Marketing Enterprise.
- Navigate to Settings > Integrations > [integration] Management.
(The name of your AMS/CRM will display instead of "integration.") - Click the Manage Tracking tab.
Choose activities to track
NOTE: The Full Access permission for Tracking is required to be able to enable tracking. Thrive Marketing Enterprise recommends that you limit the number of Admins granted this permission. See Integration Access Levels & Permissions to learn how to set this permission.
In the Track the Following box:
- Check the boxes for the activities that you want tracked.
Check All Bounces to select all of its sub-options; uncheck it to deselect all sub-options. - RESULTS: The Tracking History box displays daily historical results. Use the dropdown to specify how many records to display.
Schedule the sync
In the Schedule section:
- Configure the time you would like the tracking results written to your integration database.
- RESULTS: Information about the last sync displays in the lower right.
Notes
- Higher Logic recommends that the sync be set for off-peak hours to better ensure uninterrupted data transmission.
- If there were issues with the previous day's sync, this page provides detailed error descriptions for un-synced activities.
- Be sure to click Go to save your settings.
Replacing Thrive Marketing Enterprise records
Thrive Marketing Enterprise provides two options when uploading a Saved Search:
-
Adding recipients - If add to existing list is selected, the upload process will only add recipient records to the selected group.
- Existing recipient records will not be updated or overwritten.
-
Replacing recipients - If Replace existing list is selected, the upload process will replace all the existing recipient records (in the selected group) with the recipient records in the upload file.
- The recipient records that are removed (overwritten) are not deleted. Their records remain in the database but are removed from the selected group; there is no impact to their historical data.
NOTE: The "add" method is the default. To make the "replace" method the default, create a case.
If the "replace" method is selected, based on the unique identifier will overwrite the corresponding data that exists in Thrive Marketing Enterprise. This can be useful when there is one database of record that is constantly being updated.
NOTE: Add to Group will not update individual records in Thrive Marketing Enterprise.
Upload a Personify Query
All individual queries that are transferred from Personify to Thrive Marketing Enterprise are referred to as an upload job. Upload jobs that are allowed via the integration are:
- Marketing Lists in folders prefaced with RealMagnet
- SQL Views (the ID column must be aliased as MASTER_CUSTOMER_ID and the name of the view must begin with RealMagnet)
Transfer Lists from Personify
Data can be transferred from Personify to Thrive Marketing Enterprise via a scheduled upload or one-time transfer from within Thrive Marketing Enterprise.
Scheduled Upload
The Real Magnet Upload Scheduler (RMUS) is a feature of the integration that allows for automated uploads to the Thrive Marketing Enterprise system; it is extremely useful in the event there are any lists that you send to on a regular basis.
It allows the following upload job types:
- Run Now - This upload job will run once. Once completed, edits or changes cannot be made to this upload job.
- On Demand - This upload job will only run when the green play icon is clicked or using the Sync on Send functionality. This will deploy the upload job when a message is scheduled to send to the group attached to the upload job.
- Scheduled - This upload job will run on a scheduled basis, either daily or weekly, and can be manually run by clicking the green play button. When selecting a group connected to an active Marketing Automation campaign, this option can also upload groups on an hourly basis.
The RMUS can be accessed by logging into Thrive Marketing Enterprise and selecting Settings. The details below will cover all aspects of the RMUS.
Icons legend
The following table describes the icons in the Actions column.
| Icon | Description |
|---|---|
| Delete this upload job. | |
| Edit this upload job. (On Demand and Scheduled jobs only.) | |
| Run this upload job. (On Demand and Scheduled jobs only.) | |
| Open the "reject report" dialog which has an option to download the list of rejected records in a text file. |
Upload Jobs tab
The Upload Jobs tab lists the upload jobs that have been created in your Thrive Marketing Enterprise account.
- Query Name - The name of the query in Personify.
- Date Created - The date the upload job was created.
- Job Type - Whether the job is Run Now, On Demand, or Scheduled.
- Frequency - The frequency of the scheduled job, for Run Now and On Demand this will remain blank
- Scheduled time - The times the job has either completed or is scheduled to run next.
- Start Time (HH:MM) – The time the upload job is scheduled to start.
- Last Run (MM/DD/YYYY HH:MM) – The time the upload job was last executed and completed.
- Next Run (MM/DD/YYYY HH:MM) – The next scheduled time it is set to run.
- Group Results - The group in Thrive Marketing Enterprise the query was uploaded to and the results of the last upload, that includes the total number in the group and the number added. Any error that may occur on upload will surface here.
- Actions - The allowed actions a user can make to the upload job.
Create an upload job
To create an upload job:
- In the Admin Toolbar, click Admin.
- Navigate to Settings > Integrations > Personify Management.
- Click Create Upload Job.
- Select a query, and click Create Map.
- Select either View Entire Field List or One by One. Select the columns you want to bring over to Thrive Marketing Enterprise.
NOTE: These are a one-to-one relationship when mapping fields; you can map the fields on the left with only one item on the Thrive Marketing Enterprise side. - Click Create Schedule.
- Select either Create New Group or Add to Existing Group.
- Select either Add to existing group or Replace existing list.
NOTE: Depending on account settings, the third upload step may reveal the "update or not" option. Select either Do not Update Existing Records (Only Add Records To Group) or Update Existing Records. - Click Create.
- Select a frequency: Run Now, On Demand, or Scheduled.
- Click Submit.
Character limits
Fields in Thrive Marketing Enterprise have the following character maximums. Make sure these are not exceeded when you are uploading records to Thrive Marketing Enterprise.
| Field Type | Character Limit |
|---|---|
| Email, Address 1, Address 2, all Custom Fields | 100 |
| First Name, Last Name, Phone, Fax, City, State, Zip Code | 50 |
| Company | 200 |
| Enhanced Personalization Fields | 250 |
See Custom Fields and Enhanced Personalization Fields to learn about these personalization features.
Manually upload individual Queries to Thrive Marketing Enterprise
You may have users who want to upload .CSV files into the system, independent of the integration. When uploading a list within Thrive Marketing Enterprise, independent of the RMUS in order for tracking information to report back to Personify, a user must include the Personify Master Customer ID and email address. Upon upload, the user must map the Personify Master Customer ID column to the Custom Member ID field in Thrive Marketing Enterprise.
Thrive Marketing Enterprise data in Personify
Thrive Marketing Enterprise tracking details
The tracking result of a message is the only information to report back to Personify, this includes opt-out information. This tracking information will update once a day, typically overnight. The Thrive Marketing Enterprise tracking data is displayed on the Personify Member Record page, in the System Activities area.
The child form will contain the activity and sub-activity codes related to the Thrive Marketing Enterprise integration. Because the Thrive Marketing Enterprise data is stored in Personify, it can be used for querying and data segmentation.
Thrive Marketing Enterprise unsubscribe information
Customers using Interest Areas can push unsubscribe data to Personify not only as an activity record but it can also update a recipient's Interest Area. Just like tracking, this is a one-way stream from Thrive Marketing Enterprise to Personify. A breakdown of this relationship can be found on Manage Subscription Preferences with Personify page.
To associate a group, group category, or message category with a Personify Interest Area, you must meet the following requirements:
- Your unsubscribe type must be by Group Category or Message Category.
- The functionality must be enabled for your integration.
Associating Groups or Categories with Interest Areas
To create the one-way link between Thrive Marketing Enterprise and Personify:
- Navigate to Settings > Integrations > Personify Management.
- Click Manage Unsubscribes.
- Select the group or category in Thrive Marketing Enterprise that corresponds to the Interest Area in Personify.
- Click Submit.
When a recipient selects the one-click unsubscribe option, this information will be written to the CUS Customer Subsystem in Personify.
The Thrive Marketing Enterprise integration stores the activity data to the dbo.CUS_ACTIVITY table. This is the default configuration. However, because the integration writes directly to the Personify database instead of to the dbo.CUS_ACTIVITY table, data can be stored in a custom table.
Create Interest Areas in Personify
An Interest Area is a system type that is not fixed and must be created (OPT_IN_INTEREST_AREA). To do so:
- Click System Admin.
- Click System Codes.
- Click System Types and Codes.
- Click Create New Type.
- Select CUS Customer Subsystem from the Subsystem menu.
- Enter OPT_IN_INTEREST_AREA under Type.
- You can choose what you would like for the description (e.g., Opt In Interest Areas).
- Click Save.
To create an additional Interest Area for your recipients to opt-in or out of:
- Click System Admin.
- Click System Codes.
- Click System Types and Codes.
- Select CUS Customer Subsystem from the Subsystem menu.
- Double-click CUS OPT_IN_INTEREST_AREA to select.
NOTE: If the OPT_IN_INTEREST_AREA option isn't available, you'll need to create this type.
- Select Edit Codes for this type.
- Click Add Code.
- Enter a code and description.
- Click Save.
NOTE: Codes must be Active and Email must be entered in Option 1 in order to be exposed in the Thrive Marketing Enterprise integration.
To view the interest areas an individual is subscribed to:
- Find the customer for which you'd like to view their participation records.
- Click Participation.
- Select Maintain Opt-in/Opt-Out Preferences.
View Marketing Automation information in Personify
As a result of being integrated with Thrive Marketing Enterprise, a few additional items will now be visible to you in Personify:
- Additional Activity codes, including:
- Landing Pages Submitted
- Website Visits
- Goal Reached
Create records in Personify via Thrive Marketing Enterprise Landing Pages
When creating a landing page campaign in Thrive Marketing Enterprise, there is an option to create records in Personify. This option is configured per landing page.
Requirements
- Marketing Automation
- The Stored Procedure RealMagnet_InsertProspect
- Thrive Marketing Enterprise’s most recent version of the service
If you have a pre-existing integration and these options are not already available, create a case and we'll review your account settings.
Configuration
When you create a Landing Page campaign in Thrive Marketing Enterprise, you can choose to automatically create records in Personify by checking the Integrate this campaign with Personify Management box.
When records are created in Personify, Thrive Marketing Enterprise will use the email address to define uniqueness. If a record with that email address already exists in Personify, Thrive Marketing Enterprise will ensure that the Custom Member ID is populated with the Personify Master Customer ID.
- A record created from a landing page will be created in Personify as a Thrive Marketing Enterprise constituent class.
- Insert a record with the following defaults:
- Country Code - ‘USA’
- CUS_ADDRESS_ID - ‘BLANK’
- ADDRESS_STATUS_CODE - BAD
Fields
If a Landing Page is configured to collect the following fields, it will also create the record with those fields in Personify.
- Email (required)
- First Name
- Last Name
- Company
- Address 1
- Address 2
- City
- State
- Zip
- Phone Number
- Fax
Frequently asked questions
| Question | Answer |
|---|---|
| Why are there multiple opens in my recipient’s activity history? | Thrive Marketing Enterprise reports the gross number of opens and clicks. Every time a recipient opens a message or clicks a link, the action is recorded and tracked. |
| Why is there no tracking data updating to my Personify? |
Did you select tracking data? Log in to Thrive Marketing Enterprise and:
|
| Why is this individual record missing tracking information? | Ensure that individual is assigned a Personify Master Customer ID. If the individual was uploaded outside of the RMUS, ensure that it also has its Personify Master Customer ID mapped to the Custom Member ID. This is how Personify identifies that individual in its database. If an individual is missing this information, tracking information will not be written to Personify. |
| How can I configure additional fields for my Marketing List? | For Marketing Lists, the integration will display whatever fields are available via the sys.all_columns in Personify as outlined in the Stored Procedure [dbo].[RealMagnet_GetFields]. If there are additional fields that you would like to display, typically client teams create that Marketing List as a SQL view instead. |
| Why am I getting the message: "This upload job has one or more groups to which you do not have access."? | Do you have access to the group? If you have an Enterprise account, make sure that you have access to the group that the Upload Job is connected to and that the group has not been archived. |
| When I attempt to create an Upload Job, I receive an error when attempting to map my Upload Job or when uploading. | Is this a SQL view? All SQL views must contain the ID aliased as MASTER_CUSTOMER_ID, this is case sensitive. |
| What happens if the tracking data portion is canceled mid-stream? | Thrive Marketing Enterprise logs the failure and re-attempts to send the data. |
| What happens if I am using Internet Explorer? | Due to Internet Explorer's security configurations, as part Thrive Marketing Enterprise’s compatibility steps, we recommend:
|