The Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) Nimble AMS integration uses the Nimble API in conjunction with the Thrive Marketing Enterprise API.
- This integration is compatible with all Higher Logic-supported browsers.
After the integration is established, customer teams can create the scheduled upload of data to Thrive Marketing Enterprise with a comprehensive daily activity sync.
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 data in Nimble AMS
- Managing users in Nimble AMS
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.
Update Nimble AMS credentials
The default length of time until all user passwords expire is 90 days and must be changed. We recommend during the initial setup that this limitation is lifted for the user integrated with Thrive Marketing Enterprise. If the password or security token changes, the Thrive Marketing Enterprise integration will fail.
Updating the password changes the security token, two credentials necessary for the integration to function. When the password and security token changes for the login used to provision the account, an administrative user must update these credentials in Thrive Marketing Enterprise.
To update these settings:
- Log in to Thrive Marketing Enterprise.
- Navigate to Settings > Integrations > Integration Settings.
- Enter a Run Time.
- Enter the email address(es) (comma separated format).
- Click Save.
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
At times there may be a reason for replacing a list of recipients in a given group; this is particularly true when it comes to updated membership lists or when your unsubscribe setting is unsubscribe to specified group:
Thrive Marketing Enterprise provides two options when uploading a list:
- Adding recipients - If add to existing list is selected, Thrive Marketing Enterprise will only add the records to the group with the records from the upload. Individual records will not be updated or overwritten.
- Replacing recipients - If Replace existing list is selected, Thrive Marketing Enterprise will replace the records in the group with the records from the upload. The records being removed are not deleted, only removed from the group (they remain in the database), and there is no impact on the historical data.
NOTE: The replace method can be made the default. To do so, submit a request to your Implementation Project Manager or to Support.
Overwriting Thrive Marketing Enterprise records
If Replace is selected (Thrive Marketing Enterprise's default setting to overwrite existing data), based on the unique identifier will overwrite the corresponding data that exists in Thrive Marketing Enterprise. This can be particularly useful in instances where there is one database of record that is in the process of being constantly updated.
NOTE: Add to Group will not update individual records in Thrive Marketing Enterprise.
Uploading a Nimble AMS report to Thrive Marketing Enterprise
All individual Reports that are transferred from Nimble AMS to Thrive Marketing Enterprise are referred to as an upload job. Upload jobs that are allowed via the integration are:
- Reports in a Folder
Transferring Lists from Nimble AMS to Thrive Marketing Enterprise
Data can be transferred from Nimble AMS to Thrive Marketing Enterprise via a scheduled upload or one-time transfers 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 Thrive Marketing Enterprise; it is useful if you have any lists that you send to on a regular basis.
It allows for the following upload job types:
- Run Now: This upload job will run once and 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 selected and works with the Sync on Send functionality
- Scheduled: This upload job will run on a scheduled basis, either daily or weekly and can be manually run when 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.
- List Name: The name of the Report in Nimble AMS
- Date Created: The date the scheduled upload was created
- Job Type: Whether the upload job is; run now, on demand, or scheduled
- Frequency: If the upload job is scheduled then at what frequency (daily or weekly and what day of the week) does that job run
- 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 where the Report was uploaded to and the results of the last upload, that includes the total number in the group and the number added
- Actions: The allowed actions a user can make to the upload job
Create an upload job
To create an upload job:
- Select Settings > Integrations > Nimble AMS Management.
- Select Create Upload Job.
- Select a Report.
- Select Create Map.
- Select View Entire Field List or One by One.
- Select which columns you want to bring over to Thrive Marketing Enterprise (these are a one-to-one relationship when mapping fields).
- Select Create Schedule.
- Select Create New Group or Add to Existing Group.
- Select either Add to existing group or Replace existing list.
- Depending on account settings, the third upload step might present option to update or not. Select Do not Update Existing Records (Only Add Records To Group) or Update Existing Records.
- Select Create.
- Select a frequency: Run Now, On Demand, or Scheduled.
- Select 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 reports to Thrive Marketing Enterprise
You may have users that 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 Nimble AMS a user must include the Person Account ID and email address. Upon upload the user must map the Person Account ID column to the Custom Member ID field in Thrive Marketing Enterprise.
Thrive Marketing Enterprise data in Nimble AMS
The tracking result of a message is the only information to report back to Nimble AMS, this includes opt-out information. This tracking information will update once a day. The Thrive Marketing Enterprise tracking data is displayed on the Nimble AMS Person Account page, under Activity.