Before you begin

• Review the Personify Integration Overview for general information about the integration. More information can be found in the Integration Guide.
• The Personify integration with Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) requires the installation of the Thrive Marketing Enterprise webservice.
• The integration allows you to connect your Personify instance with multiple Thrive Marketing Enterprise accounts.
• Ensure that your Thrive Marketing Enterprise product is licensed for an integration. You can do this by confirming with your Implementation Project Manager or creating a case with Higher Logic Support.

Getting started

1. Create a case with Personify to install the Thrive Marketing Enterprise webservice. If you are Premise based, you can use the installation package attached to this article to complete the installation.
2. Your Implementation Project Manager or Support Representative will supply you with the following credentials for installation:
   • Mail User ID
   • Auth Token
3. Supply the following to your implementation Project Manager or Support Representative
   • Webservice URL

Installation items

Follow the installation steps in the Personify Installation Guide that is included below.

Post-configuration steps

When the integration is completed:

1. Review the integration documentation and learning materials.
2. Create an upload job.
   This upload job can be a master sync. The details for this SQL View or Marketing List could be one of your largest from Personify or it could be a new query that looks for anyone with an email address.
3. Enable tracking.
   Initially, the tracking information will sync for the last two weeks. We recommend that you select all tracking activities; this can be disabled later.

Advanced testing

If you would like to complete additional testing, notify your Implementation Project Manager or Support representative.

Supporting materials