This article details creating the Activity Types and Activity Statuses that Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) requires in order to integrate with MemberSuite.

NOTE: These steps are performed in the MemberSuite interface, so you must log in to your account.

Dependencies

• If the Activity Types are not created, activity tracking will be unable to process.
• If the Activity Statuses are not created, activity tracking will be unable to process.

Activity Types

For this process, download ActivityTypes.xlsx from Supporting files, below, and open it.

1. Log in to MemberSuite and select Setup.
2. Under CRM Setup, select Activity Types.
3. Select Create a New Activity Type.
4. Open ActivityTypes.xlsx and:
   1. Enter a value from the Name column
   2. Enter the associated value from the Code column
5. Confirm that Is Active? is checked.
6. Select Save & Create New.

Repeat these steps until all Thrive Marketing Enterprise Activity Types have been created.

Activity Statuses

For this process, download ActivityStatus.xlsx from Supporting files, below, and open it.

1. Log in to MemberSuite and select Setup.
2. Under CRM Setup, select Activity Statuses.
3. Select Create a New Activity Status.
4. Open ActivityStatus.xlsx and:
   1. Enter a value from the Name column
   2. Enter the associated value from the Code column
5. Confirm that Is Active? is checked.
6. Select Save & Create New.

Repeat these steps until all Thrive Marketing Enterprise Activity Statuses have been created.

Supporting files