Configure the Activity Types
- Create the Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) Activity Types by logging in to MemberSuite and Selecting Setup:
- Under CRM Setup select Activity Types.
- Select Create a New Activity Type.
- Using the Activity Types excel document, enter the name*
- Using the Activity Types excel document, enter what you see for code
- Confirm that Is Active? is checked
- Select Save & Create New.
- Repeat until all Thrive Marketing Enterprise Activity Types have been created
NOTE: If the Thrive Marketing Enterprise Activity Types are not created, tracking will be unable to process.
Configure the Activity Status
- Create the Thrive Marketing Enterprise Activity Types by logging in to MemberSuite and Selecting Setup:
- Under CRM Setup select Activity Statuses.
- Select Create a New Activity Status.
- Using the Activity Status excel document, enter the name*
- Using the Activity Status excel document, enter what you see for code
- Confirm that Is Active? is checked
- Select Save & Create New.
- Repeat until all Thrive Marketing Enterprise Activity Statuses have been created
NOTE: If the Thrive Marketing Enterprise Activity Statuses are not created, tracking will be unable to process.