Configure the Activity Types

1. Create the Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) Activity Types by logging in to MemberSuite and Selecting Setup:
2. Under CRM Setup select Activity Types.
3. Select Create a New Activity Type.
4. Using the Activity Types excel document, enter the name*
5. Using the Activity Types excel document, enter what you see for code
6. Confirm that Is Active? is checked
7. Select Save & Create New.
8. 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

1. Create the Thrive Marketing Enterprise Activity Types by logging in to MemberSuite and Selecting Setup:
2. Under CRM Setup select Activity Statuses.
3. Select Create a New Activity Status.
4. Using the Activity Status excel document, enter the name*
5. Using the Activity Status excel document, enter what you see for code
6. Confirm that Is Active? is checked
7. Select Save & Create New.
8. 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.