Implementing netFORUM Pro

Before you begin

• Review the netFORUM Pro Integration Overview to answer general questions about the integration - more detailed information can be found in the integration articles.
• The netFORUM integration with Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) will require its own xWeb License - even if you already have one with the community platform. 
• Ensure that your Thrive Marketing Professional is licensed for an integration - you can do this by confirming with your Implementation Project Manager or creating a case via support.higherlogic.com.

Getting Started

Configuring netFORUM Pro

1. Create a case with Abila Support 
   1. SUBJECT: Informz integration with netFORUM Pro - [Client Name]
   2. SUPPORT PRODUCT: netFORUM Pro
   3. SUPPORT PRODUCT TYPE: Integration
   4. PRODUCT APPLICATION: eMail
   5. PRIORITY: Severity Level 4
   6. CASE DESCRIPTION:
      • Please set up the Informz integration for [Client Name]. 
      • Here is the Informz URL that should be used for the system option: [Client's Informz Login URL (ex: https://xxx.informz.net/....)]
      • Please complete the following:
        1. Set Informz as the email provider in system settings in NetFORUM Pro
        2. Create a user login and password for Informz in NetFORUM Pro and share this with Informz
        3. Add the Informz brand URL to the NetFORUM Pro entity in system settings
        4. Create a sample messaging job that will be used to test the Informz sync and write-back functionality

Abila Support will:

• Set Informz as the email provider in system settings in NetFORUM Pro
• Create the xWeb login and password for the integration
• Add the Informz brand URL in system settings in NetFORUM Pro
• Create a sample messaging job that will appear in Informz as a target group (the target group type will be "Individual")
• Update the support case to provide the xWeb credentials 

Activate the Integration

1. Log into Thrive Marketing Professional with an account that has Administrator privileges.
2. Navigate to Admin > System Settings.
3. Scroll down to the Integration Settings area and click Edit Integration Settings.

4. On the resulting page, check the Active box.

1. Populate the fields with the information provided by Abila
   • Active: Mark the checkbox
   • Web Service Address: https://netforum.avectra.com/xweb/mailinglist.asmx 
   • Username: [provided by Abila Support]
   • Password: [provided by Abila Support]
2. Click "Update"

Configure Opt-Out URL

1. In Thrive Marketing Professional, navigate to Admin -> System Settings -> "Opt-Out Management"
2. Page URL: https://netforum.avectra.com/public/EmailUnsubscribe.aspx (same for all netFORUM Pro clients)

Post-Configuration Steps

Once the integration is completed: 

1. Review the integration documentation and learning materials
2. Refresh a distribution target group
3. Enable Writebacks

Advanced Testing

Syncing - Target Group List Sync

1. In Thrive Marketing Professional, navigate to Subscribers -> Target Groups
2. Select the "Individual" target group folder
3. Click on "Refresh Target Group List"
   • Confirm that the sample distribution list that Abila Support created is visible in the Target Group List

Syncing - Individual Target Group Sync

1. Hover over the sample distribution list and click "Info"
2. Click on "sync"
   • Confirm that the sync successfully displays the record in the sample distribution list

Personalization - View List of Personalization Attributes

1. In Thrive Marketing Professional, navigate to Admin -> Setup -> Bridge Configuration
2. Under Personalization Attributes, click List of Personalization Attributes
   • Confirm that the personalization attributes are available under the various target group types (e.g. Certificant, Customer, Individual, Member)

Unsubscribe - Confirm Write-Back

1. In Thrive Marketing Professional, navigate to Subscribers -> Target Groups
2. Find the sample target group that Abila created, and drill down to view the subscriber record in the target group
3. Unsubscribe the subscriber
4. Navigate to Admin -> Setup -> Bridge Configuration
5. Under Writebacks, click Writeback List
   • Confirm that the unsubscribe write-back has a status of "Sent" (write-back may take a few minutes to be sent; periodically refresh the page until status is updated)
6. Once the write-back has a status of "Sent," update the Abila Support Case requesting for Abila to confirm that the test record has been updated with the unsubscribe write-back
   • Abila confirms that the record was successfully updated with the unsubscribe

Resubscribe - Confirm Write-Back

1. In Thrive Marketing Professional, navigate to Subscribers -> Search
2. Search for the test record that was previously unsubscribed
3. Resubscribe the subscriber
4. Navigate to Admin -> Setup -> Bridge Configuration
5. Under Writebacks, click Writeback List
   • Confirm that the resubscribe write-back has a status of "Sent" (write-back may take a few minutes to be sent; periodically refresh the page until status is updated)
6. Once the write-back has a status of "Sent," update the Abila Support Case requesting for Abila to confirm that the test record has been updated with the resubscribe write-back
   • Abila confirms that the record was successfully updated with the resubscribe