Before you begin
- Review the netFORUM 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
Requirements
The integration requires the following:
- Absolute Tokens - if Sliding Tokens is enabled the integration will not function
Configuring netFORUM Enterprise
- Create a case with Abila Support
- SUBJECT: Informz integration with netFORUM Enterprise 2014 - [Client Name]
- SUPPORT PRODUCT: netFORUM Enterprise
- SUPPORT PRODUCT TYPE: Integration
- PRODUCT APPLICATION: eMail
- PRIORITY: Severity Level 4
- CASE DESCRIPTION:
- Please provide the following information to establish the integration for [Client Name]:
- xWeb Address (URL)
- xWeb Username
- xWeb Password
- Create a sample "Informz" query to facilitate testing of the connection. Please configure this query to contain a single record with a distinct and valid netFORUM Enterprise ID and a distinct and valid email address.
- Please provide the following information to establish the integration for [Client Name]:
Abila Support will
- Work with client contact to provision the xWeb license
- Create the xWeb login and password for the integration
- Create a sample query that will appear in Thrive Marketing Professional as a target group (the target group type will be "Individual")
- Update the support case with the xWeb address and login credentials
Activate the Integration
- Log into Thrive Marketing Professional with an account that has Administrator privileges.
- Navigate to Admin > System Settings.
- Scroll down to the Integration Settings area and click Edit Integration Settings.
- On the resulting page, check the Active box.
- Enter the URL to the netFORUM Enterprise web service in the Web Service Address field.
- Enter the username and password (provided by Abila).
- Click Update.
Check Connection
- In Thrive Marketing Professional, navigate to Admin -> Setup -> Bridge Configuration
- Under Diagnostics, click Check Connection
Post-Configuration Steps
Once the integration is completed:
- Review the integration documentation and learning materials
- Refresh a target group under the netFORUM Individual Queries folder
- Enable Writebacks
Functionality testing
Syncing - Target Group List Sync
- In Thrive Marketing Professional, navigate to Subscribers -> Target Groups
- Select the "netFORUM Individual Queries" target group folder
- 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
- Hover over the sample distribution list and click "Info"
- Click on "sync"
- Confirm that the sync successfully displays the record in the sample distribution list
Personalization - View List of Personalization Attributes
- In Thrive Marketing Professional, navigate to Admin -> Setup -> Bridge Configuration
- Under Personalization Attributes, click List of Personalization Attributes
- Confirm that the personalization attributes are available under netFORUM Individual Queries
Unsubscribe - Confirm Write-Back
- In Thrive Marketing Professional, navigate to Subscribers -> Target Groups
- Find the sample target group that Abila created, and drill down to view the subscriber record in the target group
- Unsubscribe the subscriber
- Navigate to Admin -> Setup -> Bridge Configuration
- 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)
- 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 Writeback
- In Thrive Marketing Professional, navigate to Subscribers -> Search
- Search for the test record that was previously unsubscribed
- Resubscribe the subscriber
- Navigate to Admin -> Setup -> Bridge Configuration
- 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)
- 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