Sales Status Mapping for ActiveCampaign

Use sales status mapping to determine under which situations ActiveCampaign should automatically register and segment your customers.

It is necessary to define the rule for each product in Guru with ActiveCampaign. This setup is done through Status Mapping.

On this page:

• Add sale/subscription status mapping for ActiveCampaign

• Consult the Mappings list

• Update Status Mapping

• Duplicate Status Mapping

• Delete Status Mapping

• Consult Audit

  • Consult Audit filters

Add sale/subscription status mapping for ActiveCampaign

Add a sales/subscription status mapping for ActiveCampaign.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > ActiveCampaign.

3 - Click on Additional Settings and then on Status Mapping.

4 - According to the mapping you wish to perform, select subscriptions or sales. Example: if you sell a subscription product, select the subscriptions option.

5 - Next, click on Add Mapping.

6 - Enter:

1. Products: select the product in Guru for which you want to configure the mapping rules;

2. Status: select the transaction status that will trigger and associate the tag;

3. Add to List: add the selected ActiveCampaign list;

4. Associate Tags: add the tag you wish to associate with the contact (optional);

5. Remove from List: select the list you wish to remove from ActiveCampaign (optional);

6. Remove Tags: enter the tag you wish to remove from ActiveCampaign (optional).

7 - Click on Send.

8 - Repeat steps 4 to 7 for each mapping you wish to perform.

Consult the Mappings list

By default, the list of mappings is organized by creation date (from newest to oldest). For faster page loading speed, only the first 30 records are displayed. If you want to view the remaining items on the list, you can scroll to the bottom of the page and click on See more in the bottom center of the screen.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > ActiveCampaign.

3 - Click on Additional Settings and then on Status Mapping.

4 - According to the mapping you wish to perform, select subscriptions or sales. Example: if you sell a subscription product, select the subscriptions option.

5 - In Consult mapping list, it is possible to add a filter (Optional).

6 - In the upper right corner, click on Filters.

7 - Fill in one or more filter options*:

1. Status: searches for the transaction status associated with the tag;

2. Products: searches for sales linked to the selected product(s) - products with at least one recorded sale will be displayed.

^* It is only possible to add one filter at a time (status or products).

8 - Click on Filter.

9- The list displays the following information:

1. Product: the product in Guru for which you want to configure the mapping rules;

2. Status: the transaction status that will trigger and associate the tag;

3. Add to List: the selected ActiveCampaign list;

4. Associate Tags: the tag you wish to associate with the contact (optional);

5. Remove from List: the list you wish to remove from ActiveCampaign (optional);

6. Remove Tags: the tag you wish to remove from ActiveCampaign (optional).

Update Status Mapping

Once created, it is possible to update a status mapping. This feature is useful when you need to change the trigger rule of a status in ActiveCampaign.

Steps:

1 – In the listing, locate the desired product and click on it.

2 – Enter:

1. Products: select the product in Guru for which you want to configure the mapping rules;

2. Status: select the transaction status that will trigger and associate the tag;

3. Add to List: add the selected ActiveCampaign list;

4. Associate Tags: add the tag you wish to associate with the contact (optional);

5. Remove from List: select the list you wish to remove from ActiveCampaign (optional);

6. Remove Tags: enter the tag you wish to remove from ActiveCampaign (optional).

3 – Click on Send.

Duplicate Status Mapping

Once created, it is possible to duplicate a status mapping. This feature is useful when you want to create a new status mapping based on an existing mapping.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > ActiveCampaign.

3 - Click on Additional Settings and then on Status Mapping.

4 - According to the mapping you wish to perform, select subscriptions or sales. Example: if you sell a subscription product, select the subscriptions option.

5 - Next, click on Duplicate.

6 - Enter:

1. Origin Product (Guru): select the source product from which the settings will be copied;

2. Target Product: select the product that will keep the same settings as the source product.

7 - Click on Send.

Delete Status Mapping

Once created, it is possible to remove a status mapping. This feature is useful when you no longer wish to map the status in ActiveCampaign when a product or subscription sale occurs in Guru.

Steps:

1 – In the listing, locate the desired mapping and click on the corresponding Remove button.

2 - Confirm if you wish to proceed with the deletion. To confirm that the mapping was deleted, a message will be displayed for a few seconds at the top right of the page.

Consult Audit

As a security measure, Guru stores a history of all operations performed in the product mapping, identifying user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > ActiveCampaign.

2 - Click on Additional Settings and then on Status Mapping.

3 - Click on the Audit tab.

4 - Activities are displayed in a timeline (from most recent to oldest).

5 - If you wish, you can view the activity details by clicking on its title.

6 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

1. ID: update identification number (ID);

2. Type of change made;

3. Created at: activity registration date.

User

Displays information of the user who performed the action.

1. Name: name of the user who performed the operation;

2. Email: email of the user who performed the operation.

Infrastructure

Displays infrastructure information (country, IP, user agent…) for the related activity.

1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity.

2. IP: device IP address.

3. User Agent: identification of the user agent that performed the operation.

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > ActiveCampaign.

2 - Click on Additional Settings and then on Status Mapping.

3 - Click on the Audit tab.

4 - In Audit, click on Filters.

5 - Fill in one or more filter options:

1. Period: searches for audits registered in the selected period - you can use the pre-defined time interval buttons or select the date you wish to view;

6 - Click on Filter.

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