Sales Status Mapping for AgileCRM

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

It is necessary to define the rule for each of the products in Guru with AgileCRM. This configuration is done through Status Mapping.

On this page:

• Add sale/subscription status mapping to AgileCRM

• Check the list of Mappings

• Update Status Mapping

• Duplicate Status Mapping

• Delete Status Mapping

• Check Audit

  • Check Audit filters

Add sale/subscription status mapping to AgileCRM

Add a sales/subscription status mapping to AgileCRM.

Steps:

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

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

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

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

5 - Then, click on Add Mapping.

6 - Enter:

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

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

3. Tag: enter the tag you want to associate with the contact.

7 - Click Send.

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

Check the list of Mappings

By default, the mapping list is organized by creation date (from newest to oldest). For faster page load speed, only the first 30 records are displayed. If you wish to view the remaining items on the list, you can scroll down to the bottom of the page and click View more at 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 > AgileCRM.

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

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

5 - Under Check mapping list, you can add a filter (Optional).

6 - In the upper right corner, click 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 that have at least one recorded sale will be displayed.

8 - Click Filter.

9 - The list displays the following information:

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

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

3. Tag: the tag you want to associate with the contact.

Update Status Mapping

Once created, you can update a status mapping. This feature is useful when you need to change the trigger rule for a status in AgileCRM.

Steps:

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

2 – Enter:

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

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

3. Tag: enter the tag you want to associate with the contact.

3 – Click Send.

Duplicate Status Mapping

Once created, you can 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 > AgileCRM.

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

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

5 - Then, click on Duplicate.

6 - Enter:

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

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

7 - Click Send.

Delete Status Mapping

Once created, you can remove a status mapping. This feature is useful when you no longer want to map the status in AgileCRM when a product or subscription sale occurs in Guru.

Steps:

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

2 - Confirm that you want to delete. To confirm that the mapping was deleted, a message will be displayed for a few seconds in the upper right top of the page.

Check Audit

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

Steps:

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

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

3 - Click on the Audit tab.

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

5 - If you wish, you can view the details of the activity 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 log date.

User

Displays information about 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...) of the related activity.

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

2. IP: IP address of the device;

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

Check 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 > AgileCRM.

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 predefined time range buttons or select the date you want to view;

6 - Click Filter.

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