Sales Status Mapping for Bigin by Zoho CRM

Use sales status mapping to determine in which situations Bigin by Zoho CRM should automatically register and segment your customers.  

You need to set the rule for each product in Guru with Bigin by Zoho CRM. This configuration is done through Status Mapping.

On this page:

• Add sales/subscription status mapping to Bigin by Zoho CRM

• View the list of Mappings

• Update Status Mapping

• Duplicate Status Mapping

• Delete Status Mapping

• Consult Audit

  • Consult Audit filters

Add sales/subscription status mapping to Bigin by Zoho CRM

Add a sales/subscription status mapping for Bigin by Zoho CRM.

Steps:

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

2 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.

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 - Next, click on Add Mapping.

6 - Enter:

1. Products (Guru): 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 tag;

3. Tags: select 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.

View the list of Mappings

By default, the list of mappings is organized by creation date (newest to oldest). To speed up page loading time, only the first 30 records are displayed. If you want to view the remaining items in the list, you can scroll to the bottom of the page and click 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 > Bigin by Zoho CRM.

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

6 - In the top 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 registered sale will be displayed.

8 - Click on Filter.

9 - The list displays the following information:

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

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

3. Tags: 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 a status trigger rule in Bigin by Zoho CRM.

Steps:

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

2 – Enter:

1. Products (Guru): 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 tag;

3. Tags: select 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 one.

Steps:

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

2 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.

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 - Next, click on Duplicate.

6 - Enter:

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

2. Target Product: select the product that will keep 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 Bigin by Zoho CRM when a product or subscription sale occurs in Guru.

Steps:

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

2 - Confirm if you want 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 > Bigin by Zoho CRM.

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 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: identification number (ID) of the update;

2. Type of change made;

3. Created at: date the activity was recorded.

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…) for 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: user agent identification 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 > Bigin by Zoho CRM.

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

3 - Click on the Audit tab.

4 - Under 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 on Filter.

More Resources