Sales Status Mapping for Brevo

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

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

On this page:

• Add sale/subscription status mapping to Brevo

• View the list of Mappings

• Update Status Mapping

• Duplicate Status Mapping

• Delete Status Mapping

• Consult Audit

  • Consult Audit filters

Add sale/subscription status mapping to Brevo

Add a sales/subscription status mapping to Brevo.

Steps:

1 - Log in to the Guru admin with your username and password.

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

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 - Fill in:

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. Add to List: select the list that will trigger and associate with the contact;

4. Email Template: select the email template you want to associate with the contact.

7 - Click on Send.

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

View the list of Mappings

By default, the list of mappings is organized by creation date (newest to oldest). For faster page loading, 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 - Log in to the Guru admin with your username and password.

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

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 View 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 recorded sale will be displayed.

^* You can only 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 mapping rules;

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

3. List: the list that will trigger and associate with the contact;

4. Email Template: the email template 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 Brevo.

Steps:

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

2 – Fill in:

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. Add to List: select the list that will trigger and associate with the contact;

4. Email Template: select the email template you want to associate with the contact.
   

   

3 – Click on 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 - Log in to the Guru admin with your username and password.

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

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 - Fill in:

1. Origin Products (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, you can remove a status mapping. This feature is useful when you no longer want to map the status in Brevo 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 if you want to proceed with the deletion. To confirm that the mapping was deleted, a message will be displayed for a few seconds in the top right corner of the page.

Consult Audit

As a security measure, 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 > Brevo.

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 of the activity in question.

1. ID: update identification number (ID);

2. Type of change made;

3. Created at: date the activity was recorded.

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…) of 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 audit logs. This feature is useful for finding specific audit logs you want to view.

Steps:

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

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 audit logs 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.

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