Sales Status Mapping for FacilitaMóvel

Use sales status mapping to determine under which circumstances FacilitaMóvel should trigger automatic messages to your customers.  

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

On this page:

• Add sales/subscription status mapping for FacilitaMóvel

• Consult the list of Mappings

• Update Status Mapping

• Delete Status Mapping

• Consult Audit

  • Consult Audit filters

Add sales/subscription status mapping for FacilitaMóvel

Add a sales/subscription status mapping for FacilitaMóvel.

Steps:

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

2 - In the side menu, go to Settings > Integrations > SMS > FacilitaMóvel.

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 Status Mapping.

6 - Enter:

1. Status: select the transaction status to which you want to trigger the messages;

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

3. Message: enter the text that will be sent in the message;

4. Subscription/transaction field (sales): select the subscription/sales field you want to associate with the number in the message;

5. Add: insert into the message the dynamic field you chose from the subscription/transaction (sales) (item 4).

7 - Click Send.

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

Consult the list of Mappings

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

Steps:

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

2 - In the side menu, go to Settings > Integrations > SMS > FacilitaMóvel.

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 - The list displays the following information:

1. Status: the transaction status to which you want to trigger messages;

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

3. Message: the text that will be sent in the message.

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 for a status in Facilita Móvel.

Steps:

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

2 - Enter:

1. Status: select the transaction status to which you want to trigger messages;

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

3. Message: enter the text that will be sent in the message;

4. Subscription/transaction field (sales): select the subscription/sale field you want to associate with the number in the message;

5. Add: insert into the message the dynamic field you chose from the subscription/transaction (sales) (item 4).

3 – Click Send.

Delete Status Mapping

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

Steps:

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

2 - Confirm if you want to perform 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, go to Settings > Integrations > SMS > FacilitaMóvel.

3 - 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 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: date of activity record.

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.

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, go to Settings > Integrations > SMS > FacilitaMóvel.

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 range buttons or select the date you want to view;

6 - Click Filter.

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