Sales Status Mapping to Keap

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

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

On this page:

• Add sales/subscription status mapping to Keap

• View the list of Mappings

• Update Status Mapping

• Duplicate Status Mapping

• Delete Status Mapping

• View Audit

  • View Audit filters

Add sales/subscription status mapping to Keap

Add a sales/subscription status mapping to Keap.

Steps:

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

2 - In the side menu, go to Settings > Integrations > Autoresponders > Keap.

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 the 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 on Send.

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

View the list of Mappings

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 other items in the list, you can scroll to the bottom of the page and click on 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 > Autoresponders > Keap.

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 View 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 that have at least one registered sale will be displayed.

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 with the contact;

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

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 Keap.

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 the 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 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, go to Settings > Integrations > Autoresponders > Keap.

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

2. Destination 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 want to map the status in Keap when a product sale or subscription occurs in Guru.

Steps:

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

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.

View Audit

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

Steps:

1 - In the side menu, go to Settings > Integrations > Autoresponders > Keap.

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 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.

View 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 > Autoresponders > Keap.

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

6 - Click on Filter.

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