Sending Custom Data to ActiveCampaign

Use field mapping to send custom sales data and optional contact data to contact records (subscribers) in ActiveCampaign in order to improve your marketing automation.

You can use this feature to send the product name, payment slip URL, barcode line, and other sales and contact details to customize your slip recovery sequence, for example.

You need to create a custom field or use the fields already mapped in ActiveCampaign, and then enter the field name on Guru's side.

On this page:

• Map the sales/subscription field to a contact field in ActiveCampaign

• Consult the list of Mapped Fields

• Update Field Mapping

• Delete Field Mapping

• Consult Audit

Map the sales/subscription field to a contact field in ActiveCampaign

Add a field mapping to populate the contact in ActiveCampaign.

Steps:

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

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

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

4 - According to the mapping you wish 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. Product: select the product in Guru for which you want to configure mapping rules;

2. Subscription/transaction field (sales): select the subscription/sales field you wish to send to the contact;

3. Field ActiveCampaign: select the ActiveCampaign field where the sent value should be saved.

7 - Click on Send.

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

Consult the list of Mapped Fields

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 want to view the remaining items in the list, you can scroll to the bottom of the page and click View 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 > ActiveCampaign.

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

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

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

6 - In the upper right corner, click on Filters.

 7 - Fill in the filter:

1. Products: searches for sales linked to the selected product(s) - products that have at least one recorded 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 mapping rules;

2. Subscription/transaction field (sales): the subscription/sales field you wish to send to the contact;

3. ActiveCampaign Field: the ActiveCampaign field where the sent value should be saved;

4. Updated at: the date of the field's last update.

Update Field Mapping

Once created, a field mapping can be updated. This feature is useful when you need to change the rule for sending a field in ActiveCampaign.

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. Subscription/transaction field (sales): select the subscription/sales field you wish to send to the contact;

3. Field ActiveCampaign: select the ActiveCampaign field where the sent value should be saved.

3 – Click on Send.

Delete Field Mapping

Once created, a product mapping can be removed. This feature is useful when you no longer want to send a specific sales and subscription field to a contact.

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 field was deleted, a message will be displayed for a few seconds in the upper right corner of the page.

Consult Audit

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

Steps:

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

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

3 - Click on the Audit tab.

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

5 - If desired, you can view 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: 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…) 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: 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, access Settings > Integrations > Autoresponders > ActiveCampaign.

2 - Click on Additional Settings and then on Field 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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