Use field mapping to send custom sale data and optional contact data to contact records (subscribers) in Bigin by Zoho CRM, in order to improve your marketing automation.
You can use this feature to send product name, bank slip URL, typeable line, and other sale and contact data to customize your bank slip recovery sequence, for example.
You must create a custom field or use fields already mapped in Bigin by Zoho CRM, and then enter the field name on Guru's side.
On this page:
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Map sale/subscription field to a contact field in Bigin by Zoho CRM
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Consult the Mapped Fields list
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Update Field Mapping
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Delete Field Mapping
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Consult Audit
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Consult Audit filters
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Before configuring, you need to:
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Have a registered product in Guru.
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Have a custom field created in Bigin by Zoho.
Map the sale/subscription field to a contact field in Bigin by Zoho CRM
Add a field mapping to populate the contact in 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 Additional Settings and then Field Mapping.
4 - Depending on 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:
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Subscription/transaction (sales) field: select the subscription/sale field you want to send to the contact;
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Field Bigin: select the Bigin by Zoho CRM field where the sent value should be saved.
7 - Click Send.
To confirm that the mapping was created successfully, you should see a notice in the top right corner.
8 - Repeat steps 4 through 7 for each mapping you want to perform.
Consult the Mapped Fields list
By default, the mapping list is sorted by creation date (newest to oldest). For faster page load speeds, only the first records are displayed. If you want to view the remaining items on 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, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.
3 - Click Additional Settings and then Field Mapping.
4 - Depending on 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:
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Field Bigin: the Bigin by Zoho CRM field where the sent value should be saved.
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Subscription/transaction (sales) field: the subscription/sale field you want to send to the contact.
Update Field Mapping
Once created, you can update a field mapping. This feature is useful when you need to change the sending rule for a field in Bigin by Zoho CRM.
When updating the mapping, Guru adopts the new access/block rule for the field.
Steps:
1 - In the list, locate the desired product and click on it.
2 - Enter:
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Subscription/transaction (sales) field: select the subscription/sale field you want to send to the contact;
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Field Bigin: select the Bigin by Zoho CRM field where the sent value should be saved.
3 – Click Send.
A message will be displayed indicating that the mapping was updated successfully.
Delete Field Mapping
Once created, you can remove a product mapping. This feature is useful when you no longer wish to send a specific sale and subscription field to a contact.
Steps:
1 - In the list, locate the desired mapping and click the Remove button corresponding to it.
2 - Confirm that you want to perform the deletion. To confirm that the field was deleted, a message will be displayed for a few seconds at the top right of the page.
From this moment on, Guru stops sending the removed field to populate the contact in Bigin by Zoho CRM.
Consult Audit
As a security measure, Guru maintains a history of all operations performed in the field 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 Additional Settings and then Field 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 of the activity in question.
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ID: identification number (ID) of the update;
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Type of change performed;
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Created at: date the activity was recorded.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays infrastructure information (country, IP, user agent…) of the related activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity.
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IP: IP address of the device.
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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.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.
2 - Click Additional Settings and then Field Mapping.
3 - Click on the Audit tab.
4 - In Audit, click on Filters.
5 - Fill in one or more filter options:
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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.
You can view the number of applied filters and when using them you can clear them without accessing the Filters icon again, making selection removal easier.
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