Sending Custom Data to Dinamize

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

You can use this feature to send product name, bank slip URL, typeable line, and other sales and contact data to customize your bank slip recovery sequence, for example.

It is necessary to create a custom field or use fields already mapped in Dinamize, and then enter the field name on Guru's side.

On this page:

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

• Consult the Mapped Fields list

• Update Field Mapping

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

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

Add a field mapping to populate the contact in Dinamize.

Steps:

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

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

3 - Click on Additional Settings and then on Field 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 - Enter:

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

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

3. Field Dinamize: select the Dinamize 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 Mapped Fields list

By default, the mapping list is organized by creation date (newest to oldest). For faster page loading speed, 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 in the lower center of the screen.

Steps:

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

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

3 - Click on Additional Settings and then on Field 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. List: the list that will trigger and associate with the contact;

2. Dinamize field: the Dinamize field where the sent value should be saved;

3. Subscription/transaction (sales) field: the subscription/sales field you wish 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 of a field in Dinamize.

Steps:

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

2 – Enter:

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

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

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

3 – Click on Send.

Delete Field Mapping

Once created, you can remove a product mapping. This feature is useful when you no longer wish to send a specific sales 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 if you wish to proceed with 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.

Consult Audit

As a security measure, Guru stores 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 > Dinamize.

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

3 - Click on the Audit tab.

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

5 - If desired, you can view the details of an 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: identification number (ID) of the update;

2. Type of change made;

3. Created at: date the activity was recorded.

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: user agent identification 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 > Dinamize.

2 - Click on Additional Settings and then on Field 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 audits registered in the selected period - you can use the predefined time range buttons or select the date you wish to view;

6 - Click on Filter.

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