Sending Custom Data to E-goi

Use field mapping to send custom sales data and optional contact data to subscriber registration in E-goi, 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.

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

On this page:

• Map the sales/subscription field to a contact field in E-goi

• Consult the list of mapped fields

• Update Field Mapping

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

Map the sales/subscription field to a contact field in E-goi

Add a field mapping to fill in the contact in E-goi.

Steps:

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

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

3 - Click on Additional Settings and then on 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:

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

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

3. Field E-goi: select the E-goi field where the sent value should be saved.

7 - Click Send.

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

Consult the list of mapped fields

By default, the list of mappings is organized by creation date (from newest to oldest). For faster page loading speed, only the first records are displayed. If you want 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, access Settings > Integrations > Autoresponders > E-goi.

3 - Click on Additional Settings and then on 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:

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

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

3. E-goi Field: the E-goi field where the sent value should be saved.

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 E-goi.

Steps:

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

2 – Enter:

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

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

3. Field E-goi: select the E-goi field where the sent value should be saved.

3 – Click Send.

Delete Field Mapping

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

Steps:

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

2 - Confirm if you want to proceed with 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

For security reasons, Guru stores a history of all operations performed in field mapping, identifying user, date/time of operation, and other details.

Steps:

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

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 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.

1. ID: identification number (ID) of the update;

2. Type of change performed;

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…) 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, access Settings > Integrations > Autoresponders > E-goi.

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 on Filter.

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