Sending Custom Data to Greenn Sales (formerly GDigital)

Use field mapping to send custom sales data and optional contact data to contact registration (subscribers) in Greenn Sales, 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 Greenn Sales, and then enter the field name on Guru's side.

On this page:

• Map the sale/subscription field to a contact field in Greenn Sales

• View the list of Mapped Fields

• Delete Field Mapping

• View Audit

  • View Audit filters

Map the sale/subscription field to a contact field in GDigital

Add a field mapping to populate the contact in Greenn Sales.

Steps:

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

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

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

2. Form: select the Greenn Sales form where the destination field is located;

3. Greenn Sales field: select the Greenn Sales field where the sent value should be saved.

7 - Click on Send.

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

View the list of Mapped Fields

By default, the mapping list 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, go to Settings > Integrations > Autoresponders > Greenn Sales.

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. Form: the Greenn Sales form where the destination field is located;

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

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

Update Field Mapping

Once created, it is possible to update a field mapping. This feature is useful when you need to change the sending rule for a field in Greenn Sales.

Steps:

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

2 – Enter:

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

2. Form: select the Greenn Sales form where the destination field is located;

3. Greenn Sales field: select the Greenn Sales field where the sent value should be saved.

3 – Click on Send.

Delete Field Mapping

Once created, it is possible to 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 want to proceed with the deletion. To confirm that the field has been deleted, a message will be displayed for a few seconds in the top right corner of the page.

View Audit

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

Steps:

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

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 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: 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: device IP address.

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 wish to view.

Steps:

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

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 wish to view;

6 - Click on Filter.

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