Sending Custom Data to Kartra

Use field mapping to send custom sale data and optional contact data to the contact register (subscribers) in Kartra, in order to improve your marketing automation.

You can use this feature to send product name, boleto URL, digitable line, and other sale and contact data to customize your boleto recovery sequence, for example.

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

On this page:

• Map the sale/subscription field to a contact field in Kartra

• View the list of mapped Fields

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

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

Add a field mapping to populate the contact in Kartra.

Steps:

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

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

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

2. Kartra Field: select the Kartra 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 speeds, only the first records are displayed. If you want to view the other items in the list, you can scroll to the bottom of the page and click on 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 > Kartra.

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 - The list displays the following information:

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

2. Kartra Field: the Kartra field where the sent value should be saved.

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 Kartra.

Steps:

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

2 – Enter:

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

2. Kartra Field: select the Kartra 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 want to send a specific sale and subscription field to a contact.

Steps:

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

2 - Confirm whether you want to perform 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 in field mapping identifying user, date/time of the operation, and other details.

Steps:

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

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 about the activity in question.

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

2. Type of change made;

3. Created on: 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 the 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 > Kartra.

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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