Sending Custom Data to Keap

Use field mapping to send custom sales data and optional contact data to the contact list (subscribers) in Keap to improve your marketing automation.

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

You need to create a custom field or use fields already mapped in Keap, and then enter the field name on the Guru side.

On this page:

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

• Check the list of mapped fields

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

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

Add a field mapping to populate the contact in Keap.

Steps:

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

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

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. Product: select the product in Guru for which you want to configure mapping rules;

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

3. Keap field: select the Keap 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.

Check the list of mapped fields

By default, the list of mappings is organized by creation date (from newest to oldest). For faster page loading, 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 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 > Keap.

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. Product: the product in Guru for which you want to configure mapping rules;

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

3. Keap field: the Keap 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 Keap.

Steps:

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

2 – Enter:

1. Product: select the product in Guru for which you want to configure mapping rules;

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

3. Keap field: select the Keap 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 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 if you want to proceed with 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 > Keap.

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 > Keap.

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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