Sending Custom Data to MailingBoss

Use field mapping to send custom sale data and optional contact data to contact records (subscribers) in MailingBoss to improve your marketing automation.

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

You must create a custom field or use the fields already mapped in MailingBoss, and then enter the field name on Guru's side.

On this page:

• Map sale/subscription field to a contact field in MailingBoss

• Consult the mapped Fields list

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

Map sale/subscription field to a contact field in MailingBoss

Add a field mapping to populate the contact in MailingBoss.

Steps:

1 - Log in to Guru admin with your username and password.

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

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/sale field you want to send to the contact;

2. List: select the MailingBoss list where the target field is located;

3. Field MailingBoss: select the MailingBoss field where the sent value should be stored.

7 - Click Send.

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

Consult the mapped Fields list

By default, the mapping list is sorted by creation date (newest to oldest). For faster page loading, only the first records are displayed. If you want to view the remaining items in the list, scroll to the bottom of the page and click See more at the bottom center of the screen.

Steps:

1 - Log in to Guru admin with your username and password.

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

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/sale field you want to send to the contact;

2. List: the MailingBoss list where the target field is located;

3. Field MailingBoss: the MailingBoss field where the sent value should be stored.

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 MailingBoss.

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. List: select the MailingBoss list where the target field is located;

3. Field MailingBoss: select the MailingBoss field where the sent value should be stored.

3 – Click 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 sale 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 that you want to delete it. 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.

Consult 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, access Settings > Integrations > Autoresponders > MailingBoss.

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 > MailingBoss.

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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