Use field mapping to send custom sale data and optional contact data to contact records (subscribers) in Mautic, in order 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.
It is necessary to create a custom field or use fields already mapped in Mautic, and then enter the field name on Guru's side.
On this page:
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Map the sale/subscription field to a contact field in Mautic
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Consult the list of mapped Fields
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Delete Field Mapping
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Consult Audit
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Consult Audit filters
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Before configuring, you need to:
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Have a registered product in Guru.
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Have a custom field created in Mautic.
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Have an active integration with Mautic.
Map the sale/subscription field to a contact field in Mautic
Add a field mapping to populate the contact in Mautic.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > Mautic.
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:
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Product: select the product in Guru for which you want to set up mapping rules;
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Subscription/transaction (sales) field: select the subscription/sale field you wish to send to the contact;
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Field Mautic: select the Mautic field where the sent value should be saved.
7 - Click Send.
To confirm that the mapping was created successfully, you should see a notice in the upper right corner.
8 - Repeat steps 4 through 7 for each mapping you wish to create.
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, 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 > Mautic.
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:
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Product: the product in Guru for which you want to configure the mapping rules;
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Subscription/transaction (sales) field: the subscription/sale field you wish to send to the contact;
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Mautic field: the Mautic 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 Mautic.
When updating the mapping, Guru adopts the new access/block rule for the field.
Steps:
1 β In the list, locate the desired product and click on it.
2 β Enter:
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Product: select the product in Guru for which you want to set up mapping rules;
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Subscription/transaction (sales) field: select the subscription/sale field you wish to send to the contact;
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Field Mautic: select the Mautic field where the sent value should be saved.
3 β Click Send.
A message will be displayed indicating that the mapping was successfully updated.
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 sale and subscription field to a contact.
Steps:
1 β 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 was deleted, a message will be displayed for a few seconds in the upper right corner of the page.
From this moment on, Guru stops sending the removed field to populate the contact in Mautic.
Consult Audit
As a security measure, Guru stores a history of all operations performed on the field mapping, identifying user, date/time of the operation, and other details.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > Mautic.
3 - 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:
Consult 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.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, under the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > Mautic.
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:
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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.
You can see the amount of applied filters, and when using them you can clear them without clicking the Filters icon again, making it easier to remove the selection.
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