Use field mapping to send custom sale data and optional contact data to contact registration in RD Station, 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 the fields already created in RD Station, and then enter the field name on Guru's side.
The buyer's name and email fields are automatically filled in by Guru. You will have to map the remaining fields you wish to use.
On this page:
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Map the sale/subscription field to a contact field in RD Station
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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 RD Station.
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Have an active integration with RD Station.
Map the sale/subscription field to a contact field in RD Station
Add a field mapping to populate the contact in RD Station.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
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:
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Subscription/transaction (sales) field: select the subscription/sale field you want to send to the contact;
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Field RD Station: select the RD Station field where the sent value should be saved.
7 - Click on Send.
To confirm that the mapping was created successfully, you should see a notification in the top right corner.
8 - Repeat steps 4 through 7 for each mapping you wish to perform.
Consult 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 on 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 > RD Station.
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:
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Field RD Station Field: the field where the sent value should be saved;
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Subscription/transaction (sales) field: the subscription/sale field you want 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 RD Station.
When updating the mapping, Guru adopts the new access/block rule for the field.
Steps:
1 – In the list, locate the desired product and click on it.
2 - Enter:
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Field RD Station: select the field where the sent value should be saved;
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Subscription/transaction (sales) field: select the subscription/sale field you want to send to the contact.
3 – Click on Send.
A message will be displayed indicating that the mapping was updated successfully.
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 or 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 was deleted, a message will be displayed for a few seconds at the top right of the page.
From this moment on, Guru stops sending the removed field to populate the contact in RD Station.
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 > RD Station.
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.
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ID: identification number (ID) of the update;
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Type of change performed;
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Created at: date the activity was recorded.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who 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.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
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 view the number of applied filters and when using them it will be possible to clear them without accessing the Filters icon again, making it easier to remove the selection.
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