Mapping gives a user the ability to dynamically update a Targets’ profile information based on Target responses/actions, or use a Targets’ profile information to create personalized outbound programs.
Form Mapping gives you the ability to dynamically update a Targets’ profile based on information provided in form responses. Using form mapping, you can simply update any profile field based on the information provided in the corresponding form field. Form mapping settings can be configured when creating your form.
Landing Page and Email Mapping gives you the ability to add personalized content to a program by pulling information from a Target’s platform profile. You can use email and landing page mapping when creating standard Email or Landing pages, as well as Email Response or Automation Programs (response and automation programs give you more advanced mapping options). To dynamically map you emails and landing pages, you have to add variables or tags that make it possible to pull data from the platform.
Standard Email/Landing Pages:
The steps below will explain how to properly map variables on emails (the same steps apply to landing page mapping):
- When creating an email broadcast, you will be able to add any standard/ custom tags that are in your platform account.
- Once you reach the Template tab, there will be a small purple link titled “Available tags”.
- Copy the tag from the list and paste in in the email where you want the personalized content to appear.
- In the example below, we use the [FNMAE] tag in the email introduction, so if a Target with the first name Jake receives the email, it will read: Hello Jake,
- The same mapping rule will occur for every Target you are sending the program to as long as you have their First Name field filled out in the platform.
- When sending an email broadcast, you will also have the option of updating a Target’s profile fields upon an email open. In the Setup tab, you will be able to select the profile field you want to update and the custom field value that will populate the field upon opening the email.
- In the example below, for any Target that opens the email, their City profile field will be updated to New York.
Response/Automation Programs:
The steps below will explain how to properly map variables on emails (the same steps apply to landing page mapping):
- If you want to dynamically map your email , click the Map Email button and the Outbound Email Mapping pop-up will appear.
- Email mapping is useful if you want a Target’s profile information to update dynamically based on certain actions your Targets take.
- Note: You must have the variable you want to map somewhere within the email. You can add a variable using {variable} somewhere in your email content.
- In this example, we are mapping the variable {Firstname} from the email content with the profile field First Name in the platform.
- The Field Name is the same variable name used in your email content, and the Target Profile Field is the field that will update for each Target in the platform.
- You can ignore the Form Fields when mapping emails.
- You can also add custom rules for each field you are mapping to decide the mapping process/type.
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- After clicking Create New Rule, a pop-up form will appear where you can add the rule name, type, target field OR form and form field.
- When creating outbound email mapping rules, use the Target Field, not the Form/Form Field.
