The Customer mapping module allows batch-update of various customer attributes, based on grouping set previously. After creating the rules of mapping, the batch of customers is assigned to the selected attribute automatically. This helps organize customers to separate compartments in the Backoffice without importing.

Find the configuration page of the Customer mapping module by typing 'Customer mapping' into the search bar of the Modules menu. The page will open to the list of rules that have already been set up with the following information:

• Creation date of the rule

• Filter(s) added

• The update(s) the rule applies

• Status of the rule

You can use the 'Filter' button in the top right corner to filter rules by status.

Configuring mapping rules

Create a new rule

• Click ‘Create new rule’ in the sidebar

• Click the '+' icon to add filter(s):

  • Insert the customer attribute that you’d like to use for filtering
    You can filter customers based on any customer attributes, let them be factory fields or custom fields created under the Customers menu.

  • Select the operator from the dropdown list

  • Define the value criteria

You can add multiple filters is possible by clicking the ‘+ AND/OR’ buttons.

• Click '+' to define the update(s) to be made

  • Insert the target customer attribute that will be updated if the customer matches the filter criteria
    You can add any customer attribute, let them be factory fields or custom fields created under the Customers menu.

  • Select the operator

    • $eq - overwrites the current value of the customer attribute

    • $addToSet - expands the current value of the customer attribute with new values (applicable to list type of attributes only)

  • Define the value to add to the selected customer attribute

You can add multiple filters is possible by clicking the ‘+’ button.

• Click ‘Create’

Activate a rule

After saved for the first time, the mapping rule is added as a draft, which means the rule will not be operational yet and it appears only in the list of rules on the Customer mapping module configuration page.
You can activate the rule right away using the ‘Set active’ button on the upper right-hand side of the setup page and confirm the activation in the dialog that subsequently appears.

Each time you activate the rule, the rule runs for all customers based on the schedule of the service automation.

Queue

Each time a customer profile is updated, it is added to the mapping queue that the mapping service processes based on the configuration of the active rules.
Under the ‘Queue’ tab you can track the list of customer updates that will be processed by the service the next time it runs.

Managing mapping rules

Edit a rule

• Go to the Customer mapping module page

• Click the ‘Edit’ button of the rule you want to edit

• Edit the rule

• Save your changes by clicking ‘Update’

When a configured rule is edited, the mapping rule will be run on all customers.

Inactivate a rule

• Go to the Customer mapping module page

• Click the 'Edit’ button of the rule you want to inactivate

• Click on the ‘Set inactive’ button on the upper right-hand side of the page

• Confirm your choice in the dialog that appears

Archive a rule

You have the option to delete inactive rules from the Backoffice by archiving them.

• Go to the Customer mapping module page

• Click the 'Edit’ button of the rule you want to archive

• Click on the ‘Archive’ button on the upper right-hand side of the page

• Confirm your choice in the dialog that appears

Archiving is irreversible. Once a rule is archived, it cannot be restored anymore.