How to Create and Configure Campaign Mapping

  1. Within DataShuttle Navigate to "Campaign Mappings"
  2. Click the New Campaign Mapping button in the top right hand corner
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  4. The Create Campaign Mapping panel should load
    1. Name: Enter in a unique name to identify your Campaign Mapping
    2. Type: This is where you can group/organize your set of Campaigns by some type of products. (International, Domestic etc..) You can add a new Type on the fly or manage this list in "Types" section on the right side menu.
    3. Mapping Type: Currently Data Shuttle support 2 types of campaigns: Cart Abandon (Partials/Prospects) and Sales (Customers). Chose one depending on your needs.
    4. Brand: Additional way to keep your Campaign Mappings grouped/organized. You can add a new Brand on the fly or manage this list in the "Brands" section on the right side menu.
    5. CRM: This is where your need to choose one of the CRM's you added to the system on previous steps. (See Connect Your CRM article.)
    6. Automation Platform: Same here. Choose one of your previously created Automation Platforms. (See Connect Your Marketing Automation Platform article.)
    7. CRM Campaigns: DataShuttle will populate a list of all of the campaigns available in your CRM.You can select multiple campaigns if required.
    8. List ID / Campaign ID: Data Shuttle will populate the dropdown with all of the lists / campaigns available in your marketing automation platform. Select the list that you want to send your customer records to.
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    10. Custom Fields: By default DataShuttle will automatically transfer four essential standard data fields: First Name, Last name, Email and Phone.  If you would like to transfer additional information you would need to use the custom fieds option.
      1. Custom fields are custom data points that you collect from the customer and store in the custom fields in your CRM. DataShuttle can transfer those fields to corresponding custom fields in your marketing automation platform.
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    12. Click Create.

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