Recipient Activity Mapping
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    Recipient Activity Mapping

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    Article summary

    You can use a mapping to assign one of several possible values to a contact, based on an analysis of the data in his profile. A mapping allows you to create more complex selections than the ​Selections​ or the ​Selection Builder​.

    This topic contains the following examples:

    • Hot / Warm / Cold (based on the date when a contact last clicked on a message link)

    • Gold / Silver / Bronze (based on the date when a contact last completed a purchase)

    Hot / Warm / Cold (Based on Last Click)​

    This example creates a mapping that categorizes contacts based on their most recent click date.

    • Hot: The contact made a purchase within the last 2 weeks.

    • Warm: The contact made a purchase between 4 weeks and 2 weeks ago.

    • Cold: The contact made a purchase between 8 weeks and 4 weeks ago.

    Procedure

    1. Create an event-based automation to store the date of your contact's last purchase in a custom user attribute with the name ​LastClickDate​. The data type is Date.

    2. Create a new custom user attribute with the name ​Category​. The date type is string. Enumerate the 3 values in advance: Hot, Warm and Cold.

    3. Create a mapping with three conditions. From the ​Target Attribute​ drop-down list, select the attribute ​Category​.
      Tab. : Mapping

      Condition

      When

      Then

      1

      ${ecm:greater(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-2W'))}

      Hot

      2

      ${ecm:between(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-4W'), ecm:addInterval(date.today, '-2W'))}

      Warm

      3

      ${ecm:between(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-8W'), ecm:addInterval(date.today, '-4W'))}

      Cold

    4. Click the ​Save​ button.

    5. Select the profile-based automation and click the ​Activate​ button.
      ⇒ The profile-based automation is now active.

    6. Click the ​Apply Automations​ button.
      ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.

    Gold / Silver / Bronze (Based on Last Purchase)​

    This example creates a mapping that categorizes contacts based on their most recent purchase on your website. Contacts are categorized as gold, silver or bronze.

    • Gold: The contact made a purchase within the last 6 weeks.

    • Silver: The contact made a purchase between 6 months and 6 weeks ago.

    • Bronze: The contact made a purchase between 12 months and 6 months ago.

    Procedure

    1. Create an event-based automation to store the date of your contact's last purchase in a custom user attribute with the name ​LastPurchaseDate​. The date type is Date.

    2. Create a new custom user attribute with the name ​Category​. The date type is string. Enumerate the 3 values in advance: Gold, Silver and Bronze.

    3. Create a mapping with three conditions. From the ​Target Attribute​ drop-down list, select the attribute ​Category​.
      Tab. : Mapping

      Condition

      When

      Then

      1

      ${ecm:greater(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-6W'))}

      Gold

      2

      ${ecm:between(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-6M'), ecm:addInterval(date.today, '-6W'))}

      Silver

      3

      ${ecm:between(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-12M'), ecm:addInterval(date.today, '-6M'))}

      Bronze

    4. Click the ​Save​ button.

    5. Select the profile-based automation and click the ​Activate​ button.
      ⇒ The profile-based automation is now active.

    6. Click the ​Apply Automations​ button.
      ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.


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