Field mapping allows you to map fields from your enrichment sources to be used in Chargebee Retention experiences, audiences or data analysis. Enrichment sources come from the Chargebee Retention.js or one of our supported enrichment providers. In this article we'll cover when and how you can leverage field mapping in Chargebee Retention by highlighting a few features that Chargebee Retention offers.
Data is retrieved every time the user hits your cancel page where the Chargebee Retention JS lives. We support the following sources for your Fields: Chargebee Retention JS, Salesforce, Stripe, Recurly and ChargeBee. For Salesforce, you can map to any Standard or Custom field on the Account Object. For Stripe, Recurly and ChargeBee Billing Enrichment we pull back a select set of fields from the subscription record that can be mapped into Chargebee Retention fields.
Field mapping will be configured per Chargebee Retention Application to allow you to map different fields to support your various use cases. Integrations are also configured per Application now to map cleanly to Fields. For more on Chargebee Retention Integrations, visit this page.
Mapped fields are available wherever you see the expression icon, is an area you can use to dynamically present content, add dynamic URL's or present engagement data.
Always use a fallback when placing expressions in experiences. 99% of the time the fallback is never used but if a canceler enters your experience a data issue you want the presentation to look polished!
The following headline would grab the cancellers name from Chargebee and present it at the time of cancels. This example below is simple but the possibilities are endless.
For a more in depth look at how to create and edit your Chargebee Retention experiences check out our article here!
In addition mapped fields can be used as Properties for comparison when creating traffic rules for Audiences. For more on that check out our article on defining rules here.
To set up Field Mappings, navigate to Chargebee Retention Settings on the left hand navigation bar. Find the the field mappings section and click Map fields.
Map fields with caution! If you remove any of the mapped Fields, you will lose that data source!
By default, fields sent through Chargebee Retention.js are automatically detected but not mapped. To map them first click View all fields.
You will be presented with a field mapping modal that displays the discovered fields, standard fields and an option to add a custom field.
Look for the field you would like to map and give it a meaningful name. Remember to choose the correct field type. After you have saved imported fields, give it a display name you will remember and create the mapping to be used in Chargebee Retention experiences.
Choose the correct field type! Chargebee Retention provides numeric operators, URL validation and and Date comparison to be used for Audience Targeting. Choosing the wrong field type here can yield incorrect traffic routing.
If you are working offline with your engineering team and our server has not picked up new fields yet, you can always manually create the field to prep for incoming sessions. You'll need to know the exact syntax of what will be sent over so be sure to sync with your development team.
After you have defined the fields coming from your Chargebee Retention.js snippet click save and get starting on mapping fields for use.
After you've defined your fields sent through the Chargebee Retention.js snippet you can now map them for use in Chargebee Retention. Start by giving your fields a descriptive name so you can easily pick them from the expression and property dropdown selects.
Type a name, select the field type and choose the source. You'll notice all of your enrichment sources in the drop down.
A Standard Field Mapping maps directly to the Standard Fields on the JS Snippet. For a list of default Standard Fields, see our guide on Installing the JS Snippet. Optionally you can swap these out for fields captured from your enrichment provider. In the following image you'll see we've mapped the Salesforce Account Name to one our standard fields.
That's it! You're now ready to map fields in Chargebee Retention! As always please email us if you have any questions or concerns.