Brightback Field Mapping

Field Mapping allows you to map Standard Fields and Custom Fields from Brightback to your integration systems (and vice versa) to test and target Offers against different audiences in your Experiences, and add personalization to page copy, modal copy, Slack alerts, emails, and data exports. Brightback Field Mapping will pull in data sources from each of your configured Integrations that support Enrichment (Salesforce, Stripe, Recurly or ChargeBee). 

namefm.png

Field mapping enables:

  • Personalization of Brightback experience
  • Enriched notifications in Slack and Segment
  • Provides benchmarking data consistency
  • Provides enriched Brightback reporting

Data is retrieved every time the user hits your cancel page where the Brightback JS lives. We support the following sources for your Fields: Brightback 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 Brightback fields. 

Field mapping will be configured per Brightback 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 Brightback Integrations, visit this page

Setup Field Mapping

To set up Field Mappings, navigate to Brightback Settings on the left hand navigation bar.

FM2.png

Note: Map fields with caution! If you remove any of the mapped Fields, you will lose that data source!

Standard Field Mapping maps directly to the Standard Fields on the JS Snippet. For a list of default Standard Fields, see our guide on Understanding the JS

Screen_Shot_2019-02-28_at_2.56.58_PM.png

To import a field passed through Brightback.js, click the View all fields link. 

give the field a name and choose the correct field type.

After you have saved imported fields, give it a display name and create the mapping to be used in Brightback experiences. 

You can define the name of the field, the type, and chose what it maps to with Custom Field Mapping. Custom Field Mappings are grouped by type, so choose the Type before choosing what Field it maps.

Screen_Shot_2019-02-28_at_2.47.12_PM.png

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us