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Adding Mapping Information to a List Mapping Template

Paige Freeman
  • Updated

Once you have created a new list mapping template, the Mapping tab defines how data will be mapped into the ThreeSixty tables. In general, the mapping process transfers a set of objects or data from one location to another. In this case, from the source file to the MKT_Prospect table. The mapping involves the transfer of the field sequence in a source file to a specific column in the Prospect table. You can also map a specific source field value to another specific value.

Mapping functions include two types:

  • Range – allows you to translate a value (e.g., revenue) into a coded field that represents ranges of values. For example, if the source file quotes revenue in dollars, then you can map this to a coded field that represents a range of revenue.
  • Value – allows a mapping of a specific value into another specific value. For example, the source data file may use the code “H” for home address type whereas the system uses “HOME.”

The value mapping provides the following options:

  • For delimited source files, you can map the field sequence in the source file to a specific column in the Marketing Prospect database table.
  • For a fixed length record format, you can map the start and end position in the source record to a specific column in the Prospect table.
  • For a specific source field value, you can map this value to another specific value.
  • For any column in the Prospect table, you map it to a fixed value.

The mapping should have a name field (e.g., First Name, Last Name, Company Name, etc.), address 1 (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "[space]", address status code (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BAD"), address type code (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BLANK") at minimum to create the mapping and the same values should exist in the upload list.

To add mapping information:

  1. From the Marketing Central page or the left navigation, select Manage Prospect List Mapping. 
  2. On the Manage Prospect List Mapping page, select the edit pencil or the hyperlinked List Source in the grid to open the Prospect List Mapping Summary.
  3. Select the Mapping tab. 
    The Mapping page displays, as shown below.
  4. Select +New Mapping.
    A row is added to the grid, as shown below.
  5. Select the Target Name from the drop-down.
  6. The Data Type displays automatically.
  7. Enter the Field Order in the table cell.
    Enter a Field Order of "0" if the field does not exist in the mapping file but you want it to be included.
  8. Enter the Fixed Value in the table cell.
  9. Select the appropriate Mapping Function from the drop-down.
    If the mapping function does not display in the drop-down, then you can add a mapping function using the Manage Mapping Function page. See Managing Mapping Function for more information.
  10. Repeat steps 4-9 for any additional mapping functions, then select Save.
Screen Element Description
Target Name

Drop-down. The following are the minimum columns that must be included in the mapping detail definition:

  • First Name, Last Name, Middle Name, or Company Name
  • Address 1 - if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "[space]".
  • Address Type Code - if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BLANK".
  • Address Status Code - if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BAD".
Data Type Read-only field. This populates based on the Target Name selected and cannot be changed here.
Field Order Table cell. The order in which the target will display in relation to the other targets.
Fixed Value Table cell. The optional fixed value for the target. If the field must be fixed, then enter the value here.
Mapping Function Drop-down. Allows you to select an existing marketing mapping function. If the mapping function does not display in the drop-down, then you can add a mapping function using the Manage Mapping Function page. See Managing Mapping Function for more information.