What is mapping? How does it happen?

  • “Mapping” is the process that helps you connect event registrations, form submissions, or gifts (activities) – to a person on your database.
  • The activity is automatically mapped to the corresponding record if the email address provided during the activity matches the email ID on the person’s record.

What happens if the email doesn’t match for auto-map?

  • If the email doesn’t match, the activity stays Unmapped.
  • You need to manually select the right record to map to for all unmapped activities. Try and get to UnmappedZero
  • When it doesn’t auto-map, it usually means that you’ve found a new email! — Either a new email for an existing record or a lost contact who has now re-engaged with you!

What are the ‘Recommendations’ I see when I try to manually map?

  • We use an algorithm to suggest a few records that we think might be the ones you are looking for.
  • It’s useful especially for people with similar names or when a maiden name or nickname is being used.
  • If you think the recommendations don’t look quite right, you can always search and find the person by their name or email.

What should I do if I can’t find a record to map?

  • Sometimes, a record for that person might not exist on Almabase.
  • If you’d like to create a record for the person on almabase, use the plus icon near the search bar. It will create a new record.
  • Now, refresh the recommendations and map to the newly created record.

What is the ‘Ignore’ toggle for?

  • You might not want to map every activity to a record. And you might not want to create a new record for the person in some cases.
  • For instance, someone might attend an event with their spouse and child, but the spouse or child might not warrant a record.
  • In such cases, you can now tag them ignored. This will remove the activity from your ‘Unmapped’ tray.
  • You can then focus on getting to UnmappedZero — the state where every relevant activity is mapped to a record.

What happens once a record is mapped?

  • Once mapped, you can see the activity recorded on their profile on the Engagement Snapshot.
  • You will also be able to use the filters on Data Studio to segment records based on the activities recorded against them (such as attended an event, made a gift, etc.)
  • Note that mapping doesn’t move any data around. It’s just a soft-link between the activity and the record it belongs to.

Why is mapping so important?

  • Mapping is what connectsengagement’ to the ‘person’. So, it’s imperative for any measure of how well your programs are doing, what is working, and who is engaging with you.
  • For efficiently recording the engagement, it is imperative that the activities performed by the users are mapped to their profiles.
  • The activities can be - event registration, making a donation, sharing details via the form, etc.
    To enable this we have a process called mapping.

Reach out to us at help@almabase.com in case of any queries.

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