“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?
The activity then stays Unmapped.
You need to manually select the right record to map to for all unmapped activities.
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!
Click on the "Unmapped" button, to proceed with manual mapping.
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.
How to unmap an activity?
Hover over the mapped activity, and click on Unmap.
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 Unmapped Zero — 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.
FAQs
I want to be able to look at a profile before mapping it to an individual. How do I do that?
I want to be able to look at a profile before mapping it to an individual. How do I do that?
You can follow these steps to look at a profile before mapping to an individual:
Step 1: When you click on Unmapped, the Attribute Activity dialog box pops up. Click on the arrow ➡ next to the recommended or searched account.
Step 2: On Step 2 of 3, scroll down and click on View full profile. The profile will open up on a new tab and in this way, you can check the profile before mapping it to the record.
