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When you have added the extra data columns to your supporter database, go back to the ‘Political’ section of the software.
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Note: The mapping tools are no longer through Legacy tools, as of the AWS Migration. |
Go to Data & Reports > Political Tools > Database to supporter mapping.
Select the + New Mapping button option to create a data mapping. Select the relevant database from the dropdown list that you want to map your supporter data to, and select ‘Next’ to continue.
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Only supporters with a valid US Address and 9 digit postcode will zip code can be mapped. |
Managing mapping settings
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To do that, go back to the Data & Reports > Political Tools > Database to supporter mapping page.
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To remap, you may update the Processing Options below the mapping editor to select to either: ‘Only run for new and modified supporters’ or ‘Run over the entire database.’
Note: It is recommended that you revert to the default settings after the mapping reruns the entire data set. So please return to the page the following day, deselect the checkbox and save the settingsIf ‘Run over the entire database' is selected, the entire database will be rerun once and then the setting will revert to ‘Only run for new and modified supporters’. If the entire database should be run again, a User should access the mapping and reselect the option to run the entire database and Save.
Recreating the field mapping for a database
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To view your mapped data, go to the ‘Supporter data’ tab in the dashboard (in ‘Advocacy’) and click on ‘Export supporter data’ or ‘Manage supporters’ Data & Reports > Export (under Data) or Data & Reports > Lookup supporter. You can now search supporters based on ‘form data’ supporter data and when you export the data or view it online you will be able to see the new newly mapped information in the additional data columns. Similarly, if you search by ‘campaigns’ you will find details of who has taken an action and appended to their data record will be the details of the relevant political contacts.