Creating a New List Mapping Template

After analyzing your upload list and determining what changes need to be made in order to make the upload process easiest, you can begin creating your List Mapping Template.

The External Prospect List Mapping screen serves as the basis for the upload processing of purchased lists and formats. It also maps marketing lists for incorporation into Personify.

The screen can also delineate a list and allow you to perform the following activities, all of which are described in the proceeding steps:

· Create and store a mapping scheme for the standardized lists

· Define default data-level mapping rules

· Provide duplicate checking against the prospect and customer database tables with optional verification against a prospect user field or customer field

· Define the rules for list usage

To define the List Mapping template:

1. From the toolbar, select Marketing & Communication > Prospect List Mapping.
The External Prospect List Mapping search screen displays, as shown below.

2. Click Create New List Mapping.
The External Prospect List Mapping screen displays.

3. Select the List Source from the drop-down.

4. Enter the List Category.

5. Select the Date Format from the drop-down.

6. If applicable, uncheck the Active checkbox.

7. In the Input File Information section, perform the following:

a. Select the Type from the drop-down.
If you select “Fixed,” then proceed to Step 7d.

b. Select the Delimited by format from the drop-down.

c. If applicable, select the Enclosed by format from the drop-down.

d. Select the Load Records for customer type from the drop-down.
The value you select from this drop-down will determine which fields you can edit in other sections.

e. If applicable, uncheck the Ignore Header checkbox.

8. In the Additional Duplicate Check section, perform the following:

a. Select the Prospect Field from the drop-down.

b. Select the Corresponding Customer Field from the drop-down.

c. If applicable, uncheck the Check Duplicate Addresses checkbox.

9. In the Individual Record Defaults section, select the Classification and the Status of the individual customer from the drop-downs.
These fields are only enabled when “Individual” or “Both Individual and Companies” is selected in the Load Records for field.

10. In the Company Record Defaults section, select the Classification and the Status of the company customer from the drop-downs. These fields are only enabled when “Companies” or “Both Individual and Companies” is selected in the Load Records for field.

11. In the Individual to Company Relationship section, perform the following:

a. Select the Relationship Type from the drop-down.

b. Select the Relationship Code from the drop-down.

c. Select the Reciprocal from the drop-down.

These fields are only enabled when “Both Individual and Companies” is selected in the Load Records for field.

12. Click Save.

13. Now, you can add mapping function information, add special notes, and view upload history.

Screen Element	Description
List Source	Drop-down. The organization from which the list was purchased.
List Category	Text box. The vendor’s designation for the list. The field is forced upper case but not validated against the code table.
Date Format	Drop-down. This indicates the format of dates being passed into the program by the source file.
Active	Checkbox. When checked, activates the List Source, List Category, and Date Format. It is checked by default.
Input File Information
Type	Drop-down. This indicates whether the format is comprised of fixed length records (requiring a specific begin and end position for each field in the mapping functions) or records delimited by a comma, pipe, or other delimiter.
Delimited by	Drop-down. This is a blank space, character, or other symbol that separates the beginning of the format or character string from the end. This field is only enabled if “Delimited” is selected as the Type.
Enclosed by	Drop-down. For a comma-delimited file, this identifies the mark(s) that surround the fields or other file features. For example, the fields in the file may be enclosed by quotation marks. This field is only enabled if “Delimited” is selected as the Type.
Load Record for	Drop-down. This includes the following values: · Individuals. The process creates or loads individual records (Record Type = I) where the name of the individual is not null. No company records are created. · Companies. The process creates company records where the name of the company is not null. No individual records are created. · Both Individuals and Companies. The process creates, where possible, both individual and company records, depending on whether the Label Name and Company Name fields are populated and available. For example, any input record where a name and a company are specified, this results in two records with the same address but different record types. If both are loaded, then the defaults for the Classification and Status fields are user-entered for the company and individual record.
Ignore Header	Checkbox. Selection this option if the list you are using includes header information. When checked, the system ignores the information in the header. It is checked by default.
Additional Duplicate Check
Prospect Field	Drop-down. This lists all of the fields from the Prospect table for use in additional duplicate checking. For example, if the Social Security Number field is always uploaded into the Prospect Social Security number, then the social security number is compared to the other prospects as part of the duplicate checking process. If customers have the same email, for example, the duplicate record will be deleted.
Corresponding Customer Field	Drop-down. When Personify performs duplicate checking, this field is compared against the Corresponding Customer field in the Customer table for duplicate checking.
Check Duplicate Addresses	Checkbox. Personify must at least perform address duplicate checking. This field is only enabled if the Prospect Field AND Corresponding Customer fields are selected. If checked, the process includes checking by address as well. If unchecked, you can use only the two Prospect and Corresponding Customer comparison fields. If both the Prospect and Corresponding Customer fields are null, then the Check Duplicate Addresses checkbox is checked and disabled.
Individual Record Defaults
Classification	Drop-down. The customer classification for all individual records. This field is only enabled when “Individual” or “Both Individual and Companies” is selected in the Load Records for field. For example, Student or Prospect.
Status	Drop-down. Customer status for all individual records. This field is only enabled when “Individual” or “Both Individual and Companies” is selected in the Load Records for field. For example, Active or Inactive.
Company Record Defaults
Classification	Drop-down. The customer classification for all company records. This field is only enabled when “Companies” or “Both Individual and Companies” is selected in the Load Records for field. For example, Agency or Advertiser.
Status	Drop-down. Customer status for all company records. This field is only enabled when “Companies” or “Both Individual and Companies” is selected in the Load Records for field. For example, Active or Inactive.
Individual to Company Relationship
Relationship Type	Drop-down. The type of relationship. This field is only enabled when “Both Individual and Companies” is selected in the Load Records for field. The relationship between the individual and the company is specified using the relationship type. For example, the relation type could be “Employment” with the individual working for the company. The Relationship Code and Reciprocal Code fields are enabled if a value is selected here.
Relationship Code	Drop-down. The code for the relationship. This field is only enabled when “Both Individual and Companies” is selected in the Load Records for field. For example, if the Relationship Type is “Employment,” then the Relationship Code would be “Employer.”
Reciprocal	Drop-down. The reciprocal code for the relationship. Used in conjunction with the Relationship Code. This field is only enabled when “Both Individual and Companies” is selected in the Load Records for field. For example, if the Relationship Code is “Employer,” then the Reciprocal code would be “Employee.”