You can use a mapping to assign one of several possible values to a contact, based on an analysis of the data in his profile. A mapping allows you to create more complex selections than the ​Selections​ or the ​Selection Builder​.

This topic contains the following examples:

  • Hot / Warm / Cold (based on the date when a contact last clicked on a message link)

  • Gold / Silver / Bronze (based on the date when a contact last completed a purchase)

Hot / Warm / Cold (Based on Last Click)​

This example creates a mapping that categorizes contacts based on their most recent click date.

  • Hot: The contact made a purchase within the last 2 weeks.

  • Warm: The contact made a purchase between 4 weeks and 2 weeks ago.

  • Cold: The contact made a purchase between 8 weeks and 4 weeks ago.

Procedure

  1. Create an event-based automation to store the date of your contact's last purchase in a custom user attribute with the name ​LastClickDate​. The data type is Date.
  2. Create a new custom user attribute with the name Category. The date type is string. Enumerate the 3 values in advance: Hot, Warm and Cold.
  3. Create a mapping with three conditions. From the Target Attribute​ drop-down list, select the attribute Category.
    Tab. : Mapping

    Condition

    When

    Then

    1

    ${ecm:greater(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-2W'))}

    Hot

    2

    ${ecm:between(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-4W'), ecm:addInterval(date.today, '-2W'))}

    Warm

    3

    ${ecm:between(user.CustomAttribute.LastClickDate, ecm:addInterval(date.today, '-8W'), ecm:addInterval(date.today, '-4W'))}

    Cold

  4. Click the Save button.
  5. Select the profile-based automation and click the Activate button.
    ⇒ The profile-based automation is now active.
  6. Click the Apply Automations​ button.
    ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.

Gold / Silver / Bronze (Based on Last Purchase)​

This example creates a mapping that categorizes contacts based on their most recent purchase on your website. Contacts are categorized as gold, silver or bronze.

  • Gold: The contact made a purchase within the last 6 weeks.

  • Silver: The contact made a purchase between 6 months and 6 weeks ago.

  • Bronze: The contact made a purchase between 12 months and 6 months ago.

Procedure

  1. Create an event-based automation to store the date of your contact's last purchase in a custom user attribute with the name ​LastPurchaseDate​. The date type is Date.

  2. Create a new custom user attribute with the name Category. The date type is string. Enumerate the 3 values in advance: Gold, Silver and Bronze.
  3. Create a mapping with three conditions. From the Target Attribute drop-down list, select the attribute Category.

    Tab. : Mapping

    Condition

    When

    Then

    1

    ${ecm:greater(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-6W'))}

    Gold

    2

    ${ecm:between(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-6M'), ecm:addInterval(date.today, '-6W'))}

    Silver

    3

    ${ecm:between(user.CustomAttribute.LastPurchaseDate, ecm:addInterval(date.today, '-12M'), ecm:addInterval(date.today, '-6M'))}

    Bronze

  4. Click the Save button.
  5. Select the profile-based automation and click the Activate button.
    ⇒ The profile-based automation is now active.
  6. Click the Apply Automations button.
    ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.