Profile Fields Mapping
This article will cover:
Creating a challenge-response mapping
You can map answers your members give to challenge questions directly to a profile field to keep it stored on their profile for future use in reporting and targeting. Before you can map the fields, you must first Create the Custom Profile Fields.
When creating a new Challenge, choose the Questions stage and add a new question. You will notice a checkbox called ‘Save to Profile’. Checking this box will enable a dropdown of possible Profile Fields you can map to. The options you have available will depend on the question you have created.
Both Standard and Custom Fields can be mapped from Challenge Questions. Let’s look at a few examples below:
Example no. 1:
Above is an example of a challenge aimed at updating a user’s profile information. This is a good introductory challenge to get to know a new member. Here we can see that the administrator has created four questions for Profile Image, Name, Title, and Company.
Each question has a mapping enabled to the respective standard profile fields. You’ll notice that each field is also marked as required, meaning the end user cannot advance the Challenge unless each question is filled in. It’s important to note that if an end user has values already filled into these fields, they will see them appear in the challenge inputs which they can choose to leave, edit, or remove.
For example, if a member already has their profile image, name, title, and company filled out, they would be able to advance through the stage with no action required.
Example no 2:
Above is an example of a challenge used to ask for a rating of the community. You’ll notice this question is using the new Rating question type. The Question has a mapping enabled to a Custom Profile Field called ‘Community Rating’.
It’s important to note that even for Custom Profile Fields, if that field has an existing value either imported from a CSV, SFDC, manually added by an administrator, or mapped from a previous Question Challenge, the value will be visible to the end user upon opening the challenge.
The user can choose to leave the value as is, change it, or delete it which will impact the Custom field accordingly.
Example no 3:
The final example uses the multi-select checkboxes question to ask members why they joined the Hub. When members answer this question and select multiple values, each value will be stored in their profile field. You can see the individual responses on their profile and target based on each of them. Please note that the values will only be pushed to a custom profile field with Text type.
There are restrictions to which questions you can use with different fields, some of the major restrictions are:
- In order to set up an NPS mapping, the Rating Question Type must be used. Mapping to the NPS field has the same behaviour as the NPS Stage.
- A Short Answer field must be used to map to Standard profile fields like Name, Company, and Job Title.
- Name must always be a required field.
- You are not permitted to set a mapping to a field that is already being pulled from SFDC. Otherwise, the field would get overwritten on the next SFDC Sync. Fields that are mapped from SFDC will have an indicator and can be changed on the SFDC Integration page.
Retroactively Mapping Challenges
It is possible to retroactively set mappings for challenges you’ve already created and collected responses from. To do so:
- Go to the challenge’s question stage and you will notice the profile field mapping option on the question you want to map.
- Select the profile field you would like to map to, or create a new one, and save. You should see the responses for this value filled in for this profile field.
Some important behaviour to understand when performing mappings retroactively:
- When a mapping is set on a question that has existing responses, the most recent responses will overwrite any existing values in the profile field. If there were multiple values in the profile field, such as from a checkbox question, they will all be overwritten.
- When a mapping that is already in place is changed to map to a new field, or it's removed, the values in the old profile field will remain unchanged.
- If the end user left an answer blank, the blank value will not overwrite the existing value in that profile field when a mapping takes place.
- If an end user did not complete a stage and thus has no responses, their profile fields will remain unchanged if a mapping is applied.
- When a mapping is set on a challenge that is multi-completion, only the most recent response from the member will be mapped
- When mapping Custom Profile Fields retroactively, please note that the most recent 'mapped' challenge will be the value presented in the field. If you wish to collect the most recent answer from the most recent challenge in the Custom Profile Field, we recommend mapping the oldest challenge first and then moving chronologically from oldest to newest.