Bookshelf v7.7: Modifying the Promotion Map

Siebel Marketing User Guide > List Management > Promoting Prospects >

Modifying the Promotion Map

List Management provides a default path for information to move from the prospect record to the contact record during promotion. Prebuilt maps specify where in the contact record prospect fields should be copied when a prospect is promoted. List Management provides three prebuilt maps for moving prospect information during promotion. Refer to Table 28.

Table 28. Prospect Information
Map Name	Information Promoted	Source Business Component	Destination Business Component
LM Contact Map	Contact related information such as First Name, Email Address, and Job Title	List Mgmt Prospective Contact	Contact
LM Account Map	Account related information such as Annual Revenue and Line of Business	List Mgmt Prospective Contact	List Mgmt Account
LM Business Address Map	Business Address information such as City, Country, and Postal Code	List Mgmt Prospective Contact	Business Address

Using Siebel Tools, you can redirect any of these prospect fields to a field associated with another business component. For example, you may decide that you do not want to use the Alias field for the prospect and would like it to hold some other information such as a Back Office Account ID. You may also want to promote that ID to populate a specific field on the contact record, possibly an extension column added to your implementation. To view or change the promotion map, in Siebel Tools, navigate to Business Components >List Mgmt Prospective Contact > Business Component User Properties.

You can see the destination business component by looking under Business Component User Properties for the List Mgmt Prospective Contact and searching for the Map Name in the Name column. The path for the map will be displayed as Destination Business Component: Source Business Component. For example, Contact: List Mgmt Prospective Contact.

In this case, all three default maps use the List Mgmt Prospective Contact business component as the source.

To modify the promotion map, you can change a user property in the map to promote the information to a different field in the Destination Business Component for the map.

Alternatively, if you wish to promote user properties to a destination business component other than the three default maps, you might create a new map for those user properties.

NOTE: Creating promotion mappings to promote data into a contact's multivalue field is not supported.

Modifying Map Entries

To insert or modify a map entry, first determine which map to use for a given set of source and destination fields. Then add an entry using the following syntax:

Name Column: [MAP NAME]: [DESTINATION FIELD]

Value Column: [SOURCE FIELD]

Map Name. The name of the map specified under the corresponding row in the Business Component User Properties.

Destination Field. Field in the Destination Business Component to receive source data. The Destination Business Component is map specific, but configurable.

Source Field. Field in the Source Business Component from which to extract data. Source Business Component is map specific, but configurable.

Each map only works with a specific source and destination Business Component. However, users can make copies of the Business Components and rename them.

To modify the source and destination Business Components of these mappings, the user must modify the following Business Component User Prop:

Name Column: [Map Name]

Value Column: [Destination Business Component]:[Source Business Component]

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