The normal synchronisation process synchronises your customers', subscribers', and guests’ email addresses, or where provided, mobile numbers. However, the connector provides you with the ability to map other key retail information that you store on contacts from your storefront to your Dotdigital account.
This can be general customer information, which includes title, customer ID, first name, last name. It can also including the total number of reviews a customer has left and the date they last left a review.
Subscriber status can also be mapped, enabling you to send relevant dynamic content based on whether a customer is subscribed or not. Custom attributes can also be added and then mapped to Dotdigital contact data fields.
Before you start
Things you need to know:
You need to create custom contact data fields in your Dotdigital account for your store's data to map to. Learn more in Create, delete, and edit Custom data fields.
You need to make sure you have saved and valid API credentials, otherwise your Dotdigital contact data fields might not be available during the mapping process. Learn more in Getting started with the API.
Important
Editing any of your data mapping settings after you already have contacts synced to Dotdigital, resets all of your contacts in your store and re-syncs them with the new corresponding contact data fields.
The full contact data field information outlined below only syncs for your registered customers. Contacts who are subscribers or guests are limited to having just an email address, website and store name synced to Dotdigital.
Map data to Dotdigital contact data fields
Create custom contact data fields in your Dotdigital account.
Learn more in Create, delete, and edit Custom data fields.
Go to Stores > Configuration > DOTDIGITAL, and select Data Mapping.
Expand the drop-down menu next to each of your store's fields, and choose the corresponding Dotdigital contact data field you want to map to.
Select Save Config in the top right. A confirmation message appears to show that the settings have been saved. The next time your scheduled synchronisation runs, these contact data fields are included and mapped to.
Map newsletter subscribers' opt-in types to Dotdigital
When newsletter subscribers are synchronised to Dotdigital, the synchronised contacts have a single opt-in type or a double opt-in type in Dotdigital, depending on how your store's Need to confirm subscription option is set.
To check the subscription option, go to Stores > Configuration > Customers > Newsletter > Need to Confirm.
When the subscription option is Yes, new newsletter subscribers are sent a confirmation email that asks them to confirm their email address. Then, those newsletter subscribers are given a double opt-in type in Dotdigital.
When this subscription option is No, new newsletter subscribers are stored with opt-in type: unknown in Dotdigital.
Add new custom attributes
You can add any custom attributes that you've created in your store for capturing customer information and map this to your Dotdigital contact data fields.
To do this:
Find the Custom Attributes heading.
Select Add New Attribute.
Expand the drop-down menus for your store's custom Attribute and the accompanying Dotdigital Data Field you want to map it to, and choose the appropriate Attribute and Data Field.
You can add additional new custom attributes by selecting Add New Attribute again, as well as delete any by selecting the Trash can icon.
Select Save Config in the top right.
Create a new contact data field
If you don't have an appropriate contact data field to map your store's fields or custom attribute to in your Dotdigital account, you can create a new Dotdigital contact data field within the connector, which saves you from having to go to your Dotdigital account to create it.
To do this:
Find the heading Create Data field.
For Data Field Name, enter the data field’s name.
For Data Field Type, expand the drop-down menu and choose the field type.
Make sure you select the appropriate data field type to match the sort of data that is going to be stored in the new data field: string, numeric, date or Yes/No.
For Default Value, enter the default value you want to use.
This is useful for campaign personalisation.
For Visibility, expand the drop-down menu and choose whether to make the data field Public or Private.
Private lists are only visible to you. Public lists allow contacts to join or unsubscribe from them themselves.
Select Create New Data Field. The new data field is then created in your Dotdigital account and is available to map to your store's fields and custom attributes.
Data field definitions
The definitions for the data fields are as follows:
Customer Information
Title | The customer's title. |
Customer ID | The store's database ID for a customer. |
First Name | The customer's first name. |
Last Name | The customer's last name. |
D.O.B | The customer's date of birth. |
Gender | The customer's gender. |
Created At | The date/time the customer's account was created. |
Last Logged In Date | The date/time the customer last logged into their account. |
Customer Group | The customer group the customer is currently assigned to. |
Review Count | The number of approved reviews the customer has left. |
Last Review Date | The date of the customer's last approved review. |
Subscriber Status | The customer's subscriber status as taken from Newsletter Subscribers. |
Address
Billing Address Line 1 | The customer's default billing address line 1. |
Billing Address Line 2 | The customer's default billing address line 2. |
Billing State | The customer's default billing state/region. |
Billing Country | The customer's default billing country. |
Billing Zip/Postcode | The customer's default billing zip/postcode. |
Billing Telephone | The customer's default billing telephone. |
Billing Company | The customer’s default billing company. |
Delivery Address Line 1 | The customer's default delivery address line 1. |
Delivery Address Line 2 | The customer's default delivery address line 2. |
Delivery City | The customer's default delivery city. |
Delivery State | The customer's default delivery state/region. |
Delivery Country | The customer's default delivery country. |
Delivery Zip/Postcode | The customer's default delivery zip/postcode. |
Delivery Telephone | The customer's default delivery telephone. |
Delivery Company | The customer's default delivery company. |
Sales
Total Number of Orders | The number of orders the customer has placed as a customer. The orders used in the calculation can be configured in the Data Fields section in Configuration. |
Average Order Value | The average order value of the customer's orders. The orders used in calculation can be configured in the Data Fields section in Configuration. |
Total Spend | The total value of the customer's orders. The orders used in calculation can be configured in the Data Fields section in Configuration. |
Last Purchase Date | The date of the last order the customer placed as a customer. |
Last Increment ID | The friendly order number of the customer's last order. |
Total Refund | The total amount the customer has had refunded through your store. |
Most Purchased Category | The category a customer has most frequently purchased from based on their history. If there's no clear winner then the category with the highest spend wins. |
Most Purchased Brand | The brand a customer has most frequently purchased from based on their history. If there's no clear winner then the brand with the highest spend wins. The attribute used to define brand can be altered in the Data Fields section in Configuration. |
Most Frequent Day of Purchase | The most frequent day of the week the customer makes an order on. If there's no clear winner then the day with the highest spend wins. |
Most Frequent Month of Purchase | The most frequent month of the year the customer makes orders in. If there's no clear winner then the month with the highest spend wins. |
First Category Purchased | The first category the customer purchased from. If the order contained multiple categories then the highest value category wins. |
Last Category Purchased | The last category the customer purchased from. If the order contained multiple categories then the highest value category wins. |
First Brand Purchased | The first brand the customer purchased from. If the order contained multiple brands then the highest value brand wins. The attribute used to define brand can be can be altered in the Data Fields section in Configuration. |
Last Brand Purchased | The last brand the customer purchased from. If the order contained multiple brands then the highest value brand wins. The attribute used to define brand can be altered in in the Data Fields section in Configuration. |
System Values
These values need to be mapped for all of the URLs within the Dynamic Content section to work. These data fields only get updated through the connector as and when an email is triggered that requires the values to be populated with the corresponding data for the email:
Website name | The website the contact originated from. |
Store name | The store name the contact originated from. |
Last Order ID | The database ID of the last order the customer placed. |
Last Quote ID | The database ID of the last quote the customer had. |
Abandoned Product Name | The most expensive product's name for the current abandoned cart. |