Custom Mapping Documentation

The Custom Mapping page allows administrators to apply a predefined mapping template or create a custom configuration for website event tracking. This feature is used to map website activities and user behaviors to AI Dashboard traits for analytics, segmentation, and automation purposes.

Navigation

AI Dashboards → Traits Mapping → Custom Mapping

Purpose

Custom Mapping enables you to:

• Configure how website events are interpreted by the system.
• Apply predefined mapping templates to accelerate setup.
• Standardize event tracking across multiple websites.
• Customize trait and event associations based on business requirements.

Interface Components

1. Configuration Menu

Located on the left-hand side of the page.

Available sections:

2. Predefined Mapping

The main panel contains the Predefined Mapping section.

Description:

Select a predefined mapping template to apply to the current website. Applying a template will overwrite the existing events mapping configuration.

3. Template Selection

The Template dropdown allows users to choose a mapping configuration.

Example:

Template: Custom mapping

Administrators may select:

• Custom Mapping
• Standard Website Mapping
• E-commerce Mapping
• Lead Generation Mapping
• Other available templates configured in the system

(Available options may vary depending on your organization setup.)

4. Website Selector

Located at the upper-right corner.

Example:

Website: DEF

Use this dropdown to select the website where the mapping configuration will be applied.

5. Save Button

Located in the upper-right corner.

Function:

• Saves the selected mapping template.
• Applies the configuration to the currently selected website.
• Updates existing event mappings.

Important: Saving a new template may overwrite previous event mapping configurations.

How to Apply a Custom Mapping

Step 1

Navigate to:

AI Dashboards → Traits Mapping → Custom Mapping

Step 2

Select the target website from the Website dropdown.

Step 3

Open the Template dropdown.

Step 4

Choose the desired mapping template.

Step 5

Review the configuration and ensure it matches your tracking requirements.

Step 6

Click Save.

Step 7

The system applies the selected template to the website and updates the event mappings.

Best Practices

• Review existing mappings before applying a new template.
• Use predefined templates to maintain consistency across websites.
• Test event tracking after applying a new configuration.
• Document custom changes for future maintenance.
• Verify conversion events and success page mappings after updates.

Notes

• Applying a predefined template replaces the current event mapping setup.
• Changes only affect the selected website.
• Administrator permissions may be required to modify mapping configurations.
• It is recommended to back up existing mappings before applying a new template.

Expected Outcome

After saving, the selected website will use the chosen mapping template, ensuring that tracked events are properly associated with AI Dashboard traits and analytics workflows.