Visitor data mapping for targeting
Map integration data into named visitor context so operators and visitor events can use it.
What it is
Visitor Data Mapping gives agreed integration values names that operators and visitor events can use. You can choose which values appear when hovering over a visitor. Selected member values can also be saved with the visitor for later visits.
Who uses it and why
- Administrators with the Settings or Manager role define mappings and decide what operators should see, subject to View Only restrictions.
- Developers supply the agreed values from the website or other supported context.
- Operators use mapped information to understand the visitor without asking for it again.
Where to find it
Open Settings › Events › Visitor Data Mapping. The Settings or Manager role provides access, subject to View Only restrictions. Operators see values selected for Show in hover in visitor hover information.
How it works
A mapping identifies a value from Member, View, Order or Contact data. Its Name is the display name, while Variable must agree with the integration's supplied value. The mapping also describes the data as Number, String or Array.
Member data describes the visitor or their website membership. View data describes the current page. These are separate sources; supplying a page value does not automatically create a saved member attribute.
For supplied member data, Persist selects values to save with the visitor. Unselected member values can still be available in current context without the same promise of continuity between visits.
Configure it
- Agree the source and variable with your developer.
- Select New, enter Variable and a unique Name, then choose Data Source and Data Type.
- Enable Show in hover if operators need the value there. Enable Persist for member values that should be retained.
- Mark personal information with This field contains PII, set Order if needed, and save.
- Test with a visitor whose integration supplies the value.
New mappings start with Member and Number selected. Show in hover, Persist and This field contains PII start off. A blank Order is saved as zero.
Fields
| Field | Where | Required | What it is for |
|---|---|---|---|
| Variable | Settings › Events › Visitor Data Mapping | No | Identifies the agreed value supplied by the selected data source. |
| Name | Settings › Events › Visitor Data Mapping | Yes | Gives the mapping a unique display name. |
| Data Source | Settings › Events › Visitor Data Mapping | No | Selects Member, View, Order or Contact data. |
| Data Type | Settings › Events › Visitor Data Mapping | No | Describes the value as Number, String or Array. |
| Show in hover | Settings › Events › Visitor Data Mapping | No | Includes the mapped value in the visitor hover information. |
| Persist | Settings › Events › Visitor Data Mapping | No | Saves selected supplied member data with the visitor for later use. |
| This field contains PII | Settings › Events › Visitor Data Mapping | No | Marks the value as personal information for supported masking and display controls. |
| Order | Settings › Events › Visitor Data Mapping | No | Sets the mapping's display order. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Manage visitor data mappings unless View Only is enabled. |
| Manager | Manage visitor data mappings unless View Only is enabled. |
Limits and good to know
- A mapping does not generate a value that the integration has not supplied.
- Mapping names must be unique.
- Persist applies to selected member values, not every item of page metadata.
- Memory-only tracking omits supplied member data, but custom page data and page tags are still accepted. Keep personal information out of those payloads when it should not be collected.
- Marking a value as PII is separate from consent, retention and deletion controls.
Depends on and works with
+1 more · this feature uses
- Cookie consent and opting outConfigured by
Restricted no-cookie tracking omits supplied member identity and member data.
View all connections as a list
This feature uses
- Roles and permissionsConfigured by
Role access and View Only restrictions control mapping changes.
- Basket trackingEnhances
Tracked order data provides order-context values for mappings.
- Visitor and conversation information panelsEnhances
Visitor hover and context panels display selected mapped data.
- Customer contact detailsEnhances
Contact information is another supported mapping source.
- Visitor data mapping for customer identityEnhances
Supplied member information provides a source for visitor mappings.
- Visitor event targeting conditionsEnhances
Event targeting can use mapped values as conditions.
- Customer identity and conversation visibility permissionsConfigured by
Personal-information permissions and masking affect displayed values.
- Visitor page and product trackingEnhances
Page tracking supplies current-page values for mappings that use View data.
- Cookie consent and opting outConfigured by
Restricted no-cookie tracking omits supplied member identity and member data.
Used by
- Visitor page and product trackingEnhances
Custom page data adds integration-defined context to tracked pages.
- Browser language and device contextEnhances
Mapped visitor information can contribute to language selection.
- Visitor and conversation information panelsConfigured by
Visitor data mapping determines additional visitor information shown.
- Visitor event targeting conditionsConfigured by
Visitor Data Mapping defines the custom values available in event filters.
- Visitor event updates to customer contextEnhances
Supported custom visitor data can be changed by configured actions.
- Customer contact detailsEnhances
Website-supplied visitor data can contribute contact information.
- Visitor data mapping for customer identityConfigured by
Visitor Data Mapping selects which supplied member values are saved through Persist.
FAQ and troubleshooting
Why is a mapped value blank?
Check the selected source, variable spelling and value sent by the integration. Then confirm Show in hover if the missing value is in the hover display.
Why does the value disappear on a later visit?
Check whether it is member data with Persist enabled. Page data is current-page context and may change with navigation.
Why can I view mappings but not edit them?
Your Settings or Manager access may have View Only enabled. Ask someone with the Settings role to review your account permissions.
Does PII marking encrypt the incoming data?
No. It identifies personal information for supported display controls. Ask Powerfront to review any separate encryption requirement for your integration.