You can map your supporter data to data relating to some of the contact (target) databases that you have available in your account using the political data mapping tool. You can then use this information to get a better understanding as to which political area your supporters live in, for example their Congressional district.
Using this newly mapped information, you can send segmented emails to your supporters. For example, if your mapping found out that you had 1,000 active supporters in the Colorado District 03 and it was important for your campaign to email that Representative, you could ‘filter’ your email list to only send these supporters an email as opposed to everyone. Localizing campaign actions could help to get your message across.
Which databases can be mapped against?
You will be able to map your supporter data to any of the following databases provided they have been included in your licence.
USA/English: Congress – House
USA/English: Congress – Senate
USA/English: State Legislature House
USA/English: State Legislature Senate
Canada/English: Federal MP
Canada/English: Provincial MLA
Before you start
Before you start mapping your data you will need to create the extra database fields in your ‘Account data structure‘, if you haven’t done so already. For example, if you want to map US Representative data to your supporter data, you will need to create up to 5 extra columns, for Representative title, Representative first name, Representative last name, Representative constituency and Representative party. You’ll need to go to the ‘Account Settings’ section of the software and click on ‘Account Data Structure’ then ‘+ Add Field’ to add the additional data fields.
When adding the data fields, set the field visibility as ‘Not visible’ as this information does not need to be pulled into supporter form fields.
Setting up data mapping
When you have added the extra data columns to your supporter database, go back to the ‘Political’ section of the software and click on ‘Data’ > ‘Mapping’.
Select the ‘Contact database’ from the dropdown list that you want to map your supporter data to and click ‘Continue’ (e.g. Congress – House).
Then match the contact data fields to your newly created user data fields. If you leave any dropdown blank, this contact data will not be mapped.
When you are ready, click ‘Continue’. A pop-up box will appear asking you to confirm that the mapping is correct; if you are happy click ‘OK’.
What happens next?
The mapping settings will be saved and the mapping will run on a regular basis (every day at 9pm EDT / EST). You will be able to access the first set of mapped data the following day.
Managing mapping settings
Updating data set that is being mapped
By default every time the mapping runs it will pick up only the new records that haven’t been mapped before.
You can remap the entire database at any point by updating the settings for the specific mapping.
To do that, click on ‘All mappings’ tab on the ‘Data’ > ‘Mapping’ page.
Any data mapping that is currently running in your account will be displayed on the page:
Click on the name of the mapping you would like to update to preview the current settings.
If you just want to remap the entire supporter data set, select ‘Run all record’ checkbox at the top of the page and save the settings.
Note: It is recommended that you revert to the default settings after the mapping reruns the entire data set. So please return to the page the following day, deselect the checkbox and save the settings.
Updating the field mapping
If you would like to make any changes to the fields that are being mapped or simply add any new fields, click on the delete icon on the right-hand side and delete the existing setting.
The database that was used for that mapping will be added back into the dropdown list on the ‘New mapping’ tab. You can now create a new mapping.
Reviewing the data
To view your mapped data, go to the ‘Supporter data’ tab in the dashboard (in ‘Advocacy’) and click on ‘Export supporter data’ or ‘Manage supporters’. You can now search supporters based on ‘form data’ and when you export the data or view it online you will be able to see the new mapped information in the additional data columns. Similarly, if you search by ‘campaigns’ you will find details of who has taken an action and appended to their data record will be the details of the relevant political contacts.