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 about which political area your supporters live in, for example their MP constituency.
Using this newly mapped information, you can send segmented emails to your supporters. For example, if your mapping found out that you had 1000 active supporters in the constituency of Vauxhall and it was important for your campaign to email the Vauxhall MP, 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 subscription:
UK/English: Westminster MP
UK/English: MSP Constituency Only
UK/English : CCG Chairs (Clinical Commissioning Groups)
UK/SPECIAL: UK Region Lookup (based on Members of European Parliament regions)
UK/SPECIAL: Council Areas Lookup – District/Unitary Only
UK/SPECIAL: Council Areas Lookup – County Only
Before you start
Before you start mapping your data, you will need to create the extra database fields in your Account Data Structure (previously known as the Default supporter record), if you haven’t done this already. For example, if you want to map MP data to your supporter data, you will need to create up to 5 extra columns, for MP title, MP first name, MP last name, MP constituency, and MP party. When adding the data fields, set the field visibility as ‘Not visible’ because this information does not need to be pulled into supporter form fields.
You’ll need to go to the menu Hello YOURNAME > Account settings, then Account Data Structure to add the additional data fields. Please see the separate help file on adding data fields to your Account Data Structure (previously known as the Default supporter record).
Note: If you have mapped, for example, MP data previously and now want to map local councillor data to your supporter records, create an extra database field in your Account Data Structure (previously known as the Default supporter record) for council name. If you use the same data fields for the mapping, the political data will simply be overwritten.
Note: You can also match the contact ID of the politician/target. This information can be used for filtering supporters based on their constituency (in the list builder, this method is more efficient than using the full constituency names).
Note: If you are mapping Members of Scottish Parliament, then you will only be able to map the contact’s ‘organization’ (or constituency), so that would be the only additional data column you would need to create in your default user record. Mapping all the individual names to your database could cause inconsistencies in your data structure, because there is no set number of contacts per area.
Setting up data mapping
When you have added the extra data columns to your supporter database, go back to the Legacy tools > 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. Westminster MP).
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.
Note: The contact data field ‘Organization’ refers to the constituency of the MP or the area the contact represents.
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 3am GMT / BST). You will be able to access the first set of mapped data the following day.
Managing mapping settings
Updating a 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 re-map 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 re-map the entire supporter data set, select the ‘Run all records’ 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 re-runs 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 Data & Reports > Export (under Data) or Data & Reports > Lookup supporter. 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 newly 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.