Mapping content with an offer template

This feature enables users to auto-populate multiple offer attributes from the selected content artifact. You can map the content artifact when creating a new custom template or modifying an existing template.

For mapping to work, you must configure a node named COM under the Content Integration node. For more information, see offer | partitions | partition<n> | Content Integration.

The following are some conditions related to mapping content attributes with offer attributes in a template:

  • You must have the Content Integration User role assigned.
  • Mapping occurs only with attributes having compatible data types.
  • You can map content attributes when you create a new template or when you modify an existing template.
  • User can map multiple CMS repository with offer attributes in a template. For information on multiple CMS repository mapping, see Mapping multiple CMS repository
  • You can map only the attributes in the Parameterized attributes section or the Static attributes section.
  • Based on the selected content, mapping populates the default values of attributes in the templates or offers.
  • Although mapping automatically populates the content attribute values, you can change these values if required.
  • When you modify a template, if you change only the content, the existing mapping is retained. If you change the third-party CMS or the content type or both, the existing mapping is removed and you must map content and offer attributes again.
  • If a multi-value content attribute is mapped to an offer text attribute, it will display as a comma separated value.
  • If a content date attribute is mapped to a number attribute, it will be saved as a timestamp.
  • Validation from CMS for content attributes does not apply to offer attributes. Only the offer validations will apply.
  • Mapping only checks for compatible data types and not validations. Even if the mapping is successful, there may be validation errors.
  • Mapping does not support time zone conversion.
  • The Select Box- String type of offer attributes can be mapped with any CMS attribute that is compatible with string. The value for the Select Box- String is autopopulated only if the Select Box- String attribute already has the value of the CMS attribute that is present in the source list of the Select Box- String attribute.
  • In case of HCL DX-CORE and HCL DX Media Library CMS:
    • HCL DX-CORE restricts category selection when creating an offer
    • HCL DX Media Library does not restrict category section when creating an offer

    Based on the content category you select during template creation, the conditions will apply during offer creation. Additionally, if the selected category has restrictions, you can only select content that belongs to the same category. The content that do not match the category will be disabled for selection.

About this task

To map offer attributes in a template to a content artifact attributes, complete the following steps:

Procedure

  1. Perform steps 1 through 4 in Creating custom templates.
  2. Select Content Integration.
    A dialog appears.
  3. In the Select content section of the dialog, complete the following steps:
    1. Select the required repository.
      If you select HCL DX repository, there are certain conditions that you need to know. See the topic "Searching for Specific Content Types" in the Unica Content Integration User's Guide.
    2. Select the appropriate Content Type from Search dropdown.
    3. Select the content and click Next.
  4. In the Map attributes section of the dialog, complete the following steps:
    1. Map the required offer attributes to the content attributes. The title is the offer attribute and the Mapped to field is the content attribute. For conditions related to mapping offer attributes and content attributes, see Mapping conditions.
    2. Click Save.
      The mapped attributes, along with information like the selected CMS and content type, will appear within Default values section in read-only mode. The selected offer attributes are populated by the values from the content attributes. The automatically populated offer attributes will have a subscript AutoPopulated.

Modifying the mapping

Before you begin

You can modify the mapping to an existing content, or you can modify the selections for content type, content, or all three.
Note: While modifying the mapping, you cannot change the selected CMS repository.

Procedure

  1. Perform step 1 to step 3 in Editing custom templates.
  2. Click on the edit icon present next to the respective CMS mapping details, below Content Integration section.
  3. To modify the mapping of attributes for an existing content, complete the following steps:
    1. Select the appropriate Content Type from Search dropdown or from the CMS sub folders.
    2. Select the appropriate content and click Next.
    3. In the Map attributes section of the dialog, change the existing value to Select for the attributes to do not want to map.
    4. From the dropdown of Mapped to field, select the appropriate CMS entity.
    5. Click on Save. Mapping is saved and user is redirected to the template creation screen.
      Note: If there is only one attribute mapped, you cannot change the value to Select for that attribute.

Deleting the mapping

To delete the mapping of offer attributes, complete the following steps:

Procedure

  1. Perform step 1 to step 3 in Editing custom templates.
  2. Click on the delete icon present next to the respective CMS mapping details, below Content Integration section.
  3. A confirmation message appears saying Are you sure? This action will remove mapping and canniot be undone. Click on Yes, sure.
  4. The mapping is deleted.
    Note: User can delete the mapping completely without leaving any attribute.

Mapping multiple CMS repository

About this task

For mapping, multiple CMS repository with offer attributes in a template complete the following steps:

Procedure

  1. Select Content Integration.
    A dialog appears
  2. In the Select content section of the dialog, complete the following steps:
    1. Select the required repository.
    2. Select the appropriate Content Type from Search dropdown.
    3. Select the content and click Next.
  3. In the Map attributes section of the dialog, complete the following steps:
    1. Map the required offer attributes to the content attributes. The title is the offer attribute and the Mapped to field is the content attribute. For conditions related to mapping offer attributes and content attributes, see Mapping conditions.
      Note: For DX, a new content based attribute is added, which allows to download the content
    2. Click Save.
  4. Repeat step 1 to step 3 in Mapping multiple CMS repository for multiple CMS mapping.
  5. Mapped CMS repositories are listed on the template screen under Content Integration section.
    Note: CMS repository once mapped will no longer be available in the dropdown of Repository field on Content integration screen. It would be available again only when the mapping is deleted.

Modifying the multiple mapping

About this task

For information on modifying the multiple mapping, see Modifying the mapping

Deleting the multiple mapping

About this task

For information on deleting the multiple mapping, see Deleting the mapping