Add Data Source
Last updated
Last updated
MangoApps makes connecting a custom item tracker to the rewards catalog easy with the Add Data Source wizard pop-up. There are 3 steps to this process: selecting your data source, mapping your columns, and configuring the custom catalog settings.
To get started, click the Add Data Source button located at the top right of the screen.
In this step, you will create a title and description for the new data source. The title input here will not be visible to end users. However, it will be available to select from a dropdown menu in the Catalog section, so it is recommended to make this title descriptive and unique.
Though the title will not be visible to end users, the description will!
In this step, you will also select the tracker that will serve as the custom reward database. Click the box and use the tracker look ahead feature or type in the tracker name.
If you do not yet have a custom item tracker setup, click Create custom item tracker to create one.
In this step, much like importing a spreadsheet to a tracker, you will connect your tracker columns to the required columns for the catalog.
The required mapped columns are: Image, Name, and Value in Points. The other columns listed are all optional but are recommended in order to flesh out the details of the redemption item.
If the Quantity In Stock column shows 0 items, 'Out of Stock' will be displayed to end users in the quantity amount section for the item.
In this final section, you will configure the Visibility and Helper message settings for the data source.
Select whether the items within this custom catalog will be shown to all users or specific user segments. If a specific user segment is chosen, items from this data source will be visible to only users who are part of the user segments that are configured here. Up to a maximum of 3 user segments can be configured at once per instance of a data source.
Customize the Rewards Helper message received by users when they make a redemption. If left blank, just the redemption information will be included in the message.
When the Message module is deactivated, users will be alerted by email. Despite user configured limitations for email data, they will still receive all pertinent information, allowing them to stay informed about messages received.
By clicking on the View Message option within the email, users can effortlessly navigate to the complete message, ensuring they have access to the entirety of the communication.
However, it is important to note that the default notification settings for this particular type of email DO NOT override individual user preferences. The hierarchy of notification settings dictates that to receive these crucial notifications via email, the notification setting for received messages must be enabled in the user's notification settings. If, however, this notification setting is turned off, users will not receive an email alert, and consequently, they won't be able to access the message. This emphasizes the importance of maintaining the notification settings to ensure effective communication through the appropriate channels.
