Add Data Source

Overview

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.

Title & Data Source

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.


Column Mapping

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.


Settings

In this final section, you will configure the Visibility and Helper message settings for the data source.

Visibility

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.

Add Help Text (Optional)

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.

What if the Messages Module is disabled for the domain?

Last updated