HQ Mapping makes syncing Automations from HQ to your child's accounts a seamless process. Mapping allows customers to create HQ Memberships, Credits, Class Types, Tags, Segments, and then associate the equivalent child account data point to each.
You can find HQ mapping in your HQ account under Settings > Mapped Values.
Use mapping when creating a campaign in HQ that uses specific data from child accounts in the campaign conditions.
Mapped Values
For example, to create an HQ Automation targeting customers on an Unlimited Membership, first navigate to Settings > Mapped Value > Memberships, then click Add Membership Association. This membership acts as a placeholder and is not connected to a specific membership in your booking software, so you can name this whatever you'd like.
Now that you've created an HQ Membership (for example, "Xplor Growth Unlimited Membership"), you'll be redirected to your child account mapping page. Here, you will see a list of your child accounts associated with HQ on the left-hand side. On the right, you can select the membership associated with each of your child's accounts from your booking software.
For example, each of my child locations has an unlimited monthly membership but could be named differently:
At the Capitol Hill studio: Monthly Premium Membership
At the Dupont Circle studio: Monthly Unlimited
At the East Hampton studio: Monthly Unlimited Membership
You must map the correct monthly membership for each child's location.
When creating a campaign in HQ, you will see all of your HQ "placeholder" Memberships, Credits, Class Types, and Tags in the relevant conditions (e.g., Memberships that you create will only appear in conditions that are relevant to having a membership, like the Membership Expired condition).
Upon selecting that placeholder in a condition and syncing the campaign to your child accounts, the campaign conditions you've specified will update with the child account association in each child account campaign.
You can see that I created a campaign in my HQ account using the "Has a Membership" condition, targeting contacts on the "Xplor Growth Unlimited Membership."
When I sync this to my child account, the condition updates to the membership I selected in HQ mapping. In this case, for my East Hampton location, I selected Unlimited Month - East Hampton.
Edit and Deleting Values
After saving a value, you can continue editing by using the pencil icon next to the association.
You can delete an association mapping if it is not being used in a campaign. If they are being used in a campaign, you will receive the following prompt to remove them before continuing:
Editing Value Name
To edit the Value name, click on the name and make changes as needed.
