The Leadspace Value Mapping option enables you to push custom values in place of Leadspace values. This function is available on a majority of Leadspace fields including:
Company Sub Industry
Company Revenue - Exact*
Company Revenue - Range*
Company Size - Exact*
Company Size -Range*
*Available for GU, DU, and SITE fields
Why Value Map?
The most common use case for Value Mapping is aligning Leadspace values with a customer's existing picklist values. For example, for Company Size - Range, Leadspace uses "1-10", "11-50", etc. as values, whereas a customer might use "0-25", "25-100", etc. as values. Through Value Mapping, the customer can choose to receive the Leadspace value of "1-10" as "0-25" in their Salesforce/Marketing Automation platform instead.
A second use case for Value Mapping is translating Leadspace values into values that better fit a customer's needs. For example, if a customer needs very specific Company Industry values, he can leverage a NAICS to Industry mapping, and push a specific industry for each NAICS code. Leadspace offers 19 general industry values, but with a NAICS to Industry mapping, the customer can receive hundreds of specific industry values.
Value Mapping Examples
|Source Field Name||Rule||First Value (Leadspace)||Second Value (Leadspace)||Target Field Name||New Value(Custom)|
|Company Size - Exact||IS BETWEEN||0||25||Company Size - Range||0-25|
|Company Size - Range||EQUALS||1-10||Company Size - Range||0-25|
|Company State||EQUALS||TX||Company State||Texas|
|Company NAICS||EQUALS||611512||Company Industry||Flight Training|
|Company Zipcode||STARTS WITH||733||Company State||Texas|
The value mapping process is a process designed to make sure Leadspace field values will match the values you use in your CRM whether they are part of a picklist you have or not.
The process allows Leadspace to convert the data values before sending it over to your end.
Common use cases for this could be -
- Matching the states and country picklists you have to Leadspace values
- Make sure the Leadspace values for person levels, company size ranges and company revenue ranges match the ones in your CRM
- Removing the “http://www.” Prefix from websites
- Any other use case you think you might need
Please note that this step is not mandatory and designed only for your convenience.
Moreover, although the process might seem a bit complex, in the “Value Mappings” document attached, on the second tab, “Value Mappings Example”, we will attach a sample file containing multiple examples of how to get it done.
To complete this process, on the first tab in the document, “Value Mappings Format”, you will fill out an Excel spreadsheet format with the following columns:
Source Field Name (column A)
In this column, you will use the field names in the format to choose what the source field you want to convert is.
Meaning, what is the Leadspace value you want to convert.
Important! Please use only fields from the format.
Target Field Name (Column C)
After you chose the source field on the previous clause, now you need to determine what the target we are going to convert is.
In most cases, it would be the same field but in some cases, it won’t.
For example, you may choose to convert Leadspace company revenue range according to the company's exact size.
Rule (Column E)
This section contains all the rules Leadspace can apply to the fields, both textual and numeric.
Be sure to choose a rule from the list of rules listed in the format.
First Value (Column F)
This would be the value the source field will be matched against using the rule you chose.
This field is required for all the rules except:
Second Value (column G)
This column applies only to the “IS_BETWEEN” rule to mention what is the range the value could be found in.
For all other rule types, you should leave this column empty.
New Value (Column H)
Assuming the rule you designed so far has been matched, this column indicates the new value you are going to insert into the target field.
Is empty (Column I)
If you want the new value to be empty or not, you will mention it in this column. Naturally, if column H has a value, you will need to insert “False” into a column I and vice versa.
Once you have this document completed, send it over as well to Leadspace’s Integration Manager and your Customer Success Manager.
Along with the documents, we have attached a sample mapping file you can use to see how a final form should look like. It will give you a good sense of what your final form should look like and what could be common use cases for value mapping.
Why don’t Leadspace industry values map directly to NAICS codes?
Leadspace industry values are derived from a blending process that goes beyond traditional SIC and NAICS codes, taking social signals into account. Essentially our industry values reflect how the company categorizes themselves socially, therefore, we do not directly map to NAICS codes (although both SIC and NAICS codes are a part of our industry determination logic).
However, if your industries do map to NAICS codes, we can create a NAICS to industry mapping which would push a specific industry for each NAICS code. If you provide us with an export of your picklist, we can complete this mapping.