Mapping rules
Every report you build groups by the same handful of things: brand, traffic source, country, region and commission plan. Those live on your tracking profiles — and when an integration discovers a few hundred new profiles, they arrive blank. Filling them in by hand is the job nobody finishes, and every report built on top of them is blind until somebody does.
Mapping rules do it for you, by reading the name you already gave the profile.
If FB_BTM_DE means Facebook / BetMGM / Germany to you, a rule can make it mean
that to Routy too.
Nothing here changes your profiles yet. This first release lets you build, check and preview rules so you can see exactly what they would do. Applying them in bulk comes later.
Suggest a rule
Start here. Instead of a blank form, we read your own profile names and come back with a draft — something like "412 of your 480 profiles look like A_B_C. Part 1 matches your traffic sources, part 2 matches your brands, part 3 looks like country codes."
Your job is to check it, not to write it. Open Review this draft and the builder opens pre-filled. A suggested rule always arrives switched off, so nothing is live until you say so.
If your names have no pattern we can use, we'll say so plainly and you can build a rule by hand instead.
Which profiles
A rule covers one of four things:
When two rules both set the same field, the narrower one wins — account beats program beats platform beats everything. Your own ordering (the up and down arrows) only decides between rules at the same level; it can never lift a rule above a narrower one.
This is almost always the answer to "why isn't my rule doing anything?" — a narrower rule already set that field. The Why? column in the preview names the rule that got there first.
When it applies
Conditions are built from dropdowns and read like a sentence: the tracker id · split into parts by "_" · gives 3 parts.
All conditions have to be true — there's no "or". If you need an either/or, make it two rules.
A rule with no conditions at all applies to every profile it covers. That's perfectly reasonable for a single account ("everything here is brand X"), and usually a mistake anywhere wider.
If you're comfortable with regular expressions, tick Show advanced options to unlock pattern matching and named groups. You never have to — every other operator is enough on its own.
What it sets
Each row picks a field and says where its value comes from:
- one part of the name — the usual choice, e.g. part 2 of
FB_BTM_DE - the whole name — when the profile name is the brand
- always the same value — a fixed brand or country, chosen from a list
A rule can set each field at most once.
What the values mean
BTM isn't a name any brand actually has — it's your shorthand. The What the
values mean list is where you translate it, and the translation is stored with
the rule, so there's no global dictionary to maintain.
You only need a row for shorthand. Names that are already close enough match on
their own: bet-mgm, Bet MGM and betmgm all find BetMGM. Countries and
regions never need translating.
Rows marked Worked out are ones we figured out from profiles you'd already filled in by hand. They're usually right, but they're a guess from your data — give them a look before you save.
Check it
Before saving, we check the rule against your real profiles and tell you in plain English what we found — for example that the rule doesn't match any of the profiles it covers, or that it has no condition on the shape of the name and will fire on names it shouldn't.
Red messages have to be fixed before you can save. Blue ones are advice.
Preview
Preview is the point of the whole feature: it shows what would happen, without touching anything.
Coverage leads, because it's the number that matters — brand: 41% → 88%. Below it, every profile that would change, with its current value and the proposed one.
Anything we couldn't work out appears under Needs your answer: a list of
values like BTM, biggest first, each one dropdown away from being fixed. Answer
it and we remember it on the rule, then re-run the preview and watch coverage
move.
Common questions
My rule shows "matched" but nothing changed. The value was already set, or a narrower rule set it first. Check the Why? column.
A brand comes back "could mean X or Y". Two of your brands share a name on that program. Answer it once in Needs your answer and the rule will remember which one you meant.
I turned a rule off — is it gone? No. Off rules stay in the list and are skipped. Use Preview on a single rule to check it before turning it back on.
When can I actually apply this? Not in this release. Rules, checking and preview are here first so the mapping can be got right before anything is written to your profiles.