Channel Mapping Settings

1\ overview the channel mapping feature in the storagely dashboard allows operators to assign, modify, and manage marketing and lead source channels this ensures that data is correctly categorized and attributed to the appropriate source , helping businesses track customer interactions effectively important notice by default, channel mapping is disabled for operators to gain access, operators must request permission from an administrator or account manager 2\ requesting access to channel mapping to enable channel mapping for operators, follow these steps contact your storagely account manager or administrator request access to channel mapping settings in your user permissions if approved, log in again and navigate to settings > channel mapping 3\ accessing channel mapping (once enabled) once access is granted, follow these steps login to the storagely dashboard click on settings in the left sidebar select channel mapping the system will display all available channels and their mappings 4\ configuring channel mapping a adding a new channel mapping click “add new mapping” select the source channel from the dropdown list assign the destination channel (the correct storagely source) click “save” to apply the mapping b modifying an existing mapping locate the mapping in the list click edit to modify the source or destination channel click “update” to save changes c deleting a channel mapping select the mapping to remove click “delete” and confirm the action 5\ troubleshooting & faqs issue cause solution channel mapping not visible disabled for operators request access from an admin changes not saving insufficient permissions verify user role settings incorrect mappings misconfigured source/destination double check mappings before saving for further assistance, the storagely support team can be reached in one of the following ways email phone chat (chat window will be in the lower right corner of the page)