Mapping Contacts to Business Unit

Map existing Contacts to selected Business Units to maintain brand and geographical boundaries when you activate segments in Data 360.

Prerequisites

• Enterprise 2.0 account
• Enable Contacts to Business Unit at the Enterprise level
• Only Marketing Cloud Engagement users with Administration > Account > Update Account and Security Settings permission assigned are able to enable Contacts to Business Unit mapping for all Business Units

Configure User Permissions

When Contacts to Business Unit mapping is enabled, a new activity in Automation Studio allows you to create automations to define the Contacts to Business Unit mappings. Before changing your mappings, ensure that the Business Unit mapping permission is assigned to the user. Only users that have the right "Contacts > Contact to Business Unit Mapping" permission are able to change your mappings. This permission gives you three operations: View, Add, and Remove mappings.

• View: You can view the list of Business Units the Contact has been mapped to in Contact Details.
• Add: You can add a Business Unit Mapping from a Contact.
• Remove: You can remove a Business Unit Mapping from a Contact.

Note Without permission to see a Contact you can't add or remove a mapping to or from the Contact.

Configure Business Unit Mappings

Enter the mapping using Contacts to Business Unit mapping in Automation Studio. To maintain brand and geographical boundaries while activating segments, map all existing contacts.

Note Continue updating the mappings for new contacts after the initial mapping to keep the information updated in Data 360.

To configure the activity you need:

• The list of contacts to map, located in your data extension. Map Contacts using the Contact Key. Only your Contact Key and Business Unit columns are used by the activity.
• The target Business Unit to map the contacts. You can't configure the Business Unit in the activity. The Business Unit you're signed into is the Business Unit used.

You can choose to add and remove the activity. Select add to map Contacts to the target Business Unit. In the source data extension, the activity skips Contact Keys that don’t match with Contacts in Messaging and Journeys.

Select remove to remove the mapping for a list of Contacts from a Business Unit. When a Contact is mapped to more than one Business Unit, the Contact is removed from the target Business Unit. When you create the activity, schedule it as a one-time or recurring run, depending on how often you ingest new Contacts.

Note The Contact Key identifies the Contact in the source file. You can only select fields in the source file that are Contact Keys.