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  3. Campaign - Rules and Filters - Advanced

Advanced Value Transform/Manipulation: Casing Follow

Introduction

As part of our Value Transforms functionality, we offer the ability to change a string to either uppercase or lowercase, as per your requirements.

Related documentation:

  • Advanced Value Transforms/Manipulation: Trimming
  • Advanced Value Transforms/Manipulation: Find and Replace
  • Advanced Value Transforms/Manipulation: Regex Find and Replace
  • Advanced Value Transforms/Manipulation: Concatenation
  • Advanced Value Transforms/Manipulation: Casing
  • Advanced Value Transforms/Manipulation: Hashing
  • Advanced Value Transforms/Manipulation: Ordering

Best practice:

This document explains how to setup Value Tranforms at an Campaign level, however this method does not allow importing/copying of configurations across campaigns.

There is an option to setup Value Transforms at a Advertiser Level, where any configurations can then be imported into a campaign which removes repeated manual setup for any subsequent campaigns. Therefore, setting up Value Transforms at an Advertiser level is recommended. 

 

Setup Process

1. Within a campaign, click the Admin menu and select Value Transforms.

image of selecting the Value Transform option2. Enable Value Transforms by using the toggle.

showing the activation of value transforms

3. On this page, select Add.

select add image

4. Here, you'll need to fill out each field:

  • Label: A name for the Value Transform
  • Original Fieldname: the field you are looking to reformat
  • New Fieldname: the field we will store your reformatted value in
  • Order: This will dictate when this Value Transform should run, in relation to any other transformations set up in the campaign. By default this is 0, meaning that it will run first. Increasing the order changes when it will run.

image of value transform fieldnames

5. You will need to select Manipulate. This will give you a type dropdown, where you can select To Uppercase or To Lowercase, depending on your needs.

6. Once selected, click Add. You'll be able to use the Preview at the bottom to check that it reformats as intended:

7. Click Save.

image of the save button

Articles in this section

  • Processr Job Descriptions (Publishers)
  • Advanced Value Transform/Manipulation: Casing
  • Email Verification
  • Lead Within Time Period
  • Advanced Value Transform/Manipulation: Hashing
  • Multi Field Condition Check
  • Invalid Lead Reasons - What they Mean and What to Do
  • Value Transforms: Regex Find and Replace
  • Convertr Connect: Validation Lists
  • Convertr Connect: Simple Conditional Validation
See more

Related articles

  • Advanced Value Transform/Manipulation: Find and Replace
  • Advanced Value Transform/Manipulation: Hashing
  • Value Transforms
  • Value Transforms: Regex Find and Replace
  • Value Transforms - Ordering the Transformations/Manipulations
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Related articles

  • Advanced Value Transform/Manipulation: Find and Replace
  • Advanced Value Transform/Manipulation: Hashing
  • Value Transforms
  • Value Transforms: Regex Find and Replace
  • Value Transforms - Ordering the Transformations/Manipulations
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