Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product
  3. Campaign - Rules and Filters - Advanced

Simple Conditional Validation Job Follow

Overview

The Simple Conditional Validation Jobs are utilized for any list of values that need to be checked against a field on the lead. This list can be as small as one or two items up to 200. We recommend using this job within your campaign when you have a smaller list as you will need to copy and paste the values in, if you have a larger list our Validation List Job might be better suited due to its importing capabilities. 

 

Setup Process

1. a. Navigate to the Processr and click Add. Within the dropdown select 'Simple Conditional Validation Job' or start typing to find the job.

Screenshot 2023-11-14 at 1.10.56 PM.png

 

1. b If you are editing an existing Simple Conditional Validation job, click Configure beside the job in the Processr.

screenshot-yogi.cvtr.io-2023.11.09-14_53_39.png

 

2. Within the configuration, use the Fieldname dropdown to select the field this job is checking against. 

Screenshot 2023-11-14 at 1.11.08 PM.png

 

3. Select the Operator for the job.

The Operator allows you to set conditions for the job. If this is set to Equals, the field value will need to be an exact match to the value on the list in order to pass, for example.

 

STARTSWITH This will look at the string to check that it starts with the value(s) set
ENDSWITH This will look at the string to check that it ends with the value(s) set
CONTAINS This will check if the string provided contains anywhere the value(s) that has been set
EXISTS This will check if the string provided exists anywhere the value(s) that has been set
GREATERTHAN This is used for numeric values to check if the value entered is greater than the value set
LESSTHAN This is used for numeric values to check if the value entered is equal or less than the value set
EQUAL This is used for numeric values to check is the value entered is equal to the value(s) set
NOTEQUAL This is used for numeric values to check is the value entered is not equal to the value(s) se

   

4. Enter your values for your list. There are two ways to do this depending on the amount of values that need to be added.

You can either manually input the values, or import the values. Please follow the sub-sections below for each technique:

 

   a. Manual input

      Within the Field Values section, update the current options or use the Add button to add an additional row. Update the number on the left to a unique and sequential number, and enter your value on the right. 

Screenshot 2023-11-14 at 1.12.25 PM.png

 

   b. Import fields
      The Import Values button can be used to import a list of values that are semi-colon separated. The fields will be created automatically for you.

 

Screenshot 2023-11-14 at 1.12.48 PM.png

 

5. Click Save.

Please remember to add a label to the job as this will help identify the issue if a lead is invalid.

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

  • Validation/Suppression Lists
  • Campaign Templates - Lock Jobs
  • Conditional Mapping Check
  • Multi Field Condition Check
  • Forms
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Validation/Suppression Lists
  • Campaign Templates - Lock Jobs
  • Conditional Mapping Check
  • Multi Field Condition Check
  • Forms
Convertr