Overview
Value Transforms allow you to convert, create and append data to a lead based on your specified criteria, that can then be used to report, integrate and categorise leads.
There are two types of Value Transforms:
- Transforms: This allows you to take known data values you are expecting to receive, and transform them into a new value in a new field. For example, if you collect the field country as United Kingdom, you can use Value Transforms to create a field country_code with the value GB.
- Manipulations: This allows you to reformat unknown data values - you can combine different fields together (concatenation), or change a telephone number's format (Regex Find and Replace). There are multiple Manipulations that you can do.
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 Advertiser level, where any configurations can then be imported into a campaign which removes repeated manual setup for any subsequent campaigns.
There is an option to setup Value Transforms at a Campaign Level, however this method does not allow importing/copying of configurations across campaigns. Therefore, setting up Value Transforms at an Advertiser level is recommended.
Advertiser Level Configuration
Importing
1. Within an advertiser, navigate to the Value Transforms tab, click Import and download the csv file.
2. Within the file, fill in each row with the Value Transform you want to add - values with the same original field name, new fieldname and group name will be grouped together.
3. Click the 'Import' button to upload your configurations.
Manual Setup
1. Within an Advertiser, navigate to the Value Transformations tab, then click Add.
2. Enter a label, the Original Fieldname, and New Fieldname. Underneath this, enter the values that you wish to transform within the Original Value and New Value. You can add extra field names by selecting Add.
In the example, we are transforming the value of CTO to the new value of Chief Technical Officer.
4. Click Save.
Adding Advertiser Value Transforms to a Group
1. Navigate to the Groups tab. This is where you create groups into which you add your previously-created Value Transform Fieldnames.
2. Enter a Group Name and select the Value Transform(s) you want to add into this group. Click Save.
Campaign Level Configuration
Importing Advertiser Level Groups to Campaigns
1. Within a campaign, click the Admin menu and select Value Transforms.
2. Enable Value Transforms by using the toggle.
3. Click Import.
4. Select the group to import and select Save. Your value transforms will be successfully uploaded.
Manual Setup
1. Within a campaign, click the Admin menu and select Value Transforms.
2. Enable Value Transforms by using the toggle.
3. Click Add Fieldname.
4. Enter the Original Fieldname and New Fieldname. Underneath this, enter the values that you wish to transform within the Original Value and New Value. You can add extra field names by selecting Add.
In the example below, we are transforming the value of CTO to the new value of Chief Technical Officer.
5. Click Save.
Adding Value Transforms Processr Job
1. Go to the Processr tab and add the job Value Transforms and click Save.
Please note: If the value transformations are altered at any time, the Value Transforms job on the campaign will need to be deleted and added again in order to update the campaign.