Overview
Find and replace value, e.g. if a lead field contains a common abbreviation, such as CTO, the value transform functionality can be applied to recognise this abbreviation and transform it into your desired value, in this instance Chief Technology Officer.
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.
Setup
1. Once you have logged onto the platform, select Advertisers from the sidebar.
2. Identify your advertiser, and click View.
3. Click Value Transformations.
4. On the Field Names tab, click Add to add a new Value Transform.
Find and Replace
1. Select Find and Replace on the Type dropdown menu.
2. Enter the value to find in the Find Value field, and its replacement in the Replace Value field. e.g a space to replace an '_'.
3. Preview your settings using the Preview Input and Preview Output sections at the bottom of the modal:
4. Click Save.
5. Next, click Fieldname Groups - This is where you create groups to put your previously created Value Transform Fieldnames into.
6. Select Add Group.
7. Enter a Group Name and select your fieldnames that will be placed into this group. Finally, select Save.
Applying the Value Transform to a Campaign
1. Within a campaign, click the Admin menu and select Value Transforms.
2. Enable Value Transforms by using the toggle.
3. Click Import.
4. Tick the group to import and select Save. Your value transforms will be successfully uploaded.
5. Next, go to the Processr tab and add the job Value Transforms. 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.