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  3. Campaign - Rules and Filters - Advanced

Advanced Value Transform/Manipulation: Trimming Follow

Introduction

This section focuses on the Trim function, which allows you to automatically trim data.

Related documentation:

  • Value Transforms
  • 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 set up Value Tranforms at a Campaign level, however this method does not allow for importing/copying of configurations across campaigns.

You can set up Value Transforms at an Advertiser Level, where configurations can then be imported into a campaign, removing repeated manual setup. Our recommendation is to always set up them up at the Advertiser level.

Setup Process

1. Within a campaign, navigate to Admin>Value Transforms.

mceclip0.png2. Enable Value Transforms by using the toggle.

mceclip1.png

3. Click Add, and populate the modal that opens.

Screen_Shot_2022-09-15_at_1.45.59_PM.png

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.

Screen_Shot_2022-09-15_at_1.48.20_PM.png5. You will need to select Manipulate. This will give you a type dropdown, where you can select from the three Trim features..

6.a. Trim

The Trim functionality will remove any spaces from any value submitted under the given field. Select Trim from the Type dropdown menu. This function will remove any excess spaces inputted on the start or the end of any value.

i. To add Trim to your transformation, select the Type Trim and click Add.

Screen_Shot_2022-09-15_at_1.56.04_PM.pngAs shown in the Preview input, spaces are trimmed from the value.

Screen_Shot_2022-09-15_at_1.57.39_PM.png

6.b. Trim Start

The Trim Start functionality will remove a stated value from the given form field.

i. To add Trim Start to your transformation, select the Type Trim Start.

Screen_Shot_2022-09-15_at_2.07.13_PM.png

ii. Enter the value you would like to trim from every value in the Value box and click Add.

Screen_Shot_2022-09-15_at_2.07.31_PM.png

Your setup is complete from here! You'll be able to use the Preview at the bottom to check that it reformats as intended:

Screen_Shot_2022-09-15_at_2.07.49_PM.png

6.c. Trim End

The Trim End functionality will remove a stated value from the given form field.

i. To add Trim End to your transformation, select the Type Trim End.

Screen_Shot_2022-09-15_at_2.11.13_PM.png

ii. Enter the value you would like to trim from every value in the Value box and click Add.

Screen_Shot_2022-09-15_at_2.11.21_PM.png

Your setup is complete from here! You'll be able to use the Preview at the bottom to check that it reformats as intended:

Screen_Shot_2022-09-15_at_2.11.31_PM.png

7. Click Save.

Screen_Shot_2022-09-15_at_1.58.50_PM.png

Articles in this section

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  • 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
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  • Advanced Value Transform/Manipulation: Find and Replace
  • Value Transforms: Regex Find and Replace
  • Advanced Value Transform/Manipulation: Casing
  • Advanced Value Transform/Manipulation: Hashing
  • Bulk Lead Editing - Publisher User
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Related articles

  • Advanced Value Transform/Manipulation: Find and Replace
  • Value Transforms: Regex Find and Replace
  • Advanced Value Transform/Manipulation: Casing
  • Advanced Value Transform/Manipulation: Hashing
  • Bulk Lead Editing - Publisher User
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