Value Transforms allow you to transform and append data to a lead based on specified value criteria.
For instance, 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.
Advanced Value Transforms and Manipulations is an extension of the value transform process that allows you to manage, edit and transform data efficiently and for unique cases.
Please click here to view the article on creating a simple Value Transform.
Please click here to view the Trimming functionality.
This document focuses on the Find and Replace function. Click the below options to skip to the relevant section of this article:
Accessing the value transforms:
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. Click Fieldnames
5. Select Add Fieldname.
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. Click Save.
4. Next, click Fieldname Groups - This is where you create groups to put your previously created Value Transform Fieldnames into.
5. Select Add Group.
6. Enter a Group Name and drag and drop your fieldnames into this group. Finally, select Save.
Applying the Value Transform to a Campaign
1. Select the Dashboard and then select View next to your campaign.
2. Within your campaign click on the Admin tab and select Setup from the dropdown menu.
3. Scroll down the page and tick the box ‘Use Value Transforms’, then click Save.
4. Select Admin from the sidebar then click Value Transforms from the dropdown menu.
5. Click Import.
6. Tick the group to import and select Save. Your value transforms will be successfully uploaded.
7. 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.