The Lead Transformer allows the administrator to change incoming lead text from one format to another.
For Example: /Name: (.*)\n(.*)/ will search for
Name:
Bobby Walker
and you can create the second part of the rule to say: Name: $2 which will show
Name: Bobby Walker
The rules will take effect in descending order, meaning the top of the list will activate first and work its way down from there. The rules will not work if a forward slash (“/”) before and after the “search for” text is missing.
Ensure to include the source email address in which these rules will take effect on. If rules are required for every lead, use “*” for the email field. Note: this function uses regex. It is recommended to check the coding before the rules are put into the system, affecting incoming leads.
The period and star (“.*”) symbols are used in conjunction fairly often to represent “match any character to end of line” when dealing with variable data of unknown length. Alternatively, the administrator can use “(.)” as a uni-character to name just one character as a variable.
For alphabetical characters only, the administrator should use “(^0-9)”, which defines exactly one non-numeric character. Alternatively, the administrator can use “(0-9)” to define exactly one numeric character.
In order to “paste” a named variable (anything you use (.*) to find) you would use “$” to mean variable, and use numbers (1,2,3 etc) to choose which variable you want inserted. If you have 3 different variables and only care about 1 and 3 you can insert them side by side by saying $1$3. You can insert the same variable multiple times within one rule.
A new line character or a “Line Break” can be defined as “\n”. If you are looking to find information from the line following the line you started on you must signify that using the Line Break character. For the replace part of the rule you can simply hit the enter/return key to start a new line.
Note: please do not use quotations within the rules when coding.