Value Transform
What does it do?
Values transforms transform enables a user to automate the process of manipulating and appending data, In Lehman’s terms its , it takes one bit of information data and creates another.
Who would use it?
Publisher, Agency users
Why would clients find this useful?
What use case(s) does this apply to?
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Why would they use this feature?
Key Talking Points
- By having this process, it cuts down manual work and data manipulation (Speed and time)
- Improves data quality and it becomes automated instead of manual intervention (improved data quality)
- Users do not need to change the way they collect data it means that the information they generate is standardized and they meet the
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- client's needs (meets clients’ needs)
An example of how it would be implemented?
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If they capture information in a certain format for instance Company Size let’s say 1 to 50 but the client wants it to be 1 - 50 what value transforms would offer, is the ability to automatically create the new value without having to manually do it. Then once this info is added they integrate just the new info that’s was created.
Th The user adds the value transform to the field they wants want to generate data from for our example its company_size which if its it triggered correctly will then adds the additional field clients_company_size
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Then on the mapping, you put the values that as a publisher generates (keep data consistency) on the left and then on the right you add the format in which the client wants in.
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This is a typical example of how they would use it, as you can see the field company size has come into the platform and in turn using the value transforms it has generated the field clients_company_size. Now the key point hear here is that when the data is sent to the client you only mapped the new field that you have created.
For an agency, they may use this to automatically append a specific ID to a lead based off on an asset the user had downloaded (content syndication) or on an integration front they may want to append a Salesforce campaign id or Marketo list id. With both Both of these examples its it's similar to the above in terms of making sure the data sent to exactly to the clients needs and rules.how the client wants it
In some cases, they use it to help with their reporting to add info if a lead with a certain job title comes into the platform eg CTO will append the information C-level management (in other words its it's a good way to keep data consistent)
However, with this functionality, it can be applied to various different situations whenever the users needs need to automate the process of manipulating data.
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