Value Transform
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Values transform enables a user to automate the process of appending data to the lead record, In Lehman’s terms, it takes one bit of data and creates another to add it to the lead.
Value transforms automates the process of changing or appending data. For example change company size from 1- 10 to 1 to 10
Users are able to:
| Action | Description | Acceptance Criteria | |
|---|---|---|---|
| 1 | Users can add a single Value Transform (on an advertiser and campaign level) | ||
| 2 | Users can bulk import Value Transforms (on an advertiser and campaign level) | ||
| 3 | Users can delete Value Transforms (on an advertiser and campaign level) |
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Why would they use this feature?
A typical use case for this would be around the formatting/data consistency or appending data for a customer.
In terms of formatting/data consistency:
- A typical scenario would be making sure that the data matches the customer needs as the user generating the data may be capturing the data as company_size from 1- 10 however the client needs the data formatted as company_size 1 to 10.
In terms of appending data
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 client's needs (meets clients’ needs)
- Change and manage data at scale
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