Value TransformWhat does it do?
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 ( |
| Advertiser level) | A user can add a single/multiple value transform on an advertiser level. | a user can specify what the original field name should be. a user can specify what the new field name should be. a user can specify what the label name should be. a user can specify what the original value should be. a user can specify what the new value should be. a user can add one or many values transforms at once | |
| 2 | Users can add a single Value Transform (Campaign level) | A user can add a single/multiple value transform on a campaign level. | a user can specify what the original field name should be. a user can specify what the new field name should be. a user can specify what the label name should be. a user can specify the order number in which the value transform should run eg should one value transform run before another. a user can specify what the original value should be. a user can specify what the new value should be. a user can add one or many values transforms at once |
| 3 | Users can bulk import Value Transforms ( |
| Advertiser level only) | A user can upload a CSV of values they wish to use for the value transform on a campaign and advertiser level. | While using the CSV to upload the value transform: a user can specify what the original field name should be. a user can specify what the new field name should be. a user can specify what the label name should be. a user can specify what the original value should be. a user can specify what the new value should be. a user can specify what the group name should be should be. a user can add one or many values transforms at once | |
| 4 | Users can delete Value Transforms (on an advertiser and campaign level) | A user can delete a value transform on a campaign and advertiser level. | a user can delete a value transform |
| 5 | Create a value transforms a group (advertiser level only) | A user can create and assign which value transform should be in the group | a user can specify what the group name should be. a user can specify what value transforms are added to the group |
| 6 | Delete a value transforms a group (advertiser level only) | A user can delete a group via the advertiser section | a user can delete a value transform group |
| 7 | Edit value transforms in a group (advertiser level only) | A user can select or remove a value transform to be assigned to a group | a user will be able to either add or remove and value transform from a group |
| 8 | Import Value transform into a campaign | A user will be able to select a group of value transform to add to the campaign | a user will be able to import any groups that have been created for that advertiser. |
| 9 | Value Transform Processr Job | A user can add a processr job called Value Transform | This processr job runs to check if the value transforms was successful on the lead if not the job will fail. |
What use case(s) does this apply to?
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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
An example of how it would be implemented?
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