Value Manipulations
- Adam Carter
Value Manipulations
What does it do?
Values manipulations enable a user to automate the process of manipulating, the data to their desired result.
In comparison to value transforms where you need to know the end result to effect the change eg change company size from 1- 10 to 1 to 10
Value manipulations allow the user to change the data without knowing the end result.
Users are able to:
| Action | Description | Acceptance Criteria | |
|---|---|---|---|
| 1 | Users can add a single Value Manipulation (on an advertiser and campaign level) | A user can add/edit a single/multiple value manipulations 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 specify what type of manipulation is needed:
a user can add one or many values manipulations at once. a user can preview what the manipulation will look like |
| 2 | Users can add/edit a single Value Manipulation (Campaign level) | A user can add/edi a single/multiple value manipulations 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 manipulations 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 specify what type of manipulation is needed:
a user can add one or many values manipulations at once. a user can preview what the manipulation will look like |
| 3 | Users can delete Value Manipulation (on an advertiser and campaign level) | A user can delete a value manipulations on a campaign and advertiser level. | a user can delete a value manipulation. |
| 4 | Create a value transforms group (advertiser level only) | A user can create and assign which value manipulations should be in the group | a user can specify what the group name should be. a user can specify what value manipulations are added to the group. |
| 5 | Delete a value transforms group (advertiser level only) | A user can delete a value transforms group via the advertiser section | a user can delete a value transform group. |
| 6 | Edit value transforms in a group (advertiser level only) | A user can select or remove a value manipulation to be assigned to a group | a user will be able to either add or remove and value manipulations from a group. |
| 7 | Import a group Value transform into a campaign | A user will be able to select a group of value manipulation to add to the campaign | a user will be able to import any value transform groups that have been created for that advertiser. |
| 8 | 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?
CONTENT SYNDICATION
Why would they use this feature?
A typical use case for this would be around either formatting, cleaning or grouping of data for a customer.
In terms of formatting
- Telephone numbers are a good use case eg take a number that is formatted like this (044)0203-88-88–88 and change it to +440203888888, this can be important if the data is being sent to a call centre when they have autodialers and the numbers need to be formated in a particular way.
In terms of cleaning
- Telephone numbers are another good use case for instance being able to remove blank spaces or any symbols can be important especially when sending data to other CRM's (salesforce) or ESP (Marketo) providers.
In terms of Grouping
- This allows a customer to group multiple fields together to be sent as one field. A great example of this is when a user needs to group together BANT (Budget, Authority, Need and Timeframe) questions. In most use cases when. sending this data to CRM's (eg salesforce) or ESP's (eg Marketo), they will only have one field for the user to pass this data. So therefore in this instance, the Convertr platform could have 8 fields that needs to be grouped into 1 field:
Worked Example
When capturing the data it would be broken down like this however we cannot have multiple fields mapping to the same field in the receiving CRM's (eg salesforce) or ESP's (eg Marketo)
| Convertr Field | Value | CRM or ESP Mapping | |
|---|---|---|---|
| 1 | Question 1 | What is your budget? | Notes |
| 2 | Answer 1 | £1,000,000 | Notes |
| 3 | Questions 2 | What is your Job Title? | Notes |
| 4 | Answer 2 | CEO | Notes |
| 5 | Questions 3 | How critical is this to your project? | Notes |
| 6 | Answer 3 | High | Notes |
| 7 | Questions 4 | What is your timeframe? | Notes |
| 8 | Answer 4 | 0 to 6 months | Notes |
So what that platform does would group the data to be sent as one field
| Convertr Field | Value | CRM or ESP Mapping | |
|---|---|---|---|
| 1 | BANT Questions | Question 1 What is your budget? Answer 1 £1,000,000 Questions 2 What is your Job Title? Answer 2 CEO Questions 3 How critical is this to your project? Answer 3 High Questions 4 What is your timeframe? Answer 4 0 to 6 months | Notes |
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)
An example of how it would be implemented?