🏠 Feature Overview
Value Transformation
Value Transform lets the user take the data that already exists in the platform, and create new data based on them that can be used to report, integrate and categorise your leads.
There are two types of Value Transforms: Transforms and Manipulation
Transforms: This allows the user to take known data values which are expecting to receive, and transform them into a new value in a new field.
Manipulation : This allows the user to reformat unknown data values - combine different fields together (concatenation), or change a telephone number's format (Regex Find and Replace).
Users can create value transform by importing or creating new ones.
Importing Value Transforms
Click import and download the csv file
Once downloaded, fill in each row with the value transform you want to add - values with the same original field name, new fieldname and group name will be grouped together.
Add Value Transforms
Click Add on the Field Names tab.
When adding an entry to the value transform, the user enters the following fields and clicks Save
Name | Required | Notes |
Label |
| Enter a label name |
Original Field Name |
| Select from the dropdown |
New Field Name |
| Enter new field name |
Type |
| Specify the type of value transform |
Original Value |
| |
New Value |
|
Transform
This allows you to take known data values you are expecting to receive, and transform them into a new value in a new field.
Manipulate
This allows you to reformat unknown data values - you can combine different fields together (concatenation), or change a telephone number's format (Regex Find and Replace). There are multiple Manipulations that you can do.
Value Transform Groups
User can create groups into which user can add previously-created Value Transform Fieldnames.
🎯 Objective
The advertiser is the client accepting the leads. The advertiser will be able to set up multiple campaigns per advertiser and assign publishers to campaigns to provide leads to these campaigns.
Value Transforms is the solution to your data formatting issues.
\uD83D\uDDD2 Requirements
User Permissions
The users should have access to the advertisers to be able to view the value transforms
https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=1710197291 Connect to preview
\uD83C\uDFA8 User interaction and design
https://convertr.atlassian.net/l/cp/6PQ7sm3d
https://www.figma.com/proto/QIttiZZOfWviZieZS6OsY9/ADVERTISER---Value-Transforms-V4?node-id=1%3A8&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=1%3A8
https://www.figma.com/proto/sCGThRfm98BPmgXEMvfRPN/ADVERTISERS---Value-Transforms---Blank-Value?node-id=8%3A231&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=2%3A3
https://www.figma.com/proto/sVWgk85SxkShczfgNLfLBW/ADVERTISER---Value-Transforms-V6?node-id=8%3A231&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=8%3A231