Within the Mapping for Campaign forwarding - you can use the reformatting option to reformat fields to be compatible with other systems.
You can create multiple rules for reformatting - they will be visible in the reformatting tab to review edit or delete.
Some fantastic examples include
Replace | With | Why |
man/woman | Male/Female | When gender is supplied incorrectly. |
company type | a better category | eg: if you receive data with hundreds of types, but each type is a sub set of a category, you can use this replace to insert the category instead |
yes/no | Yes/No | When receiving data with incorrect casing |
Blank/Null | 0/False/Default String | When not receiving data and you need to pass a default string (as a string, if required as a boolean, see the boolean reformatter) |
Yes/No | True/False | When receiving receiving values and need to replace with a different value (as a string, if required as a boolean, see the boolean reformatter) |
Create A Reformatting Rule
Head to your forwarder and edit (or you can do this whilst setting up) and go to mappings.
When you have added a field, lets say DOB, you can click the icon as show below to bring up reformatting options
Reformatting Options
A new window will now show the reformatting options.
Boolean
Replace
Lets you replace a value with another value e.g. replace - with /
Ticking the "exact match" would require an exact match instead of a partial.
Set the Priority
Priority sets the order the reformatter works e.g 1 or 2 etc (useful if there are multiple changes )
Set it Live
And that's it you're all good to set it live. Just remember to test the forwarder and get your client to confirm it's coming in as required!
🚀 Need More assistance?
If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.
We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.