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Lead Transformer

Here is where a lot of the magic happens. The Lead Transformer allows you to change lead text from one thing to another. For Example: /Name:(.*)\n(.*)/ will search for
Bobby Walker
and you can create the second part of the rule to say: Name: $2 which will show
Name: Bobby Walker

With any of the tips below please understand that you do not use quotations within the rules. The quotations are used to specify which characters are part of your coding. Your rules will take effect in descending order, meaning the top of the list will activate first and work its way down from there. Make sure you enter which email address (source address) you want these rules to take effect on, if you want them to effect every lead use “*” for email field. You may have noticed, if you’ve ever written code, that this function uses regex. If you want to trial and error your rules in a place that won’t effect incoming leads there are many places across the internet to test the lines you’re writing and make sure they work properly before you put them into the system.

When using the Transformer it is good to ensure you use “/” at the start and end of the “search for” text. The rule will not work if those are missing.

It is also good to know that “.” and “*” are used in conjunction fairly often as a “match any character to end of line” when dealing with variable data of unknown length. These are used as (.*). You can also use “(.)” as a uni-character to name just one character as a variable. For alphabetical characters only you would want to use “(^0-9)”. This defines exactly 1 non numeric character. Alternatively you can use “(0-9)” to define exactly 1 numeric character.

In order to “paste” a named variable (anything you use (.*) to find) you would use “$” to mean variable, and use numbers (1,2,3 etc) to choose which variable you want inserted. If you have 3 different variables and only care about 1 and 3 you can insert them side by side by saying $1$3. You can insert the same variable multiple times within one rule.

A new line character or a “Line Break” can be defined as “\n”. If you are looking to find information from the line following the line you started on you must signify that using the Line Break character. For the replace part of the rule you can simply hit the enter/return key to start a new line.

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