Data Management Guide

Master data handling in your flows. Learn how to configure fields, validate data, transform values, and maintain data quality throughout your lead processing pipeline.

📊 Core Data Concepts

[Field Configuration Guide](./field-configuration.md)

Set up standard and custom fields for your lead data.

Time: 20 minutes
Level: Beginner
Tags: beginner, how-to, fields-focused, data-management

[Understanding Data Types](./understanding-types.md)

How types validate and normalize your lead data automatically.

Time: 15 minutes
Level: Intermediate
Tags: intermediate, conceptual, types-focused, data-management

[Working with Templates](./working-with-templates.md)

Use dynamic values and transformations throughout your flows.

Time: 20 minutes
Level: Intermediate
Tags: intermediate, how-to, templates-focused, data-management

[Field Mapping Strategies](./field-mapping.md)

Transform data between sources and destinations effectively.

Time: 25 minutes
Level: Intermediate
Tags: intermediate, how-to, mappings-focused, data-management

[Field Classes Deep Dive](./field-classes-deep-dive.md)

Master all field classes and their components for advanced data handling.

Time: 45 minutes
Level: Advanced
Tags: advanced, conceptual, fields-focused, data-management

🛡️ Data Quality

[List Management and Suppression](./list-management.md)

Manage suppression lists, allowlists, and custom lists.

Time: 30 minutes
Level: Intermediate
Tags: intermediate, how-to, data-management, quality-control

[Data Validation Best Practices](./data-validation.md)

Ensure data quality at every stage of processing.

Time: 15 minutes
Level: Intermediate
Tags: intermediate, best-practices, data-management, quality-control

[Custom Field Strategies](./custom-fields.md)

When and how to use custom fields effectively.

Time: 15 minutes
Level: Advanced
Tags: advanced, best-practices, fields-focused, data-management

[Custom Fields Advanced Guide](./custom-fields-advanced.md)

Create and manage custom fields when standard fields don't exist.

Time: 35 minutes
Level: Advanced
Tags: advanced, how-to, fields-focused, data-management

🔄 Data Transformation

[Advanced Mapping Techniques](./advanced-mappings.md)

Complex data transformations and conditional mappings.

Time: 30 minutes
Level: Advanced
Tags: advanced, how-to, mappings-focused, data-management

[Working with Lists](./working-with-lists.md)

Manage list fields and multi-value data.

Time: 20 minutes
Level: Advanced
Tags: advanced, how-to, data-management

[Extended Data Retention](./data-retention.md)

Configure retention windows and data lifecycle.

Time: 15 minutes
Level: Intermediate
Tags: intermediate, how-to, data-management, compliance

📋 By Use Case

For Data Quality

For Integration Setup

For Dynamic Processing

Learn Working with Templates
Apply to Field Mappings
Create dynamic routing and pricing

💡 Key Concepts

Types vs Validation: Types parse and normalize data (phone formats, email validation) but don't reject leads. Use acceptance criteria for rejection logic.

Standard vs Custom Fields: Use standard fields when possible for automatic type validation. Custom fields for business-specific data.

Templates Everywhere: Templates work in mappings, rules, delivery configs - anywhere you need dynamic values.

Namespace Awareness:

lead.* - parsed lead data
appended.* - enhancement data
No prefix - custom fields

🔍 Common Patterns

The Clean Data Pattern

Type validation on receipt
Suppression list checking
Enhancement for missing data
Clean delivery to destination

The Multi-Format Pattern

Source mappings handle vendor formats
Internal processing uses standard fields
Destination mappings to buyer formats

The Data Enrichment Pattern

Basic data from source
Enhancement steps append data
Templates combine for delivery

Types Reference - Complete type system details
Fields Reference - Standard field definitions
Mappings Reference - Mapping specifications
Templates Reference - Template syntax

📊 Data Excellence: Great data management is invisible when done right - leads flow smoothly with consistent, clean data throughout your pipeline. Master these concepts to build robust, scalable lead operations!