LeadConduit substring function: editing an input value or editing an output to your CRM

Ashley Thomas
Ashley Thomas
  • Updated

Mapping a substring of a received value into a LeadConduit field

To illustrate the capturing of a substring, let’s take an example of a long string field sent into LeadConduit, called fordata. The fordata value contains several codes and data points, including an eight character Campaign Sub ID 1 starting in the 15th position. You can capture those eight characters and put them in the LeadConduit field Campaign Sub ID 1 by following these steps:

  1. Prepare the mapping for the 8 character capture separately in a text editor, specifying the position of the first character and last character to capture, surrounding by two sets of curly brackets:
    {{substring fordata start=“15” end=“22”}}
  2. Edit your flow and click the Sources tab
  3. Click Field Mappings next to the source that is sending in the fordata field
  4. If needed, click “+” at the end of any mapping to create an empty mapping
  5. On the left, pick the LeadConduit field to receive the ID, such as Campaign Sub ID 1
  6. As in the image below, on the right paste the prepared substring function from your text editor.Image
  7. Click OK at bottom right to save the mapping
  8. Save the flow at top right

Send a substring of a LeadConduit field to your CRM step

To illustrate how to send a substring from a LeadConduit field into your CRM delivery step, here is an example where a LeadConduit field comments contains a landing page URL starting at character 21 (and continuing until the end of the characters).

Here are the steps to extract this landing page URL from the LeadConduit comments field into the CRM destination field, landing_page_url.

  1. Prepare the mapping for the substring in a text editor, in the following format. Please note that “lead.” must precede the LeadConduit field name comments and a backsplash precedes each quotation mark
    {{ substring lead.comments start=\“21\” }}
  2. Now that you have prepared the function, you’ll need to put this in the mappings of your delivery step. Open your flow editor to the Steps tab and click on your delivery step to expand it
  3. Click Edit Field Mappings
  4. Click “+” at the end of any mapping to create an empty mapping
  5. Paste the function from your text editor in the left hand entry, and your destination field landing_page_url in the right hand entry
    Image
  6. Click OK at lower right
  7. Click Save at top right to save the flow

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