Find "/" In First Name

[BlueOcean]

I have some contact records with a first name listing husband and wife in the following format: Tony/Tammy. Because my data includes names typed in all caps or all lowercase, I used Operations Hub > Data Quality Automation to clean up contact names so they only have the first letter of first name and last name capitalized. However, Tony/Tammy became Tony/tammy. How do I filter contacts to show only those who have / in the first name? Wildcard */* did not work. Thanks in advance for responses!

[karstenkoehler · Accepted solution]

Hi @BlueOcean,

If the wildcard option doesn't work (weird...), you could export all of your contacts, filter the export file by "/", re-import the email address column for these filtered contacts and check the option to create a list during the import process. Since all of these contacts already exist in HubSpot, HubSpot will simply create a list.

Best regards!

[karstenkoehler · Accepted solution]

Hi @BlueOcean,

If the wildcard option doesn't work (weird...), you could export all of your contacts, filter the export file by "/", re-import the email address column for these filtered contacts and check the option to create a list during the import process. Since all of these contacts already exist in HubSpot, HubSpot will simply create a list.

Best regards!

[BlueOcean · Accepted solution]

Just FYI, if one has Operations Hub (which I do), HubSpot support says I can write a custom workflow to identify customers with / in the first name and capitalize the letter following the /. Haven't done custom code in a workflow yet, so I guess I have a new thing to play with. In the meantime, your solution will work. Thanks!

[BlueOcean]

If no one can help me with a filter solution, then this will be a good option.  Thanks for quick response!