Text-Transform hack for all caps to proper case

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Occasional Contributor

Personalzing an auto-response email to form submissions and trying to correct for improper casing on submitter data.  Using text-transform options I can obviously switch to all CAPS, all lower, or force a Capital first letter.  Using Capitalize I can ensure that anyone who submitted in all lower is corrected in my auto-response, but does anyone know a trick to convert all caps to First Caps and rest lower?

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Regular Contributor

Thanks for the shout out @Mike_Eastwood Smiley Happy

 

@Yowza, I’ve recently developed a custom workflow action that corrects the case and takes into consideration the following examples eg. samantha alford or SAMANTHA ALFORD = Samantha Alford, mcdonald or MCDONALD = McDonald, aj simpson = AJ Simpson, van der stein = van der Stein etc.  There are a heap of other scenarios as well that I’ve built into the tool.

All you have to do is create a workflow that has an enrolment trigger of when your form(s) are completed and then add the custom workflow action and it corrects it for you.  If the person has already put the correct case then it leaves it as is.

Best of all it’s FREE.  You can check it out here: https://inboundaddons.com/change-name-case.

It is currently best suited for when forms are submitted but I’m adding on the ability to go back through your whole database and fix up ones that are already submitted incorrectly.

Hope that helps.

Cheers,

Sam

9 Replies 9
Regular Advisor | Silver Partner

Hi @Yowza 

 

You should contact @Samantha_Alford - she got so annoyed by upper case names she created an app to fix them.

 

Mike

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0 Upvotes
Regular Contributor

Thanks for the shout out @Mike_Eastwood Smiley Happy

 

@Yowza, I’ve recently developed a custom workflow action that corrects the case and takes into consideration the following examples eg. samantha alford or SAMANTHA ALFORD = Samantha Alford, mcdonald or MCDONALD = McDonald, aj simpson = AJ Simpson, van der stein = van der Stein etc.  There are a heap of other scenarios as well that I’ve built into the tool.

All you have to do is create a workflow that has an enrolment trigger of when your form(s) are completed and then add the custom workflow action and it corrects it for you.  If the person has already put the correct case then it leaves it as is.

Best of all it’s FREE.  You can check it out here: https://inboundaddons.com/change-name-case.

It is currently best suited for when forms are submitted but I’m adding on the ability to go back through your whole database and fix up ones that are already submitted incorrectly.

Hope that helps.

Cheers,

Sam

Occasional Contributor

Thanks for making this. Been searching for a solution for ages!

Regular Contributor

Hey @ds_cv ,

 

you're very welcome! Smiley Happy

 

I'll post here when I have the bulk update feature available also.

 

Cheers,

Sam

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0 Upvotes
Regular Contributor

Anxiously awaiting the ability to run customers through this on a bulk process!!!

Regular Contributor

Hi Sam,

Have you or are you planning on creating one for the City and State/Region fields?  I want to make those fields both CAPS only and can't find a way to do that.  If you are that would be great.  I'd also love one that put the spaces in phone numbers as well.

Cheers

Jenny

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Highlighted
Occasional Contributor

This is really great - thanks Sam!

 

Should definitely be a built in feature.

 

Best,

 

Theo

Regular Contributor

Thanks Theo (@tg52), I'm glad you like it!

 

Cheers,

Sam

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0 Upvotes
New Contributor

Hi Sam,

 

I added this to our Hubspot and tried it. It seems to work on some records and not others. I can see that the contact went through the workflow and was marked as success, but the records remains all lower. Is there something we aren't doing right?

 

Thanks!
Jason

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