Email Marketing Tool

Yowza
Mitglied

Text-Transform hack for all caps to proper case

lösung

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?

1 Akzeptierte Lösung
Sam_Alford
Lösung
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

Thanks for the shout out @Mike_Eastwood 🙂

 

@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

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22 Antworten
NPW
Mitwirkender/Mitwirkende

Text-Transform hack for all caps to proper case

lösung
DianaGomez
Community-Manager/-in
Community-Manager/-in

Text-Transform hack for all caps to proper case

lösung

Hi @NPW 😊

 

Thanks for sharing 🙂

 

Best,

Diana


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0 Upvotes
RBozeman
Teilnehmer/-in

Text-Transform hack for all caps to proper case

lösung

Hi @Yowza,

 

Late answer to your question here, but I thought that I should share in case anyone else needs a similar solution. 

 

Data quality automation like this is not available in the free HubSpot CRM, but is in a Operations Hub Professional or Enterprise.

 

Full disclosure, I work for Insycle as a product marketer. But Insycle includes functions that allow you to format names for proper case, even taking advanced cases such as "McDonald" or "O'Brien" into account and formatting them properly. In addition to the formatting, you can do things like removing terms (Mr., Mrs., Ms., Dr., Etc.) and removing extra whitespace from the field as well. I've included a screenshot.

 

Hope that was helpful!

 

Best,

Ryan

 

hubspot-answer-1.png

elizsmith
Mitwirkender/Mitwirkende

Text-Transform hack for all caps to proper case

lösung

Is there any solution available to transform all lowercase names to sentence case?

 

The app created by @Sam_Alford works for upper to sentence case, but we also have form submissions coming in where the names are lower.

0 Upvotes
Paul320
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

This is a feature/function that HubSpot ought to make available in Workflows.  Someone took the time to add it to the HubSpot Product Ideas website.  Please use the link to the left and upvote it.  It needs 100 upvotes to get noticed.  Tell all your HubSpot users / clients!

Sam_Alford
Lösung
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

Thanks for the shout out @Mike_Eastwood 🙂

 

@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

PatrickH429
Teilnehmer/-in

Text-Transform hack for all caps to proper case

lösung

this add-on works, thanks!

elanashama
Stratege/Strategin

Text-Transform hack for all caps to proper case

lösung

this addon is great, thanks!

Sam_Alford
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

Thanks Elana, I'm so glad you like it.

 

All the best, Sam

jillkurpershoek
Mitglied

Text-Transform hack for all caps to proper case

lösung

Hi Sam,

 

I downloaded the workflow action and it ended up making everything lowercase. Is there anyway to reconfigure this? I'm not quite sure where I went wrong, but we'd really like to use this tool. 

 

Thanks,

 

Jill

0 Upvotes
lgil
HubSpot Employee
HubSpot Employee

Text-Transform hack for all caps to proper case

lösung

@Sam_Alford,

 

I'm trying to access your custom workflow action through the link you shared but I keep receiving an errror message.

 

Screen Shot 2020-08-09 at 4.09.01 PM.png

 

Is there a way I could get that info?

0 Upvotes
bradytraeder
Mitwirkender/Mitwirkende

Text-Transform hack for all caps to proper case

lösung

Sam did you complete the ability to add this to exsiting database items?

0 Upvotes
KeyWestScott
Autorität

Text-Transform hack for all caps to proper case

lösung

@Sam_Alford Thank you sooooo much.  

 

Am definitly looking forward to your "update" for checking existing contacts...  This would be fantastic.

 

Scott

0 Upvotes
djkelly
Teilnehmer/-in

Text-Transform hack for all caps to proper case

lösung

Sam - we've been going crazy fixing names, I just added this, it works great! We've been sending personalized HubSpot email along with direct mail letters and postcards that use personalization tags via Postalytics in workflows, this will save us LOTS of time & worry. Thanks for doing this - I'm planning to blog on it!

0 Upvotes
jasonashaw
Mitwirkender/Mitwirkende

Text-Transform hack for all caps to proper case

lösung

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

0 Upvotes
tg52
Teilnehmer/-in

Text-Transform hack for all caps to proper case

lösung

This is really great - thanks Sam!

 

Should definitely be a built in feature.

 

Best,

 

Theo

Sam_Alford
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

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

 

Cheers,

Sam

0 Upvotes
JenP
Mitwirkender/Mitwirkende

Text-Transform hack for all caps to proper case

lösung

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

ds_cv
Teilnehmer/-in

Text-Transform hack for all caps to proper case

lösung

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

Sam_Alford
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Text-Transform hack for all caps to proper case

lösung

Hey @ds_cv ,

 

you're very welcome! 🙂

 

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

 

Cheers,

Sam

0 Upvotes