Fix Formatting Issues & Standardize Formats
Posted: Mon Dec 23, 2024 7:47 am
You can go about this in different ways. Some of the marketers we talked to use tools to do it automatically. Others, like Oriol Bel of Inboundcycle, do it by hand. “We do it manually when reviewing our most qualified leads.”
The marketers we talked to brought up two specific items that need to be formatted correctly.
Name Capitalization
The data-cleaning process often starts with fixing a simple problem: name capitalization.
“Unfortunately it is a bit of a manual process going through and checking to see whose name is uncapitalized, opening the contact record and making the change right there,” says Campaign Creators’ Shelby Heath.
“Once you identify that a lot of people aren't capitalizing their name, just do routine checks when a new lead comes in to make sure they capitalized the first letter of their name.”
This might seem like more work than it’s worth, but Heath says it pays off:
“We use personalization a lot in emails, so when someone valid uae mobile number receives an email that has their name in lower case it looks a little funky. Cleaning up their name can lead to a more positive impact rather then the lead receiving an email that looks like it may not be meant for them.”
Instead of making this check in the CRM, Beverley Barnes from Media Junction exports the data to Excel and cleans it there.
“For example, first name fields that include first & last name, are uncapitalized, have fields mismatched, etc. can more easily be sorted and corrected using Excel and then re-uploaded to update.”
“The impact of fixing just this one issue (first name field) can have a ripple effect through your entire process by allowing the use of personalization tokens throughout.”
“From Smart content on pages to utilizing first name tokens in marketing and sales communications can allow for a more personalized and human feel for marketing interactions.”
“At Nextiny Marketing, We use Insycle to quickly identify when names are not capitalized and fix them with one click.” said Gabriel Marguglio, Founder and CEO.
The marketers we talked to brought up two specific items that need to be formatted correctly.
Name Capitalization
The data-cleaning process often starts with fixing a simple problem: name capitalization.
“Unfortunately it is a bit of a manual process going through and checking to see whose name is uncapitalized, opening the contact record and making the change right there,” says Campaign Creators’ Shelby Heath.
“Once you identify that a lot of people aren't capitalizing their name, just do routine checks when a new lead comes in to make sure they capitalized the first letter of their name.”
This might seem like more work than it’s worth, but Heath says it pays off:
“We use personalization a lot in emails, so when someone valid uae mobile number receives an email that has their name in lower case it looks a little funky. Cleaning up their name can lead to a more positive impact rather then the lead receiving an email that looks like it may not be meant for them.”
Instead of making this check in the CRM, Beverley Barnes from Media Junction exports the data to Excel and cleans it there.
“For example, first name fields that include first & last name, are uncapitalized, have fields mismatched, etc. can more easily be sorted and corrected using Excel and then re-uploaded to update.”
“The impact of fixing just this one issue (first name field) can have a ripple effect through your entire process by allowing the use of personalization tokens throughout.”
“From Smart content on pages to utilizing first name tokens in marketing and sales communications can allow for a more personalized and human feel for marketing interactions.”
“At Nextiny Marketing, We use Insycle to quickly identify when names are not capitalized and fix them with one click.” said Gabriel Marguglio, Founder and CEO.