CCV Column Cleanup Rules (Placeholders + Name Formatting)

Use this feature to clean up CCV values before they appear in surveys, SMS/email invites, and scheduled report emails.

What this feature does

For each CCV column you choose, you can:

• Treat specific placeholder values as blank (for example: NA, N/A)
• Format the value as a first name (JOHN -> John)
• Keep only the first word (JOHN / Delivery -> JOHN)

You can combine formatting options:

• Keep first word only + Format as first name
  JOHN / Delivery -> John

Where to find it

1. Go to Contacts
2. Open the menu (top-right in Contacts)
3. Select CCV placeholders

How to set it up

1. Click Add column rule
2. Enter the Column name (for example: first or firstname)
3. (Optional) Enter placeholder values to blank out, comma-separated
   Example: NA, N/A, -, --
4. Toggle formatting options as needed:
   • Format as first name (John)
   • Keep first word only
5. Click Save

Important matching rules

• Column name matching is case-insensitive
  (FirstName, firstname, FIRSTNAME are treated the same)
• Placeholder matching is also case-insensitive and trims spaces
• Placeholder match is exact value match (not partial text match)

Example:

• Placeholder list contains NA
• Value NA -> blank
• Value N/A -> not blank (unless N/A is also listed)

Reserved token note ({{{first}}})

If your templates use {{{first}}}, create a rule for column name first to apply cleanup/formatting to that token output.

Examples

Example 1: Remove placeholder only

• Column: department
• Placeholders: NA, N/A
• Input: N/A
• Output: (blank)

Example 2: Name formatting only

• Column: first
• Format as first name: ON
• Input: aNThOnY
• Output: Anthony

Example 3: First word + name formatting

• Column: first
• Keep first word only: ON
• Format as first name: ON
• Input: JOHN / Delivery
• Output: John

Scope and safety

• Rules are saved at the user/account level
• They apply when values are rendered in:
  • Survey display
  • SMS/email token replacement (including genny links)
  • Scheduled report emails
• Rules affect only the columns you explicitly configure

Troubleshooting

“It didn’t change my output”

Check:

1. The rule column name exactly matches the intended field (case-insensitive)
2. You clicked Save
3. For placeholders, the value is an exact match (after trimming)

“N/A is still showing”

Add both NA and N/A if you want both treated as blank.

“{{{first}}} did not format”

Make sure the configured column rule is first.