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Post Out Customization using Liquid Markup

tseitz
  • Updated

Relevant to: Demand Acceleration Platform

You can use Liquid Markup in the Demand Acceleration Platform when setting up outbound integrations and Lead Reports.

Liquid Markup is an open source language that enables a greater level of customization and flexibility to determine system outputs. In many cases list mapping can be used for data customization, but there are some times where small amounts of Liquid Markup code can be beneficial.

This article includes some common use cases for Liquid Markup that solves occasions when list mapping or other out of the box functionality doesn't offer a solution.

Using Liquid Markup to customize system outputs adds an advanced technical element to your integration and/or Leads Report setup.
If you intend to utilize more than the common use case below, please first reach out to your Customer Success Manager for advice on the setup.

 

 

Common Liquid Markup Examples

Converting character cases

Lowercase every letter in a field

{{lead.Field|Escape|Downcase}}

Example 

  • Apply the Liquid Markup code:
{{lead.LName|Escape|Downcase}}
  • To get the results:
The value input to Last Name field   The resulting output value 
Smith
 > 
smith

 

Uppercase every letter in a field

{{lead.Field|Escape|Upcase}}

Example 

  • Apply the Liquid Markup code:
{{lead.LName|Escape|Upcase}}
  • To get the results:
The value input to Last Name field   The resulting output value 
Smith
 > 
SMITH

 

Capitalize the first letter in a field

{{ lead.Field |Escape|Capitalize }}

Example 

  • Apply the Liquid Markup code:
{{ lead.FName |Escape|Capitalize }}
  • To get the results:
The value input to First Name field   The resulting output value 
jane
 > 
Jane

 

Capitalize every first letter in a field

{% assign words = {{lead.Field}}|Split: ' ' %}{% capture titlecase %}
{% for word in words %}{{word|Capitalize}} {%endfor%}{%endcapture%}{{titlecase}}

Example 

  • Apply the Liquid Markup code:
{% assign words = {{lead.Comments}}|Split: ' ' %}{% capture titlecase %}
{% for word in words %}{{word|Capitalize}} {%endfor%}{%endcapture%}{{titlecase}}
  • To get the results:
The value input to Comments field   The resulting output value 
Purchase decision expected in q4.
 > 
Purchase Decision Expected In Q4.

 

 

Removing characters

Remove comma characters from a string

{{lead.Field|Escape|Replace: ",",""}}

Example 

  • Apply the Liquid Markup code:
{{lead.Comments|Escape|Replace: ",",""}}
  • To get the results:
The value input to Comments field   The resulting output value 
Winter, Q4, 2021
 > 
Winter Q4 2021

 

Remove special characters and spaces from a field

{{lead.Field|Remove: '+'|Remove:'-'|Remove:' '}}

Example 

  • Apply the Liquid Markup code:
{{lead.Company|Remove: '+'|Remove:'-'|Remove:' '}}
  • To get the results:
The value input to Comments field   The resulting output value 
Technology + Inc - Europe
 > 
TechnologyIncEurope

 

Removing special characters and replacing with an empty space (for Marketo)

Special characters have historically caused some issues when posting out to Marketo. This Liquid Markup code is useful for removing special characters (eg. " ) and replacing them with an empty space ( ).

Remove special characters and replace with a space

If token lead.Custom1 is passing just double quotes ( " " )

{{lead.Field|Escape|Replace: """,""}}

Example 

  • Apply the Liquid Markup code:
{{lead.Custom1|Escape|Replace: """,""}}
  • To get the results:
The value input to Custom1 field   The resulting output value 
" "
 >

 

Remove multiple special characters and replace with a space

If token lead.Custom1 is passing double quotes ( " " ) AND backslash ( \ )

{{lead.Field|Escape|Replace: """, ""|Replace: "\\",""}}

Example 

  • Apply the Liquid Markup code:
{{lead.Custom1|Escape|Replace: """, ""|Replace: "\\",""}}
  • To get the results:
The value input to Custom1 field   The resulting output value 
"\"
 >
  • The space character can also be replaced with an underscore ( _ ) or single quote ( ' ) if necessary. Insert character in between 2 instance of replace string highlighted in blue.

 

Converting timestamps for different timezones

Timestamps are recorded in UTC (Coordinated Universal Time) - you can use the associated token to convert the value for other timezones.

Convert to CEST (increase the number of hours by 1)

{{ lead.Field +1 }}

Convert to EST (decrease the number of hours by 5)

{{ lead.Field -5 }}

Example 

  • Apply the Liquid Markup code:
{{ lead.Created -5 }}
  • To get the results:
The value input to Created Timestamp field   The resulting output value 
6/20/21 20:00
 > 
6/20/21 15:00

 

 

If/Else statements

If field is empty, pass a defined value. If field is not empty, pass the input value.

{%if lead.Field == "" %}NA{%else%} {{lead.Field}} {%endif%}

Example 

  • Apply the Liquid Markup code:
{%if lead.Address2 == "" %}NA{%else%} {{lead.Address2}} {%endif%}
  • To get the results:
The value input to Comments field   The resulting output value 
 
 > 
NA
 
Main Street
 > 
Main Street
Using Liquid Markup to customize system outputs adds an advanced technical element to your integration and/or Leads Report setup.
If you intend to utilize multiple if/else statements, please first reach out to your Customer Success Manager for advice.

 

Operators

Operators

 Action 
!=
 Does not equal 
==
 Equals 
contains
 Contains 
>
 Greater than 
<
 Less than 
>=
 Greater than or equal to 
<=
 Less than or equal to 
or
 Logical or

 

Using Liquid Markup to customize system outputs adds an advanced technical element to your integration and/or Leads Report setup.
If you intend to utilize more than the common use cases above, please first reach out to your Customer Success Manager for advice on the setup.

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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