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Customizing Lead Reports - Liquid Markup

Caryl Carpenter
  • Updated

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations

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 set up.
Access to some report types is based on each user's permissions.
You can read more about permissions in User Management Settings. If you are unsure about your permissions, you can speak with our Support team or your Customer Success Manager.

 

 

Using Liquid Markup

Liquid Markup can be used whenever a Custom Field is added to a Lead Report; the code is added to the Custom column. For instructions, see Customizing Lead Reports - Fields.

Example: Using Liquid Markup

  • The Field column has been set to Custom Field in the first two rows and liquid markup {{ lead.Field |Escape|Capitalize }} added to the Custom column.
  • This will ensure that the first letter of the First Name and Last Name values is always capitalized when exported in the Lead Report.

insights-customizingleadreportsfields-14.png

 

Common Liquid Markup Examples

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

 

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 set-up.
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

 

 

 

Recommended Reading

 

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

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