What is the Text Formatter Action?
Sometimes you need to clean up or change how data appears in your automations. Maybe parent names need to be capitalized, or you need to trim a long message to fit in a text. That's where Text Formatter comes in.
This free action tweaks your text data so it works exactly the way you need—no coding required.
Types of Text Formatters
Upper Case
Converts all characters to uppercase.
Example use: Standardize parent names or ensure consistency in your automated messages.
Lower Case
Converts all characters to lowercase.
Example use: Clean up email addresses or standardize parent input for easier searching.
Title Case
Capitalizes the first letter of each word.
Example use: Make child names or program titles look professional in your enrollment confirmations.
Capitalize
Capitalizes only the first letter of the text.
Example use: Format the beginning of automated text messages or parent communications.
Default Value
Returns your default text if the field is empty, otherwise returns the actual text.
Example use: Prevent blank fields in parent emails by adding "Not provided" as a fallback.
Trim
Shortens text to a specific character length.
Example use: Create preview snippets of tour notes or limit how much of a parent's message appears in a notification.
Trim Whitespaces
Removes extra spaces from the beginning and end of text.
Example use: Clean up form submissions where parents accidentally added spaces before or after their information.
Replace Text
Finds specific text and replaces it with something else.
Example use: Update old program names throughout your templates or swap placeholder text with real family information.
Find
Locates where specific text appears and returns its position.
Example use: Search for keywords in parent inquiries to route them to the right staff member.
Length
Counts how many characters are in your text.
Example use: Ensure parent notes or tour feedback stays within your database limits.
Extract URL
Pulls out the first web address from text.
Example use: Grab links from parent messages or form submissions automatically.
Extract Email
Pulls out the first email address from text.
Example use: Capture parent email addresses from unstructured text or notes.
Word Count
Counts how many words are in your text.
Example use: Monitor the length of parent testimonials or staff notes.
Remove HTML Tags
Strips out HTML formatting to leave plain text.
Example use: Clean up text from your enrollment site before sending it in a text message.
Split
Breaks text into separate pieces based on a character you choose.
Example use: Separate first and last names, or split a comma-separated list of programs into individual items.
How to Add a Text Formatter Action
Inside your automation:
- Click the "+" icon to add a new action
- Search for "Text Formatter" or find it under Internal Tools
- Select Text Formatter and choose your Action Type from the dropdown
Example: Using the Trim Action
- Select the text field you want to trim
- Enter the maximum character length
- Optional: Skip characters from the beginning if needed
- Optional: Toggle on "Add Ellipsis" to add "..." at the end
Example: Using the Split Action
- Select the text you want to split
- Enter your separator (like a comma or space)
- Choose which piece you want: First, Second, Last, or Second Last