Overview

The Number Formatter automation action helps you format and work with numeric data in your automations. You can convert text to numbers, format numbers with specific decimal places, standardize phone numbers, format currency values, and generate random numbers.

This is especially useful when processing enrollment forms, payment data, or contact information.

Text to Number

Converts text that looks like a number into actual numeric format. For example, "$12,345.67" becomes 12345.67.

This is helpful when parents submit forms with currency symbols or commas in numeric fields.

Configuration Fields

Field Description Required
Action Name Name your action something descriptive Yes
Action Type Set to Text to Number Yes
Select Field Choose the field containing the text number Yes
Input Decimal Mark Specify how decimals are marked (period or comma) Yes

Example Use Case

Trigger: Enrollment form submitted
Action: Convert text to number to process tuition payment data accurately

Format Number

Formats a number with specific decimal places and thousands separators. Perfect for displaying enrollment statistics or financial reports.

Configuration Fields

Field Description Required
Action Name Name your action something descriptive Yes
Action Type Set to Format Number Yes
Select Field Choose the field containing the number Yes
Input Decimal Mark Current decimal mark in your number Yes
To Format Desired output format (e.g., period for decimals) Yes

Example Use Case

Trigger: Automation link clicked
Action: Format number for displaying waitlist statistics in follow-up messages

Format Phone Number

Standardizes phone numbers into a consistent format, making it easier to send text messages and make calls to families.

You can format numbers in E.164 format (required for texting) or other standard formats like (123) 456-7890.

Configuration Fields

Field Description Required
Action Name Name your action something descriptive Yes
Action Type Set to Format Phone Number Yes
Select Field Choose the field containing the phone number Yes
To Format Desired format (e.g., E.164 for texting) Yes
Phone Number Country Code Specify the country code Yes

Example Use Case

Trigger: Tour appointment booked
Action: Format the parent's phone number for sending confirmation texts

Pro Tip: Always format phone numbers to E.164 format (+1234567890) before sending automated text messages. This ensures reliable message delivery.

Format Currency

Formats numeric values as currency with proper symbols and decimal places based on your locale.

Use this when generating receipts, invoices, or payment confirmations for families.

Configuration Fields

Field Description Required
Action Name Name your action something descriptive Yes
Action Type Set to Format Currency Yes
Select Field Choose the field containing the numeric value Yes
Currency Currency type (e.g., USD, EUR, CAD) Yes
Currency Locale Locale format (e.g., en-US, en-CA) Yes

Example Use Case

Trigger: Payment received
Action: Format currency for generating accurate tuition receipts

Random Number

Generates a random number within a range you specify. This is useful for A/B testing different messages or creating unique identifiers.

Configuration Fields

Field Description Required
Action Name Name your action something descriptive Yes
Action Type Set to Random Number Yes
Lower Range Minimum value for the random number Yes
Upper Range Maximum value for the random number Yes
Decimal Points Number of decimal places (optional) No

Example Use Case

Trigger: Email opened
Action: Generate a random number to split families into test groups for different follow-up messages

Pro Tip: Use random numbers between 1-100 to easily create percentage-based splits for testing different communication strategies.

How to Add a Number Formatter Action

  1. Open your automation in the Automation Builder
  2. Click the + button where you want to add the action
  3. Search for "Number Formatter"
  4. Select the specific formatter type you need
  5. Configure the required fields
  6. Save your automation