The Text Formatter action in Enrollio workflows lets you manipulate and modify text data. It’s ideal for ensuring that class titles, instructor names, and communication messages appear correctly before they reach your audience. With this tool, you can:
Convert text to uppercase (e.g., "salsa" → "SALSA")
Convert text to lowercase (e.g., "BALLET" → "ballet")
Capitalize each word (e.g., "modern dance class" → "Modern Dance Class")
Capitalize just the first letter of the first word (e.g., "tap dancing" → "Tap dancing")
Set a default value if a text field is empty (e.g., if a student's preferred style is missing, default to "Classical")
Trim text to a maximum length (useful for shortening long event names)
Remove characters from the beginning of text
Append ellipses to indicate shortening (e.g., "Contemporary Dance Performance" might become "Contemporary Dance Perf...")
Trim whitespace, which cleans up extra spaces around words
Other functions include replacing text, finding and replacing words, finding word counts, evaluating the length of the text, splitting it into segments, removing HTML tags, and even extracting email addresses or URLs from a larger text.
Follow these steps to add a Text Formatter action to your Enrollio workflow:
Create or Edit a Workflow: Navigate to Automation > Workflows in your Enrollio dashboard. Click Create Workflow or select an existing workflow to modify.
Add the Text Formatter Action: Use the plus (+) button and scroll or search for Text Formatter. This action can be inserted anywhere you need to manipulate text—for instance, formatting class names or instructor details before they’re sent in email communications.
Configure Text Formatter Settings: Rename the action with a name specific to your process (e.g., "Format Student Name") and choose the action type that matches your need. The configuration fields vary based on the selected action type.
Below is an overview of the available action types, their descriptions, and examples tailored for a dance studio environment:
Upper Case: Converts all text to upper case. Example: "salsa" → "SALSA"• Select the appropriate field (e.g., class name).
Lower Case: Converts all text to lower case. Example: "BALLET" → "ballet"• Useful for standardizing entries.
Title Case: Capitalizes the first letter of each word. Example: "jazz dance workshop" → "Jazz Dance Workshop"• Typically used for event titles or class names.
Capitalize: Capitalizes the first letter of the first word. Example: "tap dance recital" → "Tap dance recital"• Ideal for creating message headers or subject lines.
Default Value: If the input text is empty, the formatter will replace it with a specified default. Example: (empty field) → "Tutu Time"• This ensures no crucial field is left blank in your communications.
Trim: Shortens or truncates the text by a specified number of characters. Example: "pirouetting performance" → "pirouette"• Useful for fitting content within character limits.
Max Length: Removes characters from the beginning if exceeding a set maximum length.
Ellipses: Shortens the text by three characters and adds "..." if needed. Example: "Modern Dance Extravaganza" might be shortened to "Modern Dance Extrava..."
Trim Whitespace: Eliminates leading and trailing spaces from text. Example: " ballet class " → "ballet class"• Ensures clean formatting in your schedules and emails.
Replace Text: Substitutes all instances of a specific character, word, or phrase with another. Example: "kids' class" → "children's class"• Perfect for standardizing terminology across your studio promotions.
Find Replace: Find the first position of a value in the text, returning -1 if the value isn’t found. Example: "hip hop session" → find "hop" might return a valid position or -1 if not present.
Find Word Count: Counts the number of words in a text string. Example: "ballet recitals" → 2 words• Can be helpful when setting word limits in marketing materials.
Length: Counts the number of characters in a text string. Example: "jazz" → 4 characters
Split Text: Divides a text string based on a delimiter (like a space) and returns a specified segment. Example: "swing dance session" split on a space yields segments such as "swing" (first) or "dance" (second).
Remove HTML Tags: Converts HTML content to plain text by stripping out HTML tags, ensuring messages are sent as clean text. Example: "Join us for our annual recital!" → "Join us for our annual recital!"
Extract Email: Finds and returns the first email address present in the text. Example: "Please contact info@dancestudio.com" → "info@dancestudio.com"
Extract URL: Retrieves the first URL found in a text string. Example: "Visit our homepage at dancestudio.com" → "dancestudio.com"
Enrollio users can access specific fields related to contacts, employees, messages, and more. This structure allows you to target the precise text fields you want to format in your dance studio’s workflow. For example, you can ensure student names are properly capitalized, instructor emails are standardized, or class descriptions are consistently formatted. Fields include:
Contact Details: Full Name, Email, Phone, Company Name, etc.
Message Details: Message Body, Subject, Attachments, etc.
Account Details: Studio Name, Full Address, Website, etc.
Enrollio workflows offer several triggers to automatically apply text formatting when needed, such as:
Form Submission: Automatically format text fields when forms—like student registration or class feedback—are submitted. For example, insert a default class type if a field is blank.
New Contact Created: Format text fields automatically when a new dance student or parent is added, ensuring names and email addresses appear correctly.
Webhook Received: Format the text from an external system. This might apply when integrating registration platforms with Enrollio (please consult your developer for setup).
Can I use the Text Formatter to personalize messages?
Yes! You can combine the Text Formatter with custom values and merge fields to create personalized class reminders or promotional emails with properly formatted text.
Is it possible to chain multiple formatting actions together?
Absolutely. You can stack multiple Text Formatter actions within a workflow to achieve complex transformations step by step (for instance, first trimming whitespace, then converting to title case).
Does the Text Formatter work on numbers?
Numbers in text form (like enrollment counts) can be manipulated like text. For truly numeric adjustments, use the Number Formatter action.
I can’t find the field my text is in. What should I do?
Check your table settings to ensure the field is included and that you’re drilling down to the correct level for your dance studio’s data structure.
By applying the Enrollio Text Formatter action, you can ensure that every piece of text in your workflow—from class names to student communications—is professionally formatted, enhancing the overall appeal and clarity of your studio’s messaging. Happy dancing and smooth transitioning to Enrollio!
