Sometimes, including + signs in emails, such as "firstname.lastname+newsletter@company.com", can be a useful tool for helping customers to organize their mailbox. Everything after the "+" sign serves as a label that helps them categorize incoming emails.
For businesses, this isn't always helpful and can even create formatting problems with integrations. Insycle can help you to remove these portions of emails easily.
How It Works
Insycle makes it easy to identify emails with a "+" sign in them, and remove both the "+" and the included tag after it, before the "@" in the address.
To do this, we use a regex function to tell Insycle what to look for in the address (+ and @) to help it identify what to remove. Then, we instruct Insycle to remove the + and everything after it, up to the @ sign.
Quick Summary
Here are the steps to remove "+" and everything after them from emails:
- Filter your record down to those that include a "+"
- Find & remove everything between "+" and "@" in your emails
- Preview changes or update your live database
Step 1: Filter Down to Emails that Include a "+"
First, we define our filter. We will filter our database down to only those contacts that have a "+" in their email.
Step 2: Find & Remove the "+" and Variable
Then, we apply the function to identify the portions of the email that we would like to remove, and remove it.
Select the email field.
Then, select the "Regex Find & Replace any occurrence" function. In the Existing text, input "\+.*?\@" and in the New Text area, input "@".
| Function | Existing Text | New Text |
| Regex Find & Replace any occurrence | \+.*?\@ | @ |
This tells Insycle to identify the + sign in the email address and remove the + sign and everything after it, until it reaches the @ sign.
| Before | After |
| Dave.Wilson+Newsletter@Microsoft.com | Dave.Wilson@Microsoft.com |
| jbmiller1+test@gmail.com | jbmiller1@gmail.com |
Step 3: Preview or Update
Now, with our Filter and update Action in place, we can run the operation to update our selected records.
When running the Transform Data module, especially the first time, it is a good idea to run in Preview Mode. This allows you to view the changes to the data in a CSV file before the updates are pushed to your database.
You can do this by clicking the Review Button in Step 3.
A popup will appear. Here, in Stage 1: Mode, we can select the Preview Mode or Update Mode, which runs to process and makes the changes reviewable in a CSV file, but does not update your CRM database.
If you choose Update mode, the data changes will go live in your CRM when the operation is processed.
Then click the “Next” button.
In Step 2 of the “Review” process, you can choose where you send the generated report. Your email will automatically be added to the list but can add other co-workers and colleagues that you are collaborating with here. Once finished setting up your notification email, click the “Next” button.
In Step 3, you can choose whether you would like this operation to run one time, or continuously.
There are two tabs on this screen — Automate and Run Now.
Here, you can choose to schedule this operation to run hourly, daily, weekly, or monthly. When scheduled, the Module will automatically run on your desired schedule and email the reports after it has run.
You can view all scheduled automation on the “Automations” page on your dashboard.
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
Automation
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. You can view all scheduled automations on the “Automations” page on your dashboard.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Additional Resources
Related Blog Articles
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- The Complete Guide to Bulk Updating CRM Data Without Using Excel
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Additional Resources