About Math Equations
Applies to: All ONTRAPORT accounts.
You can create equations for numeric (integer) and price (currency) fields in Rules. The equations use merge fields provided in a drop down box to allow standard math operators to add, subtract, multiply or divide one numeric or price field by another. Whole numbers can also be used in the equations in numeric fields, and decimal numbers with up to two decimal places can be used in price fields.
Numeric fields round to the nearest whole number and do not allow for floating point or decimals. Price fields round to the nearest two decimal places.
Two usecases are provided below. One shows a custom lead scoring configuration for a customer who wants his team's personal interactions with a client added to ONTRAPORT's built in lead Score. The other usecase shows the use of an equation as a condition statement to multiply two numeric fields, compare the result against the value of a third numeric field, and Tag a Contact accordingly.
Using Math Equations
Usecase: Adjusted Lead Scoring
In our first example, the business owner wants to be able to use a different lead score than the built in Score field. He added two custom fields, Manual Lead Score and Adjusted Lead Score, that are both numeric fields. His team will update the Manual Lead Score field whenever they speak to the customer on the phone and use the Adjusted Lead Score field as a guide to whom they need to call next.
After creating the fields, he creates a single global Rule. The trigger for the Rule is that the Manual Lead Score field is updated. He chooses the action Change the value of a field and specifies the Adjusted Lead Score field. First, he chooses Manual Lead Score from the drop down box:
In this case, the account owner wants to add the Manual Lead Score to the system Score, so he adds a plus sign after the first merge field:
All that is left to do is add the next merge field, Score, and save the Rule.
Whenever the Manual Lead Score field is updated, the Rule updates the Adjusted Score Field with the sum of the Manual Score Field plus the Score field. The business owner's team can now prioritize their next calls by the Adjusted Lead Score field. The business owner can refine this system more by having a global Rule that looks for a change in the Adjusted Lead Score field and, if less than a certain number, assigns a Task to call the Contact.
Usecase: Tag According to Multiple Values
A common usecase is to Tag a Contact based on the value of a field. A single numeric field can be tested against any combination of equal to or greater than / less than conditions. But multiple numeric fields can also be used with math operators.
In this case, our business owner wants to Tag a Contact where Field A is greater than Field B times Field C. He inserts the merge field for Field B, adds the multiplication symbol (the asterik), and then inserts the merge field for Field C. The Rule looks like this:
In addition to standard addition, subtraction, multiplication and division operators, equations can be enclosed in parenthesis to force the order of operations.
Increase the value of a numeric or price field by 1
Multiply the value of a numeric or price field by 4
Divide 8 by the value of a numeric or price field.
[Field A]*[Field B]
Multiply the value of a numeric field by the value of another numeric field, or multiply the value of a price field by the value of another price field. You should not mix numeric and price fields in the same equation.
[Field A]*[Field B]/([Field C]+5)
This is a more complex equation using parenthesis to force the order of operations: Add 5 to the value of numeric field first, then use standard order of operations to multiply the value of a numeric field by the value of another numeric field and divide the result by the sum of the first operation. Avoid mixing numeric and price fields in the same equation to prevent flashbacks to 9th grade algebra homework.
Note: Numeric fields in ONTRAPORT round to the nearest whole number. Price fields round to the nearest decimal value to two decimal places.
Articles in this section
- Contact Management Overview
- Importing Contacts
- Best Practices for Preparing a CSV File for Import
- Contact Management Segmentation (Groups)
- Contact Tags
- Add Custom Fields & Sections
- Card View for Contacts and Custom Objects
- Card View - Using the Color Field
- Converting to Card View
- Card View Quick Reference