Split text in ZeroWork - auto-split full name into first and last name

Introduction

In this tutorial, you will learn how to efficiently split a full name into first and last names using the ZeroWork automation platform. This is particularly useful for personalizing communications, such as sending auto-connect requests, where addressing someone by their first name enhances engagement.

Step 1: Create Columns for First and Last Names

1. Open your ZeroWork task board.
2. Create two new columns:
   • Name the first column "First Name".
   • Name the second column "Last Name".
3. Ensure these columns are set up to receive the split data.

Step 2: Add the Split Text Building Block

1. Locate the building block called "Split Text" in the ZeroWork interface.
2. Drag and drop this building block into your workflow.
3. Configure the Split Text block:
   • Select the data source (profiles) that contains the full names.
   • Identify the column with the full names.

Step 3: Configure the Separator

1. Set the separator between the first and last names:
   • Choose "Space" from the list of standard separators.
2. Check the preview provided by ZeroWork to confirm:
   • Position one corresponds to the first name.
   • Position two corresponds to the last name.

Step 4: Map the Split Data to the Columns

1. Assign the split data:
   • Save the first portion (first name) to the "First Name" column.
   • Save the second portion (last name) to the "Last Name" column.
2. Click "Save" to apply these settings.

Step 5: Run the Task Board

1. Clear any previously collected data from your task board.
2. Click on "Run" to initiate the workflow.
3. Allow a few seconds for the task board to process and collect results from the designated page.

Step 6: Review the Results

1. Open the data table to view the results.
2. Verify that the full names have been successfully split into first and last names.

Conclusion

You have now successfully implemented the split text functionality in ZeroWork to separate full names into first and last names. This automation can significantly enhance your outreach efforts. As a next step, consider exploring other automation features within ZeroWork to further streamline your tasks. For additional resources, check out the full crash course playlist provided by ZeroWork.