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How to Add Paid Group Members To Your Client Management Software

How to Add Paid Group Members To Your Client Management Software

Posted by Support Team on September 10, 2020 — Updated on June 13, 2024

Here’s how to split a Full Name into First and Last Names with a Zapier integration.

*Note – You may want to change the quality of the video below to 1080p by clicking the gear icon and selecting the “1080p HD” option.

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Step-by-Step Guide:

Step 1: Log in to Zapier.com and go to your dashboard to Choose an App.

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Step 2: Click the ā€œExercise.comā€ app under the ā€œYour Appsā€ heading.

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Step 3: Choose the relevant trigger then click ā€œContinue.ā€Ā 

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Step 4:Ā Pull data into your account and click ā€œContinue.ā€

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Step 5:Ā Review the sample then click ā€œContinue.ā€

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Step 6:Ā Choose the ā€œFormatterā€ action on yourĀ zap dashboard.

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Step 7: Choose ā€œTextā€ then click ā€œSave + Continue.ā€

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Step 8: Click on the ā€œTranformā€ box then choose ā€œSplit Text.ā€Ā 

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Step 9: Under the ā€œValuesā€ header, click on the ā€œInputā€ box, and choose ā€œName.ā€

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Step 10: Under ā€œSeparatorā€ header, paste in [:space:] in the box.

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Step 11: Under the ā€œSegment Index,ā€ click on the box and choose ā€œFirst.ā€

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Step 12: Click ā€œContinueā€ to finalize all changes on the page.

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Step 13: Click ā€œSend Test to Formatterā€ to continue.

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Step 14: Verify the trigger worked correctly and click ā€œFinish.ā€Ā 

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Step 15: Repeat the same steps but instead of ā€œFirstā€ (Step 11) choose ā€œLast.ā€

Depending on your client list, you may want to set up further actions for middle names, or second last name (e.g., Jr.). Repeat the steps above just choose a different option in the drop-down (Step 11).

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Step 16: Now to add to your client management software — Click + to select an action.

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Step 17: Choose your client management software.Ā 

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Step 18: Choose the appropriate action then click ā€œSave + Continue.ā€

Watch our video demo for suggestions based on what you choose in Step 3 as your trigger.

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Step 19: Save to yourĀ account by clicking ā€œSave + Continue.ā€Ā 

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Step 20: Pull in the ā€œEmailā€ first then add ā€œFirst Nameā€ and ā€œLast Name.ā€ Click text and plus sign icon to the right.

Once you click in the ā€œFirst Nameā€ box, click ā€œTextā€ then chooseĀ first name. Repeat only with ā€œLast Nameā€ for the ā€œLast Nameā€ field. You’ll display multiple text boxes depending on how many triggers you’ve set, so verify you’re choosing the right option.

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Step 21: We recommend using the ā€œHow to check for duplicatesā€ option and choosing email.

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Now that you can split a full name into a first and last name, you can easily import your clients into your user management software.

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Step 22: Review information on the next page and if it’s correct, click ā€œFinish.ā€Ā 

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Step 23: Toggle your Zap on

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