How to Add Paid Group Members To Your Client Management Software
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 āExercise.comā app under the āYour Appsā heading.
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Step 3: Choose the relevant trigger then click āContinue.āĀ
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Step 4:Ā Pull data into your account and click āContinue.ā
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Step 5:Ā Review the sample then click āContinue.ā
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Step 6:Ā Choose the āFormatterā action on yourĀ zap dashboard.
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Step 7: Choose āTextā then click āSave + Continue.ā
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Step 8: Click on the āTranformā box then choose āSplit Text.āĀ
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Step 9: Under the āValuesā header, click on the āInputā box, and choose āName.ā
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Step 10: Under āSeparatorā header, paste in [:space:] in the box.
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Step 11: Under the āSegment Index,ā click on the box and choose āFirst.ā
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Step 12: Click āContinueā to finalize all changes on the page.
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Step 13: Click āSend Test to Formatterā to continue.
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Step 14: Verify the trigger worked correctly and click āFinish.āĀ 
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Step 15: Repeat the same steps but instead of āFirstā (Step 11) choose āLast.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 ā 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 āSave + 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 āSave + Continue.āĀ
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Step 20: Pull in the āEmailā first then add āFirst Nameā and āLast Name.ā Click text and plus sign icon to the right.
Once you click in the āFirst Nameā box, click āTextā then chooseĀ first name. Repeat only with āLast Nameā for the āLast 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 āHow 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 āFinish.āĀ
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Step 23: Toggle your Zap on
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