Merging Data from Fields Together using the Merging Wizard

Zuko uses the Name and ID attributes from the HTML of your form page to distinguish between different fields. What this means is that if a field has a Name or ID that changes for different visitors, Zuko will see them as ‘different’ fields on each session, since the information contained in the field is changing each time.

Therefore, when looking at your field data, you might see several fields that look like they should be tracked as one field, like the example here:

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In this case, you might wish to combine data from these fields into a single, merged field. To do so, you can use the Merging Wizard on the Label & Order Form Fields tab:

Smart suggestions

Zuko automatically detects when fields may be merged and will offer smart suggestions; however, you can also create your own merging rules. If merging suggestions have been detected, these will appear for you to view on the Smart Suggestions tab:

On the Smart Suggestions tab, you will find suggested fields to merge, the target attribute (for example Name or ID), and the suggested merging rule:

If you wish to accept the suggestion, click on Select Rule to create the merging rule.

When Zuko detects that fields could be merged though the rule is less clear, the group of fields will appear and allow you to create your merging rule, like the example here:

In the example above, it is possible to create a merge based on the ID attribute, using the common pattern in the ID and replacing the dynamically generating numbers with a wildcard (*). 

This would therefore give the pattern of select2-province_elxcontactus*-container

Once you have entered your pattern, Zuko will return a list of fields that correspond to the rule you have created:

This is a useful check to see whether your rule will merge fields successfully. If not, you can remove the rule before it is saved. 

Once you have finished selecting and creating merging rules, click Save Rules to ensure that the new merging rules are saved.

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Manual merge

If you choose to create merging rules using Manual Merge, the page will look like this without any field suggestions:

You will need to select the target attribute you wish to create the merge around (either a field’s id or name) and then select the pattern of the merging rule you wish to create. 

For example, to capture all fields with a field name of email_address, the input would look like this:

Once you have selected your rule, be sure to check that the rule has captured fields and works before saving.

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Extra information and resources

Merging rules are not retrospective and will begin merging fields from the moment the rules are created. 

They also cannot be undone once created from within the app- if you make a mistake with merging rules, please contact your account manager who will be able to disable them for you.

When looking for patterns to include certain fields and exclude others from your rules, you will often have to use RegEx to create merges. There is a useful guide to some simple RegEx matching rules here: https://blog.usejournal.com/regular-expressions-a-complete-beginners-tutorial-c7327b9fd8eb

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