The configuration required on a Source or Flow to define a Pricing Service for lead pricing.
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LeadConduit Templates\n\n## Overview\n\nTemplates are the dynamic value engine of LeadConduit. They transform static configurations into intelligent, adaptive systems by resolving variables, computing values, and manipulating data at runtime. Think of templates as smart placeholders that know how to fetch and transform data when needed.\n\nTemplates answer a fundamental question:\n**How do I get the right value at the right time?**\n\nTemplates work seamlessly with rules and mappings:\n- **Rules** use templates for dynamic comparisons\n- **Mappings** use templates to compute values\n- **Templates** provide the bridge between configuration and runtime data\n\n## Why Templates Exist\n\n### The Static Configuration Problem\nWithout templates, every value would be hard-coded:\n- Phone format: \"(512) 789-1111\" for everyone\n- Greeting: \"Hello Customer\" instead of personalized\n- Dates: Fixed instead of calculated\n- Prices: Static instead of computed\n\nTemplates make configurations come alive with actual data.\n\n### The Data Access Problem\nLead data has complex structures:\n- Nested objects: `address_1`, `city`\n- Array elements: `tags[0]`\n- Type components: `phone.area`\n- Calculated values: `price * tax_rate`\n\nTemplates provide a consistent way to access any data, anywhere.\n\n### The Transformation Problem\nRaw data rarely matches what you need:\n- Dates need formatting\n- Names need case changes\n- Numbers need calculations\n- Strings need manipulation\n\nTemplates include helpers that transform data on the fly.\n\n### Technical Details\n\nLeadConduit supports combining, [formatting](https://developers.activeprospect.com/api-reference/leadconduit/templates#variable-formatting),\n[hashing](https://developers.activeprospect.com/api-reference/leadconduit/templates#variable-hashing), and [performing math](https://developers.activeprospect.com/api-reference/leadconduit/templates#variable-math) on\nvalues using template markup. Templating in LeadConduit is based on the\npopular [Handlebars](https://handlebarsjs.com/) semantic templating\nlibrary. A template is a string which contains any number of variable\nplaceholders\n\n## Template Variable\n\nVariable placeholders in templates start and end with two curly-brace\ncharacters: `{{ lead.first_name }}`. Multiple placeholders can be\ncombined in a single template: `{{ lead.first_name }} {{ lead.last_name\n}}`. The [universe of possible variables](https://developers.activeprospect.com/api-reference/leadconduit/variables) available to a\ntemplate depends on the [fields](https://developers.activeprospect.com/api-reference/leadconduit/fields/field) defined in your flow and the\nsteps you've added to your flow.\n\n## Variable Formatting\n\nLeadConduit has a built-in helper for formatting numbers and dates.\nFormatting a value is done with the `format` helper. If the value is a\ndate field, then you may use date formatting options with the helper.\nIf it's a number field, then you may use the number formatting options\nwith the helper.\n\n### Date Variable Formatting\n\nTo format a date, use the `format` helper: `{{ format lead.dob\nformat=\"YYYY-MM-DD\" }}` results in '2015-06-24'. The `format` option is\na string which defines the format of the date. This format can be any\ncombination of the below tokens. To escape characters in format\nstrings, you can wrap the characters in square brackets: `{{ format\nlead.dob format=\"[It's] MMMM Do\" }}` results in \"It's October 12th\".\n\n#### Date Format Tokens\n\n| | Token | Output |\n| -------------------------- | -------------------------- | -----------|\n| Month | `M` | 1 2 ... 11 12\n| | `Mo` | 1st 2nd ... 11th 12th\n| | `MM` | 01 02 ... 11 12\n| | `MMM` | Jan Feb ... Nov Dec\n| | `MMMM` | January February ... November December\n| Quarter | `Q` | 1 2 3 4\n| | `Qo` | 1st 2nd 3rd 4th\n| Day of Month | `D` | 1 2 ... 30 31\n| | `Do` | 1st 2nd ... 30th 31st\n| | `DD` | 01 02 ... 30 31\n| Day of Year | `DDD` | 1 2 ... 364 365\n| | `DDDo` | 1st 2nd ... 364th 365th\n| | `DDDD` | 001 002 ... 364 365\n| Day of Week | `d` | 0 1 ... 5 6\n| | `do` | 0th 1st ... 5th 6th\n| | `dd` | Su Mo ... Fr Sa\n| | `ddd` | Sun Mon ... Fri Sat\n| | `dddd` | Sunday Monday ... Friday Saturday\n| Day of Week (Locale) | `e` | 0 1 ... 5 6\n| Day of Week (ISO) | `E` | 1 2 ... 6 7\n| Week of Year | `w` | 1 2 ... 52 53\n| | `wo` | 1st 2nd ... 52nd 53rd\n| | `ww` | 01 02 ... 52 53\n| Week of Year (ISO) | `W` | 1 2 ... 52 53\n| | `Wo` | 1st 2nd ... 52nd 53rd\n| | `WW` | 01 02 ... 52 53\n| Year | `YY` | 70 71 ... 29 30\n| | `YYYY` | 1970 1971 ... 2029 2030\n| | `Y` | 1970 1971 ... 9999 +10000 +10001 Note: This complies with the ISO 8601 standard for dates past the year 9999\n| Week Year | `gg` | 70 71 ... 29 30\n| | `gggg` | 1970 1971 ... 2029 2030\n| Week Year (ISO) | `GG` | 70 71 ... 29 30\n| | `GGGG` | 1970 1971 ... 2029 2030\n| AM/PM | `A` | AM PM\n| | `a` | am pm\n| Hour | `H` | 0 1 ... 22 23\n| | `HH` | 00 01 ... 22 23\n| | `h` | 1 2 ... 11 12\n| | `hh` | 01 02 ... 11 12\n| | `k` | 1 2 ... 23 24\n| | `kk` | 01 02 ... 23 24\n| Minute | `m` | 0 1 ... 58 59\n| | `mm` | 00 01 ... 58 59\n| Second | `s` | 0 1 ... 58 59\n| | `ss` | 00 01 ... 58 59\n| Fractional Second | `S` | 0 1 ... 8 9\n| | `SS` | 00 01 ... 98 99\n| | `SSS` | 000 001 ... 998 999\n| | `SSSS ... SSSSSSSSS` | 000[0..] 001[0..] ... 998[0..] 999[0..]\n| Time Zone | `z` or `zz` | EST CST ... MST PST (requires use of the `timezone` option)\n| | `Z` | -07:00 -06:00 ... +06:00 +07:00\n| | `ZZ` | -0700 -0600 ... +0600 +0700\n| Unix Timestamp | `X` | 1360013296\n| Unix Millisecond Timestamp | `x` | 1360013296123\n\n#### Localized Date Formats\n\nBecause preferred formatting differs based on locale, there are a few\ntokens that can be used to format a moment based on its locale. There\nare upper and lower case variations on the same formats. The lowercase\nversion is intended to be the shortened version of its uppercase\ncounterpart. To change the locale, use the `locale` options: `{{\nformat date format=\"LLL\" locale=\"fr\" }}` results in \"24 june 2015 17:24\".\n\n| | Format string | Output |\n| ------------------------------------ | ------------- | ----------------|\n| Time | `LT` | 8:30 PM\n| Time with seconds | `LTS` | 8:30:25 PM\n| Month numeral, day of month, year | `L` | 09/04/1986\n| | `l` | 9/4/1986\n| Month name, day of month, year | `LL` | September 4, 1986\n| | `ll` | Sep 4, 1986\n| Month name, day of month, year, time | `LLL` | September 4, 1986 8:30 PM\n| | `lll` | Sep 4, 1986 8:30 PM\n| Month name, day of month, day of week, year, time | `LLLL` | Thursday, September 4, 1986 8:30 PM\n| | `llll` | Thu, Sep 4, 1986 8:30 PM\n\n### Number Variable Formatting\n\nTo format a number, use the `format` helper: `{{ format\nlead.mortgage.first_mortgage_balance format=\"$0,0.00\"}}` results in\n'$45,302.00'. The `format` option is a string which defines the format\nof the number. See the table of examples below:\n\n| Number | Format | String |\n| ---------- | ------------ | ----------- |\n| 10000 | `0,0.0000` | 10,000.0000\n| 10000.23 | `0,0` | 10,000\n| 10000.23 | `+0,0` | +10,000\n| -10000 | `0,0.0` | -10,000.0\n| 10000.1234 | `0.000` | 10000.123\n| 100.1234 | `00000` | 00100\n| 1000.1234 | `000000,0` | 001,000\n| 10 | `000.00` | 010.00\n| 10000.1234 | `0[.]00000` | 10000.12340\n| -10000 | `(0,0.0000)` | (10,000.0000)\n| -0.23 | `.00` | -.23\n| -0.23 | `(.00)` | (.23)\n| 0.23 | `0.00000` | 0.23000\n| 0.23 | `0.0[0000]` | 0.23\n| 1230974 | `0.0a` | 1.2m\n| 1460 | `0 a` | 1 k\n| -104000 | `0a` | -104k\n| 1 | `0o` | 1st\n| 100 | `0o` | 100th\n| 1000.234 | `$0,0.00` | $1,000.23\n| 1000.2 | `0,0[.]00 $` | 1,000.20 $\n| 1001 | `$ 0,0[.]00` | $ 1,001\n| -1000.234 | `($0,0)` | ($1,000)\n| -1000.234 | `$0.00` | -$1000.23\n| 1230974 | `($ 0.00 a)` | $ 1.23 m\n\nUse the `locale` option to format the number to a particular locale:\n`{{ format lead.mortgage.first_mortgage_balance locale=\"fr\"\nformat=\"$0,0.00\" }}` results in '€45 302.00'.\n\n### Converting Number and Boolean to String\n\nFields of type number and boolean can be converted to string using the `format` helper with the `dataType=\"String\"` option:\n\n`{{format field_name dataType=\"String\"}}`\n\nExample:\n- Input: `{{format lead.age dataType=\"String\"}}` with `lead.age` = 30\n- Output: \"30\"\n\n### Converting String to Number\n\nFields whose final result from the `format` helper is a string can be converted to a number if the `dataType=\"Number\"` option is passed and the value is a string representing a valid number.\n\nExamples:\n- Input: `{{format lead.postal_code dataType=\"Number\"}}` with `lead.postal_code` = '78751'\n- Output: 78751 (as a number value)\n\nIf the string does not represent a valid number, the result will not be converted:\n- Input: `{{format lead.postal_code dataType=\"Number\"}}` with `lead.postal_code` = 'H3Z 2Y7'\n- Output: 'H3Z 2Y7'\n\nThis can also be used with dates if the formatting returns only numbers, such as epoch time:\n- Input: `{{format lead.source_timestamp format=\"X\" dataType=\"Number\"}}` with `lead.source_timestamp` = '2015-06-24T17:24:49.060Z'\n- Output: 1435166689 (as a number value)\n\n\n## Variable String Manipulation\n\nStrings can be manipulated with the following helpers:\n\n### Lowercase\n\nTransforms the value to lowercase:\n\n`{{lowercase field_name}}`\n\nExample:\n- Input: `{{lowercase lead.first_name}}` with `lead.first_name` = \"Mike\"\n- Output: \"mike\"\n\n### Uppercase\n\nTransforms the value to uppercase:\n\n`{{uppercase field_name}}`\n\nExample:\n- Input: `{{uppercase lead.first_name}}` with `lead.first_name` = \"Mike\"\n- Output: \"MIKE\"\n\n### Substring\n\nReturns a substring from the start position to the end position, or from the start position to the end of the string if no end position is provided:\n\n`{{substring field_name start=\"3\"}}`\n\nExample:\n- Input: `{{substring lead.first_name start=\"3\"}}` with `lead.first_name` = \"Michael\"\n- Output: \"chael\"\n\n`{{substring field_name start=\"2\" end=\"4\"}}`\n\nExample:\n- Input: `{{substring lead.first_name start=\"2\" end=\"4\"}}` with `lead.first_name` = \"Michael\"\n- Output: \"ich\"\n\n### Replace\n\nReplaces the pattern with the content of the replace option. The pattern can be a literal string or a regular expression using the `regexp()` option:\n\n`{{replace field_name pattern=\"Mi\" replace=\"At\"}}`\n\nExample:\n- Input: `{{replace lead.first_name pattern=\"Mi\" replace=\"At\"}}` with `lead.first_name` = \"Michael\"\n- Output: \"Atchael\"\n\n`{{replace field_name pattern=\"regexp(h.{3})\" replace=\"ke\"}}`\n\nExample:\n- Input: `{{replace lead.first_name pattern=\"regexp(h.{3})\" replace=\"ke\"}}` with `lead.first_name` = \"Michael\"\n- Output: \"Micke\"\n\n### Extract\n\nExtracts all occurrences found with the regular expression in the pattern:\n\n`{{extract field_name pattern=\"\\$begin:math:display$(.*?)\\\\$end:math:display$\"}}`\n\nExample:\n- Input: `{{ extract foo pattern=\"(?\u003c=#)(\\\\w+)(?=#)\" }}` with `lead.first_name` = \"#John#Doe#Smith\"\n- Output: \"John Doe\"\n\n## Variable Math\n\nTo perform math operations, use the `math` helper: `{{ math \"1 + 1\" }}`\nresults in `2`. Of course, variables can also be used: `{{ math \"1 +\nlead.random_number\" }}` might result in `32` depending on the value\nof `lead.random_number`. The math expression accepts a pretty basic\ngrammar. Operators have the normal precedence:\n\n| Operator | Associativity | Description\n| ------------------------ | ------------- | ----------\n| (...) | None | Grouping\n| f(), x.y | Left | Function call, property access\n| ! | Left | Factorial\n| ^ | Right | Exponentiation\n| +, -, not, sqrt, etc. | Right | Unary prefix operators (see below for the full list)\n| \\*, /, % | Left | Multiplication, division, remainder\n| +, -, \\|\\| | Left | Addition, subtraction, concatenation\n| `==`, `!=`, `>=`, `\u003c=`, `>`, `\u003c`, `in` | Left | Equals, not equals, etc. `in` means \"is the left operand included in the right array operand?\" (disabled by default)\n| and | Left | Logical AND\n| or | Left | Logical OR\n| x ? y : z | Right | Ternary conditional (if x then y else z)\n\nThere are also several pre-defined functions:\n\n| Function | Description |\n| ------------- | ----------- |\n| sin(x) | Sine of x (x is in radians)\n| cos(x) | Cosine of x (x is in radians)\n| tan(x) | Tangent of x (x is… well, you know)\n| asin(x) | Arc sine of x (in radians)\n| acos(x) | Arc cosine of x (in radians)\n| atan(x) | Arc tangent of x (in radians)\n| sqrt(x) | Square root of x. Result is NaN (Not a Number) if x is negative.\n| log(x) | Natural logarithm of x (not base-10). It’s log instead of ln because that’s what JavaScript calls it.\n| abs(x) | Absolute value (magnitude) of x\n| ceil(x) | Ceiling of x — the smallest integer that’s >= x.\n| floor(x) | Floor of x — the largest integer that’s `\u003c=` x\n| round(x) | X, rounded to the nearest integer, using \"grade-school rounding\"\n| roundTo(x, n) | Rounds x to n places after the decimal point\n| exp(x) | ex (exponential/antilogarithm function with base e)\n| random(n) | Get a random number in the range [0, n). If n is zero, or not provided, it defaults to 1.\n| fac(n) | n! (factorial of n: “n * (n-1) * (n-2) * … * 2 * 1″)\n| min(a,b,...) | Get the smallest (“minimum”) number in the list\n| max(a,b,...) | Get the largest (“maximum”) number in the list\n| pyt(a, b) | Pythagorean function, i.e. the c in “c2 = a2 + b2“\n| pow(x, y) | xy. This is exactly the same as “x^y”. It’s just provided since it’s in the Math object from JavaScript\n| atan2(y, x) | arc tangent of x/y. i.e. the angle between (0, 0) and (x, y) in radians\n| if(c, a, b) | Function form of c ? a : b\n\n#### Example\n\nTo calculate the loan-to-value ratio, given a mortgage loan amount and\nthe value of the home: `{{ math \"(lead.mortgage.loan.amount /\nlead.mortgage.new_property_value) * 100\" }}%`. Note that this example\nexpresses the LTV as a percentage, first by calculating the percentage\nand then by appending the `%` character outside the variable\nplaceholder. This could instead be handled using\n[formatting](#variable-math-formatting).\n\n### Variable Math Formatting\n\nThe `math` helper supports the same options as the `format` helper for\nnumbers: `format` and `locale`. For example, to calculate the\nloan-to-value ratio and format it as a percentage: `{{ math\n\"lead.mortgage.loan.amount / lead.mortgage.new_property_value\"\nformat=\"0.[00]%\" }}`. This would return the LTV percentage with up to 2\ndecimal points (i.e. 72.93%) as a string value.\n\n## Variable Hashing\n\nLeadConduit supports a wide variety of hashing functions that can be\napplied to variables in a template. The helper name determines the\nhashing algorithm. For example, to use MD5 to hash the email address use:\n`{{ md5 lead.email }}`. All the following hashing algorithms are\nsupported:\n \n* md4\n* md5\n* ripemd\n* ripemd160\n* sha1\n* sha224\n* sha256\n* sha384\n* sha512\n* whirlpool\n \nMultiple values can be hashed together: `{{ md5 lead.email lead.phone_1 }}`. This can be used to salt the hash \nalso: `{{ md5 lead.email \"this is my salt\" }}`. The `salt` option can also be used. This is the equivalent of the \nlast example: `{{ md5 lead.email salt=\"this is my salt\" }}`. \n\nHashing supports multiple encodings using the `encoding` option:\n`{{ md5 lead.email encoding=\"base64\" }}` results in something like\n\"tkK0IXs0sejTvZFfxlxEUg==\". 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