Set the value of a field in a sequence

This article applies to:

You can automatically set the value of a field in the contact record as part of an Advanced Automation sequence; this includes both standard and custom fields.

Available Fields The only fields that you cannot update using this process are the following: Name, Phone, Address, Main Email, and SSN.

Please Note! This WILL overwrite data to the existing field.

  1. Click inside a sequence and drag and drop the Set Field Value object onto the canvas.
  2. Double-click the Set Field Value icon

  3. Select a field to edit

  4. Set the field value

  5. Or clear the field's value entirely