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.
- Click inside a sequence and drag and drop the Set Field Value object onto the canvas.
- Double-click the Set Field Value icon
- Select a field to edit
- Set the field value
- Or clear the field's value entirely