Set the value of a field in a sequence

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