Use The Change Contact Field Action Node In Workflows

The Change Contact Field action node changes the value in a contact's field to either a specific value, or a value from a previous node's content.

About this task

Change Contact Field Action Node

To use the Change Contact Field action node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Change Contact Field node on to the workflow canvas.
  3. Click the following text in the Change Contact Field action node: field.
  4. Click on the name of the field whose value you want to change.
  5. Click Select.
  6. Click the following text in the Change Contact Field action node: a new value.
  7. Specify a value that you will update the field with.

    The allowed values will differ depending on the type of field you choose.

    Optional: For text fields, you can:
    • Click Use Input Field's Value to use the value specified in the input field to update the field. The workflow will update the field using the value specified in the input field in this node.
    • Click Use Content From A Previous Node to use content from a previous node when updating the contact's email address. If you choose this option, you can then choose:
      • Content From Initial SMS: (If this node is preceded by the Initial Incoming SMS With Keyword trigger but not the SMS Message Activity trigger)
      • Keyword: (If this node is preceded by the Initial Incoming SMS With Keyword trigger)
      • Content From SMS Reply: (If this node is preceded by the SMS Message Activity trigger)
      • Parsed Email Address: (If this node is preceded by the Email Address Validation filter)
    Optional: For number, currency, and decimal fields, you can:
    • Click the Add Number By Value pull-down menu. Here you can choose to:
      • Increment By
      • Decrement By
      • Set To (a specific value).
    • Click Use Input Field's Value to use the value specified in the input field to update the field. The workflow will update the field using the value specified in the input field in this node.
    • Click Use Content From A Previous Node to use content from a previous node when updating the contact's email address. If you choose this option, you can then choose:
      • Content From Initial SMS: (If this node is preceded by the Initial Incoming SMS With Keyword trigger but not the SMS Message Activity trigger)
      • Keyword: (If this node is preceded by the Initial Incoming SMS With Keyword trigger)
      • Content From SMS Reply: (If this node is preceded by the SMS Message Activity trigger)
      • Parsed Email Address: (If this node is preceded by the Email Address Validation filter)
    Optional: For date fields, you can click Today to access the Date Type list. Here you can choose to set the date to:
    • Today to use the current day. The current day is the 24 hour period from when the contact passes through this node in the workflow.
    • Today Plus to pick a date a certain amount of time in the future. After you select Today Plus you will need to click days to set the number of days, weeks, months, or years you want to pass. You can only go up to 100 years into the future.
    • A Specific Date to use an exact date. After you select A Specific Date you will need to click a new date to set the date.

    If no previous node exists, you will see the text Please add a connection to this node to use a previous node's value in the node. If a previous node exists, but no content is available, you will see the text There is no data available from any of the previous nodes.

  8. Click Done.