The Update Field action in a Campaign Automation is designed to allow you to update the following types of CRM fields on the lead or contact record of a participant:
- Text fields (single and multiple lines of text)
- Option set fields (lists and dropdowns)
- Multi-select fields
- Date fields
- Lookup Fields (v10.9.0 update)
Add the Action
Place this action in your Campaign Automation builder and connect it to the appropriate actions/triggers there.
Set up the Action
Once you have the action in the correct place in your Campaign Automation, set it up so that it updates the correct field in your CRM.
The name that this action has in this Campaign Automation. If you need to update fields on both leads and contacts, you may find it helpful to include lead or contact in the name to help you know which entity is being updated.
Select Participant Type
This controls which entity will be updated. If your participant is a contact but this action is set to lead, then the participant will continue through the action without their contact record being updated. A lead participant, however, would have their lead record updated.
The entity you choose (lead or contact) for the Select Participant Type field will determine which fields are available to be updated. You can update any text field (including custom text fields) on the lead or contact entity. Just select which entity and you will see the corresponding fields available to choose from.
Since you are updating a text field, you can simply type in the value that the field should be updated with.
Updating both Contacts and Leads
If your participants could be either contacts or leads and you need to update a text field on their record, regardless of the entity, you can do so by placing two Update Field actions in sequence.
Each action will look at the participant and whichever entity the participant's record is, the corresponding action will update the field.
How do I know if a contact/lead field was updated by a Campaign Automation?
If you have Audit History enabled in your CRM, you can use it to view the actions taken on a specific lead/contact. The field being updated would like the example below and you would likely see that the service user was the one who updated the field.
|Feature Added: 9.21.0|
|Feature Updated: 10.9.0|
|ClickDimensions Version Needed: 7.0|