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 campaign sequence in the campaign builder; 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 campaign sequence and drag and drop the Set Field Value object onto the campaign canvas.

     
  2. Double-click the Set Field Value icon


     
  3. Set the field value.