Skip to main content

Then Process- Set Field Value

Madsen, Amanda

Notice:
If your Automation Builder looks different from the images shown in this article, you may be using a different version of the builder. We currently support both a legacy Automation Builder and a new Automation Builder.

Click here to view articles specific to your version of the builder.

All new features and updates are made in the new Automation Builder. To access it, use the toggle in the main navigation.

 

You can automatically set the value of a standard or custom field on the contact record in a Campaign Builder sequence. 

  1. Use the Set Field Value process
  2. Use math to adjust field values
  3. Exceptions to the Set Field Value process


Use the Set Field Value process

  1. Double-Click inside a automation sequence

     
  2. Drag and drop the Set Field Value object onto the campaign canvas.

     
  3. Double-click the Set Field Value icon
    set field value 1.png
     
  4. Select a field to edit
    set field value 2.png
     
  5. Set the field value.
    set field value 3.png
     
  6. Or clear the field's value entirely
    set field value 4.png

 

Use math to adjust field values

You can use the Set Field Value process to update field values in Keap using addition, subtraction, division, or multiplication.

  1. After opening the Set Field Value process, select Use math
    set field value math.png
     
  2.  Select the field to update

     
  3. Select the type of math to perform

     
  4. Enter a quantity

     
  5. Click Save

 

Exceptions to the Set Field Value process

  • The only fields that you cannot update using this process are the following: Name, Phone, Address, Main Email, and SSN
     
  • You cannot update/change the lead source field if it already has a value

Comments

0 comments

Please sign in to leave a comment.