In the article you will learn how to properly set up the Workflow Action: Update Contact Field and using the Tag icon

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Step 3: Setting up the Update Contact Field action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Update Contact Field in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Next, click the blue “Add Filter” button

• This will pull up the field’s drop-down, giving you the ability to select any that you want to update

• For Example: in this situation, I will select “Business Name” and then type into the box the specific information

• Pro Tip: if you click on the Tag icon it will pull up custom values. You can select any of the values. They will now automatically be populated into this action. (Please Note: The information has to be entered into the account)

• Once you have entered the desired information, Press Save Action in the bottom right corner

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

• For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now the Workflow is set up and ready to go with the Update Contact Field Workflow Action!