The Update Custom Value Action is a great way to update custom values, enabling businesses to manage data more effectively and drive actionable insights. Below are some practical use cases that demonstrate the utility of this action:

• Lead Source Tracking: Automatically update custom values to track the performance of different lead sources such as Facebook Ads, Google Ads, or email campaigns, allowing businesses to identify the most effective channels for lead generation.
• Sales Performance Tracking: Track and update custom values related to individual sales representatives, offering insights into their performance and helping to identify areas for improvement or recognition.
• Subscription Management: Automate subscription updates for recurring services by modifying custom values based on customer subscription status, such as renewals, cancellations, or upgrades.

How to Use the Update Custom Value Action #

Create or Edit a Workflow #

Head to the Automation > Workflows section in your account. Start a new workflow or edit an existing one to incorporate the Update Custom Value action.

Add the Update Custom Value Action #

Select the Update Custom Value action from the list of available actions in your workflow.

Action Name #

Enter the name you wish to associate with the action.

Custom Value #

Identify the specific custom value that needs to be updated from the available options.

Current Value #

Enter the value that is currently associated with the custom value.

New Value #

Define the new value for the custom value, selecting between static values or dynamically generated values based on your needs.

Save the action, then proceed to save your workflow and test it with a sample contact to ensure that the custom value updates correctly and that the workflow functions as intended. By leveraging this action, you can enhance your ability to track key metrics, improve decision-making, and optimize business processes.

Frequently Asked Questions #

What does the Update Custom Value action do? #

It updates custom values within a workflow, helping you manage data more effectively and surface actionable insights.

What are common use cases? #

Common uses include lead source tracking, sales performance tracking, and subscription management such as renewals, cancellations, or upgrades.

What fields do I configure for this action? #

You set an Action Name, choose the Custom Value to update, enter the Current Value, and define the New Value.

Can the new value be dynamic? #

Yes. You can choose between static values or dynamically generated values for the New Value field based on your needs.

How do I confirm the action works? #

Save the action and workflow, then test it with a sample contact to ensure the custom value updates correctly.

Where do I add this action? #

In the Automation > Workflows section, start or edit a workflow and select the Update Custom Value action from the available actions.