The Update contact node is used to update contact data fields and marketing preferences as a contact passes through an automated program. You might, for example, want to opt contacts into a marketing preference based on a link they have clicked in an email campaign or update a data field to show that a contact is currently inside a program.
Before you start
To follow the steps in this article, you must have already created a program and configured the Start node, at minimum.
Learn more in Getting started with the program builder and Set up program start rules.
1. Place the node on the canvas
Drag an Update contact node from the Program nodes menu on to the canvas.
Select the node.
Select from:
Have the selected data field updated
Be opted in to the selected preferences
Be opted out of the selected preferences
2. Configure the node
To update a contact data field
Select Have the selected data field updated.
To choose from your existing data fields, select SELECT DATA FIELD and then select the data field name from the list.
To create a new data field, select + CREATE DATA FIELD.
To learn more about creating data fields, check out the article Create, delete and edit contact data fields.
The configuration options you have depend on the type of contact data field you have chosen. View the Configuration options table below.
Once you’ve finished configuring the node, select APPLY.
Configuration options
Data field type | Node options |
Text | Enter the text value you want the data field to be updated with in the Set value to field. |
Date | Select either:
OR
|
Numeric | Select either:
OR
OR
|
Boolean (Yes/No) | Expand the Set value to drop-down menu and select is yes or is no. |
All types | Select Use a value from a similar data field. This option allows you to overwrite the value in the data field you select with the value from another data field of the same type.
Expand the Search or select a data field drop-down menu and select the data field you want to copy the value from. |
It’s possible, by special request, to enable the option to update the Mobile number system field using the Update contact node.
If you’re interested in being able to do this, learn more in Transfer mobile numbers from a custom data field to the Mobile number field.
To update a Marketing preference
Select Be opted in to the selected preferences or Be opted out of the selected preferences.
Select SELECT PREFERENCE.
Select the checkboxes to choose either a preference category or individual preferences.
Select APPLY.
A list of the selected preferences is displayed. To confirm, select APPLY.
Your Update contact node is configured, and any contact passing through the node has their data fields or marketing preferences updated as specified.
You can continue to build out your program with additional nodes, or link the Update contact node to your End node to exit contacts from the program.