If you are currently using our Automation Pro feature and wan to change contact details within the automation, our Update Contact Details node can help you do just that. Use the node to manage your contact list better. Move contacts from one segment to another throughout the automation.
The Update Contact Details option is available in the Action nodes. We recommend using the Multiple Conditions node first then use Update Contact Details.
Once you set up the node, you can continue your automation path or activate your automation. To better help, we created an example scenario in which it would be useful to use the Update Contact Details node.
Let’s say, you create an automation for all of your new subscribers, and within that automation, someone makes a purchase on your site. That subscriber is no longer just a “subscriber” they are now a paying customer. Depending on your marketing strategy, you might decide to send them on a different path in your automation that will cater to paying customers. Check out the video below to see the steps we took to create this scenario.
First: Create your segment
Before getting started you’ll want to have at least one segment created in your list. However, creating a segment isn’t mandatory. We do recommend to use the Update Details node along with Segments for better list management. The segment is used to update the contact details within the automation. Having the segments will allow you to push contacts from one segment to another. For example, from a Visitor segment to a Paying Customer segment. Here is an example of a segment we created for the automation.
Here are the steps we took in the video.
Paying Customers Field Name: Extra 3 Contacts match any of these conditions Contains: Paying Customers
How you chose to name your segments is totally up to you! To learn how to create a segment, click here.
Second: Create your Automation
In the steps below, we used the “New Subscriber” trigger that only targets new signups.
Third: Update your contact’s details
Now for the fun part. In the next step, you will begin the updates to your contact’s details.
Does Not Meet Conditions