How to Set a Contact Attribute Using Automation
Access Automations:
Click on ‘Automation'.
Create New Automation:
Click on ‘New automation’ and select a trigger from the list of available options that best fits your intended workflow. Note that only specific triggers supported by the system can be chosen.
Add Action:
Click the plus sign to add an action within the automation sequence. Scroll down and select ‘Set contact attribute’.
Specify Attribute and Value:
In the ‘Attribute’ field, choose the attribute you wish to modify or set.
Enter the desired value in the ‘Value’ field. Predefined options like favorite shop or dietary preferences will auto-populate here if available.
Review and Activate:
Finally, activate the automation by clicking the ‘Activate’ button at the bottom of the page.