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How to set a contact attribute through an automation
How to set a contact attribute through an automation

Assign a value to an contact attribute during an automated flow.

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to Set a Contact Attribute Using Automation

  1. Access Automations:

    • Click on ‘Automation'.

  2. Create New Automation:

    • Click on ‘New automation’ and choose an appropriate trigger for your automation. You can also add filters to refine when the automation starts.

  3. Add Action:

    • Click the plus sign to add an action within the automation sequence. Scroll down and select ‘Set contact attribute’.

  4. 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.

  5. Review and Activate:

    • Navigate to the top of the automation edit page and click on ‘Review’ to preview the entire automation setup.

    • Finally, activate the automation by clicking the ‘Activate’ button at the bottom of the page.

Or check out a video here!

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