How to add Update Customer Data into Automation workflow?

Update Customer Data allows you to collect and track contact data as people move through workflows.

1 Add Update customer data

1.1 For the new campaign

Step 1: Go to "App > Automation > Create campaign"
Step 2: Complete SELECT YOUR EVENT TYPE, SELECT YOUR EVENT, SELECT YOUR PRESET > Save and Next
Step 3: Add Update Customer Data/Contact Attributes



Step 4: Edit Action



- Action Name: Enter a name for the action
- Action Status: Select status = Active for the action to work



- Click Add to configure the Action



- After the setup is complete click Save to save

1.2 For old campaigns

Step 1: Go to "App> Message> Automation"
Step 2: Select the campaign you want to add Action > open Workflow tab to the campaign
Step 3: Drag the Action into the workflow and configuration
Step 4: Click Save to finish

2. How the Action Update Customer Data works

An example: Below is the workflow of New Order Confirmation Campaign



Split conditions are: 



Configuration of the Action:



===> Campaign will run as following:
- If adding a new order with more than 20 items in cart, it will meet the condition of split (Branch Yes)> trigger email Order confirmation with coupon and customer added that order is tagged with a wholesaler
- If adding a new order with less than 20 items in cart, the split condition is not met, then trigger email Order confirmation without coupon and the customer cannot be tagged as wholesaler.

Updated on: 09/08/2021