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.
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