How to Set a Contact Attribute Using Automation
Access Automations:
Click on ‘Automation'.
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.
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:
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!