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How to set a contact attribute through an automation
How to set a contact attribute through an automation
Updated over a week ago

To set a contact attribute using an automation, navigate to the 9 dots in the top right hand corner and then select ‘automations’ from the dropdown menu.

Select the ‘new automation’ button and choose the appropriate trigger for your desired automation. Here you may also add any filters on the trigger for the right start of the flow.

Select the small plus sign to add an action in the automation and scroll down to ‘set contact attribute’.

In the ‘attribute’ field, select which attribute you would like to change or set and in the ‘value’ field choose what they should be set to.

If there are any predefined values or data types such as favourite shop or dietary preferences, the options will be filled in automatically in the ‘value’ field.

At the top of the automation edit page there is a tap called ‘review’ where you can check the full automation and activate it using the ‘activate’ button at the bottom.

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