What It Does
Updates custom contact fields with new values.
When to Use It
Storing birthday, anniversary, preferences
Tracking customer lifecycle stage
Recording custom attributes
How to Set It Up
Fields:
Field: Select custom field (e.g., "Anniversary Month")
Value: Enter value (e.g., "February")
Field Types:
Text: Any text (e.g., "John Doe")
Number: Numbers only (e.g., "42")
Boolean: True or False
Date: Format:
YYYY-MM-DDorYYYY-MM-DD HH:mm:ss
Example:
Customer: "My anniversary is in February" → Set Custom Field
Field: Anniversary Month
Value: February
Pro Tip
Reference custom fields later using {{contact.custom['fieldnamehere']}}.
Where "fieldnamehere" is the name of the field you want to reference the value of. Can be put in a condition too to reference the value and branch out paths based on that.
Note: A custom field will have to be created by going to Database -> Custom Fields first before you can use it in an action. Learn how to do that here.