In the article you will learn how to properly set up the Workflow Action: Update Contact Field and using the Tag icon
Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.
Step 3: Setting up the Update Contact Field action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Update Contact Field in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
Pro Tip: if you click on the Tag icon it will pull up custom values. You can select any of the values. They will now automatically be populated into this action. (Please Note:The information has to be entered into the account)