Contact Blocks

Special blocks for removing/adding a contact to segments or updating static data in the contact fields that you specify.

Contains three block types:

• Update custom fields
• Add to segment
• Remove from segment

Block Parameters

Each block contains basic and advanced parameters.

List of basic parameters:

📘

Note

• You can add or remove a contact only from a list segment.
• After removal, the contact remains in the system.

Read about the use cases for advanced parameters in a separate article.

Update Custom Fields

The need to update a contact’s custom fields may result from the execution of a previous block. When the block activates in a workflow, it searches for a contact in the system and updates the specified fields.

📘

Note

First, the system uses contact ID, if it's not specified, then by externalCustomerId to search for a contact, if this is present in the event parameters.

To add fields for update:

1. In the Update fields section, click + Add field to add the fields you wish to update.

2. In the Contact update window, expand the Add field dropdown list and select the field you want to update.

📘

Additional fields are grouped in the lists you created.

3. In the Value line, enter the value for the selected field.

4. To add more fields, repeat steps 2 and 3.
5. Click Done.

The system validates the added fields and their values, and shows an error message if the validation is not passed.

If you need to edit the added fields, select the Edit field button in the Updated fields section and then edit the fields or values in the slide-out menu.