How to add an update contact step

In this article, you'll learn how to add an update contact step to a journey. This allows you to automatically update contact attributes as a contact moves through the journey.

Good to know

  • You can only update the contact attributes for existing contacts.

  • You can update multiple attributes with the same update contact step.

  • It's best practice to use the update contact step at the end of a journey. This reduces the number of steps that you need to use, and makes it easier to keep the journey clean.

What you'll need

  • A journey with a trigger

  • A contact with attributes

Step one: Add an update contact step to a journey

  1. Hover your mouse pointer over the last node of the journey tree or over a conditional step’s path you’ll see an ‘add step’ icon.

  2. Select the add a step icon.

  3. Select the update contact step.

Step two: Configure the update contact step

  1. Click + Add.

  2. Select the contact attribute that you want to be updated. For example, you might want to update a custom attribute called ‘note’ about this contact.

  3. Configure the update that you want to make to the selected attribute.

  4. [Optional] Layer additional contact attribute changes by clicking the + Add button and repeating steps 2-3.

  5. Click Save.

If you want to delete an update contact condition, click the Delete icon next to the step configuration.

Success! You've just added an update contact step.

FAQs

Can I update attributes from an external system?

Yes, you can update contact attributes that are synced from an external system via a connector in a journey.

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