Use an update contact step in a journey

Automatically refresh contact attributes to personalize each customer’s path.

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. In the journey builder, drag the Update Contact action from the right-hand panel and drop it where you want it to appear in the flow. You’ll see a blue plus icon or a grey drop area showing valid placement spots.

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.