Update Custom Values

What Does the Update Custom Value Action Do in Workflows?

The Modify Custom Value action in CRM workflows is an advanced feature designed to effortlessly alter custom values within sub-accounts. Unlike standard custom field modifications that are restricted to individual contacts, this action functions on a wider scale, enabling automated sequences that initiate further actions based on the updated data. Custom values, acting as flexible placeholders, are essential for storing and managing a variety of information at the sub-account level.

Practical Applications with Illustrative Examples:

1. Tracking Lead Sources: Adjust custom values for different lead sources (e.g., Facebook ads, Google ads, email campaigns) to pinpoint the most effective channels for acquiring new leads.

2. Referral Program Monitoring: Update custom values for customers referred through a referral program to track its success and ensure accurate customer rewards.

3. Sales Performance Monitoring: Monitor individual sales reps by updating custom values for each one, helping to evaluate performance and guide improvement strategies.

4. Customer Engagement Analysis: Modify custom values for each customer interaction to track engagement levels, enabling businesses to identify areas where engagement can be improved.

5. Subscription Management: Automate the management of subscription services by updating custom values for recurring services, handling renewals, cancellations, and upgrades based on the current subscription status.

6. Event Registration Analysis: Track event attendance by updating custom values for each registration, providing insights that can be used to enhance future events.

7. Customer Feedback Monitoring: Keep tabs on customer feedback by updating custom values for each feedback submission, helping businesses identify trends and areas for improvement.

8. Marketing Campaign Evaluation: Adjust custom values for each marketing campaign to assess their effectiveness, identifying which campaigns are the most successful in generating leads or driving sales.

How to Implement the Update Custom Value Action

1. Create or Edit a Workflow: Begin by starting a new workflow or selecting an existing one within your CRM platform.

2. Add the Update Custom Value Action: Insert the Update Custom Value action from the list of available actions in the workflow.

3. Select the Custom Value to Update: Choose the specific custom value you wish to update from the list of available custom values.

4. Set the New Value: Determine the new value for the custom value, whether it's a static value, a predetermined value, or a dynamically generated value.

5. Save and Test the Workflow: Save the action, along with any other actions or conditions, and run a test with a sample contact to ensure the workflow functions correctly.

6. Publish the Workflow: After completing the testing phase, publish the workflow to activate it, allowing it to run automatically based on the conditions you've set.