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:

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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

Custom fields contain information about your contacts, such as the number of lessons, personal goals, etc. The Update custom fields block automates contact data updates. When this block is activated in a workflow, it searches for a contact in the system and updates the specified fields.

To add fields that need to be updated:

1. Open the “+ Add field” list and select the one you want to update or find it via search.

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Note

Custom fields are grouped into lists you create.

2. Enter a static field value or a dynamic variable in the Value line.

If the additional field type is numeric, select the operator:

• "=" — the field will be assigned the value transmitted in the block;
• “+” — the value transmitted in the block will be added to the existing value in the field; if the result is greater than the maximum value of the field range, its maximum permissible value will be written.
• “-” — the value transmitted in the block will be subtracted from the existing value in the field; if the result is less than the minimum value of the field range, its minimum permissible value will be written.

3. To add more rules, repeat steps 1 and 2.
4. Save the workflow.

The system validates the added fields and their values. If validation fails, an error message is displayed.

To delete the created rule from the block settings, click the trash can icon.