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Overview

Set Custom Field Value

Set a custom field value action

Custom Fields can be applied to people in Workflows, Rules, and Bulk Operations through the Set a custom field action.

Workflows

To set a Custom Field in a Workflow:

  1. Click Automation

  2. Click Workflows

  3. Select the Workflow where you'd like to set the Custom Field

  4. Click the + icon in the Workflow where you’d like to set a Custom Field

  5. Select Action

  6. Select Set a custom field value

  7. Select the Identifier, or enter a new one

  8. Enter the Value

  9. Click Update Action

Rules

To set a Custom Field in a Rule

  1. Click Automation 

  2. Click Rules

  3. Select the Rule where you'd like set a Custom Field

  4. In the Action step of the Rule, select Set a custom field value

  5. Select the Identifier, or enter a new one

  6. Enter the Value

  7. Click Save Rule

Bulk Operations

To set a Custom Field with Bulk Operation:

  1. Click People

  2. Click Imports/ Bulk Ops

  3. Click + New Bulk Operation

  4. Select Choose a segment of existing people

  5. Click Next Step

  6. Select the segment of people you’d like to set a custom field from the People Filter

  7. Click Next

  8. Select Set a custom field

  9. Select the Identifier, or enter a new one

  10. Enter the value in the third box

  11. Click Next

  12. Select Immediately

  13. Click Schedule Operation

CSV File Import

Set a Custom Field value through a CSV file import by adding the column heading of custom_field in the file. To learn more about importing a CSV file, check out our Import Your Data to Drip Guide.

API Call

You can set a Custom Field to people through our JavaScript and REST APIs.

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