User Manual
Overview

Set Custom Field Value

Setting a Custom Field

Custom Fields can be applied to people in Workflows, Rules, and Bulk Operations through the Set a primary or custom field value on a person's profile action.

Workflows

To set a Custom Field in a Workflow:

  1. Click Workflows > Workflows

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

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

  4. Select Action

  5. Select Set a primary or custom field value on a person's profile

  6. Select the Custom Field Identifier, or enter a new one

  7. Enter the Value

  8. Click Update Action

Rules

To set a Custom Field in a Rule

  1. Click Workflows > Rules 

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

  3. In the Action step of the Rule, select Set a primary or custom field value on a person's profile

  4. Select the Custom Field Identifier, or enter a new one

  5. Enter the Value

  6. Click Save Rule

Bulk Operations

To set a Custom Field with Bulk Operation:

  1. Click People > Bulk Operations

  2. Click + New Bulk Operation

  3. Select Choose a segment

  4. Click Next Step

  5. Select the segment of people you’d like to set a custom field from the People Filter and click Begin

  6. Select Set a primary or custom field value on a person's profile

  7. Select the Custom Field Identifier, or enter a new one

  8. Enter the Value

  9. Click Next

  10. Select Immediately

  11. Click Perform 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.