Update Contact Fields

Use this card to update contact fields based on information you collect from your customers, such as their name, contact number, email or marketing opt-ins.

To update a contact field, follow these steps:

1. Select the Field Name: Choose the specific contact field you need to update, such as contact name, contact email, or any other relevant field.

1. Enter the Values: Input the new values or details that you want to assign to the selected field. This could be new information provided by the customer.

2. Click Save: Once you have entered the necessary values, click on the "Save" button to update the field with the new information.

This process ensures that your contact details are always current and accurately reflect the latest customer information.

Update Contact Fields

Update Contact Name

This action allows the bot to modify or set the contact's first and/or last name in their profile. It's useful for correcting names or personalizing future interactions based on user-provided information.

Update Contact Email

Use this to change or add an email address to the contact's record within Bizmagnets. This is helpful for capturing new contact details or updating outdated email information during a flow.

Update Contact Contact Owner

This action assigns or reassigns the contact to a specific user (agent/team member) within your Bizmagnets account. It helps in routing conversations or leads to the appropriate person for follow-up.

Update Contact Marketing Opt In

To change the Marketing Opt-ins, go to the Marketing Opt-ins Field. Select Yes or No option based on the contact's preference. Select "Yes" if the contact has opted in to receive marketing communications, or "No" if they have opted out.

Update Contact Dynamic Field

This allows the bot to update the value of a custom field (also known as a contact attribute or custom property) associated with the contact. It's used for storing and modifying specific, flexible data points relevant to your business processes.