Change Stored Custom Values on the Fly with Update Custom Value

Update Custom Value replaces the content of one of your custom values during a workflow, so every message that uses it from then on shows the new text. Typical examples are a calendar link, a promo code or a discount rate.

Fields

• Action Name: for example "Update loyalty tier".
• Custom Value: pick the one to change.
• Current Value: shown for reference when available.
• New Value: a fixed value or a dynamic variable from earlier steps.

The new value is available to later steps as soon as the action finishes.

Set it up

1. Open Automation > Workflows and add a trigger.
2. Click + and search for Update Custom Value.
3. Choose the custom value and enter the new value.
4. Save, test and publish.

Examples

• Tag added: when "VIP" is added to a contact, change the Discount Rate value from 10% to 15%.
• Booking link swap: change the calendar link value to a different calendar for an upcoming promotion.
• Counter: combine with Math Operation to add 50 points to a balance, then store the result.

Helpful combinations

• If/Else first, so the update runs only when the current value is, say, "Bronze".
• A custom code or webhook step that returns data, which you then store as the new value.
• Triggers such as Form Submitted, Opportunity Status Changed or Order Fulfilled.

Caution

A custom value is shared by your whole account. If you change it for one contact's journey, every other workflow that uses it will see the change too.

Good to know: For information that belongs to a single person, update a contact field instead of a custom value.