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Workflows · 1 min read

Update Custom Value Workflow Action

Custom values are reusable pieces of information, like a promo code or webinar date, that you can use across emails, texts, and pages. The Update Custom Value action changes one from a workflow.

Ways to use it

  • Change the current promo code each week
  • Update the next webinar date after each event
  • Rotate a featured offer on a schedule

Set it up

  1. Create or open a workflow.
  2. Add the Update Custom Value action.
  3. Pick the custom value to change.
  4. Enter the new value. You can use fields from the trigger.
  5. Save and publish.

Good to know

A custom value is shared across your whole account. Changing it updates every place it's used, not just one contact.

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