Update Data Action

The Update Data action allows you to update a data field for Contacts.  Update Data provides options to set, increment, or decrement numbers and float fields, set date fields to a specific date or the date of the action, as well as set a text field to a specific string.

Clicking the Action in the workspace opens the Update Data popup. Several options must be set for each Update Data action, and the available options change depending on the data type:

• Table: Required listbox to select the Table containing the data to update.  Update Data currently only allows data to be updated in the Contact Custom Data table.  The data update occurs for a batch of contacts, instead of individual contacts.  This means that if you choose to update the Contact Data table first name column, all Contacts in the batch would be set to the same first name. Relational also cannot be set because it requires a look up field (such as the unique column id) per Contact.  In the future, this will be supported.

• Column: Required listbox to select the data field in the Table. This option is populated after the Table is selected.  Once selected, other options appear based on the the data type of the column.
  
  
• Update Date By: Radio button options that display for columns of type Date.
  

  

• Set to Date & Time of Action: Radio button to set the field to the Date and Time that the action is initiated.  For example, if a batch of contacts enter the Update Data action at 1:14am on December 1st, 2014, then the date will be set to:  12/01/2014 01:14:00
• Value: Radio button with Date selector field to enter a specific date value.  Click the box to view a Date selector popup, or enter a date in the format mm/dd/yyyy
  

  

• Update Data By: Listbox option that displays for fields of type Number or Float.  Select to update data by setting the data field, or by incrementing or decrementing the value already in the field.
  

  

• Update Data Value: Required textbox to define the value to save. The value can be a string, number, or float depending on the type of the data field selected in the Column option.
  

  

To Update Contact Related Data

1. Drag the Update Data action to the workspace.
2. Click the action to display the Update Data popup.
   

   

3. Select the Table that contains the data to change. You can choose to update data in the Custom Data table only.  Once selected, the Column listbox is populated.
4. Select the Column containing the data to change.  Once selected, additional options appear depending on the field type: number/float, text, or data.
5. Select the method and value to update:
   • Number and Float type: The Update Data By field will appear.  Select the method to use to update the data: Set Data To, Increment Data By, or Decrement Data By.  Once selected, enter an integer or float value in the Update Data Value field.
   • Date type: The Update Date By radio buttons will appear. Select to use the Date/Time that the action occurs, or enter a specific Date to set.
   • Text type:   The Update Data Value field will appear.  Enter an alphanumeric text string to save in the data field.
6. Click SAVE to save the action settings.  Click CANCEL to close the popup without saving the changes.

The saved Update Data action will appear in the workspace with the Table name, Column name, and Value displayed in the action details.

Set the Custom table Text column to the value 'string'
Change the Custom table Number column by the value '1' (does not indicate if set, increment, or decrement in this view)
Change the Custom table Float column by the value '1' (does not indicate if set, increment, or decrement in this view)
Set the Custom table Date column to the date & time of the action
Set the Custom table Date column to the value '12/10/2014'

Validation

If the Update Data action options have not been defined, it will appear in the workspace with a red border.

Attempts to save the Automation Campaign with an incorrectly defined action will result in an error, such as

• ​Update Data Table is a required field. Please select a valid table.
• Update Data Column is a required field. Please select a valid column.

Considerations

• Contact Data and Relational Data cannot be updated.
• Number fields can store whole integers only.  Float fields can store integer or float value.
• Dates must be entered in the format mm/dd/yyyy.

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