Contact Changed

Modified on Thu, 04 Aug 2022 at 03:28 PM

***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it***


This trigger runs when contact data is updated. However, it only runs for changes in Tags, Assigned Users, DND, and Custom Fields.


Add Filters


Assigned User


Has Changed

When you select the "Has changed" filter, this workflow will run when the assigned user for a contact has changed, no matter who the new assigned user becomes.

Has Changed To

When you select the "Has changed to" filter, this workflow will ONLY run when the specified user is assigned to a contact. For example, if the previously assigned user was Jim, you can add the user John to this filter, and ONLY run this workflow when John is assigned to a contact.


DND

DND is an all-around opt-out of contact from all communication. This is when your customer requests to unsubscribe from whatever communication services you have them on.


Has Changed

When you select the "Has changed " filter option, this workflow will trigger when the DND status of a customer changes. The status can either change to "DND enable" or "DND disable".


Has Changed To

When you select the "Has changed to" filter option, this workflow will trigger when the DND status of a customer changes to the specific DND option. For example, if you want to send a confirmation to your team members when a customer opts-out using the DND enables setting, you can fire this workflow ONLY when DND gets enabled on a contact record.


Tags

By Selecting "Tags" the workflow will only trigger when you either add a tag to a contact or remove a tag from a contact.


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