Workflow Event: Basic information modified on Contact Card

This Event occurs when specific basic information on an existing Contact Card has been modified (or updated).

The Event will occur if the specific basic information is modified:

  • by the Contact, through a form on your website or through the Customer Preference Center >>,
  • via API (provided that the fireEvents flag is set to true, which is the default setting),
  • manually on the Contact Card.

The Event will not occur if the specific basic information is modified:

  • through a Contact data import from a CSV or XLSX file.

After adding this Event to your Workflow, define the following settings:

[1] Name—Select the basic information which, when modified (or updated), will cause the Event to occur.

The list includes most of the basic information types which can be found on the Contact Card Dashboard:

For example, if you select “Province” from the list, and John Smith provides a new address, his Contact Card will be updated and the Event will occur for this Contact.

[2] Follow an alternative path after—This option will only be available if this Event is not the triggering Event for the Workflow (i.e., if it is preceded by another Event, a Condition, or an Action, and not directly connected with the Start element). Here, you can specify the time after a previous Event/Condition/Action for which the system will wait for this Event to occur.

If the Event occurs within the specified time, the primary path will be followed immediately.

If the Event does not occur within the specified time, the alternative path will be followed.

Read more in the article: Workflow | Advanced configurations >>

Click Save to continue configuring your Workflow.

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