EtelligentWiki

Modify Contact Information

From EtelligentWiki

The Modify Contact Information action allows you to set or amend a field in on the contact's database record when an event takes place. The event can be:

  • On following a link in an email
  • On submitting a survey
  • On being sent an email

Why might you want to do this? Here are some examples:

  • You can infer profiling information about someone because they followed as particular link.
    • By clicking on "Golf Breaks in Wales" I can infer that you like golf – I’ll record that in the database.
    • By clicking on a link about a theatre event then they could be flagged as interested in theatre events and thereby become part of a theatre mailing list.
  • I'll record that you have applied to have access to the Customer Portal on the Website because you submitted a survey form following a web promotion.
  • The person has been sent a 'Welcome Email'. This can be recorded so that it is not sent a second time

This is what you need to do when you add an action of this type.

  1. Select the field from the drop-down that you wish to modify.
  2. Enter the text that you either want to replace the existing entry with e.g. entry was Canada, will become USA; or update which will make the entry Canada, USA.
  3. Click on Submit, which will save the specification you have entered.

Related Topics

Profiling your recipients | Emails | Link Management | Alert Email | Action Email