Field updates allow admins to designate automatic workflows within a sequence package on the completion of an action. To add an optional field update to a sequence action follow the steps below:
- Expand an individual sequence action on the creation or edit of a sequence
- Select the "Field updates required" radial associated with the action
- Select a Field from the dropdown list that requires the field update. Available fields are limited to fields configured in the Revenue.io Sequence Field Set for that object.
- Select the Value to be added to the field on the completion of the action
Success! Your field update will be performed on the successful completion of the sequence action defined in the action builder. If the action is skipped, the field will not be updated.
NOTES:
- The fields provided for the field updates are only fields associated with the root object of a sequence type (lead, contact, opportunity, or campaign).
- The field update is delivered as a Platform Event after the completion of transaction that successfully completes an action. The next immediate Guided Selling event cannot be dependent on the field update since the app will perform next steps, such as exiting the current sequence and entering a new sequence, before the field is updated.