First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Subscription
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Using A/B Tests In Workflows
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Contact Blocks
Special blocks for removing/adding a contact to segments or updating static data in the contact fields that you specify.
Contains three block types:
- Update custom fields
- Add to segment
- Remove from segment
Block Parameters
Each block contains basic and advanced parameters.
List of basic parameters:
|
Parameter |
Configuration |
Blocks |
|---|---|---|
|
Segment |
In this field, select the segment to which the contact will be added or from which the contact will be removed |
Add to segment, Remove from segment |
|
Updated fields |
Select the fields to update the contact. |
Update custom fields |
Note
- You can add or remove a contact only from a list segment.
- After removal, the contact remains in the system.
Read about the use cases for advanced parameters in a separate article.
Update Custom Fields
Custom fields contain information about your contacts, such as the number of orders, favorite brands, etc. The Update custom fields block automates contact data updates. When this block is activated in a workflow, it searches for a contact in the system and updates the specified fields.
To add fields that need to be updated:
1. Open the “+ Add field” list and select the one you want to update or find it via search.
Note
Custom fields are grouped into lists you create.
2. Enter a static field value or a dynamic variable in the Value line.
If the additional field type is numeric, select the operator:
- "=" — the field will be assigned the value transmitted in the block;
- “+” — the value transmitted in the block will be added to the existing value in the field; if the result is greater than the maximum value of the field range, its maximum permissible value will be written.
- “-” — the value transmitted in the block will be subtracted from the existing value in the field; if the result is less than the minimum value of the field range, its minimum permissible value will be written.
3. To add more rules, repeat steps 1 and 2.
4. Save the workflow.
The system validates the added fields and their values. If validation fails, an error message is displayed.
To delete the created rule from the block settings, click the trash can icon.
