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
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
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
The need to update a contact’s custom fields may result from the execution of a previous block. When the block activates in a workflow, it searches for a contact in the system and updates the specified fields.
To add fields for update:
- In the Update fields section, click + Add field to add the fields you wish to update.
- In the Contact update window, expand the Add field dropdown list and select the field you want to update.
Note
Additional fields are grouped in the lists you created.
- In the Value line, enter the value for the selected field.
- To add more fields, repeat steps 2 and 3.
- Click Done.
The system validates the added fields and their values, and shows an error message if the validation is not passed.
If you need to edit the added fields, select the Edit field button in the Updated fields section and then edit the fields or values in the slide-out menu.
