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A
Anonymous
March 14, 2016
Solved

Copying value from one field to another.

  • March 14, 2016
  • 2 replies
  • 3008 views

Hi All,

We here are trying to store two kinds of lead sources(via URL parameters, utm_source) namely:

1. Lead Source

2. Recent Lead Source

There is a check in my smart campaign which is:

"If Lead Source is empty"

The subsequent action which I want to achieve is to map Recent Lead Source's value into Lead Source.

Is there a way I can do this,i.e., copy the data from one column field (lead attribute) into another?

It would be great if you people could help me out with this.

Thanks!

Regards,

-Prabash.

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Best answer by Andy_Varshneya1

Hi Prabash,

Create a trigger that checks for a change in Recent Lead Source and that Lead Source is empty. In the flow, use Change Data Value of Lead Source and set the value to "{{lead.Recent Lead Source}}" (without the quotes) and allow leads to go through it only once.

2 replies

Andy_Varshneya1
Andy_Varshneya1Accepted solution
New Participant
March 14, 2016

Hi Prabash,

Create a trigger that checks for a change in Recent Lead Source and that Lead Source is empty. In the flow, use Change Data Value of Lead Source and set the value to "{{lead.Recent Lead Source}}" (without the quotes) and allow leads to go through it only once.

    A
    Anonymous
    March 15, 2016

    Thanks a lot Andy! Works brilliantly

    Andy_Varshneya1
    Andy_Varshneya1
    New Participant
    March 15, 2016

    No problem.

    Forgot to add, you should also enable Block Field Updates on Lead Source. It will still allow the lead source to be populated but not overwritten and updated.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    March 14, 2016

    Have you... tried anything?  Change Data Value is the flow step.  It supports tokens in the new value.  That's how you maintain history fields.

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