Save a value on the contact, or add to a score
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A question saves what they said; Set field saves what you decide. Write up to 10 values on the person in one step, checked against each field’s type, and every later flow, condition and teammate can read them.
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Every setting, in the editor’s words
The labels you will see in the app, what each one does, and the rule behind it.
The step
Its settings, in the inspector’s words.
- Save a valueWrite a value
Type a value, or insert a variable from an earlier step: an answer, a built-in like {{first_name}}, or an HTTP answer like {{order.status}}.
A value that does not fit the field’s type is left out and shown in the run.
- Add to itKeep a score
Adds a number to what the field holds, 0 when empty; a negative number takes away. Add 10 when they ask for the price, then route the hot ones with a condition.
The value must be a number; an empty field counts as 0.
- Clear itEmpty a field
Removes what the field holds, like a coupon that has been used.
- ChangesUp to 10 changes, in order
One step makes up to 10 changes, each field once, run top to bottom.
The fields
What a Set field step can write to.
- New field…Make a field from the step
Name a new field right in the step; it is created when you save the flow, so you never leave the canvas to set one up.
Names start with a letter; built-in names like email have their own place.
- Your fieldsSix types
Custom fields hold text, a number, a date, a date and time, yes or no, or one of your choices, and are checked against that type on every write.
- On the contactName, email and phone too
The contact’s own Name, Email and Phone can be set or cleared from a flow, never added to.
Set field, as you set it
On the Roast menu flow: every visit adds 1 to Menu visits, a number field on the contact.
- Changes
- Up to 10 in one step: set, clear, or add to it.
- Add to it
- Adds to what the field holds, 0 when empty; a negative number takes away.
Every field, in People
Your custom fields in People, with how many people have each filled and which step fills it, above the built-in fields every contact has.
- Filled by
- The question or Set field step that writes it.
- Built-in fields
- Name, username, email, phone and more, on every contact.
The numbers behind it
What one Set field step allows.
| What | The limit | Set by |
|---|---|---|
| Changes in one step | Up to 10, each field once, in order | CommentWatchDog |
| What a change does | Save a value, add to it, clear it | CommentWatchDog |
| Field types | Text, number, date, date and time, yes or no, choice | CommentWatchDog |
| Add to it | Numbers only; empty counts as 0; a negative takes away | CommentWatchDog |
| Name, Email, Phone | Set or cleared, never added to | CommentWatchDog |
| A value of the wrong type | Left out, the rest still run, the run says which | CommentWatchDog |
All numbers are the Set field step’s own; Meta sets no rule on what you store about a contact.
Questions about fields
What people ask before they store data on a contact.
Yes. Choose Add to it on a number field: each time someone reaches the step the number grows (from 0 when empty), and a negative number takes points away. A condition can then read it, like lead_score is at least 50.
Six: text, number, date, date and time, yes or no, and choice. Every value a flow writes is checked against the field’s type.
Yes. Values can use variables, and an HTTP request earlier in the same run makes its answer one, read with a dotted path like {{order.status}}.
Yes, Name, Email and Phone can be set or cleared from a flow. They cannot be added to, which only makes sense for numbers.
That change is left out, the other changes still run, and the run’s history says which field was left out, so a typed “sometime soon” never lands in a date field.
No. Pick New field… in the step and name it; the field is made when you save the flow. Fields made in People show up here too.