Update Custom Field - Campaign “Take Action” settings

The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan

Each type of Campaign step will have its own settings. For example, a step to automatically send an email will have different settings than a set to automatically send an email.  

Below you will find the "Take Action" campaigns settings for Update Custom Field:

  • Value to use

Update Custom Field Campaign "Take Action" Settings.

Tap on the + icon and select Change.

Scroll the menu to find and select the Custom Field you wish to update. 

After selecting the Custom Field you can then set the picklist value in the menu on the right side of the screen.

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