Workflow Event: Standard detail added to Contact

This Event occurs when a specific new standard detail is added to a Contact.

Depending on your settings, this Event can occur if a standard detail is added with any value, a specific value, or a value falling within a defined range.

The Event will occur when a standard detail is added to a Contact Card:

  • manually, on the Contact Card,
  • via API (provided that the fireEvents flag is set to true, which is the default setting),
  • through a Workflow or an Automation Rule (Action: Add/change standard detail),
  • by the Contact, through a SALESmanago form on your website.

The Event will not occur when a standard detail is added to a Contact Card:

  • through a Contact data import from a CSV or XLSX file,
  • through Menu → CDP → List of Contacts → Manage Contacts (unless the Workflow is selected in the Run Workflow section).

NOTE: This Event will only occur if a specific standard detail is added to a Contact Card for the first time. See also: Workflow Event: Standard detail modified for Contact >>.

A standard detail is an additional piece of information about a Contact. Standard details allow you to effectively segment, manage, and target Contacts. You can find all standard details of an individual Contact on the Contact Card, under the Details and tags tab.

Read more about the Contact Card and standard details >>

After adding this Event to your Workflow, define the following settings:

[1] Detail name—Specify the name of the standard detail which, when added to a Contact, will cause the Event to occur.

IMPORTANT: Standard detail names are case-sensitive.

[2] Detail value—If you want, you can configure the Event to occur only if the added standard detail has a specific value or falls within a defined range of values.

You can choose from the following operators:

  • [-]—The default option. If you leave this operator in all the fields, the Event will occur each time the specified detail is added to a Contact, irrespective of the detail’s value.
  • [~]—Select this operator if you want the Event to occur only if the added standard detail contains a specific phrase or a specific pattern. NOTE: This field is not case sensitive.Read about regular expressions >>
  • [>]—Select this operator for numerical variables, to define a range of numbers.
  • [<]—Select this operator for numerical variables, to define a range of numbers.
  • [=]—Select this operator if you want the Event to occur only if the value of the added standard detail is exactly the same as that of the entered variable. This applies both to numbers and text. NOTE: This field is not case sensitive.

[3] Follow an alternative path after—This option will only be available if this Event is not the triggering Event for the Workflow (i.e., if it is preceded by another Event, a Condition, or an Action, and not directly connected with the Start element). Here, you can specify the time after a previous Event/Condition/Action for which the system will wait for this Event to occur.

If the Event occurs within the specified time, the primary path will be followed immediately.

If the Event does not occur within the specified time, the alternative path will be followed.

Read more in the article: Workflow | Advanced configurations >>

Click Save to continue configuring your Workflow.

If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640