Copying data from one field to another

Version 2

    Issue Description
    How to copy the data from one field to another field using tokens

     

    Issue Resolution
    It’s very easy and it can be achieved through a smart campaign.

    1. Create a Smart Campaign and set up the Smart List to target the specific leads you want.
    2. In the Flow, use the Change Data Value step. You would need to choose the field you are copying to as the Attribute, and the new value as token {{lead.fieldYouAreCopyingFrom}}.

     

    When you run the campaign, the values will be copied across.  Be careful when doing this as the process cannot be reversed and any existing data in the field you are copying to will be destroyed.

     

    Note: Use appropriate tokens for the field, if the field is available under lead use lead tokens otherwise company tokens.