Copying data from one field to another

A document by KCS Integration on behalf of e7a0d1ecd0b6a45a9b2b95cce957c9fa48144e95 on Mar 14, 2018Last modified by Roxann McGlumphy on Mar 14, 2018
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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.

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