You can automatically set the value of a field in the contact record as part of campaign sequence in the campaign builder; this includes both standard and custom fields. One exception is that you cannot update/change the lead source field if it already has a value.
Pro-Tips!
The only fields that you cannot update using this process are the following: Name, Phone, Address, Main Email, and SSN.
Don't overlook the "Overwrite existing value" checkbox option!
- Click inside a campaign sequence and drag and drop the Set Field Value object onto the campaign canvas.
- Double-click the Set Field Value icon
- Set the field value.
