Add an update lead step
You can add an "update lead" step to update fields/attributes of a lead. This is usually helpful to take feedback from a campaign and store it back in the lead.
Lets solve a sample usecase for the same. Lets say at the end of a drip campaign, if you want to change the state of the lead to a custom state "Drip Campaign Done".
- At the end of the campaign steps, click + button
- Click "Update Lead"
- This will create a new "Update Lead" step and open its configuration drawer
- In the configuration drawer, click "Add Field Definition" under Process Definition
- Select 'State' as the value for the Field selector
- Select your custom state for the Value selector
- Click
Done
button to save the step configuration - Click
Save
button on the top right corner to save the campaign
Now after all the campaign steps are completed for a lead, the state of the lead will be changed to "Drip Campaign Done"