Elevate your customer relationship management skills with this insightful guide on using the update contact field in Aesthetix. This article provides a step-by-step explanation on how to effectively update contact information for your clients, including best practices for maintaining accurate and up-to-date records. Learn about the benefits of proper contact management, such as improved communication and personalized service. Perfect for business owners and CRM users, this guide will help you optimize your interactions and enhance customer satisfaction in Aesthetix.
1. Click on "Marketing" from the main menu.
2. Click on "Workflows".
3. Add your desired action to define what the workflow will do.
4. Select the "Update Contact Field" option from the action types.
5. Enter an Action Name to easily identify the purpose of this step.
6. Pick the Action Type that best suits your workflow needs.
7. Opt to add a field.
8. Once the field is added, click on "Select Field" to choose which contact field to modify.
9. If needed, delete the action by selecting the appropriate option.
