What is the "Change Data" Action?

  Change Data is a Campaign Action that can be dragged into the campaign workspace for use in any campaign flow. When campaign members reach this Action, specific prospect field data is changed to specified values according to rules set by the campaign creator.

A Change Data Action will not work until you configure the Action's Properties. In Properties, you will be able to specify the Default Option as well as additional Options that will determine how Change Data behaves for different qualified prospects.

With just a Default Option configured, whenever campaign members reach Change Data in the campaign flow, data for a specific prospect field will be changed to a specified default value. After the data change, the prospects will immediately be released from the Action to continue through the campaign flow. 

To configure the Default Option:

1. Drag Change Data into the campaign flow of your choice.
2. Double-click to open the Action's Properties.
3. Click on Select Field.
4. From the list provided, click on the name(s) of the Standard or Custom Field(s) to be updated by the Action.
5. Click Apply when finished.
6. In the provided text entry area(s), type in a desired update value for each selected field. All data in the selected field(s) will be replaced with the value(s) entered here.
7. When finished, click Apply to retain your configuration settings.

Along with the Default Option, you can also configure additional Options which can dictate how the Action will behave for different groups of prospects. 

NOTE -  When additional Options are used, the Default Option may be disabled by clicking on 'do the following' which will change to 'release the prospect from this action without changing data'.

To configure an additional Option:

1. Drag the Change Data Action into the campaign flow of your choice.
2. Double-click to open the Action's Properties.
3. Click on Add a Rule.
4. Next to IF, click Add Condition to choose the criteria for the Action to match on.
5. Next to THEN, click Select Field.
   
6. From the list provided, click on the name(s) of the Standard or Custom Field(s) to be updated by the Action.
7. Click Apply when finished.
8. In the provided text entry area(s), type in a desired update value for each selected field. All data in the selected field(s) will be replaced with the value(s) entered here.
9. Repeat steps 3-8 to configure additional Options as needed.
10. When finished, click Apply to retain your configuration settings.

With additional Options in place, prospects that reach Change Data in the campaign flow will be evaluated by their prospect details (field data and activity history) against the criteria of the additional Options. Upon evaluation:

If a campaign member exactly matches one Option or multiple Options within one Action, the rule for the first matching Option will be applied. The prospect's field data will be changed as specified, and the prospect will be immediately released from the Action to continue through the campaign flow. Any other matching Option rules will NOT be applied.

OR

If a campaign member does not match any Option while the Default Option is ENABLED, the prospect will automatically be applied to the Default Option and will immediately be released from the Action to continue through the campaign flow.

OR

If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will immediately be released from the Action to continue through the campaign flow.