Editing Insert Contact Field Value (section)

== Step-by-step Instructions ==

=== Method 1: Use the '''Format Data''' Automation Action ===

This method is available on Plus, Professional, and Enterprise plans. 

1. From your automation, click on the '''(+)''' node where you want to add the action.
2. Click '''Workflow''' > '''Format Data'''. Alternatively, use the search field in the '''Add an Action''' window to locate this action.
3. Click the '''Copy field values''' option.
4. Click the '''From which field?''' dropdown and select the field you want to copy from.
5. Click the '''To which field?''' dropdown to select the field to which you want to copy the value.
6. Click '''Save''' when finished.

=== Method 2: Export then Reimport Your Contacts ===

This method can be used by all plans mentioned. Here’s how to execute it:

1. From the '''Contacts overview''' page, click the '''Export''' button at the top right.
2. The '''Export Options''' modal will appear. Type the name of the export into the field provided, select the fields you wish to include, and click '''Export'''. 
   * Note: Avoid using special characters in the export name to ensure a correct CSV export.
3. The CSV file will begin to download immediately. Open the file and remove all fields except for the email address field and the field you wish to copy into a new contact field.
4. Click the '''Import''' button located on the '''Contacts Overview''' page.
5. Click the '''Import from file''' button.
6. A file browser will appear. Navigate to the file you wish to import and click it to select it.
7. On the import page, click the '''Map Into Field''' dropdown for the field you wish to import and then click '''[Add New Field]'''.
8. A modal window will prompt you to select the type of field you'd like to create. Click the field type, then click '''Next'''.
9. Give your field a name and provide answer options if applicable.
10. When finished, click '''Save'''.
11. Skip both the '''List Selection''' and '''Add Tags''' sections on the import page.
12. Click '''Update Existing Contacts''' and then click '''Import Now'''.

The value from your original contact field will now be added to your new contact field.