Update contact fields

```mediawiki Navigation: Main_Page > Conversations > update contact fields

How do I update contact fields during a conversation?

Introduction

In ActiveCampaign, the ability to update contact fields during a conversation is a valuable feature for users engaging with visitors in real-time. This capability allows you or your agents to make immediate changes to a contact's information based on interactions taking place. This feature matters as it ensures that your records remain accurate and up-to-date, leading to better customer engagement and personalized communications.

How to Access This Feature

To access the feature of updating contact fields during a conversation, start a conversation with a visitor. This can be done through your ActiveCampaign dashboard under the Conversations section. Once a conversation is initiated, you will have the opportunity to view and edit contact fields.

Step-by-Step Instructions

To update contact field values for a visitor, follow these steps:

1. Click the field value in the visitor details pane. This will allow you to see the current value of the field you wish to edit.
2. A dialog box will open once you click the field. Here, type the new value for the respective field that you want to update.
3. After entering the new value, make sure to click the Save button to ensure that your changes are recorded.

This simple process ensures that any updates made to fields—such as name, email, or phone number—are immediately reflected on the contact's profile record.

Configuration Options and Settings

The fields that you can update during a conversation include the following standard fields:

• First name
• Last name
• Email address
• Phone number
• Account
• Job title

This flexibility allows for comprehensive updates to the contacts, enhancing the overall communication strategy.

Best Practices and Tips

- Always verify the information before saving to prevent incorrect data entry. Ensuring accuracy leads to better customer relations and effective follow-ups. - Regularly engage with your contacts to refine the information collected—this can increase the relevance of future communications. - Make use of the ability to update relevant custom fields tailored to your organization’s needs for more personalization in interactions.

Troubleshooting

In case you encounter issues updating contact fields: - Make sure that the field you are trying to edit allows for updates. Some fields may have restrictions based on permissions. - If the Save button appears inactive, ensure that you have provided a valid entry for the fields you are updating. - Check your internet connection if the dialog box does not appear when clicking the field value.

Related Features

If you are looking to further enhance your customer interactions and data management, consider exploring the following related features: - Automation: For automated contact management and personalized emails. - Contact Lists: For organizing your contacts for better engagement strategies.

FAQ

1. What types of fields can I update during a conversation?

You can update standard fields such as First name, Last name, Email address, Phone number, Account, and Job title.

2. How do the changes reflect on the contact's profile?

Any updates made to the fields during a conversation will appear on the contact's profile record ensuring all data is current.

3. Is this feature available in all ActiveCampaign plans?

This feature is available for users under specific plan types; however, note that Conversations is no longer available for purchase as of January 3, 2023.

4. What if I mistakenly save incorrect information?

If you save incorrect information, you can update it again by following the same steps for editing the fields during another conversation.

5. Are there any restrictions on which fields can be updated?

Fields that allow updates depend on your account’s permissions and settings. Some fields may be restricted from editing.

6. Can I update custom fields during a conversation?

Yes, you can update custom fields if they are available and authorized for editing during a conversation.

7. What happens if I click the Save button without entering new information?

If you click the Save button without making any changes, no updates will occur, and the field will retain its original value.

By understanding how to effectively update contact fields during conversations, you can enhance your interaction quality and maintain accurate customer data. ```