The Update Custom Value action allows you to modify custom values dynamically within your workflows. With this feature, you can:
Set, update, or replace existing values based on current or specific conditions.
Adjust CRM data in real time as triggers occur.
Use dynamic variables to set values tailored for your dance studio operations.
Ensure your studio’s data remains consistent and up to date.
Example Scenario: "When a student’s attendance count exceeds a certain number, update their class level from 'Beginner' to 'Intermediate' using the Update Custom Value action."
In this scenario, once the "Advanced Dancer" tag is added to a student's profile, their discount rate custom value is updated, allowing them to enjoy a special pricing offer for subsequent classes.
Here are some dance studio–specific examples of how you might use the Update Custom Value action:
Dynamic Personalization in Campaigns: Automatically update a student's membership tier after reaching a specific performance milestone.
Data Synchronization: Sync custom fields like "Last Recital Date" with data from external event management tools.
Real-Time Automation: Adjust class discount codes or reward points in real time based on student achievements.
Trigger-Based Updates: Change status fields automatically when a student registers for a new class or workshop.
Detailed Example:
Trigger: When a student's profile tag is updated to include "Advanced Dancer."
Action: Update Custom Value.
Custom Value: Discount Rate.
Current Value: 10%.
New Value: 15%.
Follow these steps to configure the Update Custom Value action for your dance studio workflows:
Navigate to: Automation > Workflows.
Add a new workflow or edit an existing one.
Add a new action:
Click the "+" button and search for "update custom value."
Configure the fields:
Select the custom value you want to update (e.g., Student Discount Link or Membership Tier).
Set or choose the new value through a static input or dynamic variable.
Save and test:
Once configured, save the workflow and run a test.
The updated custom value will be immediately available for use in subsequent actions within your workflow.
Action Name: A descriptive name for the action as displayed in the workflow (e.g., Update Membership Tier).
Custom Value: Choose the specific custom value to update (e.g., Student Loyalty Level).
Current Value: Shows the current value, if one exists (e.g., Beginner).
New Value: Set a static value or dynamic variable to reflect the update (e.g., Intermediate).
Consider these scenarios to further enhance your workflows:
Using Conditional Logic (If/Else Action): Update a field only if certain conditions are met.Example: Change a student’s level from “Beginner” to “Intermediate” only if their current level is “Beginner.”
Integrating with APIs: Update custom values by pulling live data from external systems, such as tracking the last event attended or real-time class performance scores.
Math Operations Integration: Apply math operations for numeric custom values.Example: Add bonus points to a student’s reward balance whenever they participate in extra sessions.
Dynamic Discount Codes: Automatically update discount codes during special promotions.Example: When a student registers for three classes in the month, update their discount tier to offer “10% Off Next Class.”
The Update Custom Value action can be triggered by the following events, each tailored to dance studio operations:
Student Tag Added: When a tag like "Advanced Dancer" is added, update related custom values such as Discount Rate or Membership Status.
Student Profile Updated: Trigger the action when key student fields (e.g., class preference or contact information) are modified.
Form Submitted: After a registration or feedback form is submitted, update fields like Survey Score or Preferred Dance Style.
Class Booking: After a class or workshop is booked, update the student’s custom fields (e.g., Last Booking Date or Preferred Class Type).
Opportunity Status Changed: When a prospect converts to a student or an enrollment move to a confirmed status, update their Client Tier accordingly.
Survey Submitted: Use responses from student surveys to update satisfaction levels or customize future class recommendations.
Order Fulfilled: Once payment for class packages or merchandise is confirmed, update the Last Order Date field to the current date.
Link Clicked: When a student clicks on a promotional or informational link, update a custom value to track engagement (e.g., Product Interest).
Can I use variables in the Update Custom Value action?
Yes, you can use variables like {{student.custom_field}} to update values dynamically based on student data.
Can this action trigger other workflows?
Absolutely, the update can serve as a trigger for additional workflows, such as sending personalized follow-up emails.
Is there a limit to the number of Update Custom Value actions in a workflow?
No, you can incorporate multiple actions as needed or update the same custom value multiple times across different steps.
What happens if the current value doesn’t match the condition?
The update will only proceed if the current value matches the specified condition (if one is set).
Can I use Update Custom Value in If/Else actions?
Yes, this action can be combined with conditional logic for more advanced workflow scenarios.
Can I update multiple custom values in one action?
Each Update Custom Value action updates one custom value at a time. Use additional actions if you need to update multiple values.
Can I update a custom value in another subaccount?
The custom value being updated must reside in the same subaccount as the workflow running the action.
Can I undo an update after it’s done?
No, once an update is executed, there isn’t an "undo" function for the action.
Enrollio’s Update Custom Value action is here to help you efficiently manage your studio’s data while delivering personalized experiences to your students. For further guidance or advanced scenarios, explore additional resources within the Enrollio help documentation. Happy dancing and streamlined studio management with Enrollio!
