Updating field values

Overview

Custom field values in Ortto can be updated in multiple ways, giving you flexibility in how you manage and track your data.

Updating field values

• Update via a journey.
• Manually update field values.
• Update via the API.

Updating field values via a journey

To update a field value in a Journey when a relevant activity occurs, follow these steps:

1. Navigate to Marketing > Campaigns and select the relevant Journey.
2. Click Edit.
3. Click the + button, then select Action.
4. Choose Update field and configure the values.
5. Click Create.

Troubleshooting failed journey actions for field updates

If you see a Failed notification in Preview, go to Activity, find the failed action, and click Show details to see the reason for the failure.

Learn more about failed journey actions for field updates.

Updating field values manually

To update a field value manually:

1. Go to CDP > People and select the relevant Contact.
2. Hover over the field you want to update.
3. Click Add value or the edit icon to make the change.

Updating field values via the API

Learn how to use the Ortto API to update existing people's records in your Ortto account’s customer data platform (CDP).

Learn more about creating and updating people.