Announces Support for Updating Values as a Flow Step Unlocking New Capabilities for PLG Companies

Akhil G
March 13, 2023

We're excited to announce a powerful new feature for our users: the ability to update person fields as an action step in the campaign flow.

With this new feature, you can now update any custom or standard fields’ values as part of your campaign flow, saving you time and streamlining your workflow. Whether you need to update a date/time field, a numerical value, or a custom text field, you can do it all within the same campaign flow step.

Even better, you can even use your custom tokens also to update the values of person fields in Inflection or a CRM like Salesforce (if already integrated) with these features.

This is especially useful for scenarios where you need to update values in real time as part of a campaign. For example, you can use it to update a lead score, a prospect stage, or any other value that needs to be adjusted based on other steps in the campaign and the interactions on other campaigns. 

As a simple use case, you can use this for assigning a PQL score for your product qualified signups based on their product interactions or their engagement in any other campaigns. With the custom value option, you can update the field with a text, number, date/time etc. Also for the boolean fields, you have the option to select the boolean value from the dropdown as well. 

While you can update custom values in fields, you can also use this functionality to update field values with tokens. 

As a use case, you can use tokens in flow steps to update a PQL’s status as they move through the campaign. For example, if a user reaches maximum allocated usage in their free plan, you can use tokens to update their PQL status to "reached plan threshold". 

Using that field data, you can then send them upsell communications, converting more free users into paid ones. 

Here's how it works:

Navigate to the campaign flow step where you want to update a value.

  1. Add a new action to the flow step and select "Update value" as the flow step action.
  2. Choose the field you want to update and enter the new value.
  3. Save the action.

That's it! The value will now be updated as part of the campaign flow. Similarly, you can add as many update value actions as you need. Also, you can add multiple branches and add these actions as per your campaign objectives. 

We can’t wait to see you utilize this useful functionality to build successful product activity-based campaigns. Request a demo today to see Inflection in action

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