How do I add the value of one contact field to another contact field?

There are two different methods you can use to insert the value of one contact field into another contact field:

  • Export/Import your list

  • Zapier

You can also copy the value of a contact field to a custom field for a deal.

Export/Import Your List

This option requires you to export your contacts to a CSV file and re-import them, making sure to assign the field in your file to a new field in your account. In this example, we will take the value from a date field and move it to a text input field.

  1. Click on the 'Export' button on the contact overview page.

  2. The CSV file will start downloading. Open the file and remove all fields except the email address field and the field you want to copy to a new contact field:



  3. Then click on the 'Import' button on the contact overview page.

  4. Click on the 'Import from file' button.

  5. A file browser will appear. Navigate to the file you want to import and click on it to select.



  6. On the import page, click on the dropdown list 'Match to field' for the field you want to import and then click on '[Add new field]'.

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    A modal window will appear asking you what type of field you want to create. Click on the field type and then click 'Next'.

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    Next, you need to give your field a name and provide answer options (if applicable).
    When you're done, click 'Save'.

  7. Save both the Select List and Add Tags sections on the Import page.

    Since you are only using the value of one contact field and adding it to another contact field, you do not need to select a list or add tags at this time. Additionally, if you select a list at this step, you risk giving non-subscribed contacts the 'Active' status for that list.

  8. Click on 'Update existing contacts' and then click 'Import Now'.


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    The value of your original contact field will be added to your other contact field.

Zapier

This option uses a webhook and an automation that will automatically update your contact field. This option requires you to have an ActiveCampaign account and a Zapier account.

In this example, we will update the system phone field with the value of a custom contact phone field.

  1. Go to the automations overview and click on 'Create an automated series'.

  2. Click on 'Start from scratch' and then click on 'Continue'.

  3. The Automation Trigger modal will open. Select 'Field changes'.

  4. Select the custom phone field from the dropdown list.

    Then choose whether you want this trigger to always be executed when the field changes (for any value) or only when it changes to a specific value. In this example, we select that this trigger will always be executed when the field changes.

    Next, choose whether you want this trigger to occur every time the contact is added or updated, or only the first time. In this example, we select 'the first time' when a contact is added or updated.

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  5. Open a new tab or window in your browser and log in to your Zapier account.

  6. Click on '+ Create Zap'.

  7. Choose 'Webhooks by Zapier' as the Zap trigger.

  8. Select 'Catch Hook' and click on 'Continue'.

  9. In the 'Test trigger' section, you will now find a webhook URL generated by Zapier. Click on 'Copy'.

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  10. Go back to your MailBlue automation and click on the node (+).

  11. Click on 'Conditions and workflow' > 'Webhook'.

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  12. Add your Zapier generated Webhook URL to the URL bar and click on 'Save'.

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  13. Click on 'Active' in the top right corner of your screen to enable your automation (Zapier needs a test contact through this automation).

    This is how the automation looks:

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  14. Add a test contact to your automation. To do this, select a contact with a phone number in the custom phone field on the Contacts overview page. Then click on 'Add' in the automation section of the contact's profile page.

  15. Go back to your Zapier account to set up your Zap and click on 'Test Trigger'.

  16. Information about the test contact will now appear in Zapier. Click on 'Continue' afterwards.


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  17. A new screen will open where the action can be set.

  18. Select 'ActiveCampaign' from the list of available apps.

  19. Select 'Create or update contact' and click on 'Continue'.

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  20. Connect your ActiveCampaign account to Zapier if it is not already connected using the API data from your MailBlue account.

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  21. On the next page, you need to select a list and assign the email address field.

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  22. On that same page, locate the Phone Number field. This is the field that can be used with the SMS feature. Then assign it to your custom phone field. Click on 'Continue'.

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  23. On the next page, click 'Continue' to test your action.

  24. Once the test is completed, click on 'Publish Zap'.

  25. Give your Zap a name and click on the switch to enable it.

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The Zap is now set up.

When a contact is added/updated with a value for the custom phone field for the first time, they will be entered into your automation where they hit your webhook step. That webhook sends information to Zapier, and Zapier updates the system phone field with the value from your custom phone field. This all happens automatically.

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