How do I insert the value of one custom field into another?

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

  1. Export/Import your list
  2. Zapier

Export/Import
This option requires you to export your contacts to a CSV file and re-import them, making sure to map the field in your file to a new field in your account. In this example, we’re going to take the value of a date field, and move it over to a text input field using this method.

  1. Go to the Contacts overview page in your account and click on “Export.”

    Contacts_then_export.png

  2. Open your CSV file and remove all fields except for the email address field and the field you wish to copy into a new field:

    Export_example.png

  3. From the Contacts overview page, click “Import.”

    Click_import.png

  4. Click “Import from file.”

    Import_from_file_custom_field.png

  5. Choose your file from your hard drive.
  6. Map the column in your csv file to the new field in ActiveCampaign. In this example, I’m going to create a new field to store this information in right from the Import page. To do that, choose “Add New Field” from the Map into field dropdown. Then select the Field type from the modal pop up and click “Next.”

    text_input_then_next.png

  7. Give your new custom field a name and click “Save.”

    Name_custom_field_click_save.png

  8. For this update, you do not need to select any lists or add tags as we are only copying the value of one custom field and adding it another.
  9. Click “Update Existing Contacts” and then click “Import Now.”

    click_import_now.png

  10. As you can see, the value of my Custom Date field “Webinar” has been pasted into a custom text input field called “Upcoming webinar”:

    check_contact.png

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Zapier
This option uses a webhook and an automation that will automatically update your field. This option requires that you have an ActiveCampaign account and a Zapier account. In this example, we’re going to update the system phone field with the value of a custom phone field.

  1. Go to the Automations Overview page in your account and click “New Automation.”

    Go_to_automations_click_new_automation.png

  2. Select “Start from Scratch” and click “Continue.”

    start_from_scratch_then_continue.png

  3. From the trigger modal, select “Field Changes” by clicking it.

    Field_changes.png

  4. Select the custom phone field from the field dropdown. Next choose if you want this trigger to run if this field changes ever or to a specific value. In this example, we’re going to choose “ever.”
  5. Next, you can choose how often this trigger will run. In this example, we’re going to choose “the first time” the contact is “added or updated.”
  6. This is how our trigger looks:

    Sample_trigger.png

    When ready, click “Save Start.”
  7. Open a new tab or window in your browser and log into your Zapier account.
  8. Click “Make a Zap!”
  9. Choose “Webhooks” for your Zap trigger:

    webhook_trigger.png

  10. Select “Catch Hook” and click “Continue.”

    Catch_hook.png

  11. Zapier will generate a webhook URL for you. Click “Copy to clipboard.”

    copy_to_clipboard.png

  12. Go back to your ActiveCampaign automation and click the node (+). Then select Conditions and Workflow > Webhook.

    C_W_Webhook.png

  13. Add your Webhook URL generated from Zapier into the URL bar and click “Save.”

    add_webhook_url.png

  14. Click “Active” on the top right of your screen to turn your automation on. (Zapier will need you to run a test contact through this automation.)

    Active_button.png

  15. This is how our automation looks:
    sample_automation.png
  16. Add a test contact to your automation. To do so, select a contact with a phone number in the custom phone field from the Contacts Overview page. Then click “Add” in the automations section of the contact’s profile page.
  17. Go back to your Zapier account to return to setting up your Zap and click “Continue.”

    Connect_webhook_click_continue.png

  18. On the next screen, click “Continue” again to proceed to the “Test this step” step
  19. Click “OK, I did this” to run a test:

    Click_ok_i_did_this.png

  20. Click “Continue” on the next screen to proceed with setting up your action.

    Zap_click_continue.png

  21. Select “ActiveCampaign” from the list of available apps.

    Choose_AC_App_Zap.png

  22. Select “Create/Update Contact” and click “Continue.”

    Create_update_contact_action.png

  23. Connect your ActiveCampaign account to Zapier if it’s not yet connected:

    connect_ac_to_zapier.png

  24. On the next page, you will be required to select a List and map the email address field.

    zap_select_list.png

  25. On that same page, locate the Phone Number field. This is the field that can be used with the SMS feature. Then map that to your custom phone field. Then click “Continue.”

    Map_phone_field.png

  26. On the next page, click “Create & Continue” to test your action:

    Test_ac_and_continue.png

  27. Once the test is complete, click “Finish.”

    Click_finish_for_zap.png

  28. Give your Zap a name and click the toggle to turn it on.

    name_zap_turn_on.png

Your Zap is now set up. Now, the first time a contact is added/updated with a value for the custom phone field, they will be entered into your automation where they hit your webhook step. That webhook will send information to Zapier, and Zapier will update the system phone field with the value of your custom phone field. This will all be done automatically.

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