Copy contact properties to the ticket

Hi @HarvestROI

Thanks for following up! You mentioned that in some circumstances you’d like to re-enroll an object into a workflow anytime a property on that record is updated, for example when a contact property changes it should update a ticket property value.

This is currently possible when re-enrolling on the criteria “[property] is known” and I’m curious if that would solve this issue for you. When using the property filter is known for re-enrollment, objects can re-enroll in two ways:

  • The property gains a value after not previously having one.
  • The property is updated from one value to another. For example, a contact’s lifecycle stage changing from Lead to Subscriber would trigger enrollment for “Lifecycle stage is known.” Each time a contact’s lifecycle stage is updated, they would re-enroll in the workflow. (discussed in this KB doc)

So for your example, you could set up a contact workflow with an enrollment (and re-enrollment) criteria of something like contact “Lifecycle stage is known,” and anytime a contact has a lifecycle stage change, the contact would enroll (and re-enroll) and that updated lifecycle stage value could be copied over to a ticket property. If anything I’ve outlined here has helped, and you have feedback about how this functionality could be more clear in the workflows tool, I would love to hear your suggestions.

Thanks!

Megan