Skill - Update Contacts

Updated 6 months ago by Chris Hundley

Who wants invalid email addresses in their database? Answer: No one. Keep track of all of these changes to your database and clean out old contacts by setting up an update contacts skill with Siftrock.

The guide covers the steps to configure skills to update existing contacts. To get started, click the "Automate" tab, click "Create New Skill," and then click "Create Skill" under "Update Contacts."

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Step 1: Skill Name and Filters



Name your skill


We suggest naming your rule something that will help you remember what you are trying to achieve with this rule. In this example, I named my rule "Invalid Contacts"


Select email types


A typical use case for an update contact workflow skill would be invalidating contacts that are no longer up to date. Typically, the 4 email types we suggest invalidating are left company, changed, unsubscribe, and bounce. 



Add filters


Once you've finished this first step, you also have the option to add any filters you would like to apply to the emails that run through this skill. You have the option of filtering by source, language, body text, and subject text. 

In this example, we've added a source filter.

For more information on filters, see this detailed help article.


Step 2: Create

In the next step of your skill, you can choose how you would like to sync the contacts from the emails you specified in Step 1. In this example, we're tracking contacts in Marketo, and writing them to the Siftrock - Invalid Contacts list.


There are 2 different types of field mapping available in an update contacts skill: static field mapping and Siftrock field mapping.

Siftrock Field Mapping

Siftrock's data can be mapped to fields in your MAP. You can map data to standard fields or custom fields. By default email address, name, and phone number will be mapped from Siftrock to your MAP.

Static Field Mapping

Static field mapping allows you to set a field to a specific value for all contacts created through this workflow. One example we recommend as a best practice is populating your Lead Source field with "Siftrock." This gives you a quick way to find all new contacts in your database that originated from Siftrock.

In this example, we're setting the "email invalid" field to "true," and also setting the "email invalid cause" field to "Siftrock."


Finish

Once you've decided which list to write your contacts to, and set up any field mapping, you will be able to hit "finish." This will take you back to the main skill list where your new skill will be set up and turned to off. As a last step, you'll just need to turn the skill to "on" and we'll automatically start processing any new data. 


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