Copy Custom Form Field Data To Customer Data Attributes

Last Updated on July 1, 2020 by David

You can now create a workflow to copy over any custom fields filled out by customers to that customer’s unique set of data attributes.

How it works

You have a custom form field in your Re:amaze Chat configuration that asks customers to select a “Product Type” and you want add the selection preference to the customer’s data attributes, you’ll want to create a workflow that:

  • Looks to see if there’s a custom form field for “Product Type” and the selection is “Vintage”
  • Then copy that form field selection as customer data into data attributes

Advanced Usage

If you’d like to copy over multiple fields, you’ll need multiple commands to copy over fields.

If you’d like copy over custom fields that contain any selection and not just a specific selection, you’ll need to use “matches” instead of “contains” or “is”.

The Regex for “contain any letters” is /[a-zA-Z]/

The Regex for “contains anything” is /.*/