Setting Field Values via campaign action is very easy. But I am having trouble setting Contact Type = Lead in a campaign.
- The field name displayed Person Type (not Contact Type) when viewed via the Set Field Value action in campaign builder. But that’s OK. I think it is Person Type in Infusionsoft so willing to accept that.
- The list of available Person Types = Prospect, Customer, Vendor, Partner. Not Lead, Client, Other, as it appears in the User Interface.
- If I set Person Type = Customer in campaign builder action, the contact type is displayed as “Client” in user interface. So that’s OK, it works.
- I cannot successfully set Contact Type = Lead though. I have tried setting Person Type = Prospect in campaign builder action, as it seems logical, but it does not work.
Any ideas? I accept this might be a planned fix one day for Keap (a hangover from Infusionsoft perhaps). But really needing to set Contact Type = Lead, via campaigns somehow.