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How to Use Person Actions in Alta Flows (Enrich Person, Set Person Field, Add People to List)

Three workflow actions that work on a person rather than a prospect: run phone, email or Alta enrichment and wait for the result, set a custom field, and append people to an audience list.

Written by Katie Supporté

Outcome: flows that prepare people before any outreach exists — enrich them, tag them, and drop them into the list a campaign draws from.

Where to find it

In the workflow editor, click + between two steps → Alta tab → search person.

The actions

  • Enrich Person — choose one or more enrichments (Phone Number, Email, Alta enrichment). The flow pauses until enrichment finishes (up to three hours) and then continues with the enriched person.

  • Set Person Field — write a value into any person field, including your custom fields.

  • Add People to List — append up to 20 people to an existing person audience list in one step.

  • Sync Person — push the person to your connected CRM with per-step field mappings (see the Sync Person step).

Steps

  1. Add Enrich Person after your trigger. Map Person ID from the trigger output and tick the enrichments you need.

  2. Add Set Person Field if you want to record why the person entered the flow (for example Win-back reason).

  3. Add Add People to List and choose the audience list your win-back campaign uses.

  4. Turn on Continue on Failure on the enrichment step if a missing phone number should not stop the flow.

Good to know

  • Enrichment from a flow consumes credits like list enrichment does; credit-plan accounts see the freshness window setting apply.

  • People created by these actions appear on the People page immediately.

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