FLOW: append customer notes, not overwrite existing notes

[wikkidchik]

I currently use a flow to add text to notes in a customer account. I know that by default, the update note overwrites the existing note. I keep a running tab of notes for specific customers... how can I get flow to APPEND notes and not OVERWRITE notes.

[RPiii · Accepted solution]

As mentioned in the documentation for Update customer note:

By default, this action replaces the contents of the note. To add content to the existing note, add a customer note variable followed by the content that you want to add to the note in the Note field. For example, in a flow that starts with an order trigger, enter {{order.customer.note}} followed by the content to add.

[wikkidchik]

Thank you for your reply. I did read that help document which is how I understood that notes are by default overwritten. The note updates I want to append are not triggered by orders, they are triggered by customer segment events. I am looking for examples, like the one given in the example you posted, but more related to more custom triggers. 

[RPiii]

The customer.note variable will include everything currently in the customer note. I don't know what trigger you're using so I can't suggest the exact path available to the workflow but you should be able to find it from the "Add variable" option below the field.

[wikkidchik]

I can provide more details. I have customer segments set up for spend levels. When a customer enters a specific segment, a flow automation sends the customer a marketing email with a coupon code. Previously, I updated the customer note manually with the date the code was sent and which code was sent (varies based on the segment they entered). I got the bright idea to also have the flow update the customer note automatically with these details so that I could stop keeping up with it manually. The flow starts with the customer joining a segment, sending a marketing email, and updating the customer note (as shown in the first post).

[RPiii]

Gotcha. The Customer joined segment trigger returns the Customer object from the API so you should be able to use {{customer.note}} like so: https://screenshot.click/28-46-yzq6p-u6goz.mp4

[wikkidchik]

Thank you! I will try adding that!