Ideas - Click Marketing Automation for D365

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Add search and match fields besides email address for lead and contacts.

When a posted form is entered and send, a contact or lead record is matched by the email adres. At one of our customers, there isn't always an email address available (higher age demographic). To solve this, we'd would like to see a posibility to match a record on more than one criteria.

  • Guest
  • Jul 28 2020
Forms & Web Analytics
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  • Lea Hassoun commented
    December 08, 2022 07:35

    Hi Wicki,

    Thank you for getting back to me, it is indeed useful and will help us review.

    Regards,

    ClickDimensions Product Team

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  • Wicki Adrian commented
    December 07, 2022 14:16

    @admin: Were my remarks on the use case useful?

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  • Wicki Adrian commented
    November 29, 2022 13:35 
    We have contacts whose email addresses we do not know.
    But we know another one-to-one value. For example the social security number.
    Every contact has such, but not always an email address.
    Nevertheless, we use Forms for the ordering of documents by the customer/contact.
    In CD-Forms, he must always enter the social security number (mandatory field).
    With this number we can connect the person ordering the documents with the contact in our MS Dynamics/CRM.
    Today, a lead is opened through Forms and this has to be manually connected to an existing contact.
    I hope these remarks have served you.
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  • Lea Hassoun commented
    November 29, 2022 13:05

    Hi Wicki,

    We would love to hear more about your use cases.

    Thank you,

    ClickDimensions Product Team

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  • Wicki Adrian commented
    November 29, 2022 12:54 
    We absolutely need the possibility of not only carrying out a contact assignment using the e-mail address.
    The set form matching rules as a function in combination with the email address is not enough.
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  • +5

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