Using Additional Matching Strategies On Realtime Marketing Forms

For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists (otherwise, create a new record). Did you know you can add other options, and set a different…

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Using Additional Matching Strategies On Realtime Forms

This post will walk through how to create additional matching strategies for Realtime Marketing forms rather than only checking on email address.

Blog Syndicated with Megan V. Walker’s Permission

Author: Megan V. Walker

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