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.
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