I was wondering what duplicate checking capabilites this plugin provides from our database within Keap Max Classic.
I understand that you have outlined a way to check for duplicate contacts on the following criteria:
Company, Name, Email
I was wondering if it would be possible to check for duplicate contacts on other criteria, such as just first and last name, or a stored IP address.
Here is the specific query that was given to me:
When they fill out the form (I am assuming there would be some parameters we choose like first and last name, maybe there’s an IP address, etc. that part is yours to explore) if it sees a similar record in Infusionsoft (again, this based on settings WE choose, the form reaches data via API) it would say:
It appears you may have already registered. If you have, we invite you to do a second trial using your existing account.
I know I’ve used websites that know who I am without me being logged in.
The purpose is to see if this plugin could work, or if Gravity can otherwise be customized to do this. (The plugin is already built in Gravity, from what I understand this is its purpose already). But being that it’s already built in gravity its customizable – or we could build our own form. Gravity should work other items in the workflow, that’s what it’s created for.
Typically to avoid sharing personal data items like this would work something like this… (these are just examples)
Maria Colomy, is this you? mcolomy@*****.com
Maria Colomy, is this you? --9026?
Maria Colomy, is this you? ***Address, Las Vegas, NV?
Would this plugin make this possible? Some more background information is that we currently use Memberium.
Thank you in advance!