See AlsoWhen a new email message is received through a Web Form, a new Contact is created. When this Contact sends subsequent email messages using a Web Form, the Contact Object item that was created when the first email message was received, is updated based on the details specified in the subsequent email messages. Desktop Client identifies that the same Contact Object item needs to be updated based on the e-mail address of the Contact.
Similarly, email messages submitted by the Contact are threaded to Interactions based on the email address of the Contact set for the Interaction.
In addition to being able to resolve an incoming Web Form based on the email address of the Contact, Web Forms can also be resolved based on other Contact Properties. This can be achieved using Web Form Configurations. This functionality is supported for the Interaction, Account, Opportunities, Order, and custom Objects.
For example, you may use a Configuration to resolve Student information captured in a Web Form, based on the Student's Name and Email Address. If you have a Student record whose details are later updated through a Web Form hosted on your site, this Configuration can be used to resolve the details in the correct Student record.
You can create a new Configuration by specifying the Contact Properties that must be used to resolve a Contact whose details are submitted using a Web Form. For more information about creating a Configuration, see Creating a Web Form Configuration.
Resolving Contacts in CampusNexus CRM
When a new Configuration is created, a newly generated Configuration ID is associated with the Configuration. When a Contact submits a Web Form, the Configuration ID is used to resolve the Contact.
You must specify the newly generated Configuration ID in code in the relevant Web Form file. For example, specify an Interaction related Configuration ID in the Web Form file you use for Interactions. Sample Web Forms are available in the \\Samples\Web folder of the Installation Kit.
The Configuration ID must be specified in the following section of code in the Web Form file:
<input style= "display:none" value = <Identifier ID> id = "WEBFORMID" name="webform.webformid">
Replace <Identifier ID> with the value of the Configuration ID. Remove the angular brackets after specifying the Configuration ID.
Example
If the Configuration ID is 123, the code will appear as follows:
<input style= "display:none" value = 123 id = "WEBFORMID" name="webform.webformid">
Resolving Contacts Using the Advanced Duplicate Check Criteria
When the Use Advanced Duplicate Check Criteria global option is set to Yes in Business Administrator and the Advanced Duplicate Check Criteria are configured for a Web Form Configuration, the Contact information submitted through a Web Form is resolved using the Advanced Duplicate Check Criteria.
For example, a Web Form Configuration with Configuration ID 001 is configured with the following Properties:
• First name
• Last name
The Advanced Duplicate Check Criteria configured for the Configuration ID 001 are as follows:
• First 3 Characters of First name
• First 5 Characters of Last name
Following information is submitted through a Web Form that uses the Configuration ID 001:
| First name | Last name | Program |
|---|---|---|
| Robbie | Wills | Science |
| Rob | Williams | Arts |
| Robin | Wills | Commerce |
In this scenario, when the information is submitted through a Web Form, the Advanced Duplicate Check Criteria configured for the Configuration ID 001 are used to resolve Contacts.
• When the first record is received in CampusNexus CRM, a Contact is created assuming that there are no matching Contacts available in the system.
• When the second record is received, the first three characters of the First name match with the first three characters of an existing Contact’s First name but the first five characters of the Last name do not match with the first five characters of the existing Contact’s Last name. Therefore, a Contact is created for this record.
• When the third record is received, the first three characters of the First name match with the first three characters of an existing Contact’s First name, and the first five characters of the Last name match with the first five characters of the existing Contact’s Last name. Therefore, this record is resolved to the existing Contact.
The following Contacts will be created:
| First name | Last name | Program |
|---|---|---|
| Robbie | Wills | Commerce |
| Rob | Williams | Arts |
Note
• If you do not specify a value for the Configuration ID, Contact resolution occurs based on the email address specified in the Email field of the Contact.
• When a Contact is resolved, the Properties that are not configured in the Duplicate Check Criteria are updated in CampusNexus CRM.
• If a value is not specified for a Property that is configured in the Duplicate Check Criteria, a Contact is created for the information received through a Web Form.
• Sample Web Forms are located in the Samples\Web folder.
• If multiple Contacts with the same details are submitted, the details are updated for the Contact record most recently created.
Note
You cannot work with the Web Form node if Higher Education Foundation is installed.
In this scenario:
• While the Web Form node continues to be displayed, when you click the node, the Properties page of the Web Form node is displayed. The functionality of the Configurations sub-node within the Web Form node is not available.
• You can create, edit, and delete a Web Form configuration, or work with existing Web Form configurations using the Web Form Configuration option of the Data Management Utility.