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¿Cuáles son las ocasiones en las que el sistema fusiona automáticamente los contactos?

Introducción

Infusionsoft no fusiona automáticamente los registros de contactos. Aunque aquí se enumeran las veces que el sistema actualizará automáticamente un registro de contacto con información más reciente en lugar de crear un nuevo registro de contacto. Todos los demás métodos de fusionar contactos deben ser activados o iniciados por usted.

Instrucciones paso a paso

1 - Llenar un formulario Web, una página de destino o un formulario interno
 - De forma predeterminada, Infusionsoft comprobará la dirección de correo electrónico ingresada en el formulario. Si esto es lo mismo que lo que está en un contacto existente, Infusionsoft actualizará el registro de contacto con cualquier nueva información que haya sido ingresada en el formulario.

Esta configuración se puede editar para los formularios existentes. Vaya a la ficha Configuración del formulario y ajuste las opciones de "Comprobación de duplicados". No olvide publicar la campaña con estos cambios o no surtirán efecto.

2 - Colocación de una orden en el carro de compras o formularios de pedido
A diferencia de los otros formularios, la comprobación de un pedido duplicado no se puede editar. Están preestablecidos para comprobar por nombre, apellido y dirección de correo electrónico.

3 - Realización de una actualización masiva de una hoja de cálculo
Esto también es diferente de la herramienta para Importar datos, ya que permite actualizar los datos desde el archivo .csv a los contactos existentes. Para utilizar esta herramienta, se requieren los números de identificación del sistema del contacto.

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