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InTouch Connector has the following SmartMatch features that we can enable for the above customers:
Convert Lead/Prospect to Member
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Hourly
- On an hourly basis, the InTouch Connector will look looks for a user that exists in InTouch as a prospect/lead, but already exists as a member in the CMS they are already a member. In this case it will convert the InTouch prospect/lead to a Member. This is accomplished by looking at each CMS user GUID, and seeing if we have a matching user in the Connector database.
- If there is no match by CMS GUID (e.g.the user exists in CMS as a member but does not exist in InTouch with a matching GUID or was entered as a new member in the CMS. ( This happens for Problem 2 & 3 above) . InTouch Connector will search the InTouch Connector searches for a matching user in InTouch via our Smart Match feature as follows:
- FIRST: We will try and match three fields: full name, email, mobile
- Full name: the firstname and lastname concatenated with a space. Case insensitive comparison (some CMSs often has have uppercase names, InTouch does initial caps)
- Email: case insensitive comparison. No other modifications required
- Mobile/Cell #: strip non-digits and compare directly.
- SECOND: If we find no matches or multiple matches in the 1st step, We will try and match two fields : full name & email
- THIRD: If we find no matches or multiple matches in the 2nd step, We will try and match two alternative fields: full name & mobile/cellphone #
- Actions on matching results:
- If we find exactly one match, then the InTouch record is converted to a member and the CMS GUID is updated in InTouch so the 2 records are sync'ed
- If we find multiple matches, we cannot be certain which is the correct record so we Insert a NEW MEMBER in InTouch (this way the number of members in InTouch should match the number of members in CMS)
- If we find NO matches we Insert a NEW MEMBER in InTouch (this way the number of members in InTouch should match the number of members in CMS)
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