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• In the SmartMatch search we will have a new CMS member record (i.e. no match on GUID). So we need to search for any users in InTouch Follow-Up that match based on the SmartMatch criteria (Fullname, Email, Mobile). Here's what will happen: 

  1. If the fullname and email address and cellphone of the online joiner and the lead in InTouch exactly match and there is only one of them, then we convert lead to member (Make Sale)
  2. If the fullname and email address  of the online joiner and the lead in InTouch exactly match and there is only one of them, then we convert lead to member (Make Sale)
  3. If the fullname and cellphone of the online joiner and the lead in InTouch exactly match and there is only one of them, then we convert lead to member (Make Sale)
  4. If the fullname does not exactly match then a NEW MEMBER record will be created in InTouch.
     1. Note that this means they could potentially keep getting lead follow- up and now member follow-up because they existed multiple times in InTouch before they joined or because their fullname does not match.
• IMPORTANT things to remember
  • It is important that staff capture the same fullname spelling as that entered in InTouch Follow-up or else a match will not be found
  • It is important that staff capture and email address and cellphone number when they enter the new member in CMS or a match will not be found.
  • The Join date of the member is the date we ran this process, this process runs at 10:30pm at night hourly on the hour  (local) so make sure all members are entered before this timein ABC Datatrak before 11pm on the join date.

Existing Member Manually cancelled in CMS by staff (or auto-expires) but not Expired in InTouch Follow-Up

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