Tips and tricks

Fixed value matching keys

Literal “Value” form fields are allowed as Matching keys. This can be useful to restrict to a subset of the available records.

Open

Visitor-related matching

When a mapping specifies visitor identification, the record related to previously identified visitors will always take precedence over any Matching key fields.

• Submit forms for existing visitors without having to re-enter identifying information

• Match records where the identifiers have changed

This can be very useful in many situations and avoids duplicates. In other situations you may want to match existing records by the entered details regardless - in this case, disable identification for that particular mapping.