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Customer experience | Sales, Customer Insights,...
Suggested Answer

Contact Matching on Multiple Email Addresses

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Posted on by

Is there a way to setup contact matching on forms to check for multiple email addresses?

We have contacts who have multiple aliases for the same email address (ex: john.doe@company.com and jd123@company.com). The contact record may have jd123@company.com in the  primary email field and john.doe@company.com in the Email 2 field. If the customer completes a form and enters john.doe@company.com, I would like for the system to check both email fields before creating a new contact.

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  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    I think you need to change the HTML for the form:

    1.Create two email text ,the second one set “Hide field” on and mapping emailaddress2:

     pastedimage1666176411250v1.png

    2.open HTML write a function like this:

    function copy(){

        document.all["email2"].value=document.all["email1"].value;

    }

    Email1 and email2 are email code block “id”, they have the same value as the one after "for":

    pastedimage1666176439742v2.png

    Don't forget to include the JS header file if you are going to use the JS language.

     

  • Megancs98 Profile Picture
    78 on at
    Hello @Haig Liu 
    Can you please explain this a little more to me. I don't quite understand how the system will be able to check if the email address they have entered, matches one of the two emails on the contact. 
     
    Thank you

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