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

De-duplication rules not working

Posted on by 75

Hello,

I created a form where form matching strategy was set up based on Email for which case sensitivity cannot be defined.

When a Contact that was already in the system filled out this form with the same information, the Contact record was not matched to the existing. What could be the problem?

In case it could be case sensitivity, how can this be set up for form matching?

I have de-duplication rules enabled as well based on Email, First Name, Last Name and Phone number, where exact match is required and these are not case sensitive. I'm assuming that if a Contact is created based on form registration with matching strategy, the matching strategy will be the one taking the effect for merging the duplicates?

Thanks in advance.

All the best, Marianna

  • Suggested answer
    RE: De-duplication rules not working

    Hi MariannaK,

    This looks like an issue we'll need to further investigate. Can you please open a support ticket for our team to deep dive into this?

    Thanks.

  • MariannaK Profile Picture
    MariannaK 75 on at
    RE: De-duplication rules not working

    Hi Nya,

    Yes, exactly.

  • Nya Profile Picture
    Nya 29,056 on at
    RE: De-duplication rules not working

    Hi Marianna,

    Do you mean that you created a matching strategy bases on email only but it didn't work?

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