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Customer experience | Sales, Customer Insights,...
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Form matching not working for Contacts and creates duplicate contacts in Marketing/Sales

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Posted on by 5

Hi Team,

We have captured an external enquiry form and linked it to Dynamics Marketing form landing page in Marketing Dynamics.
The form is set to update contacts and leads.
But the form matching is not working for contacts and it is creating duplicate contacts.

I have created the contact matching strategy with attributes first name, last name and emailaddress1.

Even changed the contact matching strategy to just email but it still creates duplicate contacts which is not desirable.

Could you please advise what steps i can take to fix this issue?

Thanks

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Form matching not working for Contacts and creates duplicate contacts in Marketing/Sales

    Hi RSD365,

    I'm sorry for late.

    The principle of the matching strategy is to query the existing data to compare with the new input data, and adding an additional custom query will not affect the original query.

    Maybe it's the effect of another custom code?

  • RSD365 Profile Picture
    RSD365 5 on at
    RE: Form matching not working for Contacts and creates duplicate contacts in Marketing/Sales

    Hi Haig,

    Thanks for your reply.

    Yes, in the landing page i am using the Contact and enquiry matching strategy.
    Have double checked the form fields and fileds used in the matching strategies are correct.

    Just another question - we have custom code on Enquiry and individual would that be effecting the OOB contact matching strategy?

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Form matching not working for Contacts and creates duplicate contacts in Marketing/Sales

    Hi RSD365,

    Have you used the corresponding matching rules here?

    pastedimage1677058616688v1.png

    It could also be due to incorrect field mapping.

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