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Confirming with key stakeholders in the process as to what data should live in each system is an important milestone.
Preferred Email, Personal Email, Work Email or Alternate Email?
It is important to note that Engaging Networks’ unique identifier is the Email Address.
Currently, our integration model maintains a one-to-one representation of Supporters to Contacts.
Supporting a single Contact with multiple email addresses linked to different supporters in Engaging Networks isn't feasible, as the Contact Id serves as a unique identifier within the Engaging Networks Salesforce sync process. This ensures that updates to the Email Address on the Contact are reflected in Engaging Networks.
If your organization stores multiple email addresses on a Contact, Engaging Networks can support up to two with an account setting to aid management.
Under Account Preferences, there's a setting titled 'Check Primary and Secondary Email address on Page Processing.'
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If this setting is enabled, during on-page processing, the system will check whether the email address provided is found in either the primary and/or secondary email address field. If a match is found, no supporter record will be created.
If the email address is found in either of these fields, the existing supporter record will be retained.
The email address used in the submission will be the one that receives the auto-responder.
In Salesforce, the Contact ID will remain unchanged, and a new Contact will not be created, ensuring that the Contact retains both email addresses.
When using this setting, make sure to specify the 'Secondary Email' field in the Contact Mapping settings in Engaging Networks to correspond with the field on the Contact record that contains the alternate email address.
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A caveat to this setup is that only when using the Marketing Tools to send bulk email out to supporters, only the Primary Email address would deliver email. The Secondary Email address would not send a copy or version of the email.
Export Contacts and Importing in Contact Id
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