What duplicate checking functionality does this plugin give?

  • Resolved maxpwong

    (@maxpwong)


    3 years, 7 months ago

    Hello!

    I was wondering what duplicate checking capabilites this plugin provides from our database within Keap Max Classic.

    I understand that you have outlined a way to check for duplicate contacts on the following criteria:

    Company, Name, Email
    Name, Email
    Email

    I was wondering if it would be possible to check for duplicate contacts on other criteria, such as just first and last name, or a stored IP address.

    Here is the specific query that was given to me:

    When they fill out the form (I am assuming there would be some parameters we choose like first and last name, maybe there’s an IP address, etc. that part is yours to explore) if it sees a similar record in Infusionsoft (again, this based on settings WE choose, the form reaches data via API) it would say:
    It appears you may have already registered. If you have, we invite you to do a second trial using your existing account.

    I know I’ve used websites that know who I am without me being logged in.
    The purpose is to see if this plugin could work, or if Gravity can otherwise be customized to do this. (The plugin is already built in Gravity, from what I understand this is its purpose already). But being that it’s already built in gravity its customizable – or we could build our own form. Gravity should work other items in the workflow, that’s what it’s created for.

    Typically to avoid sharing personal data items like this would work something like this… (these are just examples)

    Maria Colomy, is this you? mcolomy@*****.com
    Maria Colomy, is this you? ***-***-9026?
    Maria Colomy, is this you? *******Address****, Las Vegas, NV?

    Would this plugin make this possible?

    Thank you in advance!

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Systasis Computer Systems

    (@systasiscomputersystems)

    Good question, and great feature idea.
    The plugin does not provide that kind of functionality. Keap is optimized for those three dup check types. It can do any sort of dup check you want, but at additional cost in time and resources, which tends to delay presentation of the submission confirmation. Also, I’m not convinced that Gravity Forms makes the best framework for a login mechanism. There’s way too much machinery to implement a nice user login experience. If you want to implement login recognition, you’ll want to emulate Memberium or some other membership management platform.
    If you still want to use GF for this…
    try leveraging the GF confirmation mechanism, in that it’s real time, yet doesn’t impede the form submission process. IOW, you want the GF subnission loop to finish, and /then/ perform the recognition. Consider a custom confirmation page that has enough PHP code to read the GF Entry database and locate the contact using the contents of a confirmation page URL query variable whose value is the GF entry id. It can then lookup the contact in Keap and perform the recognition. I /think/ this will work. The hitch is that the confirmation page /might/ be displayed before the GF entry is created. I don’t think that the case, but I haven’t researched that sequence.
    If you’re thinking of Gravity Flow, that’s probably also a solution.

    Thread Starter maxpwong

    (@maxpwong)

    Thanks for the fast response!

    This would actually not be for logging in – this would be mroeso for a form submission for a free trial.

    We do use Memberium for our customer portal, but nobody would be logged in at this point.

    I guess I could write try to write something custom that would query what we have within a Memberium table and spit it out. I haven’t written anything custom for WordPress, so I’ll need to do a little digging into what would need to be done. It seems like a pure custom solution makes just about as much sense as using Gravity Forms.

    What is Gravity Flow?

    Plugin Author Systasis Computer Systems

    (@systasiscomputersystems)

    Gravity Flow
    If you’re already using Memberium, then this might be a good question for their support site.

    Thread Starter maxpwong

    (@maxpwong)

    I appreciate your guidance! Thanks much.

Viewing 4 replies - 1 through 4 (of 4 total)
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