Form data can come in through many different shapes and sizes, and many different form inputs. So what does Beacon do to make sure your data is clean and duplicate free? No need to worry about that one, we've got you covered through automated deduplication and we'll run through the details of that below!
How does the form deduplication work?
Deduplication for forms would depend on the type of form you're using - rather than set criteria such as import templates. This would be about what the form is updating, and what information needs to be created from the form submission.
|
|
|
|
|
|
|
|
Frequently asked questions
When deduplicating people by name and email address, does it also work for secondary email addresses?
Yes! If someone uses an email that is secondary on their record, they will still be deduplicated. We'll also set that email as their primary going forwards.
What happens if I want to update existing information rather than create new records?
If you're wanting the form submitter to actively update information on an existing Beacon record that isn't supported by the forms above, Portal forms would be the way to go here! Portal forms would allow the user to see and to update any relevant existing information, without creating a duplicate record within your system.
Why is my form creating duplicates?
People records will automatically deduplicate if the exact same name and email address are submitted. However, if a different name or email is used, a duplicate will be created. To avoid this, use the Suggested Duplicate view on the People record. This view will catch any duplicates that may have slipped through.
What if I don't ask for attendees names or email addresses on an Event Registration form?
Not collecting names and email address for event attendees means Beacon has no criteria to deduplicate by. If you choose not to collect name and email address, Beacon will create blank event attendee records.
Can sign up forms update record types other than People and Organisations?
No. Sign up forms can only update People and Organisation records. If you want to update any other record types, you will need to use a Portal form.