Currently we have a set up where we have leads fill out sign up boxes with their information for required reasons (like a waiver),
Then it takes them to a calendar product to schedule their appointment, which as a product, requires them to create/sign in to their buyer account.
My question is, can these contacts/profiles can be merged in APWT? If so, what is needed?
Question about merging contacts and buyers
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- AllPro Expert
- Posts: 35
- meble kuchenne Mikołów Knurów Czechowice-Dziedzice
- Joined: Tue May 14, 2019 7:26 am
- Website: www.socialreachagency.com
- NoahBaldwin
- Support Team
- Posts: 117
- Joined: Fri Jan 04, 2019 11:21 am
- Website: www.allprowebtools.com
Re: Question about merging contacts and buyers
You can refer to this video for merging contacts in AllProWebTools: https://www.youtube.com/watch?v=euPdQ6lwlvM
The system will now allow duplicate accounts to be created when a customer creates an account on the website so this shouldn't be an issue.
Since you've already captured information, you can change what is required when a customer is creating an account .This can be done from the "Other Settings" tab under "Settings"->"Website"
The system will now allow duplicate accounts to be created when a customer creates an account on the website so this shouldn't be an issue.
Since you've already captured information, you can change what is required when a customer is creating an account .This can be done from the "Other Settings" tab under "Settings"->"Website"
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- AllPro Expert
- Posts: 35
- Joined: Tue May 14, 2019 7:26 am
- Website: www.socialreachagency.com
Re: Question about merging contacts and buyers
Turns out the question was just meant to be "What is required information across signup boxes or product purchases for the CRM to recognize a user."
- NoahBaldwin
- Support Team
- Posts: 117
- Joined: Fri Jan 04, 2019 11:21 am
- Website: www.allprowebtools.com
Re: Question about merging contacts and buyers
Signup boxes matches users by email address and/or phone number. CRM users are recognized by email through product purchases.