Using Additional Matching Strategies On Realtime Marketing Forms
This article discusses how to use additional matching strategies on Realtime Marketing Forms in Dynamics 365 Marketing. By default, there are two options for determining what happens when someone fills out a form: creating a new record or finding a matching existing record via the email address field to update it. However, it is possible to add other options and set a different matching strategy for each form. The article provides step-by-step instructions on how to add a new matching strategy, specify the fields to be used for the match, and make the form live with the new strategy. This allows for more accurate matching and prevents updating the wrong record.
Article 15m
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