Contact List Trigger question | Experience Community

ironspider · 2018-10-20T01:27:06+00:00

Greetings all, I've inherited a situation where we have a pretty messed up registration survey and I am reworking it from the ground up. The survey in question basically asks a number of questions (demographics, contact info, likes/dislikes. etc) and then has a Contact List trigger where, upon survey completion, all the answers to the survey questions are sent into a Panel as embedded data fields. The checkbox for "update existing list members" is checked. This survey is publicly available as a web page where people come to sign up. So, now that I have the survey set up the correct way only collecting information that we really need I'd like to put it into production and also send an email to existing panel members to hit the survey again. The reason I need to do this is because some of the important fields were not forced responses last time and people didn't fill them out. Additionally, many of the interests we now ask about were not options back then. Basically I want to start capturing new folks with the survey but I also want to update current Directory members' information. What has me nervous is this line from the contact list triggers page: > Qtip: Update existing contact list members will only update if the Individual Link or Multiple Completes Link were used in a survey invitation, or if an Authenticator is used. The emailed/authenticated contact list must be the same one in the trigger. Otherwise, a new contact will be created in the contact list instead. I'm not really sure what that means? This registration survey is open to any and everyone on the web if they have the URL. Additionally, I am only using email address as my auto-deduplication method. So, if someone with the email address joe@fake.com goes to the URL and takes the survey and then, a day later, goes back to the same URL and takes the survey again, won't it just update his info in the Directory (which is what I want--people to be able to update their info and if it's the same email the contact is updated). Or is that Qtip only referring to if I sent the *survey* directly in an email to existing members? I would have to use Individual Link or Multiple Completes? Basically I don't want to have to use Authenticators in my survey -- I just want this registration survey to be out there and any time someone fills it out it updates their info in the Directory/Panel.

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded