See AlsoWhen a new e-mail message is received in Talisma through a Web Form, a new Contact is created in Talisma. When this Contact sends subsequent information into Talisma through a Web Form, the Contact resolution is based on the value set in the Enable creation of multiple Contacts with the same e-mail address global option in Talisma Business Administrator.
• When the value of the Enable creation of multiple Contacts with the same e-mail address global option is set to Yes:
The Contact information from an incoming Web Form is resolved based on the Configuration ID of the Web Form Configuration. For more information, see Creating a Web Form Configuration.
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Note • It is recommended that you include the Campus and E-mail Properties of the Contact Object while creating the Web Form Configuration. • If the Configuration ID is not specified in the Web Form file, no duplicate check will be performed, and a Contact will always be created based on the Contact information from an incoming Web Form. |
• When the value of the Enable creation of multiple Contacts with the same e-mail address global option is set to No:
The Contact information from an incoming Web Form is resolved based on the Configuration ID of the Web Form Configuration and the e-mail address of the Contact. Similarly, e-mail messages submitted by the Contact are threaded to Interactions based on the e-mail address of the Contact set for the Interaction.
In addition to being able to resolve an incoming Web Form based on the e-mail address of the Contact, Web Forms can also be resolved based on other Contact Properties. This can be achieved using Web Form Configurations. This functionality is supported for the Interaction, Account, Opportunities, Order, and custom Objects. For example, you may use a Configuration to resolve Student information captured in a Web Form, based on the Student's Name and E-mail Address. If you have a Student record in Talisma whose details are updated later through a Web Form hosted on your site, this Configuration can be used to resolve the details in the correct Student record.
You can create a new Configuration by specifying the Contact Properties that must be used to resolve a Contact whose details are submitted using a Web Form. For more information about creating a Configuration, see Creating a Web Form Configuration.
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Note • If you do not specify a value for the Configuration ID, Contact resolution will occur based on the e-mail address specified in the E-mail field of the Contact. • If multiple Contacts with same details are submitted, the details are updated for the Contact record most recently created in Talisma. |
Resolving Contacts in Talisma
When a Web Form Configuration is created, a Configuration ID is generated and is associated with the Configuration. When a Contact submits a Web Form, the Configuration ID is used to resolve the Contact in Talisma.
You must specify the Configuration ID in code in the relevant Web Form file. For example, specify an Interaction related Configuration ID in the Web Form file you use for Interactions.
The Configuration ID must be specified in the following section of code in the Web Form file:
<input style = "display:none" value = <Identifier ID> id = "WEBFORMID" name ="webform.webformid">
Replace <Identifier ID> with the value of the Configuration ID. Remove the angular brackets after specifying the Configuration ID.
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Example If the Configuration ID is 123, the code will appear as follows: <input style = "display:none" value = 123 id = "WEBFORMID" name="webform.webformid"> When this Configuration is used in code in the Web Form, Contacts who submit the Web Form to Talisma will be identified based on the details of the Contact Properties used in the Configuration. |
If the Contact that is resolved based on the Configuration ID is set as the Contact in an Interaction, the incoming information in the Web Form is threaded to the Interaction based on Contact Properties specified in the Configuration.
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Example You create a Web Form Configuration by selecting the Name, Contact priority, and Phone Contact Properties. When the Web Form is received in Talisma, information in the form is threaded to the relevant Interaction based on these selected Contact Properties. |
If the Brand functionality is enabled in Talisma, the following operations occur when a Web Form is received:
1. A duplicate check is performed based on the Web Form Configuration.
2. If an identical Contact that belongs to the same Campus’s Brand is available, the Contact is resolved to the existing Contact. If multiple identical Contacts are available in the Brand, the Contact is resolved to the latest created Contact.
- OR -
If no matching Contact is found, a Contact is created.
For information about enabling the Brand functionality, see Applying Brand to Duplicate Check Configuration.
Resolving Contacts Using the Advanced Duplicate Check Criteria
When the Use Advanced Duplicate Check Criteria global option is set to Yes in Talisma Business Administrator and the Advanced Duplicate Check Criteria are configured for a Web Form Configuration, the Contact information submitted through a Web Form is resolved using the Advanced Duplicate Check Criteria.
For example, a Web Form Configuration with Configuration ID 001 is configured with the following Properties:
• First name
• Last name
The Advanced Duplicate Check Criteria configured for the Configuration ID 001 are as follows:
• First 3 Characters of First name
• First 5 Characters of Last name
Following information is submitted through a Web Form that uses the Configuration ID 001:
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First name |
Last name |
Program |
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Robbie |
Wills |
Science |
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Rob |
Williams |
Arts |
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Robin |
Wills |
Commerce |
In this scenario, when the information is submitted through a Web Form, the Advanced Duplicate Check Criteria configured for the Configuration ID 001 are used to resolve Contacts.
• When the first record is received in Talisma, a Contact is created assuming that there are no matching Contacts available in Talisma.
• When the second record is received in Talisma, the first three characters of the First name match with the first three characters of an existing Contact’s First name but the first five characters of the Last name do not match with the first five characters of the existing Contact’s Last name. Therefore a Contact is created for this record.
• When the third record is received in Talisma, the first three characters of the First name match with the first three characters of an existing Contact’s First name, and the first five characters of the Last name match with the first five characters of the existing Contact’s Last name. Therefore, this record is resolved to the existing Contact.
The following Contacts will be created in Talisma:
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First name |
Last name |
Program |
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Robbie |
Wills |
Commerce |
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Rob |
Williams |
Arts |
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Note • If multiple Contacts with the same details are submitted, the details are updated for the Contact record most recently created in Talisma. • When a Contact is resolved, the Properties that are not configured in the Duplicate Check Criteria are updated in Talisma. • If a value is not specified for a Property that is configured in the Duplicate Check Criteria, a Contact is created for the information received through a Web Form. |
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Note In Talisma, you can manage Web Form configurations in one of two ways. You can manage Web Form configurations in the Talisma Data Management Utility if Talisma Higher Education Foundation Setup is installed, and if you have the Business Administration Permission in Talisma Business Administrator. In this scenario, the Web Form node will continue to be displayed in Talisma Business Administrator, but the Business Administrator User will not be able to work with the node. When the Business Administrator User clicks the node, the Properties page of the Web Form node will be displayed. When you click the Web Form Configuration option in the Talisma Data Management Utility, you can create new configurations, or you can work with existing Web Form configurations that were created from the Web Form node in Talisma Business Administrator. If Talisma Higher Education Foundation Setup is not installed, the Business Administrator User can manage Web Form configurations through the Web Form node in Talisma Business Administrator. The Business Administrator User can create, edit, and delete Web Form configurations in Talisma Business Administrator. Further, the Web Form Configuration option in the Talisma Data Management Utility will be disabled. For more information about the Web Form node in Talisma Business Administrator, your administrator must see Talisma Business Administrator Help. |