Generate Codes for Direct Mail Identification
We get direct mail leads to businesses and all we have is the business name, address, phone and fax.
No email and no personal name.
When sending out a direct mail piece that directs them to a landing page we want some way of matching that company/person to the existing contact in Infusion so it doesnt create a duplicate record.
The only way we can think of doing it now is to generate an individual code that is merged onto the direct mail piece or fax that they need to input into the landing page along with their name etc.
But we still need to go through an de-dupe these contacts as a duplicate record will still be created.
It would be great if the code entered could be matched with an existing record so no duplication is created.
I think I explained that ok....
We’ll bring this up in our developer review.