Automated Programs are set by default to use the list field mapped to the Contact's Email Address as the unique identifier. There are, however, times when a contact may need to enter a program more than once, such as:
- If a contact has multiple orders.
- If a returning visitor is requesting information from a different division.
- If a customer recently purchased several products and each product has a unique warranty serial number.
Adding an alternate unique ID allows your contact to enter and re-enter your Automated Program when submitting forms under the same email address.
How to Set an Alternate Unique ID
Setting an alternate unique ID is a controlled feature that Technical Support must first turn on. If you have not already requested that this feature be enabled, please open a support case or call our Technical Support team.
Once you have confirmed that the controlled feature for alternate unique IDs has been enabled for your account, follow these steps:
- Go to Automation > Automated Programs & either create a new or edit an existing program.
- In the Settings tab, under Contact Sources, add your segments/lists.
- In the Options section, click the checkbox next to Use alternate unique identifier.
- Select the list field you'd like to use as a unique identifier:
- Save your program.
Only one alternate unique ID can be set for an Automated Program. If you are using multiple source lists, confirm that your desired alternate unique ID is found on each list and that your naming convention is consistent across all lists.
Important:
When assigning an alternate unique ID, the field chosen must not be empty for contacts in the selected lists; otherwise, those contacts will not proceed through the Automated Program.
Important:
When assigning an alternate unique ID, the field chosen must not be empty for contacts in the selected lists; otherwise, those contacts will not proceed through the Automated Program.