Contact Record Confusion - Two Customers with same Email address & phone number

Max Classic
1

We work with an elderly population where husbands and wives often share the same email address and phone number. Since Infusionsoft uses these fields to separate contact records, we have an issue. Anyone else deal with something like this and have a work around?

2

It is possible to have 2 records with the same email.
Just make sure if you are using any Web Forms, inside the settings you turn off the ‘dedupe by email’ feature.

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2 Likes
3

I would also suggest that when you are certain that they are two people sharing a single email, rather than a duplicate contact record, you use a tag to note this.

1 Like
4

I wouldn’t turn dedupe off, I would move it to first name+email. However this does preclude you from using the current landing page builder as thats not an option on it.

Andy