How to update existing records versus adding a new record when using Signup Forms

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What is covered in this article? 

• Why is this important?
• Setting the Form Option to Update only

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Why is this important?

Whenever a Connect form is on your website, it's purpose is to collect key information and add it to your list of inbound inquiries.  With this new feature, you can choose to set it such that any existing contact and student that is entered on the form will be updated and NOT added if they are a match.

Setting the Form Option to Update only

• Go to Admin> Signup Forms
• Locate the form you wish to Edit and click the Setup Icon to access the form options screen

• Scroll down to the Update Records section
• Turn on to enable or off to disable the toggle to Enable update record for this form

When enabled, any data submitted on this form will overwrite existing data for the contact & corresponding Student(s) based on the criteria below.

Updating Contacts
Contacts will be matched based on the following conditions:

• Contact’s First Name and Last Name and email address, or
• Contact’s First Name and Last Name and mobile phone

Updating Students
Student data will only be updated under the following conditions:

• Student’s First name and Last name are an exact match and the student is already related to the matching contact, or
• Student’s First name, Last name and Date of Birth are an exact match

Note: Any records found that match this criteria will be updated. 

Tip: If you have a multi-campus school, you may want to disable this feature, as it may be important to track inquires for your campuses separately.