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Connecting Forms With a People Profile

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Moriah Elliott
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Summary: This guide explains how Tithely automatically attempts to link form entries to existing People profiles by matching Name, Email, and Address, and provides step-by-step instructions for manually associating an entry, creating a new profile from an entry, or disconnecting an entry when needed.

Before You Begin

  • Automatic association occurs when Name and Email and/or Address match between the form and a profile.
  • Exact Field Matching: For form data to update or match a profile, the Name, Spelling, and Field Type must be exact (e.g., a "Text" field named "Allergies" on the form must match a "Text" field named "Allergies" on the profile).
  • The disconnect option only appears if the entry is already connected to a profile.

Step-by-Step Instructions

Manually Associate Entry to Existing Person

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  1. Navigate to "More" "Forms."
  2. Click "View Entries" under the desired form.
  3. Click "Connect" under the name you'd like to associate.
  4. Click "Existing Person" to select the person in the database who filled out the form.

 

Create New Person from Form Entry

  1. Navigate to "More" "Forms" "View Entries."
  2. Click "Connect" under the name you'd like to associate.
  3. Click the "New Person" button. [People will automatically populate the profile fields based on the submitted form data.]
  4. Modify any information as desired and click "Create Person."

 

Disconnect Form Entry from a Profile

  1. Navigate to "More" "Forms" "View Entries."
  2. Click "View" next to the name of the individual you'd like to disconnect.
  3. Click "Disconnect" in the right corner. [This is helpful if the entry was connected to the wrong person or the data is not needed in the database.]

Special Field Mapping Behavior

Tithely recognizes specific field names on forms and maps them to standard profile fields:

Form Field NameMaps Directly To Profile Field
Home PhoneHome phone number field
Work PhoneWork phone number field
Mobile Phone, Cell Phone, PhoneMobile phone number field
Birthdate, Birth DateAge field (expects a date format)
NameName (Only one native "Name" field per Form is recommended.)

Troubleshooting & FAQs

  • When does Automatic Association occur? Automatic association occurs when the form entry is not attempting to update, add, or remove new information from a profile (i.e., when data is not being introduced). If new data is present, the system offers a manual association (with or without suggestion).
  • If I have multiple "Email" fields on my form, which one is used for connection? The system will use the last Email, Address, or Phone field on the form for connection and update purposes.
  • Why would I disconnect a connected profile? You might disconnect an entry if it was connected to the wrong individual, or if you do not want the form data to make the individual eligible for event check-in.

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