The number of records using Default Contacts should be kept to a minimum. Where do Default Contacts come from? Essentially, when someone anonymously submits information that cannot be matched to an existing Contact record, that information (donation,
registration, response, etc.) is assigned to the Default Contact.
- Users can submit data anonymously through a Widget or the Portal.
- A user is authenticated if they're logged in when they submit their information. In this case, the Default Contact is not used.
- A user is anonymous if they're not logged in when they submit their information.
- Anonymous users are matched to an existing Contact record if the details they submitted can be matched to that Contact record.
- Anonymous users are matched to the Default Contact record if the details they submitted cannot be matched to a Contact record.
- Values used to match a Contact:
- First Name/Nickname must match
- Last Name must match
- Email or Phone must match (only one is required for a match)
- When considering a Phone match, only the phone numbers on the Contact record are considered: Mobile or Company
| | Name Mismatch | Name Mismatch | Email Mismatch | Phone Mismatch | Email/Phone Mismatch |
| First Name | Mismatch | Match | Match | Match | Match |
| Last Name | Match | Mismatch | Match | Match | Match |
| Contact Email | Match | Match | Mismatch | Match | Mismatch |
| Contact Phone | Match | Match | Match | Mismatch | Mismatch |
| Assigned To | Default | Default | Matched | Matched | Default |
Data Health Report Card
The Customer Portal Report Card looks at the following categories:
