Workflow Action - People - Person Attribute From Fields

Action:

Person Attribute From Fields

Category:

People

Version:

v5.0

Content:

This action will take a first name, last name, email, mobile number and birthday and search for a matching person in the database. The result will be placed into a selected attribute. If no person was found a new record will be created for you. If a match is found, it does not update the person record with any of the supplied values except the email address if enabled by the action setting.

The record with the highest score greater than 35 points is selected as the match (if no records score more than 35 points a new record will be created).

• First/Nick Name match = 15 points.
• Last Name match = 15 points.
• If Last Name doesn't match but previous name does = 12 points.
• Mobile Phone OR Email match (or both) = 15 points.
• Month/Day match with the birthdate = 10 points.
• Year match with the birthdate = 5 points.

Other similar routines (presumably registration, etc) in Rock also consider:

• Gender Match = 3 points
• Suffix Match = 10 points