Slate uses submitted form data to match a form response to an existing person record. When a form does not pass a unique identifier, mapped name, birthdate, and email fields help Slate find an existing record and reduce duplicate records.
📖 Further reading: Matching Criteria for Person Records
Match form responses to person records
Slate can use either of the following field combinations to match a form response to an existing person record:
First Name + Last Name + Email
First Name + Last Name + Birthdate
If the form data does not match an existing record, Slate can create a new person record when the submitted data includes either of the following:
First Name + Last Name
Email
To reduce duplicate records, include required fields that save to standard Slate fields when a form is intended to create or update person records.
Default field configurations
Configure the following settings:
Status: Leave the status set to Active.
Type: Leave the type set to Text Box.
Label: Customize the label if needed.
Options: Keep Required selected. Required fields prevent submission when the respondent does not enter a value.