Hello!
Is it possible to integrate an external form in such a way that
- only new customers (non-existing email) are created
- existing customers are NOT updated
Thank you
Solved
Create-only form integration
Best answer by Penny
I’m afraid that wouldn’t be possible currently based on the default connected forms integration as all submitted forms would either create a profile if it doesn’t exist yet or update the form fields mapped attributes if it is an existing profile.
As a workaround - when the form is submitted externally, you can use the email address to query this API endpoint: https://customer.io/docs/api/app/#operation/getPeopleEmail to see if the email address exists in Customer.io.
If the email address does not, only then would you send a request to this Forms API endpoint with the submitted form information: https://customer.io/docs/api/track/#operation/submitForm to add new profiles to your workspace with the form submission.
This might involve some backend custom-scripting work with your developers but I hope this helps!
I’m afraid that wouldn’t be possible currently based on the default connected forms integration as all submitted forms would either create a profile if it doesn’t exist yet or update the form fields mapped attributes if it is an existing profile.
As a workaround - when the form is submitted externally, you can use the email address to query this API endpoint: https://customer.io/docs/api/app/#operation/getPeopleEmail to see if the email address exists in Customer.io.
If the email address does not, only then would you send a request to this Forms API endpoint with the submitted form information: https://customer.io/docs/api/track/#operation/submitForm to add new profiles to your workspace with the form submission.
This might involve some backend custom-scripting work with your developers but I hope this helps!
That’s a great idea, Penny. I’ll look into implementing that. Thank you so much for suggesting it.
Might still be a good feature for customer.io though in the form integration. Something like an insert vs upsert.
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