Original Question:
William Noel asked us:
“I am testing a new form, and half of the info is not being populated into Agent CRM. I’ve used my real name with a couple of my real email addresses and the triggers work, but the info is not entered into the contact section. Any idea why? Also, does the software block fake or duplicate emails?”
Answer:
By default, Agent CRM does not allow duplicate email addresses. This means that if you submit a form using an email that is already in your account, the system will not create a new contact. Instead, the submission will be logged under the existing contact associated with that email.
If you want to test your form without linking submissions to an existing contact, try these steps:
- Use a Completely New Email Address
- Make sure the email you enter has never been used in your Agent CRM account before.
- You can use temporary or unique email variations (e.g., adding “+test” to your email, like
yourname+test@gmail.com
).
- Submit the Form in an Incognito Window
- Open an incognito or private browsing window before filling out the form.
- This prevents your browser from automatically associating the submission with an existing contact.
- Check Your Contact Records
- If the form submission does not appear as a new contact, search for the email in your CRM to see if it was merged into an existing record.
These steps should help you ensure that form submissions are properly recorded and that new contacts are created when expected.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- How to Find Contacts Added to a Campaign
- How Agent CRM Prevents Duplicate Contacts During File Imports
- Automate New Insurance Lead Campaigns
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one: