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4.2. Contact signup
Users who follow the form link will be asked to fill in their:
- Email Address
- First Name
- Surname
- Job Title
- Company
- Interests
Once the user clicks Subscribe, RubiCRM will do one of two things:
1. If a contact exists already within your CRM with the given email address provided, your organisation will receive a notification based on your Marketing Signup Settings, asking you to take action, as RubiCRM will not overwrite any existing contact record information.
2. If the email address has not been used by another contact record, a new Primary Record will be created and will be marked as Guest. Within the Primary Record, a contact record will be created with the user's details.
The Primary Record will have a Source of Mailchimp and the contact's Data Source as Mailchimp, allowing you to filter these contacts.
You will also receive an email to notify you of the user subscribing based on your Marketing Signup Settings.