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      How Fuse Chooses a Primary Contact for HawkSoft Accounts

      An overview of the logic Fuse uses to select a "Primary Contact" from your Hawksoft data.

      How Fuse Chooses a Primary Contact

      The Primary Contact in Fuse is derived from a Personal Profile in HawkSoft, using the logic described below.

      First, for context, HawkSoft requires that every customer record has at least one Personal Profile designated as a “Main Contact.” It is possible, however, to designate more than one Personal Profile as a “Main Contact.” Therefore, Fuse applies the following logic to select the best possible person as its “Primary Contact”:

      1. If there is only 1 MainContact, Fuse uses that Person.
      2. If there is more than 1 MainContact, Fuse uses one of the MainContacts in this order of priority…
        1. The one whose Relationship value is “Insured.”
        2. If none of them have the Relationship “Insured,”,then the first one that has an attached email address.
        3. If none have an attached email address, then Fuse will just use the first one found.

      How Personal and Contact Details are mapped to the Primary Contact

      After Fuse identifies which Personal Profile to use as its Primary Contact, it simply maps all relevant fields to the Primary Contact from that Personal Profile. However, since having a primary email address is pivotal to running successful email campaigns, there is one notable exception:
      1. If the Personal Profile in HawkSoft does not have an attached email address, Fuse looks for any “floating” email addresses on the customer record (emails that are not otherwise attached to a different Personal Profile). If it finds one, then by default it will use that as the Primary Contact’s email address, just so we have an address that can be emailed.

      Note: If you don’t want Fuse to use this “fallback” logic, please contact our support team for assistance.

      Why Does Fuse Use This Logic?

      The intention behind this logic is to find the best possible "Primary" person for use in automated email marketing. Put simply, Fuse identifies which person is the best one to communicate with based on the designations that you give them in HawkSoft, such as flagging a profile as the "Main Contact" and/or the "Insured" person.

      How Can I Make Sure Fuse Picks the Primary I Want?

      The easiest way to make sure Fuse picks the right Primary Contact every time is to make sure the Personal Profile you want to be the Primary:

      A Quick Note Regarding Terminology

      For the sake of clarity:

      • "Personal Profiles" from HawkSoft become "Contacts" in Fuse, with one of them specifically becoming the "Primary Contact".

      • "Contact Info" from HawkSoft will end up simply named in Fuse as whatever kind of contact info it is (e.g. - Email, CellPhone, HomePhone, etc.)