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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

      For every customer synced from HawkSoft, Fuse will automatically select a "Primary Contact". To identify the Primary Contact, Fuse looks through HawkSoft's "Personal Profiles" until it finds a match for one of the conditions below, in this order of priority:

      1. Single Main Contact:
        • If only one profile has "Main Contact: True," then that profile is used as Fuse's "Primary Contact."
      2. Multiple Main Contacts:
        • If there is more than one profile with "Main Contact: True," then Check Relationship and:
          • If only one profile has the "Relationship" value "Insured," that profile is used as Fuse's "Primary Contact".
          • If more than one profile has the "Relationship" value "Insured," then Check Email Address and:
            • If only one profile has an email address, then that profile is used as Fuse's "Primary Contact."
            • If all or none of the profiles have an email address, then the logic randomly chooses one of the profiles to use as the "Primary Contact".

      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.  If Fuse can't single out the primary contact based on that logic alone, then it will prefer the closest match possible that also has an email address, since email communication is such a pivotal part of your Fuse campaigns.

      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.)