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Author Topic: Connecting members w/o email to their online record once they create an account?  (Read 3101 times)

1green1

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Connecting members w/o email to their online record once they create an account?
February 10, 2009, 12:38:19 pm
We have a significant portion of our contacts that have no email associated. We want to invite those members to create accounts online (we'll suggest this in our next snail mailing). How do we then connect the new accounts with existing records? Can it be automatic? Do we have to create the individual accounts and then mail the login info to each member?

Drupal 6.9
CiviCMR 2.1

petednz

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Re: Connecting members w/o email to their online record once they create an acco
February 10, 2009, 01:14:49 pm
Could you create a new custom field - export then reimport the ID in to the new field - then set up a profile that requires that field, and set that field to be in your 'matching rules'?

So your non-email person gets a letter, asks them to go to a page on your website, and enter their first name + last name + ID (as they are printed on the letter) as well as giving you their email

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Dave Greenberg

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Re: Connecting members w/o email to their online record once they create an account?
February 10, 2009, 07:11:32 pm
Not sure if that will work since CiviCRM always uses email address to attempt to match a new user account to an existing CiviCRM record (regardless of configured CiviCRM dupe matching rules). I can't think of an automated way to do what you want - but maybe others can chime in with an idea. :-(
« Last Edit: February 10, 2009, 07:15:45 pm by Dave Greenberg »
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petednz

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Re: Connecting members w/o email to their online record once they create an acco
February 10, 2009, 07:25:15 pm
how about if civiCRm ID is re-imported in to External ID and that External ID is then used for the match? or
so you are saying that when someone fills in profile etc, civiCRM goes to check if they exist, and matches it to the email field.

In which case, getting twisted here but - export ID, reimport ID with @xyz.com appended in to a specified email address field

Then ask users to enter that in to the email field, ask for the  real email in a separate field and - hey presto all you need do then is throw away the ID email address?

Bound to be a flaw here somewhere but .....  ;)
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Dave Greenberg

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Re: Connecting members w/o email to their online record once they create an account?
February 11, 2009, 03:51:24 pm
Ack - just reverified that for Drupal new user registration, we ALWAYS use just the Drupal email address field value to see if there's an existing contact record to link with. Pretty sure this means that there's no way to match on other fields w/o some code hacking. I suspect this was the only way we could figure out to do this - esp since we can't control what other fields are present for any site (depends on what they put in the user registration linked profile).
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petednz

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Re: Connecting members w/o email to their online record once they create an acco
February 11, 2009, 04:38:58 pm
I think my wild suggestion still gets around this doesn't it?
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Dave Greenberg

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Re: Connecting members w/o email to their online record once they create an account?
February 11, 2009, 05:30:31 pm
Hmm - on re-reading seems like it would work. But the mechanics might be a bit tricky (i.e. replacing the dummy email 'xxxx@example.com' with their "real" email which they've entered in a custom field). Probably could construct SQL query to do this in batch.
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petednz

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Re: Connecting members w/o email to their online record once they create an acco
February 11, 2009, 05:36:12 pm
I was thinking of something a little more basic (of course) like using different location types - and then getting rid of the unnecessary one. Might work? Otherwise yes, an SQL query that says 'if primary email = ###@xyz.com replace with data from this field'
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1green1

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Re: Connecting members w/o email to their online record once they create an account?
April 09, 2009, 02:07:36 pm
Thank you all for your thoughts. This seems like something other organizations must be dealing with. I'll post whatever method we come up with...
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