Update Contact Information

Update Contact Information

Challenge

  • Moving is a fact of life for many people, but it can be a hassle in more than just the obvious ways. For instance, not only do you need to ensure that everything gets to your new destination, you need to make sure that all of the services you use, such as financial institutions and the postal service, has your updated information.

    How would an institution be able to make sure they have up-to-date information for you, without the hassle of needing to go from place to place to make sure they have your correct information?

We Can Help

  • Verify new address information
  • Automatically trigger verification calls

Here's How

Through the use of the Contact Changed element, institutions would be able to see that your information has been updated, whether in person or through an online form. That information update would then trigger a workflow where the end result is a phone communication that asks you to verify that you have entered new information, and provides a phone number for you to do so. This allows you to eliminate some of the busywork involved in getting established in a new place without having to leave the house.

  1. Provide New Information

    Through the use of an online form, you can choose to update your information in an institution's CRM whenever you would like to do so.

  2. Start Flow

    When this new information is received, it will activate a workflow that starts with a Contact Changed element. A Duplicate Filter can be applied, so that those who have already been through the workflow once will not travel through it again.

  3. Deliver Phone Call

    A phone call can then be sent to you, asking you to verify that your new information is correct. In order to verify, or if you have any changes, the given phone number is provided for you, and all you have to do is call back.

Resources

Use Case Identification for Update Contact Information

Use Case ID: WUC061

Questions?

Let us answer them!