How The Sticky Contact Feature Works

Sticky Contact Functionality:

• Saves cookies from a lead to retain their information.
• Syncs all previously entered information across multiple forms and surveys.
• Useful for:
  • Initial opt-in leading to a calendar or appointment page.
  • Managing a 2-step order form process.

Note:

• If several people use the same browser to complete the same form, calendar entry, survey, or order and sticky contacts are turned on, their details will replace each other for the same contact record.
• Sticky contacts won’t be effective the first time someone uses a different browser, since the necessary tracking cookie won’t be set on that browser.
• Additionally, sticky contacts don’t work with hidden or custom fields.

Step 1: How to Toggle Sticky Contact On and Off

Navigate to Sites:

• Go to the main dashboard or menu of your system.
• Locate and select Sites.

Access Forms:

• Within the Sites section, find and click on Forms.

Open Form Builder:

• Select the specific form you want to modify or create a new one.
• Click on Builder to open the form builder interface.

Go to Options:

• Once in the form builder, find the Options tab or menu.

Scroll Down to Find the Sticky Contacts Toggle:

• In the Options section, Click on dropdown of form setting

Enable Sticky Contacts:

• Under the form setting,Toggle the switch to the On position to enable Sticky Contacts for the form.

NOTE: If you are filling out a form for a lead (e.g. if you’re texting with them or on the phone with them)  that has sticky contact enabled, ensure that you use incognito mode in your browser. If you do not, every time you open that form/survey (until you clear your cache), the previous lead’s information will populate and the software will think that lead is trying to enter Referins again. 

FAQs 

1. What is Sticky Contact functionality?

• Sticky Contact functionality saves cookies from a lead to retain their information and syncs all previously entered data across multiple forms and surveys. This feature helps maintain continuity and consistency in user interactions.

2. How does Sticky Contact work?

• It saves the lead's information in cookies so that if the lead fills out multiple forms or surveys, their previously entered data is automatically filled in, enhancing their experience and reducing the need for repeated information entry.

3. Where is Sticky Contact useful?

• Initial Opt-Ins: When a lead opts in and then proceeds to a calendar or appointment page.
• Two-Step Order Forms: When managing a multi-step order process, ensuring data consistency across steps.

4. Are there any limitations to Sticky Contact?

• Multiple Users on the Same Browser: If multiple people use the same browser to complete forms or surveys with Sticky Contact enabled, their details may overwrite each other.
• Different Browsers: Sticky Contact won’t work on a new browser until the tracking cookie is set on that browser.
• Hidden or Custom Fields: Sticky Contacts do not work with hidden or custom fields.