Link responses to contacts
Choose whether a response is saved alone, joins a contact you have, or creates a new one.
A response can stand alone, or belong to a contact in Analytics. You choose per Journey.
Choose the rule
Open the Journey tab of the panel on the right, find Responses, and set Contact for a response. Save the Journey first: the setting is available once it exists.
| Choice | What happens | Use it for |
|---|---|---|
| No contact | Each response is saved by itself | An anonymous survey or quiz |
| A contact you have | The response joins a matching contact. No new contact is made. | Asking your existing customers |
| A contact, new if needed | The response joins a matching contact. With no match, a new contact is made. | Lead capture and onboarding. New Journeys start with this. |
A Journey never changes a contact you already have.
How a person is matched
FounderHQ matches by email, phone, or your own user ID, within the brand.
From the answers
FounderHQ reads these from the Journey's Input fields:
| It finds | In |
|---|---|
| An email | A field of type Email, or one whose answer name contains email |
| A phone number | A field of type Phone, or one whose answer name contains phone |
| Your user ID | A field whose answer name is externalid |
So a Journey with an email field links its responses with no more work.
From your app
When the Journey runs inside your product, your app already knows who the person is. Pass that to the SDK and FounderHQ uses it instead of what the person typed. See Embed on the web and Mobile.
A Journey opened by public link or iframe has no app around it, so it matches from the answers only.
What you see on a response
Open Journeys → Responses. Each completed response has a contact status.
| Status | Meaning |
|---|---|
| Linked | Joined a contact you had |
| Created | Made a new contact |
| Not Linked | No match, and the rule did not allow a new contact |
| Not Requested | The Journey is set to No contact |
| Contact Conflict | More than one contact matched, so FounderHQ linked none |
Verify
- Complete the Journey with an email address you can recognize.
- Open Journeys → Responses. The response shows Created or Linked.
- Open the contact in Analytics → People. Their Journeys tab lists the Journey.