If you haven't set up your Rock RMS integration, head here first.
When someone texts your account, Clearstream can automatically search your Rock database for a matching person based on their phone number. That way, if you're using the Push to Rock step, it won't create a duplicate profile. Alternatively, if a match is found, we'll sync their name and email into their Clearstream contact.
To enable this feature, go to your Rock RMS integration page and check the box to Retrieve profile data from Rock when someone texts in.
You can also send a Collect Name & Email Form only to people who don't have a profile in Rock using branches.
If you have any questions, just reach out to us in the chat. We're glad to help!