If you haven't set up your Rock RMS Integration, head here first.
When someone texts into your account you might not know who they are. But if you're using Rock RMS, Clearstream can automatically search your account for a matching person. Clearstream will look for a matching person based on the phone number. If a match is found, we'll sync their name and email into Clearstream (almost instantly).
For a quick demonstration of how this works, just watch the video below. Alternatively, you can read on.
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."
How It Works
Someone texts in to join your Clearstream account for the first time.
Clearstream automatically looks for a matching person in Rock RMS.
If it exists, Clearstream syncs their Person Profile data (name & email address) from Rock.
How It Helps
Automatically fill in Subscribers' name and email fields without asking people to submit them (if they already exist in Rock RMS).
In a Keyword Workflow, you can send a Collect Name & Email Form only to people who don't have a profile in Rock. Check out Branches to learn more.
When using the Push to Rock step, this eliminates the possibility of creating duplicate profiles.