Assigning Companies to Contacts

There are different ways to assign a Company to a Contact as explained below:

Contact profile

You can assign a Contact to Companies in the Contact’s profile, while creating or editing an existing Contact. Mautic considers the latest Company assigned as the primary Company for the Contact.

Contacts list view

You can batch assign Companies to selected Contacts in the Contact’s list view.

Via a Campaign

You can assign a Company to identify Contacts through a Campaign by selecting the Assign Contact to Company action.

Through a Form

When identifying a Contact through a Form, you can also associate an existing Company or create a new one if:

• The Form includes Company name as a Form Field - mandatory for Company matching/creation,
• The Form includes City as a Form Field - mandatory for Company matching/creation,
• The Form includes Country as a Form Field - mandatory for Company matching/creation,
• The Form includes State as a Form Field - optional for Company matching/creation.

Company scoring

It’s possible to change the Company score through a Campaign action or a Form action. When using these actions, it’s necessary to identify the Contact first, and then alter the score of the Companies assigned to that Contact.

1. Select the Change Company score action in either a Form or a Campaign
2. Once submitted or triggered, Mautic identifies Companies in the Campaign or Form to change their score.

Setting the primary Company

You can set the primary Company through the Contact details interface.

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