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Merge contacts into one profile
You can now merge two contacts into a single profile and bring their loyalty points together in one account, ideal when a customer has profiles under different email addresses.
Merge two contacts: Bring two separate customer profiles together into a single contact.
Bring loyalty points together: When two contacts are merged, their loyalty points are transferred into the remaining account, keeping the customer's points in one place.
Customers can sometimes end up with more than one profile, for example when they use a different email address when signing up.
This can leave their loyalty points spread across separate accounts. Contact merging gives you a simple way to bring those profiles and points together, making it easier to manage the customer from one account.
What this means for you
Bring customer profiles together: If the same customer has two separate profiles, you can merge them into one.
Handle different email addresses: If a customer has created another profile using a different email address, you can bring the two profiles together.
Keep loyalty points in one place: Loyalty points are transferred into the remaining account when the contacts are merged.
Simpler customer management: Instead of managing the same customer across two profiles, you can keep everything centered around one contact.
Where to find it
Open the contact you want to manage in CRM → Contacts and select the option to merge it with another contact.