Managing and Tracking Merged Contacts

When a customer inadvertently creates multiple accounts using different email addresses, you can combine their profiles to protect their data integrity. This lesson covers how to merge duplicate accounts, transfer loyalty point balances to a single primary profile, and track historical account combinations.

Key Takeaways

• The Purpose of Merging Profiles: Merging contacts is primarily utilized when a loyalty member registers under two separate email addresses but wants their lifetime loyalty points unified under a single account.

• Consolidating Duplicate Accounts: To combine accounts, navigate to your main contact directory, open the duplicate contact card, access the Options menu, and select Merge contacts. From there, search for and select the primary contact profile you wish to merge them into.

• Automated Point Transfers and Balance Unification: Clicking the final confirmation button instantly combines both users into one master profile. During this automated process, the secondary duplicate profile is completely removed from the CRM, and all accumulated loyalty points, transaction histories, and rewards are safely transferred over to the primary account.

• Auditing Profile Modifications: To maintain transparency and a clean data trail, the platform provides a historical ledger under your configuration menus. Navigating to Settings > Contacts provides an analytical overview tracking all historic merged and removed profiles across your entire workspace.

Dashboard Checklist

1. Navigate to CRM > Contacts and select the customer profile that you intend to absorb or remove.

2. Click the Options dropdown menu in the upper corner of the profile card and select Merge contacts.

3. Use the search field to find and select the primary contact profile that will preserve the unified account.

4. Click Merge contacts to authorize the synchronization, close out the duplicate profile, and transfer all loyalty point data.

5. Go to Settings > Contacts to review the running system log of all merged and removed database profiles.