Contacts: Auto-Merge When Identifiers Match
N
Nabilah Binti Salleh
Use case
We imported a batch of contacts (A) with the tag 'batch1'. After that, we added another batch of contacts (B) with the tag 'batch2'. There are some duplicate contacts in batches A and B. However, we need to merge the same contacts with different tags one by one before we can send out the broadcast message.
Platform Problem:
In our current system, when identifying duplicate contacts based on various identifiers (e.g., phone numbers added to existing contacts where the initial contact was created via a social media channel like Instagram), we present merge suggestions to the user rather than executing an automatic merge. This process requires manual review and action by the user to complete the merge. While this ensures that merges are made with explicit user consent, it also introduces potential delays and inefficiencies in maintaining a clean and accurate contact database.
Desired outcome:
- Enhanced detection logic to assess the likelihood of a suggested merge being accurate
- Allow users to configure settings that determine under what circumstances merges are suggested versus automatically merged. (e.g. users could specify that contacts with identical phone numbers and overlapping data points are auto-merged).
- Audit trail and undo functionality to easily rectify mistakes.
A
Alyaa See
Merged in a post:
Tool for merging contacts in bulk
marketing banglo 289
Specific tool for searching and listing all contacts that are duplicated and can merge in more simple way. This can help a lot in sanitising contacts
N
Nabilah Binti Salleh
Merged in a post:
AI agent requests Emai and merges contact the same. Sometimes the contact is created from one channel and then the customer writes from another channel. through Email or Tel (optional) to be able to merge these contacts automatically. You can request extra data to confirm their previous record and have more security. (this can also be optional)
Santiago Caceres
In my specific case, I have order contacts created on Shopify. If the customer is contacted via Instagram, IA Agent, seeing that it is empty, can request e-mail and thus merge with the contact already created with all the data of the imported order.