I am trying to find duplicate contacts within my list, without having to wait for the customer to bring it to my attention, but I can’t seem to find anything in the guides except how to manually merge two contacts.
For example, if there are two contacts for Jane Smith but with different email addresses, I want to be able to find them and merge them on my own.
Is there a way for the system to do a full search and find duplicate contacts within a list? Or another way to set up the way people enter my automations to prevent future duplicates?
Hi all, thank you for sharing this feedback! Please refer to our ideas board where you can share and vote on ideas to be added. That board is monitored by the Product team and is the best way to share your feature requests.
Thanks for following up! Abbie from ActiveCampaign here. There is no native feature to dedupe contacts who have different email addresses - email addresses act as our unique identifier, so we are able to automatically prevent duplicates from being created as long as they have the same email address. When a contact with totally different information is imported or added to your account, there is no other unique identifier for the system to in place of the email, so the new contact with a new email looks like a totally different contact.
I generally recommend reviewing your data processes and how data is added to ActiveCampaign, as ideally, de-duping these records would take place in your main database, like Salesforce, and allow us to help tie those merges together in a more automated way. Work arounds like this will depend a bit on your own data flow and what applications you use. If you’re not sure where to start or what your options might be, I’d recommend reaching out to us at help@activecampaign.com so we can learn more about your unique needs and how you can resolve this. Kay Pearce also has a nice resource on some manual workarounds and additional best practices you may want to consider.