Merging duplicate contacts

In the contact management system sometimes duplicate contacts are created, which can be merged to maintain data integrity and accuracy. This process is crucial for effective marketing campaigns and reducing communication errors.

Requirements

• Access to the Mautic admin panel.
• Permission to manage contacts.

Steps

1. Open the Contacts page.
2. Search for the duplicated contact
3. For merging, open the contact overview page, click the dropdown arrow, and select Merge.
4. Use the Filter field to find the original contact and select it on the second field for merging.
5. Click on Merge to move related resources to the base contact and automatically delete the duplicate.

Results

Consolidated contact records with accurate information and no duplicates.

Note

Ensure email (or another field) is set as a unique identifier in settings to prevent future duplicates.

Warning

Be aware that merging contacts can sometimes trigger segment emails to be resent; plan accordingly.

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