Merging Duplicate Contacts
Managing your contact list can be cumbersome but not with Simplero. When a customer uses the same email for registering to your list(s) or purchasing your product(s) then those lists and products will all appear under the same contact. Making it simple for you to see all the ways your lead or customer is connected to you.
However, what if they use a different email address?
If your customers are signing up with different emails each time then they appear in your contacts as a different contact, this can make your life a little crazy when you are looking for them in your system. This guide will show you how to merge the contacts together and make your contact list easier to manage.
Merge contacts one at a time
Select Contacts from your Simplero Dashboard
Select All Contacts from the dropdown menu
Go to the Search field and type your customer's name
Once you perform the search, you'll see your customer's name with different email addresses on the list.
Click on each contact file that comes up for that customer to determine which one you want to merge everything into. Generally, it helps if you know which Simplero ID the customer wants to use. (Note: It is important, even if you know which one you want to use as their final contact file, you still want to click on each file so that they all show in your list of Recently viewed Contacts)
Once you have clicked on each contact file for that customer, click on the one you want to merge everything into.
On the right-hand side of the page, scroll down to the bottom right corner where you see "Recently viewed contacts".
In the Recently Viewed Contacts section, you will see the list of other email addresses for the same contact that you clicked on in step 5.
You will see a "Merge" icon next to each contact file.
Click the Merge icon next to each contact file, and the information from it will be merged into the file you currently have open on your screen. The contact that has been merged will automatically be deleted.
Merge all duplicates in your account
Use this to find and merge duplicate contacts across your whole account in one action. To choose which contact survives, merge contacts one at a time instead.
Go to Contacts → All Contacts from your Simplero Dashboard.
Click the three dots in the top right corner and select Merge duplicates… Simplero filters the list to Duplicate emails — In entire account. Every contact shown shares an email address with at least one other contact. Archived contacts and contacts without an email address are not included.
Click Merge all duplicates in the banner above the list. The banner shows how many contacts share an email address, and in how many groups.
Confirm the merge in the message that appears. The merge cannot be undone.
In each group, the oldest contact stays, and every newer duplicate merges into it. Merged contacts disappear from the list, and their history moves to the contact that remains.
The merge runs in the background. You receive an email when it finishes.
See Who Counts as an active contact for how contacts count toward your plan.
What gets merged when merging a contact?
The information below for both contacts gets merged into one:
Affiliate information, including clicks
Purchases (including charges, payment methods, transactions, etc)
Credit balances
Automation flows
Notes on contact
Access to membership sites and courses
Email deliveries
Worksheet responses
Support tickets
Events they are a participant at
Tags
Points
Surveys
Note: The contact that remains keeps its own name, email address, and custom field values. Details from the merged contacts fill in blank fields only.
Note: Merging contacts does not fire automations or tag triggers.
Note: The Simplero ID of both contacts does not get merged. Each contact's Simplero ID is unique and personal, and it can only be changed by the owner of the email (you need access to the email itself to confirm the merge). If your customers want to also merge their ID, you can send them the instructions on this End User Manual.
