Merging Contacts
Duplicate contacts can clutter your contact list and cause confusion when managing customer interactions. The Merge Contacts feature in Dialogpay allows you to merge duplicate contacts based on similar contact details like email addresses or phone numbers, ensuring a clean and organized contact list.
Why Merge Contacts?
Merging contacts is especially useful when:
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A contact has been added multiple times with the same email or phone number.
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You want to consolidate interaction histories from duplicate contacts into a single record.
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Avoiding confusion between team members who manage contacts.
How to Merge Duplicate Contacts
Follow these simple steps to merge contacts in Dialogpay:
Step 1: Access the Merge Contacts Tool:
Go to the Dashboard. On the left-side menu, click Communication. In the dropdown menu, you will find the option for Merge Contacts.
Step 2: Finding Duplicate Contacts:
When you click Merge Contacts, Dialogpay will automatically scan your contact list for duplicates. The system identifies duplicates by comparing contacts with the same phone numbers or email addresses.
Step 3: Review and Select Duplicates:
A list of potential duplicate contacts will appear. You can review the details of these contacts to confirm that they are duplicates.
Be sure to double-check the information (e.g., names, phone numbers, emails) to avoid merging contacts that are not actual duplicates.
Step 4: Merge Contacts:
Once you have reviewed and confirmed which contacts should be merged, select the contacts and click the Merge button. Dialogpay will combine the information from these duplicates into one contact, merging their contact details and interaction histories.
If there is conflicting information between the contacts (e.g., different names or tags), Dialogpay may ask you to confirm which details to keep.
Handling Conflicting Information During Merging
In some cases, the duplicate contacts may have conflicting information (for example, two different names, addresses, or tags). When this happens:
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Dialogpay will prompt you to choose which data to keep from each duplicate.
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Review each field (name, email, phone, tags, etc.) and select the correct information to maintain consistency.
Benefits of Merging Contacts
Merging contacts provides several key benefits:
Eliminate confusion caused by duplicate entries, ensuring your contact list is clean and accurate.
All communications with a contact are consolidated, allowing for better context and seamless conversations.
When team members see the same unified contact, it reduces the risk of errors or duplicated effort in handling customer interactions.
