Merging Customer
1.Overview#
The specific logic of customer identities and customer merging are introduced in detail in the identity instructions. Please read and sort out the customer identities before operating the merged.
The system itself has a set of rules that can automatically match customer data through customer identity, but there are still some special scenarios. Considering that data merging may cause some data to be lost, the system cannot accurately perform automatic merging. At this time, users may need to manually merge customers.
2.Merge operation#
2.1Function entry#
There are two entrances to merge customers, one is [Setting Center]-[Data Operation]-[Merge Customers]
the other is[Customers]-[Customer List]-[Merge Customers]
Two function entrances are the same. DM Hub supports merging customers with the same mobile phone number or email properties, select the appropriate merge method.
2.2Select Merge Method#
The system supports merging customers with the same mobile phone number or the same email address.
After the selection, the system will start to scan the customers and give the merger opinions, as shown in the figure below:
E-mail conflict: E-mail conflict refers to two customers who have the same mobile phone number properties, but their email address are inconsistent. Email is the key information for contacting customers. If there is a conflict, user needs to carefully choose which mailbox to keep
Identity conflict: Identity conflict means that two customers have the same mobile phone number property and the same identity type, and the identity ids of this identity type are inconsistent. Based on this, DM Hub gave the following merger opinions:
Recommended merge: There is no email address or identity conflict for customers in the group.
Merge carefully: There are email address conflicts among customers in the group or identity conflicts with some customers. There is a email address conflict in the group, so you need to choose which email address to keep after the merge when merging. Some customers in the group have conflicting identities, so customers without identity conflicts can still choose to merge.
Unable to merge:all customers in the group conflict with each other.
We choose "Recommended Merge" to carry out the merge operation. Each block is a group of customers to be merged. You can select the customers to be merged through the checkbox on the left. You can also directly click the properties of the customers you want to keep after the merge and selectting the properties will show a green "√" on the right.
There are two check boxes at the top right:
Display customer identity: After checking, the customer identity will be displayed on the right side of the table
Display the same property value: After checking, the customer properties with the same value in this group will also be displayed.
Batch merge
For all groups of "Recommended Merge" after scanning, the system supports one-click batch merging. Click the button in the upper right corner to perform batch merging.
Note: When multiple customers are merged, the customer id will give priority to those with membership identity, then those with WeChat identity, and then customers with other identities.
