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List maintenance - update duplicate contacts

Comments

3 comments

  • Marten Hoekstra
    Steve,

    The duplicate data is stored in your CRM. I would investigate the options of your CRM doing the task you want. Act-On does indeed only look at the first duplicate record.

    I am curious how you work with seperate form submissions/leads coming from the same emailaddress/contact. Would it not be the case that this contact could then be contacted by two different sales people from your company? Would it not be helpful for your salespeople to know the history of the lead? Ie. other form submissions? Your CRM should be able to make this into one so you could see that a contact has submitted more forms.

    Is it not more handy that you store this data under the contact record instead under the lead record in your CRM?

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    Marten Hoekstra
    Stan and Stacy
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    Original Message:
    Sent: 05-06-2019 13:21
    From: Steve Platz
    Subject: List maintenance - update duplicate contacts

    Does anyone know if it's possible to update duplicate contacts in a marketing list using list management? It seems only the latest record is updated while the rest maintain their original value.

    Additional Information
    We create a new lead in CRM for every form submission to a particular form. Each lead is worked on independently of the others and can be in an open, qualified, or disqualified state. Because we create a new lead for every submission, there's a chance that duplicates could exist.

    I've set up a few list maintenance workflows to help consolidate the various lists into the master list without duplicates. The intent of these workflows is to update the first name, last name, email, and opt-in flag of the contact so we're always capturing the most recent opt-in value for GDPR purposes.

    I then want to take that consolidated, de-duplicated list and update our CRM leads and contacts with the correct opt-in value. To do this, I've synchronized all leads and all contacts from CRM and I'm trying to build a list maintenance workflow to go from the master list and update the all leads and contacts lists. From there, the idea is that the all leads and contacts lists could be synchronized with CRM. The problem is, as stated above, that only one of the contacts or leads gets updated in the all leads or contacts list. Every other matching record retains its original value.

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    Steve
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  • Tanya Vanasse

    When you say it looks at the first duplicate record how do you define first, date entered, first in a list?  How can I make sure if I want the most resent add that it is first?

     

    Tanya Vanasse | Marketing Applications  Manager

    CBORD & Horizon Software

    office: 844.462.2673

    email: tgv@cbord.com

    ______________________________________________

     

    UGC2019_EmailSigRegiCrop_02

     



    ------Original Message------

    Steve,

    The duplicate data is stored in your CRM. I would investigate the options of your CRM doing the task you want. Act-On does indeed only look at the first duplicate record.

    I am curious how you work with seperate form submissions/leads coming from the same emailaddress/contact. Would it not be the case that this contact could then be contacted by two different sales people from your company? Would it not be helpful for your salespeople to know the history of the lead? Ie. other form submissions? Your CRM should be able to make this into one so you could see that a contact has submitted more forms.

    Is it not more handy that you store this data under the contact record instead under the lead record in your CRM?

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    Marten Hoekstra
    Stan and Stacy
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    0
    Comment actions Permalink
  • Steve Platz
    So... I was able to identify a way to update duplicate contacts in our CRM system from a de-duped list in Act-On. Rather than acting on the de-duped list, a list maintenance program can loop through the list with the duplicates, look for a match in the de-duped list, and update itself accordingly. Because I only need to set a single field, I can segment the de-duped list on the field I want to update and manually set it in the maintenance program.

    This works well for a one-way push from Act-On to CRM, but for obvious reasons you've already brought up, doesn't work in the reverse. There's no way to tell which record is the 'correct' one when there are two or more. 


    ------------------------------
    Steve Platz
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    -------------------------------------------
    Original Message:
    Sent: 05-22-2019 08:56
    From: Tanya Vanasse
    Subject: List maintenance - update duplicate contacts

    When you say it looks at the first duplicate record how do you define first, date entered, first in a list?  How can I make sure if I want the most resent add that it is first?

     

    Tanya Vanasse | Marketing Applications  Manager

    CBORD & Horizon Software

    office: 844.462.2673

    email: tgv@cbord.com

    ______________________________________________

     

    UGC2019_EmailSigRegiCrop_02

     




    Original Message------

    Steve,

    The duplicate data is stored in your CRM. I would investigate the options of your CRM doing the task you want. Act-On does indeed only look at the first duplicate record.

    I am curious how you work with seperate form submissions/leads coming from the same emailaddress/contact. Would it not be the case that this contact could then be contacted by two different sales people from your company? Would it not be helpful for your salespeople to know the history of the lead? Ie. other form submissions? Your CRM should be able to make this into one so you could see that a contact has submitted more forms.

    Is it not more handy that you store this data under the contact record instead under the lead record in your CRM?

    ------------------------------
    Marten Hoekstra
    Stan and Stacy
    ------------------------------
    0
    Comment actions Permalink

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