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brandon98
Participante

Merging contacts that are enrolled in sequences

resolver

I was just curious what happened to contacts that you merge when one or both contacts are enrolled in a sequence.

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PamCotton
Solución
Administrador de la comunidad
Administrador de la comunidad

Merging contacts that are enrolled in sequences

resolver

Hello @brandon98 

 

At the moment is not possible to merge contacts that are currently enrolled in a sequence.

This is because merging a contact that is in a sequence can trigger sending duplicate emails or unenrollment from a sequence that can cause unexpected issues.

 

What I suggest is to wait for the contact to complete the sequence, and after completing, you should be able to merge the contacts.

 

Pam

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3 Respuestas 3
TCarl
Participante

Merging contacts that are enrolled in sequences

resolver

I realize this is super old BUT:  It would be really helpful if on the "manage duplicate records" menu they allowed for a "in sequence now" column. Currently I have to click into every single one to see which is in a sequence which is super time-consuming. If I just could see that they were in a sequence from that first menu I could skip them quickly and move to clean-up the ones that aren't.

 

 

 

 

DianaGomez
Administrador de la comunidad
Administrador de la comunidad

Merging contacts that are enrolled in sequences

resolver

Hi @TCarl, I hope you are doing well!

 

That's a great idea.  I would recommend you create it in our ideas forum and commenting on your use case, so you're automatically subscribed to the idea. You'll receive notifications when our product team makes a status update to the idea.

 

The more people vote for the idea, more chances will have to be implemented in the future.

 

Thank you,
Diana


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0 Me gusta
PamCotton
Solución
Administrador de la comunidad
Administrador de la comunidad

Merging contacts that are enrolled in sequences

resolver

Hello @brandon98 

 

At the moment is not possible to merge contacts that are currently enrolled in a sequence.

This is because merging a contact that is in a sequence can trigger sending duplicate emails or unenrollment from a sequence that can cause unexpected issues.

 

What I suggest is to wait for the contact to complete the sequence, and after completing, you should be able to merge the contacts.

 

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


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