Combinar automáticamente los contactos duplicados
Introducción
Infusionsoft puede fusionar automáticamente contactos duplicados una vez que se han identificado. Esta es la opción más común para una gran base de datos de contactos. Cuando fusiona automáticamente duplicados, no tiene la oportunidad de revisarlos antes de la fusión. El sistema fusiona automáticamente todos los duplicados identificados a la vez. La combinación automática tomará información del registro de contacto más reciente y la utilizará para actualizar la información en el registro de contactos anterior (original), basado en los números de identificación de los registros. El registro combinado contendrá todas las etiquetas, historial, notas, etc. de ambos registros.
Instrucciones paso a paso
1 - Después de ejecutar la revisión de duplicados descrito en el artículo anterior, vaya a Admin> Limpieza de datos en la navegación maestra.
2 - Elija una opción de combinación automática:
- Combinar registros de contactos duplicados sobrescribiendo datos antiguos con datos nuevos: Seleccione esta opción para reemplazar datos antiguos con los datos más recientes y agregar datos que no existían en el registro de contactos original.
- Fusionar registros de contacto duplicados solo añadiendo nuevos datos, no sobrescribiendo datos antiguos: elija esta opción para mantener todos los datos existentes en el registro original y agregar sólo la información que falta.
3 - Haga clic en Aceptar para confirmar que este paso es irreversible y continuar con la combinación.
4 - Ahora puede ver la nueva lista de registros combinados o volver a limpiar más datos.
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