Contacts: Auto-Merge When Identifiers Match
N
Nabilah Binti Salleh
Use case
We imported a batch of contacts (A) with the tag 'batch1'. After that, we added another batch of contacts (B) with the tag 'batch2'. There are some duplicate contacts in batches A and B. However, we need to merge the same contacts with different tags one by one before we can send out the broadcast message.
Platform Problem:
In our current system, when identifying duplicate contacts based on various identifiers (e.g., phone numbers added to existing contacts where the initial contact was created via a social media channel like Instagram), we present merge suggestions to the user rather than executing an automatic merge. This process requires manual review and action by the user to complete the merge. While this ensures that merges are made with explicit user consent, it also introduces potential delays and inefficiencies in maintaining a clean and accurate contact database.
Desired outcome:
- Enhanced detection logic to assess the likelihood of a suggested merge being accurate
- Allow users to configure settings that determine under what circumstances merges are suggested versus automatically merged. (e.g. users could specify that contacts with identical phone numbers and overlapping data points are auto-merged).
- Audit trail and undo functionality to easily rectify mistakes.