Merge Activities when merging contacts
under review
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Jeremy von Halle
When merging contacts, all activities disappear which can really throw off campaigns based on activities having first occurred, or even the counting of certain activities.
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Peter Bartlett
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under review
S
Sarah Yates
Peter Bartlett could we have an update on this ticket please? It's a key piece of functionality for us.
Peter Bartlett
Sarah Yates: This is a difficult problem to solve with how our systems work, and there can be a number of undesired consequences of copying the activities across to the new contact, such as entering a journey the duplicate contact already entered.
Once we have a system in place that can accurately migrate activities, and we've covered all potential issues such as not breaking links to external data sources, and still giving full control and insight to the customer on what will happen by doing the activity merge, then we can look at adding this option. For now, unfortunately, we can't support it, and recommend having a strong unique identifier solution to avoid getting duplicates in your system where possible.
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Susanna Weber
It is really important for there to be an option to transfer activities across two profiles and be able to keep the primary record with all relevant activities when merged.
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Tim Murphy
Yes please, so important especially when migrating from old Autopilot or combining data sources and cleaning up duplicates
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Nicole Roundy
Yes! I had a nightmare of a time doing this manually.