Merging Contacts
In order to merge tags:
View contacts in "list" view,
Select the 2 contacts you want to merge,
Then an orange bar will appear at the bottom of the screen which says ‘EDIT CONTACTS’
Once the pop-up has appeared select ‘Advanced Options’ and press ‘MERGE CONTACTS’
BE CAREFUL!
We must stress that sometimes two contacts that look like the same person actually might not be (did they forward a tracked email, and someone else clicked through as them?)
Once you merge contacts, we cannot un-merge them!
If you later find out they are two people, you won't be able to tell which of them did which things on the website. Plus it might be handy to see what your visitor is doing on their mobile, as opposed to their desktop…
Only use this feature if you are 100% certain it is one person with two separate contact cards.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
View contacts in "list" view,
Select the 2 contacts you want to merge,
Then an orange bar will appear at the bottom of the screen which says ‘EDIT CONTACTS’
Once the pop-up has appeared select ‘Advanced Options’ and press ‘MERGE CONTACTS’
BE CAREFUL!
We must stress that sometimes two contacts that look like the same person actually might not be (did they forward a tracked email, and someone else clicked through as them?)
Once you merge contacts, we cannot un-merge them!
If you later find out they are two people, you won't be able to tell which of them did which things on the website. Plus it might be handy to see what your visitor is doing on their mobile, as opposed to their desktop…
Only use this feature if you are 100% certain it is one person with two separate contact cards.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 04/02/2020
Thank you!