Merging Contacts

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Summary:

In order to merge tags:

1) View contacts in "list" view,

  

2) Select the 2 contacts you want to merge,

 

3) Then a orange bar will appear at the bottom of the screen which says EDIT __ CONTACTS

 

4) 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 he forward a tracked email, and someone else clicked through as him?)

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 his mobile, as opposed to his desktop...)

So use wisely ;)

 

 

Call 0161 414 1080 if you need help, or email help@canddi.com

 

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