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Infusionsoft Cookbook by Paul Sokol

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Checking for duplicate contact records

Ideally, every human will only have one contact record in the database. In the real world, this doesn't always happen. This can lead to strange experiences such as an existing customer receiving a promotion for a product they have already purchased. Needless to say, this doesn't enhance customer experience.

Fortunately, Infusionsoft has a built-in function to check for duplicate contact records.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the main navigation and in the Admin column, select Data Cleanup:
    How to do it...
  2. Click on Check for Duplicate Contact Records ...

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