Keeping a clean contact database
Before reading on, check out these three articles to get your contact database started:
💼 Manage Potential Duplicates
Duplicates can occur during mobilizations when new contacts already exist in your database.
Use the Potential Duplicates filter to identify and merge duplicates.
👉 Learn more about the Potential Duplicates filter.
🔎 Review and Update Contact Information
Ensure all contact information is accurate and complete:
Find unassigned areas:
Use the filter:Filters > Territory > No zoneto locate contacts missing a geographical area.
Common issues include typos in the city name or incorrect zip codes.Turf cutting for geolocalization:
Use Map view to draw the desired area with the Turf Cut tool.
Switch to List view to review the selected contacts.
Update or delete contacts outside your scope (e.g., if your mobilization is around Paris).
Optionally, tag these contacts as "Out of Scope" to track them.
📲 Handle SMS Errors
After sending an SMS campaign, review the Error report for invalid numbers:
Go to the report to identify contacts with faulty numbers.
Update or delete the incorrect numbers to maintain clean data.
