1️⃣ Manage potential duplicates

Duplicates can be created during your actions.

To highlight potential duplicates in your contact database, you have a filter that can help you:

Here is a more detailed article about merging contacts:

2️⃣ By checking existing contact information

To do this, some filters can be interesting to identify contacts with wrong information.

  • The filter: "Unknown address"

You can instantly see all the contacts that are not well geolocalized in your database. It can probably be a typo on the city, a wrong zip code etc...

✅ You can therefore correct these information directly in the contact form.

  • The filter: "No zone"

If you use the notion of zones in your contact base (as neighborhood, polling station, geographical area...) You can check all contacts that do not have an assigned zone. This can happen when your volunteers forgot to log it or didn't have the information.

✅ If you have it, you can also correct it in the contact form.

  • Through the contact base map

If your mobilization takes place around Paris, for example, there is no reason to have contacts elsewhere in France. You can therefore check this by using the small cutting tool at the top right of the map and by selecting the contacts that are in an area outside the scope.

✅ Once the zone is defined the contacts will be filtered. You will be able to modify or delete them.

3️⃣ Based on incident reports

  • If you use the SMS feature

When sending SMS campaigns, there is a report that appears when you click on "Errors". In this report you can see the contacts that did not receive the SMS. This means the number must be faulty.

✅ You can, therefore, process 1 by 1 the contacts with a wrong number and potentially correct the error if it is an unintentional error from when the volunteer enters his personal information.

Did this answer your question?