How to maintain a clean contact database

Here are the best practices for keeping a clean and efficient database.

Florent Barre avatar
Written by Florent Barre
Updated over a week ago

How to maintain a clean contact database


1) Manage potential duplicates

Duplicates can be created during your actions.

You can filter potential duplicates from your contact database:

Here is a more detailed article about merging contacts:

2) Check 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 will likely be a typo in the city, a wrong zip code etc...fields.

✅ You can correct this information directly in the contact form.

  • The filter: "No zone"

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

✅ If you have any, 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.

3) SMS incident reports

  • If you use the SMS feature

When sending SMS campaigns, a report will appear and, if there are any, you can click on "Errors". In this report you can see the contacts that did not receive the SMS. This means the number is faulty.

✅ You can process the contacts with a wrong phone number 1-by-1 and potentially correct the error if it is unintentional from when the volunteer entered their personal information.

Did this answer your question?