Merge Customer Profiles

Scroll down for the Step-by-Step Guide on how to merge Customer Profiles

KEY TERMS & TIPS:

What does the Merge Customers function do?
It allows you to merge two customers together, into one Primary Customer Profile.

You may want to do this if a new Customer Profile was created by accident, i.e. if a customer accidentally put a typo into their email address when purchasing tickets, or if they have two different email addresses but would like records to be stored under just one.

When merging, you can choose which profile is the Primary Customer and these details will be prioritised.

NOTE - once two customers have been merged they cannot be separated.

What happens to the details of the Secondary Customer?
Any addresses and phone numbers will be combined with the Primary Customer's and all Orders and Opt In responses will be moved onto the Primary Customer Profile.

The First, Last Name and Email Address of the Secondary Customer will be removed from the system.

How do I Merge Customers?
By going into a Customer Profile and clicking Merge Customer. You can then select which Customer you'd like to merge that profile with.

See our Step-by-Step guide below for more info.

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STEP-BY-STEP GUIDE:

1. Find and Merge Customer Profile

a) To find a customer that you'd like to Merge, use the Search bar anywhere on Line-Up to find your customer by searching for:

• Name
• Email Address
• Tag

b) On the Customer Profile, click the 3 dots to the right and then Merge Customer

2. Merge Customers

a) Select Primary Customer from the dropdown - this customer's key details will be prioritised

b) Select Secondary Customer from the dropdown - this customer's key details will be removed

c) Check the Primary Customer Preview - as is shown below:

• Any related data - such as Orders and Opt In responses - will be moved onto the Primary Customer
• All data highlighted in green below can be edited after the merge
• The Secondary Customer's Name, Email and Sign Up Date will be removed

d) Happy? Click Merge and Confirm Merge on the pop-up - NOTE, once the customers have been merged, they cannot be separated

e) You can then see the merged details on the Primary Customer Profile, which you can edit at any time

NEXT STEP:
Want to see all the options for editing a Customer Profile? Learn how to Manage Customers