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Merging Constituents Advice?

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

I am hoping to get a sense of how different orgs manage their merging of duplicates. I have read on the forums about some great examples from a couple of years ago of people scheduling the Identify Duplicates procedure, and having a daily task of manually putting them into the Merge queue.

Some people appeared to have been confident enough to merge constituents automatically if they meet the criteria.

I would love to hear how many people are automatically merging duplicates, and how many people are doing it manually, which is how I was always taught.

At ACMI, we have thousands of duplicate accounts from importing e-news subscribers over time. The bulk of these accounts only have First Name, Last Name and email. We are working with Tessitura consultants to get our Identify Duplicates logic to pick theses up, and would very much like to merge automatically as many as possible.

Thanks all!

Nicholas

Parents
  • $organization

    This is an ongoing issue for us.

     

    We are not currently confident to auto merge.

     

    If you get to a subset that you feel confident merging, please let us know what you have discovered.

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Nicholas Hudson-Ellis
    Sent: Sunday, April 13, 2014 11:59 PM
    To: Thomas Brown
    Subject: [Tessitura Technical Forum] Merging Constituents Advice?

     

    Hello all,

    I am hoping to get a sense of how different orgs manage their merging of duplicates. I have read on the forums about some great examples from a couple of years ago of people scheduling the Identify Duplicates procedure, and having a daily task of manually putting them into the Merge queue.

    Some people appeared to have been confident enough to merge constituents automatically if they meet the criteria.

    I would love to hear how many people are automatically merging duplicates, and how many people are doing it manually, which is how I was always taught.

    At ACMI, we have thousands of duplicate accounts from importing e-news subscribers over time. The bulk of these accounts only have First Name, Last Name and email. We are working with Tessitura consultants to get our Identify Duplicates logic to pick theses up, and would very much like to merge automatically as many as possible.

    Thanks all!

    Nicholas




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    This is an ongoing issue for us.

     

    We are not currently confident to auto merge.

     

    If you get to a subset that you feel confident merging, please let us know what you have discovered.

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Nicholas Hudson-Ellis
    Sent: Sunday, April 13, 2014 11:59 PM
    To: Thomas Brown
    Subject: [Tessitura Technical Forum] Merging Constituents Advice?

     

    Hello all,

    I am hoping to get a sense of how different orgs manage their merging of duplicates. I have read on the forums about some great examples from a couple of years ago of people scheduling the Identify Duplicates procedure, and having a daily task of manually putting them into the Merge queue.

    Some people appeared to have been confident enough to merge constituents automatically if they meet the criteria.

    I would love to hear how many people are automatically merging duplicates, and how many people are doing it manually, which is how I was always taught.

    At ACMI, we have thousands of duplicate accounts from importing e-news subscribers over time. The bulk of these accounts only have First Name, Last Name and email. We are working with Tessitura consultants to get our Identify Duplicates logic to pick theses up, and would very much like to merge automatically as many as possible.

    Thanks all!

    Nicholas




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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