1. To begin, click on "Customers".
2. Now, open a customer profile.
3. Gorgias automatically detects potential duplicate customer profiles. When a duplicate is found, a suggested merge will appear within the platform.
4. Once that happens, click on "merge".
5. Then, set what you want to keep.
6. Finally, click on "Merge customers".
7. As the last step, click on "Confirm".
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This interactive demo/guided walkthrough on How to Avoid Duplicate Customer Profiles in Gorgias was created using Supademo.
How to Avoid Duplicate Customer Profiles in Gorgias : Step-by-Step Guide
Start by navigating to the main navigation menu and selecting the "Customers" tab. This is where you can manage all your customer profiles and begin the process of organizing your contacts efficiently.
From the list of customers, find and open the profile of the specific customer you want to review or update. This detailed view allows you to access all the relevant information associated with that individual customer.
Gorgias continuously scans your customer database to identify profiles that might be duplicates. When the system detects a potential match, it will notify you by displaying a suggested merge option right here in the customer profile view.
Once you see a suggested merge notification, take action by clicking on the "merge" button. This initiates the process of combining the duplicate profiles to keep your records clean and accurate.
Next, review the information from the duplicates and choose which details you want to retain. This helps ensure that the consolidated profile contains the most relevant and up-to-date customer data.
When you’re confident in your selections, proceed by clicking the "Merge customers" button to complete the merging process and update your records seamlessly.
As a final confirmation, you’ll need to click the "Confirm" button to finalize the merge. This step makes sure you approve the changes before they are applied permanently.
With the merge complete, you’ve efficiently cleaned up your customer database. Now, enjoy creating and managing your Supademo projects quickly, with your customer information neatly organized and ready for use.
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FAQs
What causes duplicate customer profiles in Gorgias?
Duplicate profiles typically occur when customers use different emails, phone numbers, or slightly varied contact details. This can lead to Gorgias creating separate entries until merged manually or automatically by the system.
How does Gorgias detect duplicate profiles?
Gorgias uses an automated system to scan customer data for similarities in key identifiers like emails or phone numbers, then suggests merges to help maintain a clean contact list.
Can I merge duplicate customers manually in Gorgias?
Yes, you can manually merge duplicates by opening a customer profile and following the merge prompts if Gorgias suggests duplicates, or by accessing customer settings to combine records.
What happens when I merge duplicate profiles?
Merging consolidates the data from both profiles into one, preserving the most relevant customer information and history, which improves data accuracy and support efficiency.
Is there a way to prevent duplicate profiles from being created?
While duplicates can’t always be prevented entirely, regularly reviewing and merging profiles, and encouraging customers to use consistent contact details, reduces duplicate creation.
Can merging be undone after confirming in Gorgias?
No, once you confirm a merge, it cannot be undone. It's important to carefully review the selected data before finalizing the merge to avoid data loss.
Does Gorgias merge duplicate orders or just customer profiles?
Gorgias focuses on merging customer profiles. Orders and tickets are linked to profiles but typically require individual handling within your ecommerce or support platforms.
Are duplicate customer profiles harmful for my support workflow?
Yes, duplicates can cause confusion, fragmented communication history, and inefficiencies. Keeping profiles merged ensures your team has a clear, unified view of each customer.
How often should I check for and merge duplicates in Gorgias?
Regular audits—weekly or monthly depending on your volume—help maintain a clean customer database and prevent issues caused by duplicates in your support operations.
Does Supademo help with avoiding duplicates in Gorgias?
Supademo provides interactive demos and guided walkthroughs to help you learn efficient workflows in Gorgias, including managing and avoiding duplicate customer profiles effectively.