Credit Card Donation Duplicate Profiles
I am not sure if this is a profiles issue, but when a donor puts in a credit card donation but does not put in the exact name or address as is in the system, a duplicate profile is created. Is there a way for the system to recognize the email address (this does not change) that is put into the system for the donation and acknowledge that it is from the same person who already has a donor profile in Foundant? If this can occur, duplicate profiles can be minimized.
2
votes
Sylvia Strowe
shared this idea
In order to reduce the number of duplicates there the following options in Profile>Settings:
- Profile Dedupe - Match Name - If checked, name is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
- Profile Dedupe - Match Email - If checked, email is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
- Profile Dedupe - Match Phone - If checked, phone is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
Here is a link to the article in Foundant's Help knowledgebase.