Merging Contacts

In this article, we'll be showing you how to merge multiple contacts.

How to Merge Contacts

Key Steps

1. Navigate to the Contacts Section
   • Log into your FG Funnels account.

   • Click on the "Contacts" section located in the left-hand column.

     
     
2. Select Contacts to Merge
   • Review the list of contacts displayed.

   • Select up to 10 contacts you wish to merge by clicking the checkbox next to each contact.

     
     
3. Initiate Merge Process

   • Click on the "Merge Up to 10 Contacts" icon.

     
     
4. Choose Master Contact
   • Identify the contact that will serve as the "Master" contact.

   • By default, the first selected contact is the master, but you can change this by selecting another contact.

     
     
5. Select Information to Merge

   • Review the fields displayed for each selected contact.

     For each field, decide which information you want to pull into the master contact:

     • Check the boxes for the fields you want to keep.

     • Uncheck any fields you do not wish to include.

       
       
6. Review All Fields
   • Switch to the "All Fields" tab if you need to review all available fields in the system.

   • Select additional fields as necessary.

     
     
7. Merge Contacts
   • Ensure that a primary email is selected for the master contact.
   • Click the "Merge Contacts" button.

   • A confirmation screen will appear; read the information carefully.

     
     
8. Confirm Merge Action
   • Check the box acknowledging that this action cannot be reversed.

   • Click "Merge Contacts" to finalize the process.

     
     
9. Completion
   • Wait for the confirmation that the contacts have been successfully merged.
   • Review the merged contact to ensure all desired information has been retained.

Cautionary Notes

• Ensure that you do not exceed merging more than 10 contacts at once.
• Double-check that the primary email is selected; the merge will not proceed without it.
• Merging contacts cannot be undone, so ensure all selections are correct before confirming the merge.

By following these steps, team members can efficiently and accurately merge contacts in FG Funnels, enhancing productivity and maintaining data integrity.