In this guide, we’ll walk you through how to avoid and handle duplicates in your Heyloyalty list. Duplicates can lead to problems such as duplicate communications and incorrect data updates. That’s why it’s important to decide whether duplicates are allowed on your Heyloyalty list.
Understanding the Problems with Duplicates
Duplicates can cause several problems:
- Campaign distribution: If the same email address appears multiple times on a list, the recipient may receive the email twice, which is not ideal.
- Data changes: When referencing email addresses, the wrong recipient may be updated incorrectly.
Therefore, avoid allowing duplicates on the list itself when creating contacts via the API. You can remove duplicates from your list by editing it and setting the “Duplicates ” option to ” Do not allow.”
Heyloyaltys Duplicate Check
The Heyloyalty service automatically checks for duplicates in the following situations:
- When users sign up using the Heyloyalty form.
- Via the API, where a message about existing members is displayed.
Find Duplicates Manually
Since Heyloyalty does not offer an automatic duplicate removal feature, you’ll need to find them by:
- Export your list to an Excel spreadsheet.
- Add a column called ” Duplicate.”
- Use the following formula in Excel to identify duplicates:
=HVIS(TÆL.HVIS(B2:B104;B2)>1;"Ja";"Nej") - Sorts the ” Duplicate ” column to identify duplicates.
- Identify which members should be kept or deleted by adding a “To Be Deleted ” column.
- Select duplicates for deletion.
- Export the organized data as a CSV file for import.
- Add a new field called ” To Be Deleted ” in HL.
- Import the CSV file containing the duplicates.
- Filter the list by [To be deleted] = “Delete”.
- Remove the segment to delete the duplicates.
You have now learned how to identify, sort, and remove duplicates from your list in Heyloyalty. By following these steps, you ensure proper data management and effective campaign delivery. Continue to optimize your lists to improve your communication strategies.