Created: September 20, 2021
Created by Who: Lovella
Updated: September 20, 2021 LC
Checked weekly.
Merge the email accounts to ensure we only have ONE account for each person.
Manage account names that are not following the format.
Login to Infusionsoft
Open the menu (3 horizontal lives on the top-left beside Keap's logo)
Click 'Data Cleanup' on the 'Admin' section (right-most)
Click 'Check for Duplicate Contact Records' (it'll be the second option)
Click the 'Next' button
On 'Choose Who to Check', select 'Check records that haven't been checked already' (it's the third option)
Leave all the check boxes that are auto-checked then click the blue 'Next' button
Click the blue 'Ok' button when there's a pop-up from Infusionsoft
Click 'Data Cleanup' again (it'll already be underlined at the top menu)
Click 'Merge Duplicate Contact Records By Only Adding New Data, Not Overwriting Old Data' (it's the 5th option)
Click the blue 'Ok' button when there's a pop-up from Infusionsoft
Leave a comment on the task showing you've done the task with a screenshot of how many contacts have been merged successfully
Once that's done, mark this task as complete then delete the task you have just worked on so only the next recurring task is showing up