Learn how to set specific criteria and deal with duplicate leads in our short guide to the Campaign Configuration: Duplicates tab.
A duplicate lead is a lead that has already been seen in the system. Duplicate leads are identified by set criteria such as email, phone number, etc.
A duplicate lead is a lead that has already been seen in the system. Duplicate leads are identified by set criteria such as email, phone number, etc. To set up the duplication rules, go to the Client Management > Setup > Campaigns section, choose the campaign and click the “Configure” button in the “Actions” column, and select the “Duplicates” tab.
The Campaign Duplicates section allows you to configure rules that filter out leads on the campaign level based on the selected duplicate method within a chosen time frame. You can manage the following fields:
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Duplicate Method -The duplicate method is used to identify what criteria determine a duplicate lead. For example, you can determine a duplicate lead by:
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Email or Email+SSN for LMS SYNC
Phone or Phone Number+SSN for Call Logic.
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Duplicate Sold - This duplication rule will not post a duplicate lead that was purchased by this campaign within the selected time frame.
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Duplicate Posted - This duplication rule will not post a duplicate lead to this campaign within the selected time frame.
The System Duplicates section allows you to set the system level duplication rule that defines the maximum number of times that a lead can be seen in the system within the selected time frame before it gets filtered out from the specific campaign. Additionally, you can set the system level duplication rule expiration date. You can manage the following fields:
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System Dup. Time frame - The time period within which a lead is checked for a duplicate in the system. When OFF is selected a duplicate check is not performed in the system.
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System Dup. Limit - The maximum number of times the lead can be seen in the system within the selected time frame before it gets filtered out from a campaign. The default value is set to 1. If the value is set to 0 this duplication rule is disabled.
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System Dup. Settings Expiration - You can specify the expiration date for the duplicate lead verification rule in the system or set a “Never” value for an unlimited rule.
Click the “Save Duplicate Settings” button to complete duplicates configuration.