Understand how the “Duplicate Analysis” report helps you identify and manage duplicate leads, review campaign rules, and optimize lead handling.
The Duplicate Analysis report provides detailed insights into duplicate leads across campaigns, based on duplicate rules defined on the campaign level. It helps identify leads that were flagged as duplicates based on a defined duplicate method (e.g., email, email + SSN) for sold leads or posts within the selected timeframe, either at the campaign or system level. This information is particularly useful for identifying potential leads overlooked by Buyers and facilitating communication regarding missed opportunities.
The report supports grouping by buyer, date, or campaign and includes key metrics like potential looks, posts, rejects, the number and percentage of duplicates within specific timeframes (e.g., within the last 7 or 14 days), and more.
Note that this repost is available only for clients with the Enterprise package.
To view the report, go to the Analytics and Optimization > Lead Processing > Duplicate Analysis section.
Duplicate Analysis Report
You can view the report grouped by Buyer, Date, or Campaign using the appropriate tabs.
You can narrow down the search results by using the following filters:
- Date: Select the date range.
- Product: Select the Product.
- Buyer: Select the Buyer.
- Buyer Campaign: Select the Buyer’s Campaign. Note: Select the Buyer first to view the list of its Campaigns.
- Campaign Tag: Select the Campaign Tag.
- Buyer Tags: Select the Buyer’s Tag.
- Campaign Type: Select the Campaign Type (ExitOffer, Redirect, Silent, Smart Tree) (available for the “Group by Campaign” tab only).
- Campaign Status: Select the Campaign Status (Active, Deleted, Disabled, Paused, Temp Paused) (available for the “Group by Campaign” tab only).
The Duplicate Analysis list contains the following information:
- Buyer: The name of the Buyer (available on the “Group by Buyer” and the “Group by Campaign” tabs).
- Date: The post date (available on the “Group by Date” tab).
- Campaign: The name of the Campaign (available on the “Group by Campaign” tab).
- Campaign Tags: The name of the Campaign Tag (available on the “Group by Campaign” tab).
- Current Dup Posted: The number of days within which duplicated leads, previously posted to the campaign, are restricted from being reposted. (available on the “Group by Campaign” tab).
- Current Dup Sold: The number of days within which duplicated leads, previously purchased by the campaign, are restricted from being reposted. (available on the “Group by Campaign” tab).
- In Testing: Displays if the testing in the Campaign is enabled (available on the “Group by Campaign” tab).
- Potential Looks: The number of occasions when the lead could have been presented to the campaign but wasn't, due to the duplicate rules.
- Post: The number of posted leads (the percentage shows the ratio between the potential looks and posts).
- Reject: The number of leads rejected by the Buyer.
- Sold: The number of sold leads.
- Dup: The number of duplicated leads received by the Buyer (the percentage shows the ratio between the duplicates and the potential looks).
- DupX, DupX, %: The number of duplicates not received by the Buyer within the time frame of 3, 7, 15, 20, 30, and 45 days. Note: The percentage shows the ratio between the duplicate leads within that time period and the total duplicates in the 45 days.
Duplicate Setting Review
The “Duplicate Setting Review” tab allows you to view and manage the duplicate rules for the Campaign. The rules created in this section have higher priority and will be applied to the Campaign settings even if the duplicate rules on the Campaign Settings section are different. Note: It is up to the user to eventually apply those changes to the campaign settings or not.
To manage the duplicate settings of the particular Campaign, go to the Client Management > Setup > Campaigns section, select the corresponding Campaign from the list, and click the “ID” button in the “ID” column, or the “Configure” button in the “Actions” column.
You will be redirected to the “Campaign Setup” section, where you need to select the “Duplicates” tab.
Select the Duplicate Method that you would like to review, and click the “Duplicate Settings Review” link, so you will be redirected to the ongoing report tab to perform the values adjustment testing.
For example, we have Campaign A and Campaign B.
For Campaign A, the initial value for the Duplicate Sold setting is set as 30 days (the “Original Value” field). That means that the same lead has already sold to Campaign A, it will not be sold again to Campaign A within the set timeframe. The following test was performed for this Campaign A: If lowering the duplicate sold settings would result in posting the same leads (as duplicates) within the new timeframe, and whether any such duplicate leads would be sold. The Duplicate Sold value was lowered to 20 days (the “Test Value” field) for a 5-day duration (the “Run Time” field), and let’s assume that the test execution showed that 0 leads were posted (the “Looks” field) during the new Duplicate Sold timeframe, which confirms the effectiveness of the initial setting.
For Campaign B, the initial value for the Duplicate Post setting is set to 10 days (the “Original Value” field). That means that the same lead will not be posted to this Campaign B within the set timeframe. The following test was performed for this Campaign B: the Duplicate Post setting was adjusted to a 1-day timeframe (the “Test Value” field) for a 14-day duration (the “Run Time” field) with Auto Set option enabled (the “Auto Set” field). Let’s assume that as a result, the same leads were posted to Campaign B (the “Looks” field), and 90 leads were sold (the “Sold Leds” field) with the additional revenue generation (the “TTL” field). Based on the obtained test result, the Duplicate Post setting was automatically adjusted from 10 days to 1 day, which confirms the positive impact of reducing the Duplicate Post setting on lead sales and revenue.
The tests demonstrate how adjusting the Duplicate Sold and Duplicate Post settings impacts the frequency of lead reposting, duplicate lead sales, and overall campaign performance.
You can narrow down the search results by using the following filters:
- ID: Enter the unique identification number of the rule.
- Date: Select the date range.
- Product: Select the Product.
- Buyer: Select the Buyer.
- Buyer Campaign: Select the Buyer’s Campaign.
- Campaign Tag: Select the Buyer’s Campaign Tag.
- Buyer Tag: Select the Buyer’s Tag.
The Duplicate Setting Review list contains the following information:
- ID: The unique identification number of the rule.
- Created: The date and time of the rule creation.
- Completed: The date and time when the test on the rule was completed.
- Partner: The name of the Buyer assigned to the rule.
- Campaign: The name of the Campaign assigned to the rule.
- Campaign Tags: The name of the Campaign Tag.
- Type: The type of the rule:
- Duplicate Posted: The type of rule being tested that changes the settings for posted duplicates.
- Duplicate Sold: The type of rule being tested that changes the settings for sold duplicates.
- Original Value: The original value from the Campaign settings.
- Test Value: The value of the Campaign settings for testing.
- New Value: The indication of whether the Campaign settings have changed after the testing of the rule ended.
- Status: The current status of the rule.
- Run Time: The indication of how long the test will run.
- Auto Set: The indication of whether the campaign settings will change at the end of the test run.
- Looks: The number of posts to the Campaign. Note: The price reject for one lead will be counted as one look, even if the lead was rejected several times.
- Sold Leads: The number of sold leads during the testing period.
- TTL: The total amount of the system revenue that can be obtained during the testing period.
To add a new rule, click the “Create New Rule” button and fill in the following fields in the “Create New Rule” pop-up window:
- Buyer: Select the Buyer
- Campaign: Select the Campaign.
- Select all Campaigns: Check the box to apply the rule to all the Campaigns for the selected Buyer.
- Select Only Active Campaign: Check the box to apply the rule to only active Campaigns for the selected Buyer.
- Type: Select the type of the rule.
- Original Value: The current value applied to the selected duplicate settings of the Campaign.
- Test Value: Select the value to test in the duplicate settings of the Campaign.
- Status: Select the current status of the rule (Active, Disabled).
- Run Time: Select a time range for the rule to be applied.
- Auto Set: Select the “Yes” option to change the Campaign settings according to the rule. Select the “No” option if you don’t need the settings changed after the test period is over
Click the “Add” button to complete the action.
To configure an existing rule, click the “Edit” button in the “Actions” column and change the following settings in the “Edit Duplicate Review” pop-up window:
- Type: The selected type of the rule.
- Original Value: The selected original value.
- Test Value: Select the value to test in the Campaign settings.
- Status: Select the current status of the rule.
- Run Time: Select the time range for the rule to be applied.
- Auto Set: Select the “Yes” option to change the Campaign settings according to the rule. Select the “No” option if you don’t need the settings changed after the test period is over.
Click the “Save” button to complete the action.
To suspend the rule, click the “Stop” button in the “Actions” column.
Click the “Stop” button in the “Stop Duplicate Review” pop-up window to complete the action.
To delete the rule, click the “Delete” button in the “Actions” column. Click the “Delete” button in the “Delete Duplicate Review” pop-up window to complete the action.
To send the rule to the archive, click the “Archive” button in the “Actions” column. Click the “Archive” button in the “Archive Duplicate Review” pop-up window to complete the action.
To view the list of archived reviews, click the “Archived Reviews” button at the top of the main block.
To send all already processed rules to the archive, click the “Archive all Completed Duplicate Reviews” button at the top of the main block.
Click the “Archive All Completed Reviews” button in the “Archive all Completed Duplicate Reviews” pop-up window to complete the action.
