The previous recipe will only return a list of contacts the system thinks may be duplicates. It is still necessary to merge any duplicate records found.
Month: June 2025
Infusionsoft Cookbook – Chapter 8.8 – Checking For Duplicate Contact Records
Ideally, every human will only have one contact record in the database. In the real world, this doesn’t always happen. This can lead to strange experiences such as an existing customer receiving a promotion for a product they have already purchased. Needless to say, this doesn’t enhance customer experience. Fortunately, Infusionsoft has a built-in function to check for duplicate contact records.
Infusionsoft Cookbook – Chapter 8.7 – Adding Groups Of Contacts To A Campaign Sequence
Most campaigns start when someone performs a particular action such as filling out a web form. However, there are certain situations where we need to manually add a group of contacts to a particular campaign sequence, such as a product launch to the existing list of customers.