Person management in LianaAutomation ensures that contact data is correctly organized by identifying and merging persons based on specific identifiers. This process helps maintain accurate customer records and prevents incorrect data merging.
Identifiers used in LianaAutomation
LianaAutomation identifies and combines persons based on the following identifiers:
- Email address
- SMS (phone number)
- Extra1 (additional/optional identification field e.g. customer number in CRM)
- Tracking cookie (used in websites to identify user, issued in browser)
A person is considered identified if they have at least an email address or a phone number associated with them.
Rules for combining persons
To ensure accuracy, LianaAutomation follows these principles when merging persons:
- If an imported event matches an existing person based on one of the identifiers, the event is linked to that person.
- If an event contains identifiers that match multiple existing persons, automatic merging is not allowed.
- Unidentified persons (without an email or phone number) may still be combined automatically based on Tracking cookie.
- Identified persons cannot be automatically combined through import.
- Identified persons can only be combined manually using the Combine button on the person’s profile page.
How combining persons in LianaAutomation works
1. Go to the person's profile and press the Combine button.
2. Search person to combine. Type the email, phone number, tracking cookie, or extra 1 of the person of which you want to combined with.
3. Combine data from two persons into one target person.
You can compare persons and choose data for the target person. Selected data will be used for target person.
You need to select value for all the fields. You can still select the value if it is empty.
4. You can check the preview of target person in preview table below.
After checking all the selected data is correct, press Combine persons button.
Error handling
To prevent incorrect data merging, LianaAutomation rejects import records that contain conflicting person information. When such an error occurs, it is logged in the Errors section under Settings → Errors. Errors are automatically deleted after 15 days.
Types of errors include:
- Email already in use – The email is already associated with another contact.
- SMS already in use – The phone number is already associated with another contact.
- Extra1 already in use – The Extra1 identifier is already associated with another contact.
No specific event data is logged for error-generating events to ensure data privacy.
Manual updates and combining
To resolve person conflicts, users have the following options:
- Combine button: Allows manual merging of two identified persons when necessary.
Edit button: Enables modifications to Extra1 and Tracking cookie values in a person’s profile.
Special cases
- Tracking cookie and LianaMailer Tracking ID: These identifiers are used to combine only unidentified persons.
- When an identified person receives a new Tracking cookie belonging to existing identified person, Tracking cookie is transferred from the old identity to the new one instead of merging the two persons.
By following these rules, LianaAutomation ensures accurate person management and provides users with the necessary tools to maintain clean and reliable contact data.
To ensure data accuracy, it is important to regularly review and update contact information as needed. This allows you to maintain a clean and reliable database, improving the effectiveness of your marketing and communication efforts.
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