To help you maintain the health and quality of your data, Bloomerang CRM automatically notifies you about possible duplicate constituents. If you determine constituents are duplicates, you can merge them. You can merge one or multiple pairs of constituents at the same time.
If the constituents aren’t duplicates, you can:
Mark the constituents as Not Duplicates.
Add the constituents to a new household.
Tip: This article describes how to manage duplicates on the Duplicate Constituents page. You can also merge constituents when you view a constituent’s profile.
About Duplicate Constituents
Bloomerang CRM scans for possible duplicates when you create, delete, or merge constituents, or when you edit names or contact information. To determine whether some constituents might be duplicates, Bloomerang CRM compares several fields:
Name
Address
Email
Phone Number
Constituents in the same household are not considered possible duplicates, even if they have the same name, address, email, or phone number.
Administrators see a notification when Bloomerang CRM detects possible duplicates. The notification includes the number of possible duplicate constituents.
About Merged Data
When you merge accounts, information from the merged account (labeled as the Merge This One account) is added to the kept account (labeled as the Keep This One account):
Contact
Timeline
Credit card
Relationships
Groups
Memberships
DonorSearch batch screening data
Journey Automation participation
If both accounts have:
X (Twitter) handles, the handle from the Keep This One account is kept, but the merged constituent's timeline includes tweets from both X handles.
Custom profile pictures, the custom profile picture from the Keep This One account is kept, and the profile picture from the Merge This One account is deleted.
Interactions from the same email, the interaction from the Keep This One account is kept.
DonorSearch batch screening data, only data from the Keep This One account is kept.
Different relationship managers, the relationship for the Keep This One constituent is kept.
Group Membership
Bloomerang-managed groups automatically recalculate after you merge the constituents. For Bloomerang-managed groups, the constituent’s group memberships might change based on this recalculation. All groups that your organization manages remain unchanged.
Journey Automation
If you merge constituent accounts, Bloomerang CRM checks whether the constituent is within a First Ever Donation automation for either account, and determines whether the constituent still qualifies to be within that automation.
For example, an existing donor accidentally creates a new account and donates through that new account. The donor enters a First Ever Donation automation for that donation. You find and merge these duplicate accounts. Bloomerang CRM exits this donor from the First Ever Donation automation because this donor isn’t a new donor.
Review Duplicate Constituents
To review possible duplicates:
At the top right of any page in Bloomerang CRM, click the Notifications icon
.
Select You Have Possible Duplicates.
Click Show More Details.
Note: You cannot select Show More Details if any duplicates are selected.To decide later whether the constituents are duplicates, click Cancel. Bloomerang CRM continues to notify you that the constituents are possible duplicates.
If the constituents are duplicates, you can merge them. Read more about this.
If the constituents aren’t duplicates, you can do one of the following:
Mark them as Not Duplicates. Read more about this.
Create a household and add the constituents to it. Read more about this.
Tip: To open the Duplicate Constituents page, you can also select Data Tools > Merge Duplicates.
To hide the notification:
Click the Notifications icon
Click Hide.
Select For 1 Hour, Until Next Login, or Always.
Mark Constituents as Not Duplicates
If you determine constituents are not duplicates, you can:
After you mark constituents as Not Duplicates, Bloomerang CRM no longer notifies you that the constituents are possible duplicates.
To mark a single pair of constituents as Not Duplicates:
If you’re sure the constituents are not duplicates, select the checkbox next to the constituent pair and click Not Duplicates.
If you need more information to determine whether the constituents are duplicates, click Show More Details. If the constituents are not duplicates, click Not a Duplicate.
To mark multiple pairs of constituents as Not Duplicates:
If you need more information to determine whether any constituent pairs are duplicates, click Show More Details. To return to the Duplicate Constituents list, click Cancel.
Do one of the following:
Select the check box next to pairs that are not duplicates.
Select Select all on Page. You can deselect the check box next to pairs that are duplicates.
If you have more than 10 possible duplicates, click a page number to select possible duplicates on other pages. Possible duplicates that you selected on other pages remain selected.
Click Not Duplicates.
Merge Duplicate Constituents
To merge duplicate constituents, you can:
Merge Duplicate Constituents (Single Pair)
To merge a single pair of duplicate constituents:
Click Show More Details.
For the constituent that you want to keep, select Keep this Account.
Field values that will be added to the kept constituent appear in green. Field values that will be deleted from the merged constituent appear in red. Field values in black remain the same.Click Merge.
To merge the constituents, click Yes.
Tip: To merge constituents who aren’t on this list, open the constituent record for one of the constituents. See Edit, Merge, and Delete Constituents.
Merge Duplicate Constituents (Multiple Pairs)
To merge multiple pairs of duplicate constituents at the same time:
To select duplicates to merge, do one of the following:
Select the check box next to pairs you want to merge.
Select Select all on Page. You can deselect the checkbox next to pairs that are not duplicates.
If you have more than 10 possible duplicates, click a page number to select duplicates on other pages. Duplicates that you selected on other pages remain selected.
Click Merge Selected.
Add a Constituent Pair to a Household
If individual constituents appear on the Duplicate Constituents page, but they aren’t duplicates and should be household members, you can add them to a new household. You can do this without leaving the Duplicate Constituents page. Both constituents must be individuals who aren’t already in a household.
Bloomerang CRM creates the household and adds the constituents at the same time. The constituent who appears in the first column on the Duplicate Constituents page becomes the Head of Household. After Bloomerang CRM creates the household, you can change the Head of Household.
To add constituent pairs to a household from the Duplicate Constituents page:
Click Show More Details.
Click Create Household.
Enter the Household Name.
Click in any other field. The household name that you entered automatically appears in each field.
To change a field, click it and enter your changes.
Click Save. Bloomerang CRM creates the household and returns you to the Duplicate Constituents page. This constituent pair no longer appears on the Duplicate Constituents page.