Support for multiple contacts with the same name or email address
We know that there are many instances in which multiple contacts may share one email address— and instead of wanting them to merge, you might want them to be displayed as distinct contacts and have distinct contact profiles. We do this by not merging by email address, and showing multiple contacts with the same name.
Getting set up
To keep these contacts from merging into one contact and contact profile, you must first enable the setting to allow for Duplicate Contacts in admin settings on Levitate. If you're a Levitate user, let your Success Specialist or our Support team know that you'd like this setting turned on, ad we will flip the switch.
Once you're ready to import your contacts via spreadsheet, you will need to make sure that each contact that you do not wish to be merged by email has an AdditionalID. This ID can be something that you manually add or some sort of ID that gets pulled from the source system, like a contact ID.
Manual Addition
If there is an existing contact with an email address that the new contact you're hoping to add uses as well, you can now manually add that new contact without conflict. Previously, Levitate would block a new contact being added in this situation. You will see a warning that the contact has an email address that is already associated with another contact in Levitate!
When you click 'Show Duplicates,' you'll see all contacts associated with this email address.
If you haven't done one of these, contacts will continue to merge.
Once the setting is toggled on and you've confirmed that you meet the criteria to see these duplicate contacts, you can check them out in Levitate.
When searching a contact's name, that has one email address but multiple contact profiles, you will see this identifying blue circle with the number of duplicate profiles they have.
Upon clicking into the contact name, you'll see an expanded list of all of the contact profiles. Below you see a separation by Company, but all contacts share an email address. If these contacts have been uploaded by spreadsheet, each contact must have a unique Additional ID to keep them from merging.
You will also be able to see their company name when searching, in the contact section and when setting up a campaign, to better distinguish the contacts that all have the same name.
Below is a screenshot of how to format a spreadsheet with Additional ID. If your original system of record does not assign a 'unique ID' to your contacts, you're more than welcome to add an Additional ID yourself. The example below simply uses 1, 2, 3, 4 but any alpha-numeric code will work.
Finally, when sending out a campaign— if all or some of these duplicate contacts are apart of the send, there is a toggle available to switch on or off— which will allow (or disallow) sending multiple emails from that send to the same email address.
This option will only show if there are duplicates in the send.
