Duplicate profiles can sometimes arise when ambassadors apply through Roster. These duplicates can cause confusion and hinder the ambassador's access to campaigns and discounts. In this article, we'll discuss why duplicate profiles occur and provide a step-by-step guide on how to merge two ambassador profiles seamlessly.
Why Duplicate Ambassador Profiles Occur:
When an ambassador applies through Roster and is accepted, they typically create a profile associated with the email address they used during the application process. However, some ambassadors might inadvertently create a separate profile using a different email address, resulting in duplicate profiles.
Consequences of Duplicate Profiles:
Access Issues: Ambassadors who do not use the original email associated with their application may lose access to the campaigns they were initially invited to, as well as any associated discounts.
Application Visibility: If an ambassador signs up for a campaign without using the original email and completes their profile with the new email, their new profile may appear in the applicant's tab, potentially confusing.
How to Merge 2 Ambassador Profiles:
Before proceeding with the merging process, it's crucial to confirm with the ambassador which email they want to use going forward, as the email address is the key data point that prevents two profiles from being merged.
Follow these steps to merge the duplicate ambassador profiles:
Step 1: Identify the Duplicate Profiles
Search for Ambassador: In your Roster account, navigate to the "all contacts" section and search for the ambassador's social handle or name to identify the two profiles that need to be merged.
Open Both Profiles: Open both duplicate profiles in separate tabs or windows to make it easier to compare and merge them.
Step 2: Prep the duplicate so it merges into the primary contact profile
The goal here is to first decide which contact profile to keep as the primary and which one to merge into the primary. Once you identify the contact you want to merge into the primary, do the following:
Delete the Contact's Email: the system will not merge the contact profiles if they both have different email addresses. Remove the email address in the profile that the ambassador will no longer be using.
Program Removal: If the non-primary duplicate profile is currently part of a program, ensure you remove this profile from the program so the merge logic knows which profile is primary/secondary.
Step 3: Ensure a Consistent Social Handle
Verify Social Handle: Confirm that both profiles have the same social handle listed. This is essential for triggering the system to merge the two profiles.
Step 4: Wait for the Merge
Patience is Key: After completing the above steps, give the system 24 hours to process the merge. During this time, the data from both profiles will be combined, resolving the duplicate issue.
Conclusion:
Duplicate ambassador profiles can create confusion and hinder an ambassador's access to campaigns and discounts. By following these steps and communicating with the ambassador, you can efficiently merge these profiles, ensuring a smoother experience for both the ambassador and your organization.