Automatic Persona Merging

aiq automatically syncs your customer and transaction data so you can run targeted communications and loyalty programs to keep this accurate, we rely on correct and consistent personal identifiable information (pii) how merging works aiq will automatically merge personas if we detect matching pii merging priority (in order) phone number email address first + last name and date of birth (if enabled in loyalty settings) government id number medical id number example a new customer makes a purchase using their name and email, but enters their friend’s phone number because phone number is the highest priority, aiq merges the friend’s profile into the new persona to fix this, update the new customer’s contact information (see manual persona merging docid\ utlwp4snkcmfjzm3wnsoz ) once corrected, the personas will unmerge within 24 hours why merges happen duplicate signups (but different phone or email) customers may create multiple profiles with different emails or names, but reuse the same phone number aiq merges these into one profile old emails are kept in the merges tab in the persona profile, but will no longer receive marketing the most recent email on file takes precedence shared pii friends or family sharing the same phone or email will be merged under one persona even if names differ, the shared pii will override partial updates if a customer’s info is updated in one source (pos, ecommerce, aiq signup, website tracking, etc ), aiq merges it into their “master profile ” ⏱️ timing merges run overnight and may take up to 24 hours updates made in the pos usually require the customer to complete another transaction before syncing to aiq updates made in aiq will process overnight why merges don't happen same first and last name only personas with identical names are not merged by default if name + dob merging is enabled in loyalty settings docid\ hk fhezgyqvf5cquhro9y , we will merge when both match transactions split between profiles customers may appear as multiple personas if different or partial pii was provided at checkout multiple pos profiles are syncing to aiq note since merging/unmerging can take up to 24 hours, if a purchase was made within the last day, the merge may not have processed yet