Manual Persona Merging

how to manually merge personas navigate to customers > personas locate the persona and click into their details on the general tab, scroll down to the traits section and click edit update the information to be correct we match on phone/email note you may also need to update the customer information in your pos as well wait 24 hours after making persona updates for the merge to take place don't use the merge button if you resort to using the merge button (located in the more menu in the persona details), you'll need to input the contact id found in persona details > general > traits section how to manually unmerge personas navigate to customers > personas > profile merges update the information to be correct wait for the data sync when unmerging personas directly in aiq, the merge will typically update with the new information overnight and can take up to 24 hours if persona information is updated via your pos, some pos providers will require an updated transaction before they sync the new customer information into aiq some integrations will not update until that source of data is synced again don't create a new persona for a customer who has been merged into another customer persona unmerging notes reach out to support if you need to remove information from a merged profile (ex remove incorrect email for a customer who does not have a valid or available email address) if you would like to split off a merged user to their own profile, and you are ok with points being recalculated, you will do so by altering the merged record under the "merges" tab this will spit that record away without touching any other merged records please train your staff to not put in placeholder data or fake entries for your personas, specifically phone, email, government id, and medical id