Customers
...
Personas
Persona Merging
Manual Persona Merging
4min
- 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.
- 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.
- 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 persona, specifically: Phone, Email, Government ID, and Medical ID.

Updated 14 Nov 2024
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