Merge duplicate people and companies

When records are imported or pulled into an audience, it finds ones that match an existing person or company, copies any missing fields onto the original, keeps the original in the audience and removes the duplicate.

Use this workflowHow it works

4 stepsOn import

The workflow diagram

Merge duplicate people and companies: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.When records join any audience. Audiences and recordsBWWHENTRIGGERWhen records join anyaudienceAudiences and recordsMatches an existing record?Matches anexisting record?Fill empty fields on the original. Audiences and recordsBWTHENFill empty fields on theoriginalAudiences and recordsKeep the original in this audience. Audiences and recordsBWTHENKeep the original in thisaudienceAudiences and recordsRemove the duplicate. Audiences and recordsBWTHENRemove the duplicateAudiences and recordsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When records are imported or pulled into an audience, it finds ones that match an existing person or company, copies any missing fields onto the original, keeps the original in the audience and removes the duplicate.

Why it works. One record per person keeps people from getting the same email twice and keeps every signal on one timeline.

Nothing is sent.

How it works

It starts: When records join any audience, or run on an audience now.

  1. 1

    Matches an existing record?

    If yes, it goes on to "Fill empty fields on the original". If no, it stops for that person.

  2. 2

    Fill empty fields on the original

    Saves what was found onto the record.

  3. 3

    Keep the original in this audience

    Saves the people to an audience you can use anywhere.

  4. 4

    Remove the duplicate

    Removes the people from the audience.

What you need

  • A BrandWell account. Nothing else.

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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