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There are two methods to manage and merge user accounts duplicated on a campaign.
Tip: With GiveSmart ticketing, to merge a duplicate ticketed user, visit Ticket Orders and un-assign the duplicated attendee.
Merge Users
Review all user account details to located user accounts to merge.
Note: Confirm the two users being merged are the same user.
- From the Users Container within the Dashboard, click the More button ("···").
- Select Manage Users.
- Locate a duplicated user account.
- Select two user profiles.
- Select Merge Users.
- Select the information to keep.
- Select Continue.
- Confirm the information is correct.
- Select Save Updated Account.
Manage Duplicates
Review all user accounts and find two matches based on similar first and last names and non-conflicting account details.
Note: Only Org Admins have access to the Manage Duplicate feature.
- From the Users Container within the Dashboard, click the More button ("···").
- Select Manage Users.
- Click the More button.
- Select Manage Duplicate.
- Select either Show me matches first or Merge Matches Now.
Tip: GiveSmart recommends choosing "Show me matches first" to review before merging.
Show me matches first
Review matches based on Low, Medium, or High-Risk.
- Select Continue.
- Review the possible matches and select the information to save.
- Complete the Merge.
Note: Select the Skip for Now button to skip the merge process.
Merge Matches Now
All duplication identified, regardless of risk, are merged automatically.