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How to merge profiles in Engage

Bring profiles together, right where it matters.

 

In addition to merging user profiles from within Audience, you can also merge profiles right in Engage. Engage users can merge profiles during their regular Engage workflow. This will immediately provide more context about the people you’re talking to, while simultaneously driving the growth of your organization’s unified profile database.


Whenever you open a user’s profile card, our algorithm checks for merging candidates in Audience. If a potential profile for merging is detected, you will see the merge suggestion with the highest similarity score on the profile card.

 

STEP-BY-STEP: 

1. Click on the ‘Merge’ button.
2. After clicking ‘Merge’, the profile card will immediately reload and show the enriched profile card.
3. That’s it! If there are more than one merge suggestions, the merge candidate with the next highest similarity will appear.