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== Step-by-Step Instructions == Below are the detailed instructions on how to merge contacts in your ActiveCampaign account: === Step 1: Select the Source Contact === - From the '''Contacts Overview''' page, click on the record of the Source contact. This is the contact that you want to merge into another contact. Upon completion of the merge, the email address for the Source contact will no longer exist in your account. === Step 2: Initiate the Merge Function === - Click the dropdown next to the '''Send a Campaign''' button located at the top right corner of the contact profile. - Select the '''Merge''' option from the dropdown menu. === Step 3: Choose Destination Contact === - A modal window will appear suggesting potential Destination contacts for the merge. If the contact you wish to merge into is listed, click the '''Merge''' button next to their name. If it is not listed, type their email address into the search bar and click the '''Merge''' button. === Step 4: Resolve Field Conflicts === - If your Source and Destination contacts have different values for the same fields, you will need to resolve these conflicts. Click on the '''View all conflicting fields''' option to see the discrepancies between each contact's information. - Select which contact's field values you want to keep by clicking their name, then click '''Next'''. This decision will apply to all conflicting fields in the merge. === Step 5: Resolve Automation Conflicts === - In the event both contacts are assigned to the same automations, choose which contact’s automation path you wish to utilize. Click '''View conflicting automations''' to access this section. - As before, click on the name of the contact whose version of the automation you want to retain, then select '''Next'''. This will apply your choice to all automations both contacts are part of. === Step 6: Finalize the Merge === - Read the final confirmation details in the modal. Check the appropriate boxes to agree to the merge details. - Click the '''Merge''' button once you are certain and ready to finalize the action. === Step 7: Confirmation of Merge Completion === - A confirmation message will be displayed upon successfully merging the contacts. Click '''Finish''' to exit the wizard.
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