Follow

Filtering Duplicates

Use SuppressionList to filter duplicate leads based on any flow field.

For this example we'll be filtering to ensure that each lead's Phone 1 value is not contained in a list of previously-submitted leads' phone numbers. First, create and optionally pre-populate the list of phone numbers in SuppressionList:

If you're going to pre-populate this list from your existing customer base, be sure to standardize those phone numbers to digits-only format before importing into SuppressionList. By default, LeadConduit will use that format when querying new leads.

Next, edit your LeadConduit flow to add a SuppressionList enhancement step. Select the "SuppressionList - Is Unique" enhancement from the Enhancement menu:

Screen_Shot_2018-08-03_at_4.11.33_PM.png

Next, choose the value on which you'd like to query (in this example, we're deduplicating on Phone 1): 

Screen_Shot_2018-08-03_at_4.32.15_PM.png

A filter will automatically be added to your lead flow. Customize the filter to name it, and edit the response given back to your lead source (in this example, we're returning "Duplicate lead"). You can further customize this filter to reject leads based on the date in which they were added to your list. In this example, we're rejecting duplicate leads that were received on or before July 2, 2018: 

 

Screen_Shot_2018-08-03_at_4.34.18_PM.png

If the lead is not a duplicate value found on your list, it will be automatically added with a timestamp, allowing you to keep your list up to date in real time. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

You must be logged in to comment.