Summary / TL:DR: This article will show you how duplicate consolidations work in Advantage.
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The Advantage database contains a lot of duplicate accounts - one reason for this is because our order forms do not require a customer to log in to purchase. Any changes the customer makes to their name and/or address or other information could cause a new account to be created. Below is more information about how dupe consolidations work. |
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Quarterly Consolidations
Every three months we send out our entire database for dupe set creations, along with National Change of Address (NCOA) and other address hygiene. We get back dupe sets from MMI and Global Z, outside data hygiene vendors, and they are consolidated in Advantage on this quarterly schedule.
MMI and Global Z have more complex dupe matching than what’s available in Advantage and can find more duplicates than we can here. They can find matches like Richard/Dick, Mary/Elizabeth, or matches where the fields don’t match one-to-one. (for example, part of the address is in Address Line 1 and part in Address Line 2) Advantage is a straight match for match, comparing a certain number of characters in each field to the same field on another account.
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Advantage Consolidations
In between these quarterly consolidations,
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we have a SQL process that looks for duplicates in Advantage.
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Anything found
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with this
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process is added for consolidation creating the duplicate sets. A report is generated in Advantage for review and then consolidation is run to complete the consolidations. These processes run daily. Note this is only run for US customers.
This is the match criteria Advantage uses for US customers:
Last Name
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‘soundex’ match
First Name
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The global selects vary the matching criteria slightly. |
match on first character
Address line1 match first 5 characters to either Address line1 or Address line2
Zip Code match on first 5 characters
Email address match
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Consolidation Problems
There are accounts that can’t be consolidated for a number of reasons. These generally occur if there are 2 accounts that contain the same membership or the same item on auto-ship bookclub. In these cases, the accounts need to be manually fixed to be consolidated. Either the membership needs to be cancelled from the wrong account, or the bookclub needs to be cancelled.
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Wrap upYou should now know how duplicate consolidations work in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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