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How do I set up the deduplication of contacts to configure consents?

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Follow these steps to set up the deduplication of contacts to configure consents:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the Configuration section.
  5. Select Consents.
  6. Click the Enable the Preference page checkbox. The Consents Prerequisites window pops up.
    • Note: The Preferences page is available in the consent request email that you send to your contacts.

  7. Enable the checkbox for Mark all except the most recently modified duplicate record as "Duplicate" (a closed state which locks the record, prevents edits, and stops processing)
    • When you do this, the Status field in all duplicate records except the record that was most recently modified, is set to Duplicate. Duplicate is a closed state. It locks a record, preventing future modifications on it. 
  8. Enable the checkbox for Stop new records from being created with a duplicate email address.
    • When you do this, the CRM will prevent the creation of duplicate records in the future. 
  9. Click Deduplicate & Proceed.

 

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