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Handling Frequent Return Customers (Prevent Duplicates Campaign Setting)
Handling Frequent Return Customers (Prevent Duplicates Campaign Setting)

Prevent sending too many review requests to customers who have frequent visits to your business.

Teresa Turner avatar
Written by Teresa Turner
Updated over a week ago

If you interact with your customers on a frequent basis you may be interested in how we handle duplicates entering the system. For example, a chiropractor may see patients weekly, but would not want a patient to receive a series of review requests every single week.

By default, the system prevents contacts from being re-added to the system for 180 days. This means that if you have sent a recipient a review request within the last 180 days, our system will not allow them to receive another review request from you if they are entered again (you will simply receive a message notifying you that the recipient is already in the system).

You can always manually re-send someone another review request, but otherwise you should just allow your new contacts to be dropped as duplicates when you attempt to re-add them.

After 180 days, the system will allow you to re-send another review request to your customer.

Note that this default 180 day period can be shortened or lengthened as needed. If you would like to change the time period that recipients are held on the Inactive list, simply navigate to Campaigns > General Settings > Number of days to prevent duplicates. Enter in the number of days you would like the system to wait before allowing the contact to be re-added.

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