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The Goal step you added previously will pull them back to their original position.ġ8. Once the tag filter shows your original group of contacts from that automation, click on "Edit All" and use the bulk editing menu options to add them back into the automation. This will show the contacts that you just removed and need to add back into the automation.ġ7. Use the tag filter to find the contacts that have the "Remove Duplicates" (or your name preference) tag attached to them.
To add the contacts back into your automation without the duplicates, click on the general Contacts page.ġ6. Click back to your automation to confirm that your contacts have been removed from the automation.ġ5. When the second confirmation modal pops up, click "Apply change to contacts" to confirm the change.ġ4. Click "Apply" and confirm that you want to perform both of these actions.ġ3. Both actions will be queued to the left of the editing options.ġ2. In the same bulk editing window, click “Add a tag.” Type in "Remove Duplicates." Click “Add.” That way, the contacts in the automation with this tag will be removed. Click “Remove.” You will notice that action will be queued to the left of the editing options.ġ1. Click “Remove from an automation.” Choose the automation you want to remove contacts from. Click on "Edit All" from the contact page to use bulk editing.ġ0. After you create the Goal, click on the contact queue in the automation action.ĩ. Click "Save" in the Goal editor and then click "Save" again in the first modal once the tag is created.Ĩ. A new modal will appear and prompt you to create the Goal action which will be triggered by the "Remove Duplicates" (or other named) tag you've created.ħ. When the Modal appears, type in a name for your tag and then click on "Click to add a goal."Ħ. The example here labels the tag as "Remove Duplicates" but you can name the tag as you prefer.ĥ. Create a tag that will trigger the Goal and pull the appropriate contacts. Once you click to add a Goal to your automation, a modal will appear for you to create the Goal and a tag. Click on "Conditions and Workflow" and select the "Goal" option.Ĥ.
MERGE OR DELETE DUPLICATES IN OUTLOOK PLUS
Click on the plus sign above where the duplicate contact group is currently at in the automation.ģ. Open the automation and scroll to where the duplicate contacts are.Ģ. Here are the steps for using a Goal in your automation to remove duplicate contacts:ġ. The Goal step ensures that the contacts begin back at their correct position where they were removed from rather than back at the beginning of the automation. To remove these duplicate contacts, you will need to use a Goal step in your automation. If the number displayed in the automation view is different than your list of unique contacts, this means there are duplicates. Click on this queue number to see the list of unique contacts. When you open your automation, you should see a point that indicates the number of contacts currently in the automation. Using a Goal step to remove duplicate contacts in an automation Follow the steps below to remove duplicate contacts. To remove duplicate contacts from an automation, they need to be removed and added again. If your automation shows more contacts in it than there should be, you may have added the same contacts to the automation twice.