Got a 'How do I' question? Join our live 'Ask a Trainer' session happening 11 am to 4 pm EST for instant help and pro tips!

Duplicate Record Alert for SMS Imports

BenG14
Rookie
0 Votes

Please develop a duplicate record alert for SMS imports.

 

Constant Contact only allows an SMS number to be associated with one email address. When importing a contact that already has an SMS number in the system (associated with another email address), a "failed import" error is generated.

 

 

And that's if you are lucky. I spent some time on chat support yesterday.... they recommended recreating my import/excel file with a new name and re-importing. For a moment, that seemed to work. No error message was generated. But after doublechecking the constituent record, I realized SMS info was still missing.

 

So best case scenario, the system generates a "failed import" error message, which is inaccurate because it's not a failed import; only SMS info is missing. Worst case scenario, the system does not generate an error message, and you are blissfully unaware that a constituent expecting to receive texts is in fact not receiving texts.

 

CRM systems generate an alert when duplicate records are suspected. It would be great if Constant Contact did the same.

 

In an ideal world, Constant Contact would reconsider their one email address per SMS number policy. Here's why... contact lists are typically based on a website form interaction (i.e. a constituent buys a product, registers for an event, etc.). At the point of each interaction he/she provides preferred contact information. A constituent might buy a product on a Monday providing a professional/work email address with personal phone number and register for an event on a Friday providing a personal email address and a personal phone number. Constant Contact's current policy, while well intentioned, does little to prevent SMS abuse and will not allow implementation of nuanced communication preferences.

 

This comes up more than one might think, especially in the nonprofit world. Our constituents engage with our organization in many ways (i.e. personal donor, corporate sponsor, volunteer, parent registering a child for programs, etc.). Constituents frequently provide multiple email address, and communication preferences are based on specific subject matter (i.e. a corporate sponsor prefers sponsorship communication to go to work email/cell and communication about his/her personal donation or child's program to go to personal email/cell).

 

If the policy cannot be changed, a duplicate record alert is the next best solution. It won't ensure a consistent SMS communication experience between work/personal email correspondence, but it will at least prompt a communication manager to double check that SMS record is added to appropriate lists (i.e. if work email has sms assigned it may not be on a parent distribution list... work email would need to be added to the parent distribution list or sms number would need to be reassigned to personal email address to ensure constituent receives communications as expected).

1 REPLY 1
William_A
Administrator
0 Votes

Hello @BenG14 ,

 

At this time, the ability to add duplicates of the SMS number is considered a glitch, not a function or feature. SMS numbers have to be considered unique for the sake of complying with permissions and regulations, similar to email addresses.

 

The SMS addition issue, as well as the request for clearer messaging on contacts errors, have both been tracked to your account. If and when there's an update on either, the devs will notify you directly. 


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
  • Avatar

    Featured Article

    The Power of Direct Subscriber Feedback: Measuring Customer Satisfaction

    Today, understanding customer satisfaction is crucial. How can you know if customers are happy with your products or services?

    See Article
  • Avatar

    Featured Thread

    The Unintentional Humor of Spam Emails

    Have you ever wondered who or what is on the other side of a spam email? Take 10 minutes out of your day and watch this lighthearted video!

    View thread
  • Avatar

    Featured Thread

    How to Create Images of Multi-Page PDFs

    Discover the process of transforming PDFs with multiple pages into image files directly on Constant Contact.

    See Article
Updates
Just Getting Started?

We’re here to help you grow. With how-to tutorials, courses, getting-started guides, videos and step-by-step instructions to start and succeed with Constant Contact.

Start Here

73% of SMBs express doubt that their marketing strategy is effective. Does this sound familiar? Read our Small Business Now Report to learn how you can tweak your strategy to see better results.

Go read our article
Upcoming Webinars
JAN 30
Chart Your Course to Capture Leads and Own Your Contacts
2PM - 3PM EST