Email conflicts
Sometimes one author has several possible contacts. Here is how to pick the right one, and what to do if you cannot tell.
What a conflict looks like
Names are not unique, so one author can have several suggestions. On the Email Sync page, each one has its own row. In Find Email, they are listed on the card.
How to decide
Company. If the testimonial says Acme and one contact works at Acme, that is almost always the one. The company beats the badge.
Confidence. If one is HIGH and the rest are lower, it is usually right, unless the company says otherwise.
The address. A work address at the author's company is a good sign. A personal address tells you little. An address at another company is a warning.
What you know. Does the testimonial mention something that fits one contact's history with you?
Still unsure? Do not accept. It is better to leave a testimonial without an email than to write to the wrong person.
An example
The author is Dana Reed, company Acme Corp.
Contact | Company | Badge | Decision |
|---|---|---|---|
Dana Reed | Acme Corp | HIGH | Accept. The company matches. |
Dana Reed | None | MEDIUM | Nothing confirms it. |
Dayna Reed | Globex | MEDIUM | Different spelling and company. |
After you decide
You found the right one: click Accept. The other suggestions for that testimonial are rejected for you.
None is right: click Reject on each. Add the email with Edit if you know it, or leave it.
You accepted the wrong one: click Undo. The email is cleared and the others return to review, including any you rejected yourself. Then accept the right one.
If something goes wrong
Both are HIGH and both companies match
Your source may hold a duplicate. Look at the addresses, ask the author if you can, and clean up the duplicate later.
The right person is not listed
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