Deduplication
How can I merge records that aren’t automatically flagged as duplicates?
How can I merge records that aren’t automatically flagged as duplicates?
If Element451 doesn’t flag a duplicate record, you can manually search for and merge it. Use the “See Possible Duplicates” icon in the record header to compare it against your contact list and merge any identified duplicates. If you don’t see this icon, it may need to be added to your profile template.
For detailed steps, check out our help article: Merging Duplicate Records.
Segments
How can I create a segment to find records with no custom activities?
How can I create a segment to find records with no custom activities?
Because custom fields can either exist with a value, exist but be empty, or not exist at all, filtering for records with no custom activities requires a combination of operators. Using only “Not In” may exclude records where the field doesn’t exist in the database.
To ensure accurate results, you’ll need to combine “Not In” with “Does Not Exist” when building your segment. This approach accounts for both empty and missing values.
For a full breakdown of custom field behavior and step-by-step guidance, visit our help article: Filtering Custom Fields in Segments.
Is there a way to segment students based on issues with name format?
Is there a way to segment students based on issues with name format?
You can use regular expressions (regex) in segment filters to identify name formatting issues in student records.
When adding a First Name or Last Name filter in Element451, select the REGEXP operator and enter a regex pattern to match specific issues.
Here are some common patterns you can use:
All caps names:
^[A-Z\s]+$Example Match: "JOHN DOE"
Names with numbers:
[0-9]Example Match: "J0hn"
Names with special characters:
[^a-zA-Z'\-\s]Example Match: "J@hn" or "Doe#"
Names with leading or trailing spaces:
^\s+|\s+$Example Match: " John" or "Doe "
Names with double spaces between words:
\s{2,}Example Match: "John Doe"
Mixed capitalization (e.g., “jOHN dOE”):
\b[a-zA-Z]*[A-Z][a-z]*\bExample Match: "jOHN" or "doE"
Names missing vowels (possible typos):
\b[b-df-hj-np-tv-z]{3,}\bExample Match: "Jhn" or "Brt"
First letter not capitalized:
\b[a-z]Example Match: "john" or "doe"