How to merge customers?

When Gorgias automatically suggests merge

Sometimes a customer reaches out from two different email addresses and you need to merge the two different profiles. Gorgias automatically suggests some merges but you will have to confirm the merge. 

  1. Click on merge on the right sidebar.
  2. Select which data you want to keep from each profile. The fields in blue will be kept.
  3. Click on the green button merge users .
  4. Confirm.

When Gorgias does not suggest any merge 

Sometimes Gorgias does not suggest automatically the merge. In this case you can merge the profiles manually. 

  1. When you are in the ticket, in the right search bar, search for the email address of the customer you want to merge with.
  2. Click on his profile.
  3. Click on merge.
  4. Follow the steps in the video above.

How did we do?

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