Activation Workshop: Tackling Your Duplicate Customer Records

# Customer lists

# Segmentation

# Data hygiene

# Data

# Activation Workshop

In this hands-on workshop our Spektrix experts will teach you to spot duplicate records in your system, and offer strategies for how to manage these duplicate accounts to ensure your customer data is as healthy as possible. We’ll take a look at how duplicates can happen, what Spektrix does to stop and spot them, and set up three processes to help clean your data.

Clean data has a huge impact on the value of your system - from reporting to Dotdigital open rates and beyond. If you don't have a current process for managing duplicates, this is the workshop for you!

Prerequisites For Attendees

User must have attended Instructor Led Training on Exploring Data 1: Customer Segmentation or feel confident in Spektrix segmentation tools like Customer Lists and Auto-Tags.

Have access to Sales, Admin, and Insights and Mailings interfaces in Spektrix, but no prep work needs to be accomplished.

Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation.

Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.

If you can no longer attend, please cancel your registration to free up a spot:

Log into the Community and select the specific event you are registered for

Select 'View Receipt' on the right-hand side

In the pop-up, select 'Cancel' at the base and click 'Submit'

If you don’t see this option, just email us at [email protected] and we’ll handle it for you!

For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.