Creating deduplication rules

You can create a new deduplication rule from the Data Tools menu. Remember that a single-table deduplication rule allows you to deduplicate records from the same data entity type (for example, contacts against contacts), whereas a multi-table deduplication rule lets you deduplicate records from different data entity types (for instance, contacts against companies).

To create a new single-table deduplication rule:

  1. Navigate to Audience An image of the Audience icon, which is represented by a white silhouette of a person. > Tools, then click Data Tools.

  2. Click Data Tools, then click New Deduplication Rule.

    An image of the Data Tools drop-down menu with New Deduplication Rule highlighted.

    Alternatively, click New Deduplication Rule on the right panel.

    An image of the New Deduplication Rule option in the right panel.

  3. Configure the Deduplication Rule Details:

    An image of the Deduplication Rule Details section.

    1. Type a name into the Deduplicate Rule Name field.
    2. (Optional) Type a brief description into the Deduplicate Rule Description field.
    3. Click the Deduplicate Rule Table drop-down, then select the type of data entity that provides the data source for the rule. The options are: Contacts, Companies, and Prospects.

    Note: Use of the Advanced Options is not recommended. These options are included for use by Eloqua® client services personnel.

  4. Click Save.

The new deduplication rule is saved under the name you provided. The page then expands to show additional configuration parameters you can set, including filters and precisions.

An image of the Deduplication Rule Configuration window with expanded parameters.

See examples of deduplication precision for additional information.

To create a new multi-table Deduplication Rule:

  1. Navigate to Audience An image of the Audience icon, which is represented by a white silhouette of a person. > Tools, then click Data Tools.

  2. Click Data Tools, then click New Multi-Table Deduplication Rule.

    An image of the Data Tools drop-down menu with New Multi-Table Deduplication Rule highlighted.

  3. Configure the Deduplication Rule Details:

    An image of the Deduplication Rule Details section.

    1. Type a name into the Deduplicate Rule Name field.
    2. (Optional) Type a brief description into the Deduplicate Rule Description field.
    3. Click the Source Table drop-down, then select the type of data entity that provides the data source for the rule. The options are: Contacts, Companies, and Prospects.
    4. Click the Destination Table drop-down, then select the type of data entity that provides the destination table for the rule. The options are: Contacts, Companies, and Prospects.

    Note: Use of the Advanced Options is not recommended. These options are included for use by Eloqua® client services personnel.

  4. Click Save.

The new deduplication rule is saved under the name you provided. The page then expands to show additional configuration parameters you can set, including filters and precisions.

An image of the New Multi-Table Deduplication Rule Configuration window with expanded parameters.

See examples of deduplication precision for additional information.

Note: If you select Delete, then the marketing object listed is deleted from the system. If edit and/or delete are greyed out, then you will have to remove the dependency from the original marketing object or process.

Related

Deduplication rules