Creating deduplication handler sets

With a deduplication rule open, you can create a new set of deduplication handlers or access the existing handler sets associated with that rule from the dedupe rule options menu.

To create a new deduplication handler set:

  1. Navigate to Audience An image of the Audience icon. > Tools, then click Data Tools.
  2. Click the Deduplication Rules tab in the left panel.

    An image of the Deduplication Rules tab.

  3. Open an existing deduplication rule, or create a new one.
  4. Click Deduplication Rule options in the right panel, then click New Deduplication Handler Set. The New Deduplication Handler Set dialog box opens.

    Note: The source comparison and destination comparison data entity types are the same as in the deduplication rule.

  5. Type a name into the Deduplication Handler Set Name field.
  6. Click Save. The dialog box changes to show and describe additional configuration options for the handler set.
  7. Select the type of matches or non-matches (on source or destination) that you want to use from the New Handler will run on picklist, then click Add New Handler to access the configuration options for that selected handler.
  8. Select the handler option from the In the New Deduplication Handler dialog box picklist, then click Continue.
  9. Set what you want done with matches or non-matches in the Edit Deduplication Handler Details dialog box, as well as the parameters for the selected action. For example, if you select Add to a Contact Group, then you must specify the Contact Group to be used. When you have set the parameters, click Save. Here is a list of the options and the corresponding parameters that must be set for each:
    Add to a Contact GroupSelect a Contact Group to which to add the contact.
    Add to Step in Program BuilderSelect the program step to which the contact will be added, and (if required) an ownership rule to use when adding it.
    Backup field data to another fieldSelect a field in the contact record and another field to which you want to back up the data value in the first field.
    Create CompaniesChoose a Companies Group to which to add the matched or unmatched contacts. You can also select an existing Group and Edit it or create a New group. You can also choose to populate account fields with values from the contact fields (and edit the field mappings) or choose not to map the field values.
    Delete PermanentlyPermanently deletes each Matched or Unmatched contact from the application.
    Remove from the current Group or Program StepWhen run manually, this contact will be removed from the current group with which it is associated, or in Program Builder, from the program step with which it is affiliated.
    Remove From The Specific GroupRemoves the contact from the current Contact or Account Group or Program Step.
    Update a field with a constant valueSelect a field to update with a constant (static) value and enter the value to use for this.
    Update a field with field values from matched recordsUpdate a selected contact field with the value from another field that you specify.

    The details of the deduplication handler and what it runs on (matches or non-matches, source or destination) are shown in a table at the bottom of the Deduplication Handler Set dialog box.

  10. Repeat steps 4 to 9 above to add additional deduplication handlers to the set as required.
  11. Click Save when you are finished adding all of your handlers to save the deduplication handler set, then close the dialog box.

Tip: You can change the Deduplication Handler Set Name by entering a new name in the field. You can also change any specific handler by clicking on the menu next to it and selecting Edit Deduplication Handler, or delete it by clicking Delete on the same menu. Change configurations as required. You can also add handlers to the set by clicking Add Handler and setting the configuration.

Note: When deleting a deduplication handler set, if one or both of the options next to the object are greyed out, you must manage the dependency from the object. For example, if a step in a program is dependent on the match rule, you would have to change or delete the dependency by editing the program step that uses the match rule.