What is a duplicate lead and why is it important to you?
A duplicate lead is a lead that you have previously sent to Verse for your Campaign.
As i'm sure you can imagine if Verse didn't identify duplicate leads, it would be very confusing for the lead if they received the same questions multiple times, from the same number.
Identifying duplicate leads ensures that Verse doesn't engage a lead in more than one conversation at the same time.
How does Verse Identify a Duplicate Lead?
We check both the phone number and the email address of the lead. The Phone number is the primary means of identifying whether we've received the lead previously, however if the lead doesn't have a phone number we'll check the email address as a fallback.
When does Verse Check for Duplicates?
Whenever you send Verse a new Lead, we check the previous leads that you've sent us to see if a duplicate lead exists.
What Options do I have when Verse finds a Duplicate?
One of the following settings can be applied to your account which will determine when a new lead should be blocked as a duplicate.
Active Leads Only (default setting): We should only reject the lead if we are currently working the lead (its in an "Active" status). If we've previously marked the original lead as "Qualified" or "Unqualified", we won't consider the new lead a duplicate.
Qualified + Active Leads Only: We should only reject the lead if we are currently working the lead (its in an "Active" status) or if the original lead status is "Qualified".. If we've previously marked the original lead as "Unqualified", we won't consider the new lead a duplicate.
All Leads: We should always reject a duplicate lead, regardless of the status of the original lead.
By default, setting #1 above is applied. Contact your account manager to update your account's duplicate settings.